#  @mdsmaldon MarkETR MarkETR posts on X about okta, $crwd, $okta, $snow the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::13417372/interactions)  - [--] Week [-----] -30% - [--] Month [------] +577% - [--] Months [------] +530% - [--] Year [------] -29% ### Mentions: [--] [#](/creator/twitter::13417372/posts_active)  - [--] Months [--] no change - [--] Year [--] -71% ### Followers: [-----] [#](/creator/twitter::13417372/followers)  - [--] Week [-----] +0.37% - [--] Month [-----] +1.10% - [--] Months [-----] +2.60% - [--] Year [-----] +4.50% ### CreatorRank: [---------] [#](/creator/twitter::13417372/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [technology brands](/list/technology-brands) [finance](/list/finance) [cryptocurrencies](/list/cryptocurrencies) [social networks](/list/social-networks) [vc firms](/list/vc-firms) [exchanges](/list/exchanges) [automotive brands](/list/automotive-brands) [countries](/list/countries) [celebrities](/list/celebrities) **Social topic influence** [okta](/topic/okta), [$crwd](/topic/$crwd), [$okta](/topic/$okta), [$snow](/topic/$snow), [$ddog](/topic/$ddog), [$msft](/topic/$msft), [$zs](/topic/$zs), [databricks](/topic/databricks), [crowdstrike](/topic/crowdstrike), [$panw](/topic/$panw) **Top assets mentioned** [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Okta Inc (OKTA)](/topic/$okta) [Snowflake Inc. (SNOW)](/topic/$snow) [Datadog Inc (DDOG)](/topic/$ddog) [Microsoft Corp. (MSFT)](/topic/$msft) [Zscaler Inc (ZS)](/topic/$zs) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Splunk Inc (SPLK)](/topic/$splk) [Elastic N.V. (ESTC)](/topic/$estc) [Workday Inc (WDAY)](/topic/$wday) [CyberArk Software Ltd. (CYBR)](/topic/$cybr) [Oracle Corporation (ORCL)](/topic/$orcl) [Now Coin (NOW)](/topic/$now) [HUBSPOT, INC. (HUBS)](/topic/$hubs) [Cisco Systems Inc (CSCO)](/topic/$csco) [MongoDB, Inc. (MDB)](/topic/$mdb) [Dynatrace, Inc. (DT)](/topic/$dt) [Salesforce Inc (CRM)](/topic/$crm) [UiPath, Inc. (PATH)](/topic/$path) [Zoom Video Communications Inc (ZM)](/topic/$zm) [Rapids (RPD)](/topic/$rpd) [New Relic, Inc. (NEWR)](/topic/$newr) [Akamai Technologies, Inc. (AKAM)](/topic/$akam) [Cloudflare, Inc. (NET)](/topic/$net) [HashiCorp, Inc. (HCP)](/topic/$hcp) [Infosys Limited (INFY)](/topic/$infy) [Fortinet Inc (FTNT)](/topic/$ftnt) [IBM (IBM)](/topic/ibm) [Alphabet Inc Class A (GOOGL)](/topic/google) [Twilio, Inc. (TWLO)](/topic/$twlo) [SailPoint, Inc. (SAIL)](/topic/$sail) [Pure Storage, Inc. (PSTG)](/topic/$pstg) [Docusign Inc (DOCU)](/topic/$docu) [Adobe, Inc. (ADBE)](/topic/$adbe) [Atlassian Corporation PLC (TEAM)](/topic/$team) [Jamf Holding Corp. (JAMF)](/topic/$jamf) [ZoomInfo Technologies Inc. (ZI)](/topic/$zi) [Nutanix, Inc. Class A Common Stock (NTNX)](/topic/$ntnx) [Smartsheet Inc. (SMAR)](/topic/$smar) [BOX, INC. (BOX)](/topic/$box) [RINGCENTRAL, INC. (RNG)](/topic/$rng) [monday.com Ltd. (MNDY)](/topic/$mndy) [Qualys, Inc. Common Stock (QLYS)](/topic/$qlys) [Cognizant Technology Solutions Corp (CTSH)](/topic/$ctsh) [Alteryx, Inc. (AYX)](/topic/$ayx) [Accenture (ACN)](/topic/$acn) [Shopify Inc (SHOP)](/topic/$shop) [Dell Technologies, Inc. (DELL)](/topic/dell) [Varonis Systems, Inc. (VRNS)](/topic/$vrns) [Spacemesh (SMH)](/topic/$smh) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Advanced Micro Devices (AMD)](/topic/$amd) [ServiceNow Inc (NOW)](/topic/servicenow) [Braze Inc. (BRZE)](/topic/$brze) ### Top Social Posts Top posts by engagements in the last [--] hours "One of the wildest takeaway from this Global [----] spending chart isnt @AnthropicAI hitting its stride and starting to set the pace or Google just calmly doing Google things or even OpenAI cooling off while still a dominant position. No no. Its Llama. Llama went from Hey Im keeping pace with Anthropic to Has anyone seen Llama https://twitter.com/i/web/status/2022333809383837923 https://twitter.com/i/web/status/2022333809383837923" [X Link](https://x.com/mdsmaldon/status/2022333809383837923) 2026-02-13T15:35Z [----] followers, [----] engagements "Reminder at 1pm ET - Highlighting ETR spending data (including AI-related traction) on $CRWD $WDAY and $HUBS + Arb Insights/ETR historical data accuracy and implied growth for 4Q/1Q https://us02web.zoom.us/webinar/register/WN_BJibA9LhTziKD1PbQTF09A#/registration REMINDER Register to join us on January [--] at 1PM ET for a joint webinar with ETR & Arb Insights In this session an independent investor-focused validation of ETRs forward-looking enterprise technology spending data will be presented. Register today: https://t.co/9owDhkg415 https://t.co/CUnYCbJwjy" [X Link](https://x.com/mdsmaldon/status/2011832521986834530) 2026-01-15T16:07Z [----] followers, [---] engagements "@rubicon59 bc growth has been stagnant or decelerating they haven't not been "cheap" on value metrics and SNDK or MU are beating numbers by 50% and guiding up 100%. try explaining that to a PM" [X Link](https://x.com/mdsmaldon/status/2017642910137671713) 2026-01-31T16:55Z [----] followers, [---] engagements "Does this "hard" data on Salesforce ($CRM) say "AI is killing SaaS"" [X Link](https://x.com/mdsmaldon/status/2017976445205696838) 2026-02-01T15:00Z [----] followers, 11.9K engagements "@PositiveInvst that was specifically for Salesforce - https://ramp.com/vendors/salesforce https://ramp.com/vendors/salesforce" [X Link](https://x.com/mdsmaldon/status/2018027609519472655) 2026-02-01T18:24Z [----] followers, [---] engagements "Obviously a leading and somewhat rhetorical question - so then read this as to what's 'really' happening and study some history. One lesson might be $MSFT pre-Azure dead-money never going to grow again sub market PE (15x) multiple when did Azure 'matter' (what % of revenue to accelerate growth etc etc). https://x.com/jasonlk/status/2018000554941919700s=12 Does this "hard" data on Salesforce ($CRM) say "AI is killing SaaS" https://t.co/DRLTrIojxC https://x.com/jasonlk/status/2018000554941919700s=12 Does this "hard" data on Salesforce ($CRM) say "AI is killing SaaS" https://t.co/DRLTrIojxC" [X Link](https://x.com/mdsmaldon/status/2018034951493390556) 2026-02-01T18:53Z [----] followers, [----] engagements "Thoughts after reading $EGHT transcript ✅ In-quarter usage driving upside ✅ NT GM pressure but profit $$ will scale over time ✅ Seats up y/y and q/q ✅ Accelerating AI uptake as pilots move to production" [X Link](https://x.com/mdsmaldon/status/2019069997373345846) 2026-02-04T15:26Z [----] followers, [---] engagements "$TWLO hearing their commentary on Voice AI" [X Link](https://x.com/mdsmaldon/status/2019074262145921256) 2026-02-04T15:43Z [----] followers, [---] engagements "@Crussian17 customers concur - spending intent 'ramping' for $BRZE and not so for $KYVO" [X Link](https://x.com/mdsmaldon/status/2021678345138667869) 2026-02-11T20:10Z [----] followers, [----] engagements "@JSpitTrades I sent a high conviction idea out to clients that IGV won't be down Monday. feel free to sign-up to my substack for other timely ideas" [X Link](https://x.com/mdsmaldon/status/2022400602979148028) 2026-02-13T20:00Z [----] followers, [---] engagements "Among [---] IT end-users '21 spending plans @SnowflakeDB @UiPath @okta @awscloud @AutomationAnywh @PureStorage @CrowdStrike @SailPoint are all on the NICE LIST with the highest Net spending scores within @ETRnews vendor universe" [X Link](https://x.com/mdsmaldon/status/1342227106084880386) 2020-12-24T21:54Z [----] followers, [--] engagements "Most read article in this weeks ETR Newsletter. Consolidation in the Identity & Access Management Space $MSFT $OKTA $CYBR $SAIL https://etr.plus/articles/iam-key-findings-june-21 https://etr.plus/articles/iam-key-findings-june-21" [X Link](https://x.com/mdsmaldon/status/1412111152226738182) 2021-07-05T18:08Z [----] followers, [--] engagements "On Deck: ETR Previews Next Week's Earnings $SAIL $RXT $CYBR https://app.etr.ai/articles/on-deck-aug62021 https://app.etr.ai/articles/on-deck-aug62021" [X Link](https://x.com/mdsmaldon/status/1424775583381262337) 2021-08-09T16:52Z [----] followers, [--] engagements "The top [--] articles read from the [----] people on ETR's weekly newsletter. If you are not on it it's free -- sign-up here - 1) Earnings Preview - Zoom & Pure Storage $ZM $PSTG https://hubs.la/H0_yrxQ0 https://hubs.la/H0_yrv-0 https://hubs.la/H0_yrxQ0 https://hubs.la/H0_yrv-0" [X Link](https://x.com/mdsmaldon/status/1462079242389315586) 2021-11-20T15:23Z [----] followers, [--] engagements "Happy Thanksgiving - enjoy some good food and rest as next week is another busy (and volatile) earnings week in Enterprise Tech - $SNOW $OKTA $CRWD $ZS $CRM $NTAP - Don't let the tryptophan get in the way from checking out ETR's data https://hubs.la/H0_QHdG0 https://hubs.la/H0_QHdG0" [X Link](https://x.com/mdsmaldon/status/1463864897129881613) 2021-11-25T13:39Z [----] followers, [--] engagements "Is the Shopping Spree Over Retail/Consumer IT Spend Largest Decline Among All Business Sectors - assessing enterprise technology vendors impacted $SMAR $RPD $SWI $ORCL $DOCU https://app.etr.ai/articles/retail-spend-declines https://app.etr.ai/articles/retail-spend-declines" [X Link](https://x.com/mdsmaldon/status/1527755548673949702) 2022-05-20T20:58Z [----] followers, [--] engagements "Many of the Forbes Cloud [---] are tracked in ETR's universe of spending intent and sentiment sourced directly from IT decision makers such as @MiroHQ @figma @databricks @getpostman @snyksec @collibra @Tanium @OneTrust @Calendly among others " [X Link](https://x.com/mdsmaldon/status/1558245818376880128) 2022-08-13T00:15Z [----] followers, [--] engagements "The Commoditization of E-Signature Tools $DOCU $ADBE $BOX $DBX https://app.etr.ai/articles/insights-subsector-report-esignature https://app.etr.ai/articles/insights-subsector-report-esignature" [X Link](https://x.com/mdsmaldon/status/1579635766623625216) 2022-10-11T00:51Z [----] followers, [--] engagements "$MSFT not best in class but good enough $CSCO newer security products very close to $PANW & much cheaper $SPLK is great but expensive whatever Jay @zscaler touches turns to gold $ZS getting more popular @wiz_io is taking off https://youtu.be/jUiPUittZO4 https://youtu.be/jUiPUittZO4" [X Link](https://x.com/mdsmaldon/status/1581276855935463426) 2022-10-15T13:32Z [----] followers, [--] engagements "An ETR Interview Evaluates the Competitors - @SnowflakeDB @databricks @awscloud $SNOW https://app.etr.ai/articles/databricks-versus-snowflake https://app.etr.ai/articles/databricks-versus-snowflake" [X Link](https://x.com/mdsmaldon/status/1599072313437102083) 2022-12-03T16:05Z [----] followers, [--] engagements "This VP of IT talks about how feature parity and the high cost of ingestion are posturing Observability vendors for a "race to the bottom." @elastic elastic @datadoghq @splunk @newrelic $NEWR $ESTC $SPLK $DDOG https://youtu.be/7RFI3Q8_hvA https://youtu.be/7RFI3Q8_hvA" [X Link](https://x.com/mdsmaldon/status/1604455950110400515) 2022-12-18T12:38Z [----] followers, [----] engagements "ETR Part 2: [----] Top Enterprise Tech Trends Series - Snowflake and Databricks on a Collision Course & a Crowded Observability Market - be sure to subscribe to our YouTube channel to receive alerts. Vendors mentioned $AKAM $AI $CRWD $SNOW $OKTA https://hubs.la/Q01BgsTn0 https://hubs.la/Q01BgsTn0" [X Link](https://x.com/mdsmaldon/status/1621624746621157379) 2023-02-03T21:40Z [----] followers, [---] engagements "ETR Earnings Calendar - Data Preview of Select Vendors Reporting Next Week $DDOG $CHKP $AKAM $HUBS https://app.etr.ai/articles/etr-earnings-021023 https://app.etr.ai/articles/etr-earnings-021023" [X Link](https://x.com/mdsmaldon/status/1624549297155973121) 2023-02-11T23:21Z [----] followers, [----] engagements "With cost pressures emerging the Dir of Architecture at a large healthcare org is exploring more open-source options namely MongoDB and expects increased adoption in the coming years. $MDB https://youtu.be/ggW7tCGh9lc https://youtu.be/ggW7tCGh9lc" [X Link](https://x.com/mdsmaldon/status/1626701376364445696) 2023-02-17T21:53Z [----] followers, [---] engagements "ETR Earnings Calendar - Data Preview of Vendors Reporting Next Week $OKTA $SNOW $ESTC $ZS https://app.etr.ai/articles/etr-earnings-calendar-022423 https://app.etr.ai/articles/etr-earnings-calendar-022423" [X Link](https://x.com/mdsmaldon/status/1629542487629987848) 2023-02-25T18:02Z [----] followers, [---] engagements "CrowdStrike & SentinelOne Continue to Grow Customer Count but CrowdStrike Leads in [----] Expansion Rates $CRWD $S https://app.etr.ai/articles/crowd-vs-sentinelone-jan23-data https://app.etr.ai/articles/crowd-vs-sentinelone-jan23-data" [X Link](https://x.com/mdsmaldon/status/1631758856643543042) 2023-03-03T20:50Z [----] followers, [----] engagements "ETR Insights call - Our guest shared thoughts on eliminating redundancy streamlining data warehouses and the unsustainable nature of ingestion-based pricing and where Splunk Datadog and New Relic are likely headed $DDOG $SPLK $NEWR https://app.etr.ai/articles/etr-insights-observability-costs https://app.etr.ai/articles/etr-insights-observability-costs" [X Link](https://x.com/mdsmaldon/status/1641906741808971778) 2023-03-31T20:54Z [----] followers, [---] engagements "Applaud @Akamai on the @neosec_com acquisition - among several dozen private InfoSec vendors not many have has high of IT buyer sentiment among Akamai customers as Neosec does $AKAM" [X Link](https://x.com/mdsmaldon/status/1648646830098378754) 2023-04-19T11:16Z [----] followers, [---] engagements "Thats a wrap for @RSAConference With the biggest security conference of the year ending today ETR reviewed its recent data on some of the companies making announcements $MSFT $CRWD $PANW $S https://app.etr.ai/articles/rsa-2023-etr-wrap https://app.etr.ai/articles/rsa-2023-etr-wrap" [X