Microsoft - JAN20 TSIS
Sectors: Analytics / B.I. / Big Data, Cloud Computing / Managed Hosting, Container Orchestration, Container Platforms, Data Warehousing, ECM Software, IP Telephony, Information Security, Infrastructure Software, Internet Marketing / Social Media, ML / AI, Mobile Device Management, PC / Tablet / Laptop, Productivity Apps, Server, Telecom / Mobile, Video Conferencing, Virtualization
The most recent enterprise spending intentions data for Microsoft was collected through ETR's proprietary TSIS (Technology Spending Intentions Survey) from 12/12/2019 - 1/17/2020 and was sourced from 1041 CIOs and IT end users, which represent approximately $382B in annual IT spend. Further, of the 1041 customers, 180 represent Fortune 500 organizations and 300 represent Global 2000 organizations.
In this report, ETR examines expected Microsoft spend in 2020 with a focus on Cloud Computing, Container Platforms, Analytics, Data Warehousing, Infrastructure Software, Servers, Productivity Apps (Teams) and ML / AI.
Further, ETR benchmarks Microsoft's forward-looking Cloud spend against AWS, Google Cloud Platform, IBM, Red Hat, Oracle, Box, Dropbox and Rackspace accounts. 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 and analyzes whether cloud spend is cannibalizing Microsoft's Server spend.
Next, the report heavily reviews enterprise usage between Microsoft Teams vs Slack and Zoom and analyzes which products will likely succeed in the enterprise.
Lastly, ETR explores newer offerings in Containers and Machine Learning / Artificial Intelligence, reviews extensive CIO and IT Leadership commentary across key product lines, and examines the pervasion of the Azure Stack strategy.