Newsletter

The ETR Newsletter

A weekly burst of proprietary data & flash insights spanning the space as a sanity-check, juxtaposed to the hype and opinions flooding the enterprise technology landscape.

ICYMI: ETR Observatory for CNAPP Tools

This Observatory report features the most comprehensive and current end-user and evaluator data and feedback on the Cloud Native Application Protection Platform (CNAPP) marketplace. Backed exclusively by ETR’s new Market Array data, the vendors covered in this report are positioned in Leading, Advancing, Tracking, or Pursuing vectors according to Momentum and Presence in the market. The plotting of the vendors in the subsector is based exclusively on the data, not opinions or vendor influence.

ETR’s Earnings Retrospective 

In April, we collected updated Technology Spending Intentions Survey (TSIS) responses from a record 1,844 IT decision makers globally. With Q1 earnings over, we would like to reflect on those results for a handful of vendors from ETR’s Viewpoint List (published April 25, 2024) with notable earnings results, good and bad, in the past six weeks. We note that even companies with Positive outlooks on their data sets have come off from all-time highs given ongoing macro challenges. Read More>>

Salesforce Stumbles

Salesforce reported first quarter results yesterday, slightly missing revenue consensus while issuing second quarter sales guidance also below expectations. The company reiterated its FY25 total revenue guidance range, but we also note that the language around full year subscription and support y/y growth shifted from “Approx 10%, Slightly Above 10% in CC” last quarter to “Slightly below 10%, Approx 10% CC” with this release. On the back of this news around a softer top line, the stock has fallen approximately 20% today. Read more>>

New Relic + ETR Observability Study 

In addition to being responsible for managing critical consumer infrastructure, IT and telco providers face high levels of industry regulation. Security and privacy are a constant concern. Consumers expect IT and telco providers to take their data management seriously and adhere to regulations such as the General Data Protection Regulation (GDPR) in the European Union, the Federal Information Security Management Act (FISMA) in the United States, and the Consumer Data Right (CDR) in Australia. These concerns translate to a strong focus on the adoption of security and compliance policies, data controls, and user privacy. Additionally, consumers expect to engage with IT and telco providers not just online but via their mobile devices. This mobile-first expectation requires organizations to provide an optimal digital customer experience (DCX) and seamless connectivity. Read more>>

Manufacturing Organization Embraces AI 

ETR Insights presents an interview with the Director of Technology for a small industrial manufacturing enterprise, who discusses the transformative impact of AI/ML on their operations, in particular Microsoft Copilot. While data security remains top of mind, our guest anticipates broader adoption of AI across manufacturing to enhance productivity, manage complex product lines, and mitigate staffing shortages. AI/ML is accessible without the substantial investment required for RPA, enabling small to medium-sized enterprises to compete more effectively.

Qlik + ETR Unstructured Data Survey 

In partnership with Qlik, a global provider for data integration, analytics, and artificial intelligence (AI), ETR surveyed 200 technology decision makers about the opportunity that unstructured data and Gen AI enable. This article highlights some of the key takeaways from the survey, but readers can access the full report via Qlik’s website.

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