Link](https://x.com/mdsmaldon/status/1652078460771205120) 2023-04-28T22:32Z [----] followers, [----] engagements "Preview of Select Vendors Reporting Next Week $AKAM $RNG $RPD $TWLO $CYBR https://app.etr.ai/articles/apr23-tsis-earnings-one https://app.etr.ai/articles/apr23-tsis-earnings-one" [X Link](https://x.com/mdsmaldon/status/1654582705835724803) 2023-05-05T20:23Z [----] followers, [---] engagements "Did you know ETR isn't just spending data We provide qualitative IT end-user feedback to support verify and pick apart technology trends. Our transcript library is chock full of insights (hence the name ETR Insights) this was a particular 'eye' grabbing one ms@etr.ai $NET" [X Link](https://x.com/mdsmaldon/status/1656329448206090242) 2023-05-10T16:04Z [----] followers, [----] engagements "Data-driven direct from the source (IT buyers) earnings previews on $PANW $SNOW $ZM $SPLK $PATH $WDAY https://etr.ai/request-a-free-trial/ https://etr.ai/request-a-free-trial/" [X Link](https://x.com/mdsmaldon/status/1660283057121681410) 2023-05-21T13:55Z [----] followers, [----] engagements "@ryan_c_walsh $SNOW buying intent continues to slide" [X Link](https://x.com/mdsmaldon/status/1661537196170420225) 2023-05-25T00:58Z [----] followers, [--] engagements "As another volatile earnings season rolls on we highlight data reviews for $OKTA $CRWD $S $ZS $ESTC $MDB https://app.etr.ai/articles/etr-earnings-may2923 https://app.etr.ai/articles/etr-earnings-may2923" [X Link](https://x.com/mdsmaldon/status/1662205929549623296) 2023-05-26T21:15Z [----] followers, [----] engagements "Atlassian Leads a Saturated Market for Project Management Tools $TEAM $ASAN $MNDY https://reports.etr.ai/etr-observatory-project-management-tools https://reports.etr.ai/etr-observatory-project-management-tools" [X Link](https://x.com/mdsmaldon/status/1663947673743785989) 2023-05-31T16:36Z [----] followers, [---] engagements "ETR Insights Interviews - @Cloudflare is the next @PaloAltoNtwks frustration with $MSFT add-on security services mixed experiences w $PANW $ZS https://www.youtube.com/watchv=WWfkdpg0F0I https://www.youtube.com/watchv=WWfkdpg0F0I" [X Link](https://x.com/mdsmaldon/status/1667493258048487425) 2023-06-10T11:25Z [----] followers, [----] engagements "Users ❤ @Atlassian @Jira @Confluence $TEAM https://app.etr.ai/articles/etr-observatory https://app.etr.ai/articles/etr-observatory" [X Link](https://x.com/mdsmaldon/status/1667899965509607428) 2023-06-11T14:21Z [----] followers, [---] engagements "ETR Insights Video InfoSec Priorities: CrowdStrike SentinelOne Rapid7 Qualys Tenable & More $CRWD $QLYS $RPD $TENB $S https://youtu.be/SuRYsEFFTD0 https://youtu.be/SuRYsEFFTD0" [X Link](https://x.com/mdsmaldon/status/1675118938072465408) 2023-07-01T12:27Z [----] followers, [----] engagements "Sectors - Y/Y chg in spending intent" [X Link](https://x.com/mdsmaldon/status/1675838608719192065) 2023-07-03T12:07Z [----] followers, [---] engagements "Companies - highest spending intent @databricks $HCP $CRWD $NOW @awscloud $MSFT $JAMF (sleeper surprise)" [X Link](https://x.com/mdsmaldon/status/1675839304038318083) 2023-07-03T12:10Z [----] followers, [----] engagements "@databricks @awscloud Companies w declining spending intent $SNOW $HCP (high but declining) $WDAY (strong in 1H but down) $ZM (still down)" [X Link](https://x.com/mdsmaldon/status/1675839915886624770) 2023-07-03T12:12Z [----] followers, [----] engagements "@BigBullCap how does one assess 'overdone' when the product was released [--] hours ago given $MSFT track record of copy-catting and using its muscle to consolidate Does a less than [--] EV/Rev multiple pt drop account for MSFT risk when 80% of $ZS customers also use a MSFT InfoSec product" [X Link](https://x.com/mdsmaldon/status/1679187413892059137) 2023-07-12T17:54Z [----] followers, [--] engagements "@InvestiAnalyst @scalevp LL 'Cool J' $OKTA making a tremendous come back in G2K into 2H'23 - back in the top 5" [X Link](https://x.com/mdsmaldon/status/1679925026865201173) 2023-07-14T18:45Z [----] followers, [----] engagements "@InvestiAnalyst @scalevp CIOs in the generic sense - most of them are not 'CIOs'. $OKTA bit off more than they could chew w/ Auth0 at a time when IT spend was decelerating. Seems to be behind them . time will tell" [X Link](https://x.com/mdsmaldon/status/1679929510655938561) 2023-07-14T19:03Z [----] followers, [--] engagements "@davey_juice makes me feel better that we moved it off our Positive list based on 2H'23 spending data -- $DDOG customersCramer" [X Link](https://x.com/mdsmaldon/status/1679955178038915073) 2023-07-14T20:45Z [----] followers, [--] engagements "@ChairliftCap the excitement is there but the ramp is slow. we just ran a survey of large enterprise ITDMs in which 2/3rd havent formalized a GenAI strategy yet and of the ones that have 2/3rd are pulling budget from other projects. I think that will be very different in [--] but baby steps" [X Link](https://x.com/mdsmaldon/status/1684316772856479746) 2023-07-26T21:36Z [----] followers, [--] engagements "ETR Insights presents an interview summary with the Global Head of Enterprise Data for a large financial enterprise which is in the midst of a multiyear shift from on-prem Teradata to GCP $TDC https://app.etr.ai/articles/etr-insights-oracle-versus-gcp https://app.etr.ai/articles/etr-insights-oracle-versus-gcp" [X Link](https://x.com/mdsmaldon/status/1684994596437164032) 2023-07-28T18:29Z [----] followers, [---] engagements "Seems $INFY was not a read thru to $CTSH" [X Link](https://x.com/mdsmaldon/status/1686843083697082368) 2023-08-02T20:55Z [----] followers, [----] engagements "ETR Insights Video - Zscalers Price Reflects Strong Market Position but the Space is Heating Up $ZS $NET $CSCO https://youtu.be/VcfdvEbLpb8 https://youtu.be/VcfdvEbLpb8" [X Link](https://x.com/mdsmaldon/status/1690101434597982208) 2023-08-11T20:42Z [----] followers, [---] engagements "@databricks well positioned and great end-user feedback in @ETRnews Observatory Report on ML/AI seems like a clear winner in GenAI" [X Link](https://x.com/mdsmaldon/status/1692159526378639508) 2023-08-17T13:00Z [----] followers, [---] engagements "With earnings season in full swing we highlight data reviews for @Snowflake @Workday @Splunk and @Zoom. $SNOW $SPLK $ZM $WDAY" [X Link](https://x.com/mdsmaldon/status/1692602935148986726) 2023-08-18T18:22Z [----] followers, [---] engagements "Bifurcation and Slow Growth in the E-Signature Space -@ETRnews Observatory looks at the e-signature sector and examines some of its vendors including @DocuSign @Box and @Adobe $DOCU $BOX $ADBE https://reports.etr.ai/etr-obseratory-e-signature https://reports.etr.ai/etr-obseratory-e-signature" [X Link](https://x.com/mdsmaldon/status/1694687677272994187) 2023-08-24T12:26Z [----] followers, [---] engagements "With our ETS complete (1500 N) one can see which private tech vendors (among 500) are the favs of ITDMs - based on awareness evaluating and utilization . some obvious (@OpenAI @OneTrust @databricks ) and some not so obvious (@huggingface @fivetran) https://app.etr.ai/articles/aug23-ets-preview https://app.etr.ai/articles/aug23-ets-preview" [X Link](https://x.com/mdsmaldon/status/1696535701389750657) 2023-08-29T14:50Z [----] followers, [----] engagements "@BucknSF @OpenAI @OneTrust @databricks @huggingface @fivetran growth is lower (and been declining) so Net Scores are lower . that chart is Net Sentiment (simiar-ish) but calc makes Net Sentiment (typically) lower than Net Score" [X Link](https://x.com/mdsmaldon/status/1696536976407908434) 2023-08-29T14:55Z [----] followers, [--] engagements "@TransformerCap @BucknSF @OpenAI @OneTrust @databricks @huggingface @fivetran it's different" [X Link](https://x.com/mdsmaldon/status/1696557702057545908) 2023-08-29T16:17Z [----] followers, [---] engagements "ETR Insights Video-Evaluating Endpoint and Vulnerability Platforms @Tanium @SentinelOne @CrowdStrike @tenable @qualys @rapid7 $S $CRWD $QLYS $RPD https://youtu.be/1EShSc6LrZEsi=Ri2eAeWEIKmBGcep https://youtu.be/1EShSc6LrZEsi=Ri2eAeWEIKmBGcep" [X Link](https://x.com/mdsmaldon/status/1700221527134744941) 2023-09-08T18:56Z [----] followers, [---] engagements "and were off-preliminary updated 2H23 spending intent data from [---] ITDMs including [---] G2K is now available on ETR across our [---] vendor universe https://etr.ai/request-a-free-trial/ https://etr.ai/request-a-free-trial/" [X Link](https://x.com/mdsmaldon/status/1701384185057804413) 2023-09-11T23:56Z [----] followers, [----] engagements "my early thesis - IT spend stable but GenAI projects/spend not yet providing halo effect (subject to change as more data comes in)" [X Link](https://x.com/mdsmaldon/status/1701384631612817425) 2023-09-11T23:58Z [----] followers, [---] engagements "@OphirGottlieb $SNOW IT buyer spending intent since 2022" [X Link](https://x.com/mdsmaldon/status/1701599986952319264) 2023-09-12T14:13Z [----] followers, [---] engagements "Luckily for me the @ETRnews data and research team has a much higher 'GPA' than I did - dataopinions $OKTA $FTNT $AYX $DDOG $MDB $HCP $FRSH" [X Link](https://x.com/mdsmaldon/status/1702757256331174044) 2023-09-15T18:52Z [----] followers, [----] engagements "ETR Insights Panel - Gen AI and Microsoft Copilot-Freed-Up Capacity Justifies Copilot Sticker Shock $MSFT" [X Link](https://x.com/mdsmaldon/status/1705551043927437431) 2023-09-23T11:53Z [----] followers, [---] engagements ""Forward-looking spending for both the IT consulting and outsourced IT sectors is decelerating to extremely low levels" said Erik Bradley chief strategist at Enterprise Technology Research (ETR). $ACN" [X Link](https://x.com/mdsmaldon/status/1707858846583026083) 2023-09-29T20:44Z [----] followers, [---] engagements "We surveyed [--] large enterprise customers of both @Cisco and @splunk to get their reactions about the proposed acquisition - watch or read @dvellante and @epbradley2 dissect the findings - https://wikibon.com/breaking-analysis-cisco-splunk-microscope-joint-customers-weigh/ https://youtu.be/oJlpPJfMoYY https://wikibon.com/breaking-analysis-cisco-splunk-microscope-joint-customers-weigh/ https://youtu.be/oJlpPJfMoYY" [X Link](https://x.com/mdsmaldon/status/1708148476658245834) 2023-09-30T15:55Z [----] followers, [---] engagements "Cisco's Acquisition of Splunk - Customer reactions to deal positives and negatives and potential impact to broader Observability vendors $CSCO $SPLK $DDOG $DT" [X Link](https://x.com/mdsmaldon/status/1711019642594922663) 2023-10-08T14:04Z [----] followers, [---] engagements "@ETRnews hosted the first of two conf calls dissecting recent spending intent data collected from over [----] ITDMs and published reports on AWS $DDOG $DT $NOW $FIVN $SHOP $AYX $IBM $MSFT - [--] charts from our [--] page report - DM open for questions" [X Link](https://x.com/mdsmaldon/status/1713211961196888148) 2023-10-14T15:15Z [----] followers, [---] engagements "posting without comment - maybe we should ask again $OKTA" [X Link](https://x.com/mdsmaldon/status/1715470360068464770) 2023-10-20T20:49Z [----] followers, [----] engagements "AzureAWSGCP - with [--] of the [--] reporting my sense is AWS is will be 'right in the middle' - inline with expectations not accelerating like Azure but not missing like GCP" [X Link](https://x.com/mdsmaldon/status/1717160715415409081) 2023-10-25T12:46Z [----] followers, [--] engagements "wow - almost to the day [--] years - welcome back $SNDK ($WDC)" [X Link](https://x.com/mdsmaldon/status/1718964171117588727) 2023-10-30T12:12Z [----] followers, [---] engagements "I'm just going to re-post this every time there's a new $OKTA breach - sorry if it clutters your stream. FYI - if you'd like to hear from Okta customers about impact of these breaches - LMK" [X Link](https://x.com/mdsmaldon/status/1720088791153807451) 2023-11-02T14:41Z [----] followers, [----] engagements "Am I reading too much into this or was this code for how Palos earnings will be vs $FTNT" [X Link](https://x.com/mdsmaldon/status/1720201488528441841) 2023-11-02T22:09Z [----] followers, [---] engagements "use your extra hour to review spending intent data on your favorite companies reporting in the coming weeks $DDOG $HUBS $AKAM $AKX $TWLO $RNG Just a reminder: Daylight Savings ends tonight. Don't forget to change your clocks https://t.co/j2QMkuOQqL Just a reminder: Daylight Savings ends tonight. Don't forget to change your clocks https://t.co/j2QMkuOQqL" [X Link](https://x.com/mdsmaldon/status/1720865970997072220) 2023-11-04T18:09Z [----] followers, [----] engagements "While 'calling quarters' is not the #1 use-case for ETR our team has build a model utilizing spending data to forecast the next two unreported quarters. Users can filter by 'forecast confidence' for models that highest confidence and upside $HUBS" [X Link](https://x.com/mdsmaldon/status/1722367255655137623) 2023-11-08T21:35Z [----] followers, [----] engagements ". and we are not just a number on a spreadsheet - there's a 23-page report citing [---] $HUBS customers for detailed insights into 2H'23 spending trends. email me for a sample While 'calling quarters' is not the #1 use-case for ETR our team has build a model utilizing spending data to forecast the next two unreported quarters. Users can filter by 'forecast confidence' for models that highest confidence and upside $HUBS https://t.co/bVEYBNbd0V https://t.co/XlzjB2yqCx While 'calling quarters' is not the #1 use-case for ETR our team has build a model utilizing spending data to forecast the next" [X Link](https://x.com/mdsmaldon/status/1722369828512485435) 2023-11-08T21:45Z [----] followers, [----] engagements "Zscaler's Strong Position in a Competitive Market - @ETRnews Insights convo w an ITDM discussing $ZS vs $NET $FFIV Observability $DT $DDOG $ESTC https://app.etr.ai/articles/etr-insights-346 https://app.etr.ai/articles/etr-insights-346" [X Link](https://x.com/mdsmaldon/status/1723082741606977830) 2023-11-10T20:58Z [----] followers, [---] engagements "@databricks More Complex but Significantly Cheaper than @SnowflakeDB - @ETRnews Insights interview clip w/ a VP of Global Infra for a large fin'l services org" [X Link](https://x.com/mdsmaldon/status/1723320200991216045) 2023-11-11T12:42Z [----] followers, [--] engagements "Some interesting perspective post the latest round of 'breaches' re $OKTA https://etr.ai/request-a-free-trial/ https://etr.ai/request-a-free-trial/" [X Link](https://x.com/mdsmaldon/status/1724507468984725989) 2023-11-14T19:19Z [----] followers, [----] engagements "@ETRnews Insights presents an interview clip with an Executive Director of Information Security and Risk Management who offers their perspective on @okta recent security breach and the influence of a timely response on public perception.