Microsoft - OCT19 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 9/12/2019 - 10/18/2019 and was sourced from 1210 CIOs and IT end users, which represent approximately $410B in annual IT spend. Further, of the 1210 customers, 223 represent Fortune 500 organizations and 362 represent Global 2000 organizations.
In this report, ETR examines Microsoft's updated 2H19 spend with a focus on Cloud Computing, Container Platforms, Analytics, Data Warehousing, Infrastructure Software, Servers, Productivity Apps (Teams) and ML / AI. Additionally, ETR analyzes spend levels for recent acquisitions such as GitHub.
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). Next, ETR investigates Analytics spend for 2H19 with a focus on competition with Tableau, SAP, Oracle and IBM. 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 analyzes which product 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.