Microsoft - JUL20 TSIS

The most recent enterprise spending intentions data for Microsoft was collected through ETR's proprietary TSIS (Technology Spending Intentions Survey) from 6/16/2020 - 7/6/2020 and was sourced from 1081 CIOs and IT end users, which represent approximately $431B in annual IT spend. Further, of the 1081 customers, 184 represent Fortune 500 organizations and 321 represent Global 2000 organizations.

In this report, ETR examines Microsoft's 2H20 spending intentions with a focus on Cloud Computing, MDM, Desktop Virtualization, Security, Container Platforms, Analytics, Data Warehousing, Infrastructure Software, Servers, Productivity Apps (Teams) and ML / AI. We also view these sectors through the lens of COVID-19, and see which sectors are seeing an uptick in spend as organizations ramp up their work from home infrastructure to support employees working remotely.

Further, ETR benchmarks Microsoft's forward-looking Cloud spend against AWS and Google Cloud Platform. ETR also analyzes the impact Azure is having on Application Performance Monitoring vendors (New Relic, Dynatrace, AppDynamics, and Datadog). Additionally, the report reviews Infrastructure Software, Data Warehousing and Server spend.

Next, the report reviews enterprise usage between Microsoft Teams vs Slack and analyzes which product will grow the fastest in 2H20.

Lastly, ETR reviews extensive CIO and IT Leadership commentary across key product lines and examines the pervasion of the Azure Stack strategy.