$OKTA" [X Link](https://x.com/mdsmaldon/status/1726247993509376221) 2023-11-19T14:36Z [----] followers, [---] engagements "@ETRnews latest Observatory drives into EPP using end-user data to position vendors like @CrowdStrike @SentinelOne @Tanium $CRWD $S $PANW $FTNT" [X Link](https://x.com/mdsmaldon/status/1727330614142292467) 2023-11-22T14:18Z [----] followers, [---] engagements "@ETRnews Earnings Calendar - Data Review of Select Vendors with Upcoming Earnings $CRWD $SNOW $OKTA $WDAY $ZS" [X Link](https://x.com/mdsmaldon/status/1728076373892161552) 2023-11-24T15:41Z [----] followers, [---] engagements "Earnings Calendar - Data Review of Select Vendors with Upcoming Earnings $CRWD $SNOW $OKTA $WDAY $ZS" [X Link](https://x.com/mdsmaldon/status/1728098416209633671) 2023-11-24T17:09Z [----] followers, [---] engagements "$CRWD $SNOW $OKTA $WDAY $ZS" [X Link](https://x.com/mdsmaldon/status/1728098627610898553) 2023-11-24T17:09Z [----] followers, [---] engagements "$OKTA customer breach panel paints picture of in addition to breach concerns lack of innovation and increased competition for once de facto leader in space - replay transcript summary available and 1x1 calls w customers" [X Link](https://x.com/mdsmaldon/status/1729838261659464185) 2023-11-29T12:22Z [----] followers, [---] engagements "@apoorv03 @OpenAI Dated (Aug) but we polled [---] Cloud IT buyers to gauge which cloud providers AI tools they were planning to or currently evaluating (pre-Bedrock GA) - 29% were planning to Evaluate Bedrock - will be interesting to see where that stands in our next iteration in a couple week" [X Link](https://x.com/mdsmaldon/status/1729855494058074328) 2023-11-29T13:31Z [----] followers, [--] engagements "@ETRnews now 'covers' Fintech - With two TSIS completed since adding the Fintech sector into our survey universe we highlight our takeaways ahead of our first full year of spending intent data on the sector coming in January. $SHOP $VRTX $ALKT" [X Link](https://x.com/mdsmaldon/status/1730728754358403537) 2023-12-01T23:21Z [----] followers, [---] engagements "CrowdStrike SentinelOne and Microsoft Defender only [--] vendors in our latest Endpoint Protection Market Array with positive Net Promoter Scores even Palo negative . $CRWD $S $PANW https://reports.etr.ai/etr-obseratory-endpointprotection https://reports.etr.ai/etr-obseratory-endpointprotection" [X Link](https://x.com/mdsmaldon/status/1732155514757300690) 2023-12-05T21:50Z [----] followers, 18.1K engagements "is Nasdaq aware $SPLK being bought by $CSCO - strange add 📊 Nasdaq-100 Index Update 🚀: Nasdaq announces annual reconstitution effective Dec [--] [----]. Welcome new additions: $CDW $CCEP $DASH $MDB $ROP $SPLK . Farewell to $ALGN $EBAY $ENPH $JD $LCID $ZM . #Nasdaq100 💼 📊 Nasdaq-100 Index Update 🚀: Nasdaq announces annual reconstitution effective Dec [--] [----]. Welcome new additions: $CDW $CCEP $DASH $MDB $ROP $SPLK . Farewell to $ALGN $EBAY $ENPH $JD $LCID $ZM . #Nasdaq100 💼" [X Link](https://x.com/mdsmaldon/status/1733312191544050174) 2023-12-09T02:26Z [----] followers, [----] engagements "ETR hosted a panel discussion on Okta's $OKTA most recent security breach. Read the overview to see the panel's questions about Okta's monitoring and alerting response and creeping doubt about the company's previously recognized status as a market leader" [X Link](https://x.com/anyuser/status/1734421408707477532) 2023-12-12T03:54Z [--] followers, [---] engagements "Sort filter and track IT spending intent submitted by [----] (and growing) IT decision makers across [---] vendors to see who will emerge as the winners in [----] - start your journey now $SNOW $MSFT $S @OpenAI @databricks $CRWD #ITspend" [X Link](https://x.com/mdsmaldon/status/1734751711686783288) 2023-12-13T01:46Z [----] followers, [---] engagements "HPE to Buy Juniper in Networking Megadeal - ETR Data Review of the Acquisition $JNPR $HPE $CSCO" [X Link](https://x.com/mdsmaldon/status/1745920961373782290) 2024-01-12T21:29Z [----] followers, [---] engagements "Weekend reading idea - @ETRnews published [--] company reports based on '24 spending intentions from [----] ITDMs hosted an hour presentation on top/bottom vendors and published another [--] sector overview reports - all available on $SNOW $DDOG $JAMF" [X Link](https://x.com/mdsmaldon/status/1748736221403025803) 2024-01-20T15:56Z [----] followers, [---] engagements "At the risk of 'piling-on' (albeit this data was collected 2-3 weeks ago) this ETR dashboard shows survey to survey REPEAT customer spending intent. Thought it notable that $DDOG saw the largest revision down among the 'bunch' - email me for more ms@etr.ai" [X Link](https://x.com/mdsmaldon/status/1750219835470938382) 2024-01-24T18:11Z [----] followers, [----] engagements "Interested in learning more about ETR and the insights of the spending data we collected and functionality of our data platform - tune into this free office hours call - which we plan to host 2x per month $DDOG $SNOW $NOW $MSFT $CRWD At the risk of 'piling-on' (albeit this data was collected 2-3 weeks ago) this ETR dashboard shows survey to survey REPEAT customer spending intent. Thought it notable that $DDOG saw the largest revision down among the 'bunch' - email me for more ms@etr.ai https://t.co/WVCPBlTD14 At the risk of 'piling-on' (albeit this data was collected 2-3 weeks ago) this ETR" [X Link](https://x.com/mdsmaldon/status/1752145075381911658) 2024-01-30T01:41Z [----] followers, [---] engagements "Interested in learning more about ETR and the insights of the spending data we collected and functionality of our data platform - tune into this free office hours call - which we plan to host 2x per month $DDOG $SNOW $NOW $MSFT $CRWD https://us02web.zoom.us/webinar/register/WN_NxFCBJ6nSiaGVlDd4qdDqg#/registration At the risk of 'piling-on' (albeit this data was collected 2-3 weeks ago) this ETR dashboard shows survey to survey REPEAT customer spending intent. Thought it notable that $DDOG saw the largest revision down among the 'bunch' - email me for more ms@etr.ai https://t.co/WVCPBlTD14" [X Link](https://x.com/mdsmaldon/status/1752162046647418992) 2024-01-30T02:49Z [----] followers, [---] engagements "Surprised that $MSFT Azure growth benefitted 600bps due to AI that $AMZN AWS is accelerating in 1Q Check out our summary to keep on the ride side of IT spend and enterprise tech trends" [X Link](https://x.com/mdsmaldon/status/1753416247964848420) 2024-02-02T13:53Z [----] followers, [---] engagements "ETR Earnings Preview Deep Dive on Palo Alto Data $PANW https://app.etr.ai/articles/palo-alto-jan24-data https://app.etr.ai/articles/palo-alto-jan24-data" [X Link](https://x.com/mdsmaldon/status/1759622519386984661) 2024-02-19T16:54Z [----] followers, [---] engagements "ETR has nearly [--] covered tech vendors reporting next week and in this article we highlight the most recent spending intent data on $WDAY $JAMF $OKTA $ZS $DELL and $ESTC https://app.etr.ai/articles/earnings-feb26-2024 https://app.etr.ai/articles/earnings-feb26-2024" [X Link](https://x.com/mdsmaldon/status/1761423509014646976) 2024-02-24T16:11Z [----] followers, [----] engagements "Post vacation catch-up on $PANW. Platform consolidation isn't 'new' but seems co is hyper-accelerating it with 'free' product to move off legacy. Based on our EPP study here's their 'opportunity' https://reports.etr.ai/etr-obseratory-endpointprotection https://reports.etr.ai/etr-obseratory-endpointprotection" [X Link](https://x.com/mdsmaldon/status/1761758585237721353) 2024-02-25T14:22Z [----] followers, [----] engagements "Another interesting chart - among those [--] 'trailing' vendors in EPP - they all have low or negative spending intent w/i $PANW's customer base with somewhere between 23% (Carbon Black) and 15% of PANW customer using them currently" [X Link](https://x.com/mdsmaldon/status/1761772083548139747) 2024-02-25T15:16Z [----] followers, [---] engagements "could we be any more 'back' TB lifting $EVBG buyout price and AMCHODL license plate on a Volvo" [X Link](https://x.com/mdsmaldon/status/1763561278042251290) 2024-03-01T13:45Z [----] followers, [---] engagements "@TechFundies Would you be surprised (or anyone listening) that over 40% of Snowflake customers also use Databricks" [X Link](https://x.com/mdsmaldon/status/1763646785774309774) 2024-03-01T19:25Z [----] followers, [---] engagements "@GavinSBaker @nycdemandmore @RagingVentures Some recent ROI related data from [---] IT decision makers - 57% expected ROI within [--] year from GenAI. As a comparison in another recent survey not shown only 25% expected ROI within [--] year from Identity and Access Management (IAM) tools" [X Link](https://x.com/mdsmaldon/status/1763674850999054601) 2024-03-01T21:17Z [----] followers, [---] engagements "@GavinSBaker One noteworthy trend we captured to this point was the sharp rebound in spending intent among the mega-vendors $IBM $ORCL $DELL" [X Link](https://x.com/mdsmaldon/status/1763709759847383107) 2024-03-01T23:35Z [----] followers, [----] engagements "Shoot - fire - aim. Customer positively spending on $PANW were also positively spending on $CRWD. Its the legacy vendors to the right that are moving. Also $CRWD spending intent wasnt fatiguing. Easy to verify this commentary when you have the right tools" [X Link](https://x.com/mdsmaldon/status/1765163773113856506) 2024-03-05T23:53Z [----] followers, [----] engagements "Beginning to think this will be the most important question in our upcoming GenAI Survey (#3) given the Klarna AI data point investor expectations of 'software' AI-beneficiaries and mgt 'conservative' full yr guides #buildvbuy" [X Link](https://x.com/mdsmaldon/status/1765183923221389553) 2024-03-06T01:13Z [----] followers, [---] engagements "Earnings season is winding down but several big name companies that ETR covers have yet to report. This article highlights the most recent data inflections on UiPath SentinelOne Adobe and Smartsheet. $PATH $S $ADBE $SMAR https://app.etr.ai/articles/earnings-calendar-031124 https://app.etr.ai/articles/earnings-calendar-031124" [X Link](https://x.com/mdsmaldon/status/1766456607288816093) 2024-03-09T13:30Z [----] followers, [---] engagements "The struggle to move GenAI evaluations to production is real . I would suggest being open-minded re timelines" [X Link](https://x.com/mdsmaldon/status/1768341486024655230) 2024-03-14T18:20Z [----] followers, [----] engagements "Would have 'hoped' for more net new GenAI budgets for '24 but 44% of ITDMs (like this one) point to re-allocating spend vs net new https://app.etr.ai/articles/etr-insights-2024-trends https://app.etr.ai/articles/etr-insights-2024-trends" [X Link](https://x.com/mdsmaldon/status/1775206746153234826) 2024-04-02T17:00Z [----] followers, [----] engagements "@VetTechTrader the 'tip' to WSJ was a large well known software company looking to buy a data infrastructure play . i think their next 'headline' ORCL for SNOW" [X Link](https://x.com/mdsmaldon/status/1782841382610063565) 2024-04-23T18:38Z [----] followers, [---] engagements "theres Tiktok angle here - i sense it healthcare angle is probably true as well as it being great city - but larry is conspiring #CitiesOfSuccess @CNBC 🔥 @barronsonline $ORCL #Nashville https://t.co/ARoyhAwdWI https://t.co/tmnoSBJlMz #CitiesOfSuccess @CNBC 🔥 @barronsonline $ORCL #Nashville https://t.co/ARoyhAwdWI https://t.co/tmnoSBJlMz" [X Link](https://x.com/mdsmaldon/status/1782948330168815892) 2024-04-24T01:43Z [----] followers, [---] engagements "coincidence - larry is buttering up marsha for a tiktok divestiture https://www.blackburn.senate.gov/2024/1/statement-from-senator-blackburn-on-tiktok-moving-to-nashville https://www.blackburn.senate.gov/2024/1/statement-from-senator-blackburn-on-tiktok-moving-to-nashville" [X Link](https://x.com/mdsmaldon/status/1782949406926385406) 2024-04-24T01:47Z [----] followers, [---] engagements "ETR Data Unpacks IBM and Hashi Deal Large Acquisition Doubles Down on Open Source Growth $IBM $HCP https://app.etr.ai/articles/etr-data-ibm-hashi-deal https://app.etr.ai/articles/etr-data-ibm-hashi-deal" [X Link](https://x.com/mdsmaldon/status/1783991528840409482) 2024-04-26T22:48Z [----] followers, [---] engagements "Breaking News - Cybersecurity budgets are expected to increase and the number of IT security-specific vendors in organizations tech stacks is expected to expand over the next year according to a new survey from ETR ahead of the annual RSA Conference. https://www.einnews.com/pr_news/708157272/growing-cybersecurity-budgets-and-security-vendor-sprawl-ahead-of-rsa-conference https://www.einnews.com/pr_news/708157272/growing-cybersecurity-budgets-and-security-vendor-sprawl-ahead-of-rsa-conference" [X Link](https://x.com/mdsmaldon/status/1786133822720934394) 2024-05-02T20:41Z [----] followers, [---] engagements "IAM Customer Feedback Panel - ETR presents a IAM panel discussion with four security executives discussing the state of identity and access management and gathering vendor feedback $OKTA $CYBR - log in req'd but free trials available https://app.etr.ai/marketplace/etr-insights-382-identity-and-access-management-feedback-panel/viewitem=0 https://app.etr.ai/marketplace/etr-insights-382-identity-and-access-management-feedback-panel/viewitem=0" [X Link](https://x.com/mdsmaldon/status/1786491116423880766) 2024-05-03T20:20Z [----] followers, [---] engagements "Not to juiciest of upsides but our back-tested high conviction forecast for $DT is +2.5% above St - and w/ more adoptions and customer increasing spend intent (stock down 20% from last EPS) maybe that's enough - ms@etr.ai for more details" [X Link](https://x.com/mdsmaldon/status/1790445078353170887) 2024-05-14T18:12Z [----] followers, [---] engagements "☁Cloud Security Threats on the Rise☁ Demand for CSPM and CNAPP solutions is growing. Our latest ETR Observatory provides insights into top vendors and popular products. Download now to learn more #CloudSecurity #CSPM #CNAPP @SapphireVC @GGVCapital @InsightPartners @Sequoia @wiz_io $S $CRWD $PANW $ZS $RPD https://reports.etr.ai/cloud-security-posture-management-cspm-and-cloud-native-application-pr https://reports.etr.ai/cloud-security-posture-management-cspm-and-cloud-native-application-pr https://reports.etr.ai/cloud-security-posture-management-cspm-and-cloud-native-application-pr" [X Link](https://x.com/mdsmaldon/status/1793333639301787844) 2024-05-22T17:30Z [----] followers, [----] engagements "🔐 Identity Security: Who Will Enterprises Adopt for the "Who" of InfoSec ETR's IAM Market Array reveals ITDMs prioritizing identity security amid rising threats. Despite CyberArk & Okta's best-of-breed status 📉 spending intentions decline while demand for Microsoft's Entra grows. 