The first 10 vendor-specific reports are now available on ETR+, citing ~1,200 CIOs and IT Executives, representing almost $500bn in annual IT spend. Here's a quick preview of IBM, Fortinet, Microsoft and Check Point. If you have any questions, contact us at email@example.com. We'll also be reviewing our final thoughts on the tech landscape next week, including the impact COVID-19 is having on tech spend for the back half of the year - reach out to us for access.
A drastic decline in IT Services, coupled with further deterioration in Software sectors, keeps us full Negative.
Reacceleration from select large index cuts is encouraging, but continued deterioration in spending intentions among all customers and competitive pressures remain.
Robust spend across virtually all products keeps up Positive on Microsoft.
Weaknesses in Check Point’s expected spend as well as the overall firewall space due to COVID-19 keeps us at Neutral-to-Negative in 2H20.