451 Research

Impact of COVID-19

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As the COVID-19 pandemic sweeps the globe, it is causing economic and health impacts that are unprecedented in modern times. Despite the uncertainty and disruption, it’s clear that information technology will play a key role in helping leaders navigate a path forward for their organizations. The analyst team at 451 Research is paying particular attention to these impacts, both on the technology market itself, as well as on the broader economy. This microsite will be continually updated with a selection of our research, insight, and data that are free to consume, helping organizations globally plan a way through this unique challenge. Learn more about what 451 Research covers.

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Coronavirus Flash Survey June 2020

Combining 451 Research’s industry-leading analysis with a proprietary global panel of IT decision-makers, this Voice of the Enterprise: Digital Pulse survey on the global COVID-19 outbreak tracks the disruption occurring in the market and exposes the major impacts and opportunities for enterprises, IT vendors, suppliers, and investors. View the press release here

Market Insights

Please click 'Read Report' to view and/or download the complimentary analysis.

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M&A Insights

Tech vendors will begin filling the rather bleak picture of business during the April-June quarter as most of the big names release financial results in the coming weeks. But for most on Wall Street, it doesn't really matter.

Installment payment providers have gained meaningful traction in the US market over the past 12-18 months. Coronavirus has created uniquely favorable tailwinds for these players that should accelerate progress further. With the market opportunity broadening, we believe increased dealmaking will soon develop.


The Coronavirus Catalyst

The words ‘COVID-19’ and ‘coronavirus’ have appeared in the records of only about 150 tech transactions so far this year in 451 Research's M&A KnowledgeBase. That's slightly less than one of every 10 prints, a surprisingly small portion of deals given how broadly and deeply our work and our lives have been hit by the outbreak.


Coming public in a pandemic

Not all businesses have reopened their doors, but Wall Street is certainly humming again. Investors have bid up stocks to nearly their pre-pandemic levels and have shown themselves ready to load up on some of the riskier paper out there, IPOs. They gave a warm welcome to ZoomInfo, the first new listing by an enterprise tech vendor this year.


With COVID-19 raging and the world's economy in freefall, tech dealmakers struggled to get anything done in Q2. The results for the first full quarter of the public health crisis-turned-economic recession showed that coronavirus basically wiped out a decade's worth of healthy growth in the multibillion-dollar tech M&A market.

Amid a steep drop in the tech M&A market, purchases of companies with machine learning (ML) capabilities continue to rise. ML's popularity was growing before the COVID-19 outbreak and our surveys suggest that the illness could accelerate adoption. 


Reclaiming higher ground

Earlier this week, the S&P 500 Index reclaimed the ground it lost as life got locked last spring because of COVID-19. The head-spinning rebound in the equity market came faster than virtually anyone thought it would, and has brought with it the bizarre new reality of higher prices for lower performance.


Trends for Post-Coronavirus Tech M&A

Even as some of the broader business restrictions from March start to get lifted, the tech M&A market remains in lockdown. Yet at least a few trends for post-coronavirus acquisitions have emerged, offering a glimpse of what the market may look like as it ‘normalizes.’ One tech giant is already embodying them: Microsoft.

MEDIA

Additional Insights

Coronavirus Flash Survey March 2020

451 Research’s Voice of the Enterprise: Digital Pulse survey on the global COVID-19 outbreak tracks the disruption occurring in the market and exposes the major impacts and opportunities for enterprises, IT vendors, suppliers, and investors.

The State of the Internet Amid COVID-19

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In this episode of the MediaTalk Podcast, analysts from Kagan Research and 451 Research talk about how higher streaming media consumption and increase use of collaboration applications have impacted network infrastructure.

2020 TMT Ecosystem: Effects of COVID-19

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Technology, Media & Telecommunications is in constant flux. See how S&P Global Market Intelligence and 451 Research are investigating the COVID-19 pandemic by downloading our complimentary infographic.


ON-DEMAND WEBINAR

Tech Deals in the Downturn: M&A and Shifting Growth Strategies

Technology and digital solutions continue to help companies address regular and pandemic-related challenges. Prior to COVID-19, emerging tech such as machine learning and artificial intelligence accounted for the most tech M&A activity. As companies re-strategize for 2020 and beyond, will that trend decline, continue, or increase? Will these technologies become “insurance” in anticipation of future global disruptions?

WATCH THE REPLAY>


icon-1-24.png ON-DEMAND WEBINAR

Beyond COVID-19: Enterprise Cyber Security May Never Be the Same

What does this mean for cyber security strategy, when direct connections between users and services cut the enterprise out of visibility and control? How can organizations have confidence that these remote endpoints don’t pose new threats? How permanent can we expect these changes to be? And what does it mean for the cyber security vendors who must adapt to this new reality to be viable – through this crisis, and beyond?

WATCH THE REPLAY>


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Coronavirus: The Global Impact

The coronavirus outbreak has caused widespread uncertainty across global markets, as countries and regions battle to contain the spread of the pandemic. Bringing together the breadth of S&P Global’s news and research teams, this webinar will provide insights on the impacts of COVID-19 on the global economy and on specific industries.

WATCH THE REPLAY>


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Remote Work Tech Challenges:
A Marathon, Not a Sprint

How will companies support prolonged remote working at scale and can they get it right? Business leaders will need to rethink and address five key challenges. 

WATCH THE REPLAY>

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