📈 #CyberSecurity #IAM $CYBR $OKTA Key Takeaways Identity security received the highest percentage of citations as a top three security priority in our recent RSA Drill Down Survey Despite strong interest in the category we have seen deteriorating spending intention data for two of the largest leading Identity" [X Link](https://x.com/mdsmaldon/status/1794348689785290815) 2024-05-25T12:43Z [----] followers, [---] engagements "Explore the latest in IAM trends with a focus on $Okta Despite shifts in spending intentions learn why Microsoft's Entra is on the rise. Plus get a free report on $Okta's market performance. Read more: #CyberSecurity #IAM https://app.etr.ai/articles/etr-iam-data-review-2024 https://app.etr.ai/articles/etr-iam-data-review-2024" [X Link](https://x.com/mdsmaldon/status/1795832505037373551) 2024-05-29T15:00Z [----] followers, [---] engagements "oh that slowdown - i think that secular slowdown was more macro weighted. I like your S curve framework. At the time we heard more macro concerns driving IT spend down covid-ramp hang over vendor sprawl leading to consolidation type commentary as drivers i think we hit another air pocket early this year that is more weighted toward the split above - ie AI trials road mapping putting a pause on new or expanded traditional IT spend" [X Link](https://x.com/mdsmaldon/status/1797332444992962859) 2024-06-02T18:20Z [----] followers, [---] engagements "🚨 Salesforce Stumbles 🚨 Q1 results miss revenue expectations & Q2 guidance falls short noting moderated buying behavior from elongated deal cycles deal compression and higher budget scrutiny. 🛑 See ETR's take with new spending outlook for 2H24 coming soonwill trends shift Stay tuned 📉📊 #Salesforce #TechNews #MarketUpdate $CRM https://app.etr.ai/articles/salesforce-stumbles-etr-april-2024-data https://app.etr.ai/articles/salesforce-stumbles-etr-april-2024-data" [X Link](https://x.com/mdsmaldon/status/1799409140143415739) 2024-06-08T11:52Z [----] followers, [---] engagements "🚀 Preliminary data from ETR's July '24 Technology Spending Intentions Survey is live With [----] IT decision-makers including [---] from Fortune [---] & [---] from Global [----] it covers 2H24 spending intentions. Highlights include insights from top execs on AI and tech stacks. Stand out with our researchsign up for a free trial now #TechSpending #ETRInsights Read more in the thread https://etr.ai/request-a-free-trial/ https://etr.ai/request-a-free-trial/" [X Link](https://x.com/mdsmaldon/status/1800190506552459310) 2024-06-10T15:37Z [----] followers, [---] engagements "🚀 We've gathered insights from a record [----] IT decision-makers globally. Check out our complimentary report on key spending trends and market dynamics for leading tech vendors $WDAY $ZI $ZS $RPD $CYBR $MNDY Highlights include: 📉 Workday: Declining spend intentions. 📉 ZoomInfo: Low spend intentions but improving among larger orgs. 📈 Zscaler: Strong spend intentions and market performance. 📉 Rapid7: Slight improvements but still facing challenges. 📉 CyberArk: Continued decline in spend intentions. 📉 Monday: Persistently high churn despite revenue growth. Interested Request your free" [X Link](https://x.com/mdsmaldon/status/1801699553105572182) 2024-06-14T19:33Z [----] followers, [----] engagements "🎙 Our latest ETR Insights features an interview with the Head of Data Science at a major tech services firm sharing candid views on generative AI data architecture and the future of enterprise tech. Dive in for key takeaways 🚀 Generative AI 🔍 RAG (Retrieval Augmented Generation) 🤖 RPA (Robotic Process Automation) 🏗 Data Architecture 🌐 Open Source 🔄 Disintermediate Vendors 📉 Economic Overview https://app.etr.ai/articles/insights-396-rag https://app.etr.ai/articles/insights-396-rag" [X Link](https://x.com/mdsmaldon/status/1804499749728379388) 2024-06-22T13:00Z [----] followers, [---] engagements "2/8 🚀 Generative AI: Adoption is mixed. Some firms use open-source models from @OpenAI and @AnthropicAI while others rely on established vendors like $MSFT and $CRM for AI enhancements. Key takeaway: Generative AI is promising but not a fix-all solution" [X Link](https://x.com/mdsmaldon/status/1804499751519285452) 2024-06-22T13:00Z [----] followers, [---] engagements "3/8 🔍 RAG: @pinecone is highly regarded for expertise in RAG while $ESTC and $MDB also have potential. RAG can outperform semantic search but is complex and niche" [X Link](https://x.com/mdsmaldon/status/1804499753578717376) 2024-06-22T13:00Z [----] followers, [---] engagements "4/8 🤖 RPA: Value is declining due to high maintenance and evolving business processes. Generative AI offers more fluid solutions but comes with its own challenges. $PATH" [X Link](https://x.com/mdsmaldon/status/1804499755382219208) 2024-06-22T13:00Z [----] followers, [---] engagements "5/8 🏗 Data Architecture: The company uses a unified Microsoft tech stack with @databricks and @SnowflakeDB . Transitioning from $ORCL is ongoing. The trend is towards integrated solutions over niche ETL tools" [X Link](https://x.com/mdsmaldon/status/1804499757223571680) 2024-06-22T13:00Z [----] followers, [---] engagements "6/8 🌐 Open Source: $CFLT is favored over Apache Kafka for enterprise use due to better support and management. Open source is appealing but often impractical for enterprises without sufficient in-house expertise" [X Link](https://x.com/mdsmaldon/status/1804499758989406698) 2024-06-22T13:00Z [----] followers, [---] engagements "7/8 🔄 Disintermediate Vendors: Integrated solutions from cloud providers are phasing out niche tools like $INFA and @tableau . Firms prefer platforms that offer comprehensive services with minimal additional costs" [X Link](https://x.com/mdsmaldon/status/1804499760948134285) 2024-06-22T13:00Z [----] followers, [---] engagements "📊 Get a free report on Varonis 📊 ETR's analysis of 2H24 spending data reveals challenges for Varonis $VRNS amidst its SaaS transition: - 28-point Net Score decline over [--] years - Ranked second lowest among public security vendors - Increasing competition from Microsoft and AI-focused startups Discover the full insights and what's next for Varonis. Request your free report today 🛡 #DataSecurity #SaaS #ETR @varonis https://app.etr.ai/articles/varonis-decline-jul24 https://app.etr.ai/articles/varonis-decline-jul24" [X Link](https://x.com/mdsmaldon/status/1806798454401757477) 2024-06-28T21:14Z [----] followers, [---] engagements "🚀 Dive into the latest ETR Insights video 📽 With Broadcom's new VMware pricing doors are opening for alternatives. Hear from a VP of IT Security on how legacy costs are shifting their tech strategy. @nutanix take note 👀🔗 Link to Video #TechTrends #ITSecurity #Broadcom #Nutanix $NTNX https://youtu.be/uAbBsF_abyYsi=uPpomVl8mUOTIGR6 https://youtu.be/uAbBsF_abyYsi=uPpomVl8mUOTIGR6" [X Link](https://x.com/mdsmaldon/status/1807295328124535078) 2024-06-30T06:09Z [----] followers, [---] engagements "Not questioning the buzz about Google buying Wiz (who raised $1B at $12B valuation recently) but here's the scoop: cloud security is still the hot ticket for IT buyers and @wiz_io is killing it. Stay sharp folks ☁Cloud Security Threats on the Rise☁ Demand for CSPM and CNAPP solutions is growing. Our latest ETR Observatory provides insights into top vendors and popular products. Download now to learn more #CloudSecurity #CSPM #CNAPP https://t.co/ZWhyoDgNZf @SapphireVC @GGVCapital https://t.co/QUqTxtouf5 ☁Cloud Security Threats on the Rise☁ Demand for CSPM and CNAPP solutions is growing. Our" [X Link](https://x.com/mdsmaldon/status/1812552123823144987) 2024-07-14T18:17Z [----] followers, [----] engagements "@akhenosiris @SaaSletter Recent spending data was collected pre-CRWD event but nothing broad-based in 2H spend that would make me thing a trend to throw observability on AI workloads yet - $ESTC $DDOG spend stable $DT accelerating while AppD and SPLK falling" [X Link](https://x.com/mdsmaldon/status/1818629328478863511) 2024-07-31T12:46Z [----] followers, [---] engagements "ETRs latest JUL24 TSIS data for upcoming earnings $JAMF $HUBS $DOCN $ZI: 📉 ZoomInfos NDR decline mirrors its drop in Net Score. 📊 Jamf retains top UEM position despite a dip in positive survey intentions. 🚫 HubSpot sees declining data in SMBs after Google deal falls through. 🚀 DigitalOceans Net Score jumps [--] points amid strong cloud competition. Request the full report for detailed insights: https://app.etr.ai/articles/66aa8502e04508ccf657f13c/preview https://app.etr.ai/articles/66aa8502e04508ccf657f13c/preview" [X Link](https://x.com/mdsmaldon/status/1819460966847074473) 2024-08-02T19:51Z [----] followers, [---] engagements "@akhenosiris and post a strong $DT print - is that actually insightful and value-add to investors (honest question)" [X Link](https://x.com/mdsmaldon/status/1821245085859901709) 2024-08-07T18:00Z [----] followers, [---] engagements "@InvestiAnalyst if you happen to bump into any of my ETR colleagues - do say Hi" [X Link](https://x.com/mdsmaldon/status/1821302628229206506) 2024-08-07T21:49Z [----] followers, [---] engagements "@InvestiAnalyst we just survey [---] $CRWD customers and gathered direct commentary from [--] the on the ground ETR team can give you a summary" [X Link](https://x.com/mdsmaldon/status/1821303903855546862) 2024-08-07T21:54Z [----] followers, [---] engagements "🔍 ETR's deep dive on #Databricks & #Snowflake usage reveals key trends: 💾 @SnowflakeDB excels in data warehousing while @databricks leads in AI/ML. 🛡 Security & governance are top priorities for platform selection. 🔄 Most enterprises use both platforms together for full advantage. 📊 The full report dives into platform usage customer perceptions and the growing importance of advanced data management tools. 👉 Click the link to explore more https://app.etr.ai/articles/snowflake-databricks-aug2024 https://app.etr.ai/articles/snowflake-databricks-aug2024" [X Link](https://x.com/mdsmaldon/status/1822657048678420672) 2024-08-11T15:31Z [----] followers, [---] engagements "🚀 New Report Alert The evolution of data management and the battle for dominance in the Cloud Data Warehousing market ☁. 📌 Vendors Mentioned: 📊 @SnowflakeDB $SNOW ☁ AWS Azure Google Cloud 🏢 @databricks 🏢 Traditional megavendors 🛠 Key Takeaways: 🔄 Shift from on-prem to cloud for flexibility & scalability 🌐. 🏆 Big public cloud providers lead the way but others are gaining ground. ⚖ Lakehouse vs. Warehouse: A hybrid approach to meet diverse business needs. 👉 Click to dive into the details and see who's winning: #DataWarehouse #CloudComputing #ETRResearch" [X Link](https://x.com/mdsmaldon/status/1823826419639837159) 2024-08-14T20:57Z [----] followers, [---] engagements "🚨 Interesting Report Alert 🚨 Surprised to see a 73% jump in @cribl_io users sending data to multiple SIEMs @splunk feeling the heat with more data flowing to Google SecOps & @CrowdStrike. This is straight from actual user data - so much for security consolidation. SIEM market is getting wild with Cisco's acq of Splunk QRadar by @PaloAltoNtwks and @exabeam / @LogRhythmSIEM 🔗 Check out the report: #DataSecurity #SIEM #Cybersecurity #Cribl @nheudecker https://bit.ly/470M2ow https://bit.ly/470M2ow" [X Link](https://x.com/mdsmaldon/status/1826970851373154569) 2024-08-23T13:12Z [----] followers, [---] engagements "🚨 CrowdStrike's ($CRWD) Global Outage: Customer Feedback🚨 [--] Over 44% of IT leaders somewhat very or certainly likely to replace CrowdStrike after the outage. [--] Financial & healthcare sectors hit hardest causing major operational disruptions. [--] Despite previous strong sentiment confidence is shakenexpect spending intentions to dip. Dive into the full analysis: #Cybersecurity #ITOutage #CrowdStrike #InvestorAlert https://app.etr.ai/articles/crowdstrike-customer-reactions https://app.etr.ai/articles/crowdstrike-customer-reactions" [X Link](https://x.com/mdsmaldon/status/1827707686659432748) 2024-08-25T14:00Z [----] followers, [---] engagements "Follow-up ETR Survey on CrowdStrike Outage One Month Later 📊 Negative Sentiment still high post-outage; over half report significant business impact. 