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

Last month's surge in tech M&A spending could give the impression that it's now business as usual in the tech M&A market following a lull in deals at the outset of the pandemic. And although many acquirers are back at it, they're not buying the way they used to. At the top end of the market, they're paying far higher prices than before the crisis.

Tech M&A spending in August surged to the highest monthly level in nearly two years, as big deals that had been derailed by the pandemic got back on track. Acquirers around the world announced tech transactions valued at $65bn last month, which is more than triple the average monthly spending in the first half of this year, according to 451 Research's M&A KnowledgeBase.


Low risk and high return

For Wall Street, Tuesday brought the best of both worlds – low risk and high reward. Not only did the S&P 500 Index erase all loses from COVID-19 as it set a new record closing price, but at the same time, a key measure of overall investor uncertainty dipped to its lowest level of the pandemic.

 


A brisk recovery in Europe's tech M&A market has followed a relatively flattened COVID-19 curve. Although a rise in activity in recent months has seen Western Europe's share of dealmaking tick upward, that hasn't necessarily translated into a healthier market. Discounts prevail in European tech M&A, while North American targets have gotten more expensive.

Even as most of Wall Street is taking its unofficial summer holiday, the tech IPO market is unseasonably busy. Several new offerings have already been filed, with even more prospectuses getting their final revisions and updates. This fall is looking to be one of the most active periods for IPOs in recent years.


'Earnings before interest, taxes, depreciation, amortization… and pandemics'

Investors have largely looked through the financial costs of business lost due to COVID-19. Financial analysts who used to jokingly refer to 'earnings before interest, taxes, depreciation, amortization… and pandemics' are now busily rewriting their valuation models to include at least some provisions for the outbreak. What started as a 'one-time event' is becoming standardized.


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

The Future of Work Webinar Series: Prioritizing Digital Transformation Strategies Beyond COVID-19

In this webinar series senior 451 Research analysts Chris Marsh, Sheryl Kingstone and Conner Forrest present the latest research and data to detail the struggles businesses face and the strategies they can implement to support their workforces in reacting to current unprecedented disruption, as well as preparing for business beyond the COVID-19.

WATCH THE REPLAY>


icon-1-24.png 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>


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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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