SEP24 Pre-Earnings Data Review
ETR reviews its latest TSIS data and trends for select companies reporting earnings next week; read on as we analyze Zscaler, Gitlab, and UiPath in more detail.
ETR Insights
CrowdStrike Outage: One Month Later
ETR recently ran another survey iteration to assess the possible impact of strong emotions in our first CrowdStrike outage survey, repeating all five questions from one month ago. On top of this, we asked new inquiries about the past few weeks, including alternative vendors evaluated and compensation for operational impacts. Like our flash survey from … Read more
Outage Outcry
In the wake of the recent global IT outage, ETR collected feedback and testimonials from CrowdStrike customers detailing their experiences during the incident that was caused by a faulty update. In this report, we analyze IT decision-maker (ITDM) perceptions of CrowdStrike’s rollout failure and response to the incident, focusing on trust, operational impacts, effectiveness of … Read more
AUG24 Pre-Earnings Data Review: Salesforce and Okta
We turn to the final week of earnings before Labor Day Weekend, with plenty of off-calendar software companies still left to report. This week, we highlight ETR’s data behind Salesforce and Okta from our most recent July 2024 Technology Spending Intentions Survey (TSIS).
Data-Driven Earnings Preview JUL24
ETR reviews its latest JUL24 TSIS data and trends for four companies reporting earnings next week; read on as we discuss ZoomInfo’s NDR decline mirroring its drop in Net Score, Jamf retaining dominance within UEM despite a recent drop off in positive survey intentions, HubSpot’s declining data within SMBs in the wake of Google terminating … Read more
ETR’s JUL24 Macro Views Findings Report
ETR recently conducted and published the findings from its quarterly Macro Views survey. The July 2024 Macro Views Survey captured responses from 1,768 IT decision makers (ITDMs), with nearly a quarter of respondents from Global 2000 organizations and 75% holding C-suite or Director-level titles. IT spend estimates for the full-year 2024 spend are more cautious … Read more
Varonis’ Net Score Decline
In this article, ETR analyzes preliminary JUL24 TSIS data for the best-of-breed Data Security Posture Management (DSPM) platform vendor that is seeing Net Score declines amidst its SaaS transition.
JUL24 Early Takeaways Part I
ETR recently published the July 2024 Early Takeaways, leveraging preliminary data to examine sectors with improving and declining 2024 spending intent, as well as inflections captured at the vendor level. ICYMI, we offer some highlights in this article, and you can view the full report on the ETR platform. To date, over 1,600 IT decision … Read more
The RAG Space is Exploding
ETR Insights presents an interview with the Head of Data Science for a large technology and business services enterprise that adopted generative AI early, though despite initial industry enthusiasm, there is a growing realization that generative AI cannot address deep-seated structural issues; there is a particular discrepancy between executive expectations and the actual capabilities of … Read more