🔍 40% of ITDMs evaluated alternatives like Microsoft @SentinelOne Fortinet and Palo Alto Networks. 💡 Hesitation to Consolidate: 1/3 more cautious on security stack consolidation but 75% say no change in adoption plans. 🔄 Replacement Intent: 43% are considering switching vendors. 👉 Dive into the full insights and data here #Cybersecurity #ITDM #CrowdStrike #SentinelOne #SecuritySurvey $CRWD $S" [X Link](https://x.com/mdsmaldon/status/1830650095689449586) 2024-09-02T16:52Z [----] followers, [---] engagements "@modic123 what type of stage company (series A thru large/mega caps) do you feel is most underserved from Tegus or other transcript services - particularly within tech" [X Link](https://x.com/mdsmaldon/status/1832403916031717705) 2024-09-07T13:01Z [----] followers, [---] engagements "painting SaaS winners or losers on the basis of recent earnings is a case of misplaced investor expectations - enterprises are still testing and figuring it all out. I agree with the picks and shovels view in the early innings similar to the Internet but Im confident a Amazon will emerge. Remember Netscape was launched Dec [----] and we are only [--] years this Nov from ChatGPT" [X Link](https://x.com/mdsmaldon/status/1832558704706629801) 2024-09-07T23:16Z [----] followers, [---] engagements "🚨 ETR Cloud Data Warehouse Observatory is out 🚨 Backed by customer data it maps leading vendors' Momentum & Presence. [--] Key Takeaways: [--] @SnowflakeDB & @databricks: Fierce competition on market share innovation and cost. [--] Cloud Providers' Power: Azure Redshift & BigQuery compete on ROI & integration. [--] Market Leaders: Snowflake Databricks and cloud giants dominate with full-featured enterprise-grade solutions. Dive into the full report for insights #CloudData #ETRInsights #DataWarehousing $SNOW https://app.etr.ai/articles/icymi-obervatory-cloud-data-warehouses" [X Link](https://x.com/mdsmaldon/status/1833112709228835158) 2024-09-09T11:58Z [----] followers, [---] engagements "Friday the 13th indeed😱This is the most 'scary' spending revision I've seen in my [--] years at ETR (and maybe in ETR's 13-year history). A major vendor with over [---] customer responses is seeing a big uptick in negativity with a couple clear beneficiaries and one surprising exception. ETR subscribers: check the filter screen and sort by largest Q/Q declines in Net Score and it's pretty obvious" [X Link](https://x.com/mdsmaldon/status/1834578234446344340) 2024-09-13T13:01Z [----] followers, [----] engagements "🚀 The analysis never stops at ETR 📝 New Report: Cloud Usage & Spending Drill Down 📊 New Surveys: Macro Views GenAI TSISdata from 1425+ IT leaders 🔍 Sneak Peek: @OneStream_Soft vs. Oracle Hyperion insights 🛠 Debate: Atlassian vs. Microsoft in Productivity Apps ☁ Cloud Chat: VMware & Microsoft pricing pressures vs. @Nutanix 📰 Get weekly insightssign up for our newsletter 👉 #ETRinsights #TechTrends $OS $NTNX https://etr.ai/featured-research/newsletter/ https://etr.ai/featured-research/newsletter/" [X Link](https://x.com/mdsmaldon/status/1835094640179266036) 2024-09-14T23:13Z [----] followers, [---] engagements "@techfund1 they arent alone (in moving away from $CRWD) https://x.com/mdsmaldon/status/1834578234446344340 Friday the 13th indeed😱This is the most 'scary' spending revision I've seen in my [--] years at ETR (and maybe in ETR's 13-year history). A major vendor with over [---] customer responses is seeing a big uptick in negativity with a couple clear beneficiaries and one surprising https://t.co/FWR8mNY8fV https://x.com/mdsmaldon/status/1834578234446344340 Friday the 13th indeed😱This is the most 'scary' spending revision I've seen in my [--] years at ETR (and maybe in ETR's 13-year history). A major" [X Link](https://x.com/mdsmaldon/status/1835658770967347200) 2024-09-16T12:35Z [----] followers, [---] engagements "When new ETR data hits Im like a kid in a candy store This chart of [----] IT spend growth had me singing the old Sesame Street tune One of these things is not like the other. Despite a mid-year dip large organizations are back on track with improved growth expectations. But SMBs especially the smallest ones are the outliercontinuing to show a dampened outlook on IT spend. The ETR platform makes it easy to 'cross reference' vendors seeing strength among large organizations and vice verse for SMBs. #ETRInsights #ITSpend #MarketTrends" [X Link](https://x.com/mdsmaldon/status/1838671329001902292) 2024-09-24T20:06Z [----] followers, [---] engagements "depends what you mean by consequences i guess - i do think it has further open the door to enterprises 'dual-sourcing' LLMs - for example among OpenAI customers Anthropic has increased it share from 5% in JUL23 to almost 20% currently. I think that's in part due to 'corp issues'" [X Link](https://x.com/mdsmaldon/status/1839365186794217573) 2024-09-26T18:03Z [----] followers, [----] engagements "🚨📊 As #ETR community members submit their updated 2H'24 spend were analyzing key vendor trends: 🔹 CrowdStrike: 📉 Net Score down [--] points record Decrease/Replace indications 🔹 Zscaler & ServiceNow: 🔄 Strong Global [----] engagement vs cautious growth guidance 🔹 Okta: 📈 Net Score rebounding large enterprise traction Click the link for full data & analysis $CRWD $ZS $NOW $OKTA https://app.etr.ai/articles/vendor-reactions-oct24-tsis https://app.etr.ai/articles/vendor-reactions-oct24-tsis" [X Link](https://x.com/mdsmaldon/status/1839754414766338444) 2024-09-27T19:50Z [----] followers, [---] engagements "📉 CrowdStrike ($CRWD) facing headwinds Net Score has plunged [--] points since July with more firms planning to *Replace* the platform. Can management's proactive moves counter the rising churn Our panel of four CrowdStrike customers will explore whats next as spending intentions decline. 🗓 Friday Oct 4th [----] ✉ Questions ms@etr.ai #ETRinsights #CrowdStrike #Cybersecurity" [X Link](https://x.com/mdsmaldon/status/1840387300733202943) 2024-09-29T13:44Z [----] followers, [---] engagements "🚀 SASE Spending Highlights from the ETR Observatory - Dive into market trends spending intentions and platform strengths of top SASE vendors. @zscaler - Leading the pack in SASE growth 📈 @Fortinet - Strong momentum in network security 🔐 @PaloAltoNtwks - Expanding footprint in secure access ☁ @Cloudflare - Rising star with cloud-first strategy As IT footprints grow and remote work rises traditional VPNs aren't enough. Enter SASE: unified cloud-based security for modern workforces. 📊 Full report: #SASE #Cybersecurity #ITSpending #ETR #ZeroTrust $ZS $NET $FTNT $PANW" [X Link](https://x.com/mdsmaldon/status/1841483380409418202) 2024-10-02T14:20Z [----] followers, [---] engagements "@InvestiAnalyst @zscaler @Fortinet @PaloAltoNtwks Cato's got a solid foothold in the market but its not seeing a huge surge in customer spending right now. Netskopes on a roll with more companies upping their spend and really buying into what theyre offering" [X Link](https://x.com/mdsmaldon/status/1841627128900575451) 2024-10-02T23:51Z [----] followers, [---] engagements "🚨 VMware Pricing Driving Enterprise Exodus🚨 🔍 In a recent ETR Insights interview cloud leaders discussed the *VMware pricing squeeze* and a shift toward alternatives like Nutanix. Key Insights: - 💸 Exodus from VMware: Complex and unsustainable pricing models pushing enterprises to reevaluate. - 🔄 Nutanixs Strategic Advantage: Seamless hybrid multicloud flexibility driving adoption. - 📊 ETR Data: Cost/ROI the leading reason for Nutanix adoption over VMware. GenAI Impact: - 🤖 Microsoft Copilot: Initial excitement slowed by pricing concerns and lock-in risks. - 🛠 ChatGPT & Internal" [X Link](https://x.com/mdsmaldon/status/1845074430541664553) 2024-10-12T12:09Z [----] followers, [---] engagements "I for one thought $INFY results and guidance were pretty encouraging for overall IT spend - particularly around some thawing of discretionary spend and smaller (high velocity) deals and especially around Financial Services. So having access to ETR's spending dashboard I " [X Link](https://x.com/mdsmaldon/status/1846967986927653347) 2024-10-17T17:34Z [----] followers, [---] engagements "First looked that the trend of overall IT spend by large financial organizations (n=173). 3.5% '24 IT spend growth (up from 2.6% this time last yr) and nice bump up to 4.6% next year " [X Link](https://x.com/mdsmaldon/status/1846967989062803687) 2024-10-17T17:34Z [----] followers, [---] engagements "Then using our filtering dashboard sorted for vendors with at least [--] large fin'l respondents with spending intent up Y/Y and up from the prior survey. Can't show 'em all but nice confirmation (to what $INFY said) that E&Y is up there and interesting to see $DT seeing large Y/Y improvements as well (not investment advice)" [X Link](https://x.com/mdsmaldon/status/1846967991889498225) 2024-10-17T17:34Z [----] followers, [---] engagements "and then (hat tip @AlphaSenseInc ) used their new 'AI' to verify that fin'l svc could be an impt piece of the $DT story" [X Link](https://x.com/mdsmaldon/status/1846972892090605896) 2024-10-17T17:53Z [----] followers, [---] engagements "@acemoney21 SASE strong and $FTNT well positioned w good momentum 🚀 SASE Spending Highlights from the ETR Observatory - Dive into market trends spending intentions and platform strengths of top SASE vendors. @zscaler - Leading the pack in SASE growth 📈 @Fortinet - Strong momentum in network security 🔐 @PaloAltoNtwks - Expanding 🚀 SASE Spending Highlights from the ETR Observatory - Dive into market trends spending intentions and platform strengths of top SASE vendors. @zscaler - Leading the pack in SASE growth 📈 @Fortinet - Strong momentum in network security 🔐 @PaloAltoNtwks - Expanding" [X Link](https://x.com/mdsmaldon/status/1848332328348639451) 2024-10-21T11:55Z [----] followers, [---] engagements "🚀 Earnings Season Insights🚀 Our OCT24 preview dives deep into Datadog & Arista Networks 📊 🔍 Datadog: Positioned as a leader in Observability with strong adoption rates and peer positioning. However it's facing challenges with stalling Net Scores and spending intent thats slowed significantly in Fortune 500/Global [----] 📉 🌐 Arista: Strong growth in large enterprises especially in IT/TelCo & Financials driven by data center spending and cloud refresh cycles. 💹 Curious to see the full data and vendor reports 👉 #ETRResearch #EarningsPreview #Datadog #Arista $DDOG $ANET" [X Link](https://x.com/mdsmaldon/status/1852700048859226365) 2024-11-02T13:11Z [----] followers, [---] engagements "ETR's recent panel on @CrowdStrike reveals how customers are reacting months after the major July outagesome loyal others ready to explore new options. 🔸 Mixed views: CrowdStrikes reputation is holding strong but some are rethinking their commitment 🔸 Competitors in the mix: @SentinelOne & Microsoft Defender seen as solid alternatives 🔸 Looking for deals: Renewal incentives may keep loyalty alive 👉 See full insights from the CrowdStrike panelclick for the latest scoop $CRWD $S $MSFT https://app.etr.ai/articles/crowdstrike-customer-panel-summary-2024" [X Link](https://x.com/mdsmaldon/status/1855257014286323731) 2024-11-09T14:31Z [----] followers, [---] engagements "🚨 Endpoint Security Spotlight 🚨 Endpoint security is crucial in todays cybersecurity landscape protecting everything from laptops to IoT devices. Top players are making moves: - 🦅 CrowdStrike: Dominant but facing some challenges with customer sentiment 📉 - 🛡 SentinelOne: Strong in support and updates gaining momentum ⚡ - 🔒 Palo Alto Networks: Broad security and strong integration but premium pricing 💰 - 💰 Fortinet: High value and customer satisfaction steady growth 📈 Find out which vendors are advancing and which are trailing in the race 🏆🔍 Check out the full ETR Observatory" [X Link](https://x.com/mdsmaldon/status/1857132562680000527) 2024-11-14T18:44Z [----] followers, [---] engagements "October [----] TSIS Follow-Up Surveys - ETR has conducted four exclusive follow-ups on VMware Nutanix Rubrik and upcoming data on CrowdStrike and Okta. @VMware : Enterprises are evaluating migration plans following Broadcoms acquisition. $AVGO $NTNX @rubrikInc : Strong adoption trends prompted a closer look at its growing role in Data Security Posture Management. $RBRK @CrowdStrike (coming soon): The follow-up examines the July outages ongoing impact and replacement rates among large organizations. $CRWD @okta (coming soon): Identity governance and privileged access are in focus as replacements" [X Link](https://x.com/mdsmaldon/status/1857877424446316705) 2024-11-16T20:04Z [----] followers, [---] engagements "With ETR's '25 Technology Spending Intentions Survey (TSIS) launching 12/3 and *New* AI-product spend/usage survey in mid-December . just wanted to take the temp on software sentiment since 'Software is Dead' lows over the summer . will '25 usher in a new group of 'AI winners'" [X Link](https://x.com/mdsmaldon/status/1859997259024236731) 2024-11-22T16:27Z [----] followers, [----] engagements "Things are heating up at ETR and it's not just the turkey 🦃 We're serving fresh data with a new AI product series6 semi-annual surveys covering 45+ AI tools across key categories. First release drops Dec. [--] 🍁 Plus top insights from @rubrikInc Wiz & @okta . Sign up for the ETR newsletter to stay in the know: #ETRInsights #ITSpend https://etr.ai/featured-research/newsletter/ https://etr.ai/featured-research/newsletter/" [X Link](https://x.com/mdsmaldon/status/1861843402385662074) 2024-11-27T18:43Z [----] followers, [---] engagements "🚀 Before the weekend kicks off dive into this weeks ETR Newsletter: 🔑 Deep dive on @Okta: Identity access insights from a recent drill-down survey. 