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.

Coronavirus Flash Survey March 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

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.

For tech giants on Wall Street, it’s almost as if the worst global pandemic in modern history never happened. Despite trillions of dollars in lost economic activity and tens of millions of lost jobs because of COVID-19, shares of most tech companies are currently trading where they were before the outbreak. It’s a recovery that appears unfounded.

Buyout barons hit hard by Coronavirus

All tech acquirers are feeling the hit from the coronavirus pandemic. But financial buyers are proving to be the more at-risk population during the current crisis. Disruption in the financing market has limited their ability to shop, knocking the number of PE deals to a multiyear low and significantly cutting their share of the overall tech M&A market.

The E-commerce Drop-off

As consumer spending shrinks and shifts amid the pandemic, valuations are rising for many e-commerce vendors. But that’s not likely to boost acquisition multiples. The shift that’s benefiting many of the largest online players is decimating offline retailers – a major source of exits for e-commerce startups.

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As economies haltingly start to open back up after the abrupt coronavirus-related shutdown, uncertainty still lingers heavily. That is forcing a shift in strategy at tech companies, which are now in the unusual position of deemphasizing growth. Moving fast and breaking things doesn’t work in a world that’s already broken.

Healthcare tech vendors are driving an increase in healthcare IoT deals as they seek to address growing provider demand for remote patient monitoring technology. The spread of coronavirus only underscores the rationale behind acquisitions in this emerging market.

Coronavirus Devastates M&A Market

The tech M&A market has gone into lockdown. Spending on tech deals in April plummeted to just one-tenth the typical monthly total, hitting the lowest level since the Credit Crisis. That puts tech investment banking among the hardest-hit industries by the coronavirus outbreak, with little relief in sight.

Business Travelers

As startup and tech valuations soared in the now-ending bull market, corporate investors plowed into venture capital. They’ve been investing longer and larger than they did during the dot-com bubble. But despite the slower buildup, they will likely now flee from the market as fast as they did after the bubble burst.


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?


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?


icon-1-24.png ON-DEMAND WEBINAR

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.


icon-1-24.png ON-DEMAND WEBINAR

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. 


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