Preliminary OCT24 TSIS

ETR’s Research Team recently published the October 2024 Early Takeaways, leveraging preliminary data to examine sectors with improving/declining second-half 2024 spending intent, updated IT spending growth, and inflections captured at the vendor level. Check out some highlights in this week’s article, and view the full report on the ETR platform.

Early Vendor Reactions from the OCT24 TSIS  

As ETR community members continue to submit their updated 2024 spending intentions plans into our OCT24 TSIS survey, we stop to analyze preliminary data trends on a few key vendors. This week, we take a closer look at CrowdStrike, Zscaler, ServiceNow, and Okta. 

ETR Data Reports Have Dropped! 

More than 200 Company-Specific Data Reports, as well as 29 Sector Reports, are now available on the ETR platform based on ETR’s JUL24 Technology Spending Intentions Survey (TSIS) capturing 2H’24 spending intentions. Within each report, you’ll be able to quickly ascertain the spend trajectory and competitive positioning of technology vendors – coming directly from their … Read more

JUL24 Early Takeaways, Part II

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. Last week, we rolled out Part I of the report highlights, and this week, we wrapped up with Part II. As of press time, more … Read more

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

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 … Read more

Confluent Data Review Ahead of Earnings

Headline art depicting a city skyline overlaying stacks of coins: Confluent Data Review Ahead of Earnings

This article highlights key data takeaways for Confluent based on ETR’s APR24 Technology Spending Intentions Survey (TSIS) ahead of their earnings report next week. ETR assigned a Positive outlook on the dataset in APR24. 

April 2024 TSIS Early Takeaways

ETR’s April 2024 Technology Spending Intentions Survey (TSIS) officially closed today. The Research team will be busy analyzing the data and compiling hundreds of timely reports on a sector and vendor level over the next three weeks. In addition, we will also publish our full Macro Views Report and Webinar, the APR24 TSIS Findings Webinar, … Read more

HPE to Buy Juniper in Networking Megadeal

Hewlett Packard Enterprise (HPE) has announced its plan to acquire Juniper Networks for $14 billion this week. The aim of this acquisition is to double HPE’s networking business and narrow the gap on generative AI. This acquisition is a strategic move for HPE, which had already made a significant push into networking with the purchase … Read more

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