🌐 ETR Insights: Hot takes on multi-cloud AI governance endpoint security & more. 🎥 Video replay: How generative AI & RPA are transforming workflows in financial services. Dont miss it #EnterpriseTech #DataInsights https://app.etr.ai/newsletters/6-12-2024 https://app.etr.ai/newsletters/6-12-2024" [X Link](https://x.com/mdsmaldon/status/1865192240328393042) 2024-12-07T00:30Z [----] followers, [---] engagements "@RedDogT3 JETS obv - how can an ETF of such a bad football team perform so well" [X Link](https://x.com/mdsmaldon/status/1874502775306162639) 2025-01-01T17:07Z [----] followers, [--] engagements "ETR just finalized our [----] spending intent survey with over [----] ITDM's indicating their orgs spend across over [---] vendors/products. Filtering vendors in the $2b-$10b mkt cap range these two really caught my eye - one with well-above average Net Score and large increase in spending intent (upper right) while the other quite the opposite. One was also up 30% since Nov while the other flat" [X Link](https://x.com/mdsmaldon/status/1875649456202510362) 2025-01-04T21:04Z [----] followers, [---] engagements "KISS In my [--] years at ETR a few trends have been so clear they practically highlight themselves. One of them: $NTNX gaining momentum from the VMW acquisition. Some shifts just make sense and only take [--] line charts to identify" [X Link](https://x.com/mdsmaldon/status/1895133850667274527) 2025-02-27T15:28Z [----] followers, [---] engagements "@Small_Cap_Gems essentially the same PR was put out Tuesday so my only take-away is mgt was not happy that the stock didn't pump and put another release out" [X Link](https://x.com/mdsmaldon/status/1895506020275040380) 2025-02-28T16:07Z [----] followers, [--] engagements "@sigmazerocap rebuttal (not saying I agree) has been the bully in the hallway Github and many LLMs offering/embedding code development. the being said landed in Q1 of stock down a lot but spend not FWIW For any @netflix Gold & Greed fans - 'Hunt of ETR's Treasure' version - upper right might be up 2% today w/ sell-side deep dive into their cloud opportunity - ms@etr.ai if you think you've caught on For any @netflix Gold & Greed fans - 'Hunt of ETR's Treasure' version - upper right might be up 2% today w/ sell-side deep dive into their cloud opportunity - ms@etr.ai if you think you've caught on" [X Link](https://x.com/mdsmaldon/status/1909631442738442444) 2025-04-08T15:36Z [----] followers, [---] engagements "🚦 From acceleration to tapping the brakes. April [----] ETR Macro Views: IT decision-makers grow cautious optimism fades. No C-suite budget cuts (yet) but lower-priority projects are getting pushed out. We track: 💰 Budget impacts 🎯 Spending priorities ✂ Cost-cutting strategies 🏢 Org changes & more 🔍 Full findings here: #ETR #MacroViews #TechSpending #ITBudget https://etr.ai/macroviewssurvey https://etr.ai/macroviewssurvey" [X Link](https://x.com/mdsmaldon/status/1919764785786147132) 2025-05-06T14:42Z [----] followers, [---] engagements "Gearing up for the best $IGV vs $SMH month of the year - I'm just unsure if it's bc they both go down but IGV less so. Disclosure - I'm no quant so verify your own numbers; also I 'invest than investigate' so feel free to comment on 'why'. $ORCL $PLTR $MSFT $NVDA $AMD $AVGO" [X Link](https://x.com/mdsmaldon/status/1950948950338310340) 2025-07-31T15:57Z [----] followers, [---] engagements "Hey @jason take a read of @Cloudflare latest earnings transcript - you should have @eastdakota on the pod to talk Cloudflares Act [--] helping content creators protect + monetize their work in the AI era. Maybe Sacks would redact his nostalgic dig (some snippets in comments)" [X Link](https://x.com/mdsmaldon/status/1951625815961096438) 2025-08-02T12:47Z [----] followers, [---] engagements "A CIO shares how budget pressures are forcing IT trade-offs but not at the expense of cloud security & AI. In this interview learn why the firm is consolidating on @salesforce & piloting @agentforce to automate support cut costs & boost satisfaction. $CRM https://hubs.la/Q03BbJNn0 https://hubs.la/Q03BbJNn0" [X Link](https://x.com/mdsmaldon/status/1952814271164772442) 2025-08-05T19:29Z [----] followers, [---] engagements "Week 1: IGV/SMH -3% not a great start to the seasonal Aug strength. $AIs Friday AH pre-announcement and $MNDYs -17% slide set a rough Week [--] tone. However GPT-5s tepid weekend reviews could temper last weeks AI is killing software concerns. Gearing up for the best $IGV vs $SMH month of the year - I'm just unsure if it's bc they both go down but IGV less so. Disclosure - I'm no quant so verify your own numbers; also I 'invest than investigate' so feel free to comment on 'why'. $ORCL $PLTR $MSFT $NVDA $AMD $AVGO https://t.co/zdTi6DbPv9 Gearing up for the best $IGV vs $SMH month of the year -" [X Link](https://x.com/mdsmaldon/status/1954889195979247970) 2025-08-11T12:54Z [----] followers, [---] engagements "@JaredSleeper @buccocapital grasping at straws but $CRWV commentary this evening of a massive increase in inference as a sign of broader putting AI to work among enterprise vs just training models; coupled w Jared comment above" [X Link](https://x.com/mdsmaldon/status/1955416693033070715) 2025-08-12T23:50Z [----] followers, [---] engagements "TBT - safe to reveal now this April [--] tweet was referring to $PSTG which was down 40% YTD while ETR data was accelerating and stayed strong in our July update. Powered by ETR data our partner @MaidenCentury estimate nailed the quarter - and more impressively the large guide higher New ETR data drops in early Sept - touch base to catch new outliers into year-end. For any @netflix Gold & Greed fans - 'Hunt of ETR's Treasure' version - upper right might be up 2% today w/ sell-side deep dive into their cloud opportunity - ms@etr.ai if you think you've caught on For any @netflix Gold & Greed fans" [X Link](https://x.com/mdsmaldon/status/1961037045217870231) 2025-08-28T12:04Z [----] followers, [---] engagements "my visual theme of this week in ETRs universe $ESTC $MDB $SNOW $PSTG to be continued" [X Link](https://x.com/mdsmaldon/status/1961176587040121030) 2025-08-28T21:18Z [----] followers, [---] engagements "@ryan_c_walsh @grok what are the implications when sellers have a positive outlook yet buyers are increasingly cautious" [X Link](https://x.com/mdsmaldon/status/1972758326233661459) 2025-09-29T20:20Z [----] followers, [---] engagements "ETR is proud to partner with @FortuneMagazine on the AIQ [--] List leveraging the @ServiceNow Enterprise AI Maturity Index. This list spotlights Fortune [---] companies that are delivering real measurable business impact with AI separating hype from true enterprise value. Our survey of Fortune [---] tech leaders + recurring AI Product Series data shaped the methodology ranking companies delivering real AI impact. 🔗 See the full list in Fortune: #AI #EnterpriseAI #ETR #FortuneAIQ50 https://lnkd.in/emdmwhep The Fortune AIQ [--] list is here.🎉 Our new ranking highlights the Fortune [---] companies" [X Link](https://x.com/mdsmaldon/status/1973014620198609304) 2025-09-30T13:18Z [----] followers, [---] engagements "@AznWeng @MuppetTrading @hhhypergrowth @mukund @buysidefolk @DPogrebinsky @breadcrumbsre @akramsrazor @LiviamCapital @jaminball @lfg_cap @shivsharma_5 always interesting analysis from @RevealeraData even if it doesn't always align to ours. in the below we looked at pre-breach spending intent data and post breach across vendors mentioned by @hhhypergrowth and others. $SAIL biggest upward change vs $ESTC downward" [X Link](https://x.com/mdsmaldon/status/1356267077523410944) 2021-02-01T15:44Z [----] followers, [--] engagements "$DDOG $DT $ESTC $SPLK $NEWR #observability email ms@etr.ai to inquire" [X Link](https://x.com/mdsmaldon/status/1453869905435111435) 2021-10-28T23:42Z [----] followers, [--] engagements "Cybersecurity Budget Priorities - ETRs most recent survey showed that cybersecurity remains the highest budget priority for IT decision makers. The areas of security currently dominating are EDR/XDR $S $CRWD Identity/Access $CYBR $OKTA SWG $ZS https://app.etr.ai/articles/security-budget-priorities https://app.etr.ai/articles/security-budget-priorities" [X Link](https://x.com/mdsmaldon/status/1525799642969083905) 2022-05-15T11:25Z [----] followers, [--] engagements "69% of organizations allocate a relatively small amount of their IT budgets - 5-15% - to observability. But more than half (52%) of survey respondents anticipate their observability budgets will increase to some degree next year $NEWR $DDOG $DT $SPLK https://app.etr.ai/articles/new-relic-etr-observability-report https://app.etr.ai/articles/new-relic-etr-observability-report" [X Link](https://x.com/mdsmaldon/status/1570867877028466689) 2022-09-16T20:11Z [----] followers, [--] engagements "@RedDevi52539977 @InvestiAnalyst Im sensing aggressively calling out $ZS in the last several calls and poking the bear is coming back to haunt them (on top of macro) - sizable falling off in spend on $NET among $ZS customers" [X Link](https://x.com/mdsmaldon/status/1651701265745805316) 2023-04-27T21:34Z [----] followers, [----] engagements "IT architect at large financial services firm discusses moving from homegrown tools to POC'ing @splunk @newrelic @elastic @AppDynamics $SPLK $NEWR $ESTC $CSCO https://www.youtube.com/watchv=gaydSlx7Msw https://www.youtube.com/watchv=gaydSlx7Msw" [X Link](https://x.com/mdsmaldon/status/1671647975695581184) 2023-06-21T22:35Z [----] followers, [---] engagements "Within ETR spending data IT Consulting spend has been under pressure for some time - was surprised to see the pretty significant jump in $CTSH spending intent while others ($IBM $INFY in particular) continue to decelerate" [X Link](https://x.com/mdsmaldon/status/1682030624432078851) 2023-07-20T14:12Z [----] followers, [----] engagements "With earnings season in full swing ETR highlights data reviews on select vendors $DDOG (likely our most 'controversial' call-out) $ZI $MDNY https://app.etr.ai/articles/earnings-feb12-2024 https://app.etr.ai/articles/earnings-feb12-2024" [X Link](https://x.com/mdsmaldon/status/1756074138332971132) 2024-02-09T21:54Z [----] followers, [---] engagements "@TMTBreakout L: $GTLB: Surging large customer demand and seat expansion S: $ACN: waning enterprise demand couple w federal IT spend concerns" [X Link](https://x.com/mdsmaldon/status/1896371255722573997) 2025-03-03T01:25Z [----] followers, [---] engagements "and $JBL With this updated outlook AI-associated business is now expected to represent approximately $7.5 billion in revenue this fiscal year as demand for servers racks photonics advanced networking gear storage and testing equipment all continue to climb higher during the quarter. This represents an approximate 40% year-on-year increase for AI-related revenue. Contrary to market fears the deployment of GPU integrated racks and liquid cool data centers continues to accelerate" [X Link](https://x.com/mdsmaldon/status/1902842468132941867) 2025-03-20T21:59Z [----] followers, [---] engagements "As the interface of the web switches from search to AI it's clear more people will read derivatives of content rather than the original content itself. That means the new AI-driven web will kill the old web's business model" [X Link](https://x.com/mdsmaldon/status/1951626276009115962) 2025-08-02T12:48Z [----] followers, [---] engagements "around 80% of the leading AI companies know and use us. So in Q2 we partnered with the who's who of the publishing world from the Associated Press to Ziff Davis and nearly everyone else in between to help invent the new business model for content creators on an AI-driven web. https://twitter.com/i/web/status/1951626622391496956 https://twitter.com/i/web/status/1951626622391496956" [X Link](https://x.com/mdsmaldon/status/1951626622391496956) 2025-08-02T12:50Z [----] followers, [---] engagements "@blondesnmoney easy money - Taylor Swift residency at the NJ location - easy double" [X Link](https://x.com/mdsmaldon/status/1980745337099940055) 2025-10-21T21:17Z [----] followers, [---] engagements "you can get with this or you can get with that . this is where it's at . the choice is yours - Black Sheep $VRNS https://youtu.be/r9y4ShRRw_o https://youtu.be/r9y4ShRRw_o" [X Link](https://x.com/mdsmaldon/status/1983541311224652164) 2025-10-29T14:27Z [----] followers, [----] engagements "@OnodaCapital $NOW is interestingwould that explain the bro-mance exchange between Bill and Kash all the best in thr future or is Kash leaving GS" [X Link](https://x.com/mdsmaldon/status/1984352685970129379) 2025-10-31T20:12Z [----] followers, [---] engagements "Weekend plan - going to listen to this @GavinSBaker interview and then read that. Anyone remember the AWS/GCP/ $MSFT Azure of the Internet Bubble Within [--] yr of this report all went belly up or close to it - Exodus Digex Navisite . this report was not timely but ya learn more from the loses than wins right Will be an interesting journey down memory lane as to what went 'wrong' I like the 'no dark GPU' comparison https://www.youtube.com/watchv=5ze3ZNvOdRY https://www.youtube.com/watchv=5ze3ZNvOdRY" [X Link](https://x.com/mdsmaldon/status/1984362277974524220) 2025-10-31T20:50Z [----] followers, [----] engagements "hey X-friends anyone headed to AWS re:Invent (@AWSEvents) this year and want to meet up If youre interested just fill out the short form. By the time we hit Vegas ETR will have fresh insights to share including: 📊 AI Impact on SaaS 🔍 Open Source & Observability Survey ☁ Annual Cloud Survey 🤖 AI Product Survey Series 🗣 Qualitative customer feedback surveys $RBRK $CFLT $MDB $ZS $ZM and others https://access.etr.ai/meet-us-at-aws https://access.etr.ai/meet-us-at-aws https://access.etr.ai/meet-us-at-aws https://access.etr.ai/meet-us-at-aws" [X Link](https://x.com/mdsmaldon/status/1989792762917785749) 2025-11-15T20:28Z [----] followers, [---] engagements "🔥 This Week in ETRs Data Drop AI & Workforce AI is now core strategy not pilot 72% say AI boosts productivity; 25% slowing headcount growth Fortune [---] seeing early ROI wins AI = augmenting not replacing Automation Power Automates rise = Microsoft gravity @UiPath + Automation Anywhere = ease + scale MuleSoft/SAP = powerful but pricey GenAI isnt replacing RPA its supercharging it 👉 Stay ahead. Get ETRs weekly Data Drop. $MSFT $PATH $SAP $CRM https://etr.ai/newslettersignup https://research.etr.ai/etr-data-drop https://research.etr.ai/etr-data-drop https://etr.ai/newslettersignup" [X Link](https://x.com/mdsmaldon/status/1992261806564282392) 2025-11-22T16:00Z [----] followers, [---] engagements "Join us Jan [--] at 1pm ET for a joint webinar with Arb Insights See how Arb independently validates ETRs forward-looking enterprise tech spend dataand what it means for forecasting growth trends across public software names. $CRM $NOW $WDAY $CRWD $TEAM $PANW Register (buy-side only) - https://hubs.ly/Q03ZzdrW0 https://arbinsights.com/ https://arbinsights.com/ https://hubs.ly/Q03ZzdrW0 https://arbinsights.com/ https://arbinsights.com/" [X Link](https://x.com/mdsmaldon/status/2009018649051582915) 2026-01-07T21:45Z [----] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@mdsmaldon MarkETR
MarkETR posts on X about okta, $crwd, $okta, $snow the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [-----] -30%
- [--] Month [------] +577%
- [--] Months [------] +530%
- [--] Year [------] -29%
Mentions: [--] #
- [--] Months [--] no change
- [--] Year [--] -71%
Followers: [-----] #
- [--] Week [-----] +0.37%
- [--] Month [-----] +1.10%
- [--] Months [-----] +2.60%
- [--] Year [-----] +4.50%
CreatorRank: [---------] #
Social Influence
Social category influence stocks technology brands finance cryptocurrencies social networks vc firms exchanges automotive brands countries celebrities
Social topic influence okta, $crwd, $okta, $snow, $ddog, $msft, $zs, databricks, crowdstrike, $panw
Top assets mentioned Crowdstrike Holdings Inc (CRWD) Okta Inc (OKTA) Snowflake Inc. (SNOW) Datadog Inc (DDOG) Microsoft Corp. (MSFT) Zscaler Inc (ZS) Palo Alto Networks Inc (PANW) Splunk Inc (SPLK) Elastic N.V. (ESTC) Workday Inc (WDAY) CyberArk Software Ltd. (CYBR) Oracle Corporation (ORCL) Now Coin (NOW) HUBSPOT, INC. (HUBS) Cisco Systems Inc (CSCO) MongoDB, Inc. (MDB) Dynatrace, Inc. (DT) Salesforce Inc (CRM) UiPath, Inc. (PATH) Zoom Video Communications Inc (ZM) Rapids (RPD) New Relic, Inc. (NEWR) Akamai Technologies, Inc. (AKAM) Cloudflare, Inc. (NET) HashiCorp, Inc. (HCP) Infosys Limited (INFY) Fortinet Inc (FTNT) IBM (IBM) Alphabet Inc Class A (GOOGL) Twilio, Inc. (TWLO) SailPoint, Inc. (SAIL) Pure Storage, Inc. (PSTG) Docusign Inc (DOCU) Adobe, Inc. (ADBE) Atlassian Corporation PLC (TEAM) Jamf Holding Corp. (JAMF) ZoomInfo Technologies Inc. (ZI) Nutanix, Inc. Class A Common Stock (NTNX) Smartsheet Inc. (SMAR) BOX, INC. (BOX) RINGCENTRAL, INC. (RNG) monday.com Ltd. (MNDY) Qualys, Inc. Common Stock (QLYS) Cognizant Technology Solutions Corp (CTSH) Alteryx, Inc. (AYX) Accenture (ACN) Shopify Inc (SHOP) Dell Technologies, Inc. (DELL) Varonis Systems, Inc. (VRNS) Spacemesh (SMH) Palantir Technologies Inc. (PLTR) NVIDIA Corp. (NVDA) Broadcom, Inc. (AVGO) Advanced Micro Devices (AMD) ServiceNow Inc (NOW) Braze Inc. (BRZE)
Top Social Posts
Top posts by engagements in the last [--] hours
"One of the wildest takeaway from this Global [----] spending chart isnt @AnthropicAI hitting its stride and starting to set the pace or Google just calmly doing Google things or even OpenAI cooling off while still a dominant position. No no. Its Llama. Llama went from Hey Im keeping pace with Anthropic to Has anyone seen Llama https://twitter.com/i/web/status/2022333809383837923 https://twitter.com/i/web/status/2022333809383837923"
X Link 2026-02-13T15:35Z [----] followers, [----] engagements
"Reminder at 1pm ET - Highlighting ETR spending data (including AI-related traction) on $CRWD $WDAY and $HUBS + Arb Insights/ETR historical data accuracy and implied growth for 4Q/1Q https://us02web.zoom.us/webinar/register/WN_BJibA9LhTziKD1PbQTF09A#/registration REMINDER Register to join us on January [--] at 1PM ET for a joint webinar with ETR & Arb Insights In this session an independent investor-focused validation of ETRs forward-looking enterprise technology spending data will be presented. Register today: https://t.co/9owDhkg415 https://t.co/CUnYCbJwjy"
X Link 2026-01-15T16:07Z [----] followers, [---] engagements
"@rubicon59 bc growth has been stagnant or decelerating they haven't not been "cheap" on value metrics and SNDK or MU are beating numbers by 50% and guiding up 100%. try explaining that to a PM"
X Link 2026-01-31T16:55Z [----] followers, [---] engagements
"Does this "hard" data on Salesforce ($CRM) say "AI is killing SaaS""
X Link 2026-02-01T15:00Z [----] followers, 11.9K engagements
"@PositiveInvst that was specifically for Salesforce - https://ramp.com/vendors/salesforce https://ramp.com/vendors/salesforce"
X Link 2026-02-01T18:24Z [----] followers, [---] engagements
"Obviously a leading and somewhat rhetorical question - so then read this as to what's 'really' happening and study some history. One lesson might be $MSFT pre-Azure dead-money never going to grow again sub market PE (15x) multiple when did Azure 'matter' (what % of revenue to accelerate growth etc etc). https://x.com/jasonlk/status/2018000554941919700s=12 Does this "hard" data on Salesforce ($CRM) say "AI is killing SaaS" https://t.co/DRLTrIojxC https://x.com/jasonlk/status/2018000554941919700s=12 Does this "hard" data on Salesforce ($CRM) say "AI is killing SaaS" https://t.co/DRLTrIojxC"
X Link 2026-02-01T18:53Z [----] followers, [----] engagements
"Thoughts after reading $EGHT transcript ✅ In-quarter usage driving upside ✅ NT GM pressure but profit $$ will scale over time ✅ Seats up y/y and q/q ✅ Accelerating AI uptake as pilots move to production"
X Link 2026-02-04T15:26Z [----] followers, [---] engagements
"$TWLO hearing their commentary on Voice AI"
X Link 2026-02-04T15:43Z [----] followers, [---] engagements
"@Crussian17 customers concur - spending intent 'ramping' for $BRZE and not so for $KYVO"
X Link 2026-02-11T20:10Z [----] followers, [----] engagements
"@JSpitTrades I sent a high conviction idea out to clients that IGV won't be down Monday. feel free to sign-up to my substack for other timely ideas"
X Link 2026-02-13T20:00Z [----] followers, [---] engagements
"Among [---] IT end-users '21 spending plans @SnowflakeDB @UiPath @okta @awscloud @AutomationAnywh @PureStorage @CrowdStrike @SailPoint are all on the NICE LIST with the highest Net spending scores within @ETRnews vendor universe"
X Link 2020-12-24T21:54Z [----] followers, [--] engagements
"Most read article in this weeks ETR Newsletter. Consolidation in the Identity & Access Management Space $MSFT $OKTA $CYBR $SAIL https://etr.plus/articles/iam-key-findings-june-21 https://etr.plus/articles/iam-key-findings-june-21"
X Link 2021-07-05T18:08Z [----] followers, [--] engagements
"On Deck: ETR Previews Next Week's Earnings $SAIL $RXT $CYBR https://app.etr.ai/articles/on-deck-aug62021 https://app.etr.ai/articles/on-deck-aug62021"
X Link 2021-08-09T16:52Z [----] followers, [--] engagements
"The top [--] articles read from the [----] people on ETR's weekly newsletter. If you are not on it it's free -- sign-up here - 1) Earnings Preview - Zoom & Pure Storage $ZM $PSTG https://hubs.la/H0_yrxQ0 https://hubs.la/H0_yrv-0 https://hubs.la/H0_yrxQ0 https://hubs.la/H0_yrv-0"
X Link 2021-11-20T15:23Z [----] followers, [--] engagements
"Happy Thanksgiving - enjoy some good food and rest as next week is another busy (and volatile) earnings week in Enterprise Tech - $SNOW $OKTA $CRWD $ZS $CRM $NTAP - Don't let the tryptophan get in the way from checking out ETR's data https://hubs.la/H0_QHdG0 https://hubs.la/H0_QHdG0"
X Link 2021-11-25T13:39Z [----] followers, [--] engagements
"Is the Shopping Spree Over Retail/Consumer IT Spend Largest Decline Among All Business Sectors - assessing enterprise technology vendors impacted $SMAR $RPD $SWI $ORCL $DOCU https://app.etr.ai/articles/retail-spend-declines https://app.etr.ai/articles/retail-spend-declines"
X Link 2022-05-20T20:58Z [----] followers, [--] engagements
"Many of the Forbes Cloud [---] are tracked in ETR's universe of spending intent and sentiment sourced directly from IT decision makers such as @MiroHQ @figma @databricks @getpostman @snyksec @collibra @Tanium @OneTrust @Calendly among others "
X Link 2022-08-13T00:15Z [----] followers, [--] engagements
"The Commoditization of E-Signature Tools $DOCU $ADBE $BOX $DBX https://app.etr.ai/articles/insights-subsector-report-esignature https://app.etr.ai/articles/insights-subsector-report-esignature"
X Link 2022-10-11T00:51Z [----] followers, [--] engagements
"$MSFT not best in class but good enough $CSCO newer security products very close to $PANW & much cheaper $SPLK is great but expensive whatever Jay @zscaler touches turns to gold $ZS getting more popular @wiz_io is taking off https://youtu.be/jUiPUittZO4 https://youtu.be/jUiPUittZO4"
X Link 2022-10-15T13:32Z [----] followers, [--] engagements
"An ETR Interview Evaluates the Competitors - @SnowflakeDB @databricks @awscloud $SNOW https://app.etr.ai/articles/databricks-versus-snowflake https://app.etr.ai/articles/databricks-versus-snowflake"
X Link 2022-12-03T16:05Z [----] followers, [--] engagements
"This VP of IT talks about how feature parity and the high cost of ingestion are posturing Observability vendors for a "race to the bottom." @elastic elastic @datadoghq @splunk @newrelic $NEWR $ESTC $SPLK $DDOG https://youtu.be/7RFI3Q8_hvA https://youtu.be/7RFI3Q8_hvA"
X Link 2022-12-18T12:38Z [----] followers, [----] engagements
"ETR Part 2: [----] Top Enterprise Tech Trends Series - Snowflake and Databricks on a Collision Course & a Crowded Observability Market - be sure to subscribe to our YouTube channel to receive alerts. Vendors mentioned $AKAM $AI $CRWD $SNOW $OKTA https://hubs.la/Q01BgsTn0 https://hubs.la/Q01BgsTn0"
X Link 2023-02-03T21:40Z [----] followers, [---] engagements
"ETR Earnings Calendar - Data Preview of Select Vendors Reporting Next Week $DDOG $CHKP $AKAM $HUBS https://app.etr.ai/articles/etr-earnings-021023 https://app.etr.ai/articles/etr-earnings-021023"
X Link 2023-02-11T23:21Z [----] followers, [----] engagements
"With cost pressures emerging the Dir of Architecture at a large healthcare org is exploring more open-source options namely MongoDB and expects increased adoption in the coming years. $MDB https://youtu.be/ggW7tCGh9lc https://youtu.be/ggW7tCGh9lc"
X Link 2023-02-17T21:53Z [----] followers, [---] engagements
"ETR Earnings Calendar - Data Preview of Vendors Reporting Next Week $OKTA $SNOW $ESTC $ZS https://app.etr.ai/articles/etr-earnings-calendar-022423 https://app.etr.ai/articles/etr-earnings-calendar-022423"
X Link 2023-02-25T18:02Z [----] followers, [---] engagements
"CrowdStrike & SentinelOne Continue to Grow Customer Count but CrowdStrike Leads in [----] Expansion Rates $CRWD $S https://app.etr.ai/articles/crowd-vs-sentinelone-jan23-data https://app.etr.ai/articles/crowd-vs-sentinelone-jan23-data"
X Link 2023-03-03T20:50Z [----] followers, [----] engagements
"ETR Insights call - Our guest shared thoughts on eliminating redundancy streamlining data warehouses and the unsustainable nature of ingestion-based pricing and where Splunk Datadog and New Relic are likely headed $DDOG $SPLK $NEWR https://app.etr.ai/articles/etr-insights-observability-costs https://app.etr.ai/articles/etr-insights-observability-costs"
X Link 2023-03-31T20:54Z [----] followers, [---] engagements
"Applaud @Akamai on the @neosec_com acquisition - among several dozen private InfoSec vendors not many have has high of IT buyer sentiment among Akamai customers as Neosec does $AKAM"
X Link 2023-04-19T11:16Z [----] followers, [---] engagements
"Thats a wrap for @RSAConference With the biggest security conference of the year ending today ETR reviewed its recent data on some of the companies making announcements $MSFT $CRWD $PANW $S https://app.etr.ai/articles/rsa-2023-etr-wrap https://app.etr.ai/articles/rsa-2023-etr-wrap"
X Link 2023-04-28T22:32Z [----] followers, [----] engagements
"Preview of Select Vendors Reporting Next Week $AKAM $RNG $RPD $TWLO $CYBR https://app.etr.ai/articles/apr23-tsis-earnings-one https://app.etr.ai/articles/apr23-tsis-earnings-one"
X Link 2023-05-05T20:23Z [----] followers, [---] engagements
"Did you know ETR isn't just spending data We provide qualitative IT end-user feedback to support verify and pick apart technology trends. Our transcript library is chock full of insights (hence the name ETR Insights) this was a particular 'eye' grabbing one ms@etr.ai $NET"
X Link 2023-05-10T16:04Z [----] followers, [----] engagements
"Data-driven direct from the source (IT buyers) earnings previews on $PANW $SNOW $ZM $SPLK $PATH $WDAY https://etr.ai/request-a-free-trial/ https://etr.ai/request-a-free-trial/"
X Link 2023-05-21T13:55Z [----] followers, [----] engagements
"@ryan_c_walsh $SNOW buying intent continues to slide"
X Link 2023-05-25T00:58Z [----] followers, [--] engagements
"As another volatile earnings season rolls on we highlight data reviews for $OKTA $CRWD $S $ZS $ESTC $MDB https://app.etr.ai/articles/etr-earnings-may2923 https://app.etr.ai/articles/etr-earnings-may2923"
X Link 2023-05-26T21:15Z [----] followers, [----] engagements
"Atlassian Leads a Saturated Market for Project Management Tools $TEAM $ASAN $MNDY https://reports.etr.ai/etr-observatory-project-management-tools https://reports.etr.ai/etr-observatory-project-management-tools"
X Link 2023-05-31T16:36Z [----] followers, [---] engagements
"ETR Insights Interviews - @Cloudflare is the next @PaloAltoNtwks frustration with $MSFT add-on security services mixed experiences w $PANW $ZS https://www.youtube.com/watchv=WWfkdpg0F0I https://www.youtube.com/watchv=WWfkdpg0F0I"
X Link 2023-06-10T11:25Z [----] followers, [----] engagements
"Users ❤ @Atlassian @Jira @Confluence $TEAM https://app.etr.ai/articles/etr-observatory https://app.etr.ai/articles/etr-observatory"
X Link 2023-06-11T14:21Z [----] followers, [---] engagements
"ETR Insights Video InfoSec Priorities: CrowdStrike SentinelOne Rapid7 Qualys Tenable & More $CRWD $QLYS $RPD $TENB $S https://youtu.be/SuRYsEFFTD0 https://youtu.be/SuRYsEFFTD0"
X Link 2023-07-01T12:27Z [----] followers, [----] engagements
"Sectors - Y/Y chg in spending intent"
X Link 2023-07-03T12:07Z [----] followers, [---] engagements
"Companies - highest spending intent @databricks $HCP $CRWD $NOW @awscloud $MSFT $JAMF (sleeper surprise)"
X Link 2023-07-03T12:10Z [----] followers, [----] engagements
"@databricks @awscloud Companies w declining spending intent $SNOW $HCP (high but declining) $WDAY (strong in 1H but down) $ZM (still down)"
X Link 2023-07-03T12:12Z [----] followers, [----] engagements
"@BigBullCap how does one assess 'overdone' when the product was released [--] hours ago given $MSFT track record of copy-catting and using its muscle to consolidate Does a less than [--] EV/Rev multiple pt drop account for MSFT risk when 80% of $ZS customers also use a MSFT InfoSec product"
X Link 2023-07-12T17:54Z [----] followers, [--] engagements
"@InvestiAnalyst @scalevp LL 'Cool J' $OKTA making a tremendous come back in G2K into 2H'23 - back in the top 5"
X Link 2023-07-14T18:45Z [----] followers, [----] engagements
"@InvestiAnalyst @scalevp CIOs in the generic sense - most of them are not 'CIOs'. $OKTA bit off more than they could chew w/ Auth0 at a time when IT spend was decelerating. Seems to be behind them . time will tell"
X Link 2023-07-14T19:03Z [----] followers, [--] engagements
"@davey_juice makes me feel better that we moved it off our Positive list based on 2H'23 spending data -- $DDOG customersCramer"
X Link 2023-07-14T20:45Z [----] followers, [--] engagements
"@ChairliftCap the excitement is there but the ramp is slow. we just ran a survey of large enterprise ITDMs in which 2/3rd havent formalized a GenAI strategy yet and of the ones that have 2/3rd are pulling budget from other projects. I think that will be very different in [--] but baby steps"
X Link 2023-07-26T21:36Z [----] followers, [--] engagements
"ETR Insights presents an interview summary with the Global Head of Enterprise Data for a large financial enterprise which is in the midst of a multiyear shift from on-prem Teradata to GCP $TDC https://app.etr.ai/articles/etr-insights-oracle-versus-gcp https://app.etr.ai/articles/etr-insights-oracle-versus-gcp"
X Link 2023-07-28T18:29Z [----] followers, [---] engagements
"Seems $INFY was not a read thru to $CTSH"
X Link 2023-08-02T20:55Z [----] followers, [----] engagements
"ETR Insights Video - Zscalers Price Reflects Strong Market Position but the Space is Heating Up $ZS $NET $CSCO https://youtu.be/VcfdvEbLpb8 https://youtu.be/VcfdvEbLpb8"
X Link 2023-08-11T20:42Z [----] followers, [---] engagements
"@databricks well positioned and great end-user feedback in @ETRnews Observatory Report on ML/AI seems like a clear winner in GenAI"
X Link 2023-08-17T13:00Z [----] followers, [---] engagements
"With earnings season in full swing we highlight data reviews for @Snowflake @Workday @Splunk and @Zoom. $SNOW $SPLK $ZM $WDAY"
X Link 2023-08-18T18:22Z [----] followers, [---] engagements
"Bifurcation and Slow Growth in the E-Signature Space -@ETRnews Observatory looks at the e-signature sector and examines some of its vendors including @DocuSign @Box and @Adobe $DOCU $BOX $ADBE https://reports.etr.ai/etr-obseratory-e-signature https://reports.etr.ai/etr-obseratory-e-signature"
X Link 2023-08-24T12:26Z [----] followers, [---] engagements
"With our ETS complete (1500 N) one can see which private tech vendors (among 500) are the favs of ITDMs - based on awareness evaluating and utilization . some obvious (@OpenAI @OneTrust @databricks ) and some not so obvious (@huggingface @fivetran) https://app.etr.ai/articles/aug23-ets-preview https://app.etr.ai/articles/aug23-ets-preview"
X Link 2023-08-29T14:50Z [----] followers, [----] engagements
"@BucknSF @OpenAI @OneTrust @databricks @huggingface @fivetran growth is lower (and been declining) so Net Scores are lower . that chart is Net Sentiment (simiar-ish) but calc makes Net Sentiment (typically) lower than Net Score"
X Link 2023-08-29T14:55Z [----] followers, [--] engagements
"@TransformerCap @BucknSF @OpenAI @OneTrust @databricks @huggingface @fivetran it's different"
X Link 2023-08-29T16:17Z [----] followers, [---] engagements
"ETR Insights Video-Evaluating Endpoint and Vulnerability Platforms @Tanium @SentinelOne @CrowdStrike @tenable @qualys @rapid7 $S $CRWD $QLYS $RPD https://youtu.be/1EShSc6LrZEsi=Ri2eAeWEIKmBGcep https://youtu.be/1EShSc6LrZEsi=Ri2eAeWEIKmBGcep"
X Link 2023-09-08T18:56Z [----] followers, [---] engagements
"and were off-preliminary updated 2H23 spending intent data from [---] ITDMs including [---] G2K is now available on ETR across our [---] vendor universe https://etr.ai/request-a-free-trial/ https://etr.ai/request-a-free-trial/"
X Link 2023-09-11T23:56Z [----] followers, [----] engagements
"my early thesis - IT spend stable but GenAI projects/spend not yet providing halo effect (subject to change as more data comes in)"
X Link 2023-09-11T23:58Z [----] followers, [---] engagements
"@OphirGottlieb $SNOW IT buyer spending intent since 2022"
X Link 2023-09-12T14:13Z [----] followers, [---] engagements
"Luckily for me the @ETRnews data and research team has a much higher 'GPA' than I did - dataopinions $OKTA $FTNT $AYX $DDOG $MDB $HCP $FRSH"
X Link 2023-09-15T18:52Z [----] followers, [----] engagements
"ETR Insights Panel - Gen AI and Microsoft Copilot-Freed-Up Capacity Justifies Copilot Sticker Shock $MSFT"
X Link 2023-09-23T11:53Z [----] followers, [---] engagements
""Forward-looking spending for both the IT consulting and outsourced IT sectors is decelerating to extremely low levels" said Erik Bradley chief strategist at Enterprise Technology Research (ETR). $ACN"
X Link 2023-09-29T20:44Z [----] followers, [---] engagements
"We surveyed [--] large enterprise customers of both @Cisco and @splunk to get their reactions about the proposed acquisition - watch or read @dvellante and @epbradley2 dissect the findings - https://wikibon.com/breaking-analysis-cisco-splunk-microscope-joint-customers-weigh/ https://youtu.be/oJlpPJfMoYY https://wikibon.com/breaking-analysis-cisco-splunk-microscope-joint-customers-weigh/ https://youtu.be/oJlpPJfMoYY"
X Link 2023-09-30T15:55Z [----] followers, [---] engagements
"Cisco's Acquisition of Splunk - Customer reactions to deal positives and negatives and potential impact to broader Observability vendors $CSCO $SPLK $DDOG $DT"
X Link 2023-10-08T14:04Z [----] followers, [---] engagements
"@ETRnews hosted the first of two conf calls dissecting recent spending intent data collected from over [----] ITDMs and published reports on AWS $DDOG $DT $NOW $FIVN $SHOP $AYX $IBM $MSFT - [--] charts from our [--] page report - DM open for questions"
X Link 2023-10-14T15:15Z [----] followers, [---] engagements
"posting without comment - maybe we should ask again $OKTA"
X Link 2023-10-20T20:49Z [----] followers, [----] engagements
"AzureAWSGCP - with [--] of the [--] reporting my sense is AWS is will be 'right in the middle' - inline with expectations not accelerating like Azure but not missing like GCP"
X Link 2023-10-25T12:46Z [----] followers, [--] engagements
"wow - almost to the day [--] years - welcome back $SNDK ($WDC)"
X Link 2023-10-30T12:12Z [----] followers, [---] engagements
"I'm just going to re-post this every time there's a new $OKTA breach - sorry if it clutters your stream. FYI - if you'd like to hear from Okta customers about impact of these breaches - LMK"
X Link 2023-11-02T14:41Z [----] followers, [----] engagements
"Am I reading too much into this or was this code for how Palos earnings will be vs $FTNT"
X Link 2023-11-02T22:09Z [----] followers, [---] engagements
"use your extra hour to review spending intent data on your favorite companies reporting in the coming weeks $DDOG $HUBS $AKAM $AKX $TWLO $RNG Just a reminder: Daylight Savings ends tonight. Don't forget to change your clocks https://t.co/j2QMkuOQqL Just a reminder: Daylight Savings ends tonight. Don't forget to change your clocks https://t.co/j2QMkuOQqL"
X Link 2023-11-04T18:09Z [----] followers, [----] engagements
"While 'calling quarters' is not the #1 use-case for ETR our team has build a model utilizing spending data to forecast the next two unreported quarters. Users can filter by 'forecast confidence' for models that highest confidence and upside $HUBS"
X Link 2023-11-08T21:35Z [----] followers, [----] engagements
". and we are not just a number on a spreadsheet - there's a 23-page report citing [---] $HUBS customers for detailed insights into 2H'23 spending trends. email me for a sample While 'calling quarters' is not the #1 use-case for ETR our team has build a model utilizing spending data to forecast the next two unreported quarters. Users can filter by 'forecast confidence' for models that highest confidence and upside $HUBS https://t.co/bVEYBNbd0V https://t.co/XlzjB2yqCx While 'calling quarters' is not the #1 use-case for ETR our team has build a model utilizing spending data to forecast the next"
X Link 2023-11-08T21:45Z [----] followers, [----] engagements
"Zscaler's Strong Position in a Competitive Market - @ETRnews Insights convo w an ITDM discussing $ZS vs $NET $FFIV Observability $DT $DDOG $ESTC https://app.etr.ai/articles/etr-insights-346 https://app.etr.ai/articles/etr-insights-346"
X Link 2023-11-10T20:58Z [----] followers, [---] engagements
"@databricks More Complex but Significantly Cheaper than @SnowflakeDB - @ETRnews Insights interview clip w/ a VP of Global Infra for a large fin'l services org"
X Link 2023-11-11T12:42Z [----] followers, [--] engagements
"Some interesting perspective post the latest round of 'breaches' re $OKTA https://etr.ai/request-a-free-trial/ https://etr.ai/request-a-free-trial/"
X Link 2023-11-14T19:19Z [----] followers, [----] engagements
"@ETRnews Insights presents an interview clip with an Executive Director of Information Security and Risk Management who offers their perspective on @okta recent security breach and the influence of a timely response on public perception.$OKTA"
X Link 2023-11-19T14:36Z [----] followers, [---] engagements
"@ETRnews latest Observatory drives into EPP using end-user data to position vendors like @CrowdStrike @SentinelOne @Tanium $CRWD $S $PANW $FTNT"
X Link 2023-11-22T14:18Z [----] followers, [---] engagements
"@ETRnews Earnings Calendar - Data Review of Select Vendors with Upcoming Earnings $CRWD $SNOW $OKTA $WDAY $ZS"
X Link 2023-11-24T15:41Z [----] followers, [---] engagements
"Earnings Calendar - Data Review of Select Vendors with Upcoming Earnings $CRWD $SNOW $OKTA $WDAY $ZS"
X Link 2023-11-24T17:09Z [----] followers, [---] engagements
"$CRWD $SNOW $OKTA $WDAY $ZS"
X Link 2023-11-24T17:09Z [----] followers, [---] engagements
"$OKTA customer breach panel paints picture of in addition to breach concerns lack of innovation and increased competition for once de facto leader in space - replay transcript summary available and 1x1 calls w customers"
X Link 2023-11-29T12:22Z [----] followers, [---] engagements
"@apoorv03 @OpenAI Dated (Aug) but we polled [---] Cloud IT buyers to gauge which cloud providers AI tools they were planning to or currently evaluating (pre-Bedrock GA) - 29% were planning to Evaluate Bedrock - will be interesting to see where that stands in our next iteration in a couple week"
X Link 2023-11-29T13:31Z [----] followers, [--] engagements
"@ETRnews now 'covers' Fintech - With two TSIS completed since adding the Fintech sector into our survey universe we highlight our takeaways ahead of our first full year of spending intent data on the sector coming in January. $SHOP $VRTX $ALKT"
X Link 2023-12-01T23:21Z [----] followers, [---] engagements
"CrowdStrike SentinelOne and Microsoft Defender only [--] vendors in our latest Endpoint Protection Market Array with positive Net Promoter Scores even Palo negative . $CRWD $S $PANW https://reports.etr.ai/etr-obseratory-endpointprotection https://reports.etr.ai/etr-obseratory-endpointprotection"
X Link 2023-12-05T21:50Z [----] followers, 18.1K engagements
"is Nasdaq aware $SPLK being bought by $CSCO - strange add 📊 Nasdaq-100 Index Update 🚀: Nasdaq announces annual reconstitution effective Dec [--] [----]. Welcome new additions: $CDW $CCEP $DASH $MDB $ROP $SPLK . Farewell to $ALGN $EBAY $ENPH $JD $LCID $ZM . #Nasdaq100 💼 📊 Nasdaq-100 Index Update 🚀: Nasdaq announces annual reconstitution effective Dec [--] [----]. Welcome new additions: $CDW $CCEP $DASH $MDB $ROP $SPLK . Farewell to $ALGN $EBAY $ENPH $JD $LCID $ZM . #Nasdaq100 💼"
X Link 2023-12-09T02:26Z [----] followers, [----] engagements
"ETR hosted a panel discussion on Okta's $OKTA most recent security breach. Read the overview to see the panel's questions about Okta's monitoring and alerting response and creeping doubt about the company's previously recognized status as a market leader"
X Link 2023-12-12T03:54Z [--] followers, [---] engagements
"Sort filter and track IT spending intent submitted by [----] (and growing) IT decision makers across [---] vendors to see who will emerge as the winners in [----] - start your journey now $SNOW $MSFT $S @OpenAI @databricks $CRWD #ITspend"
X Link 2023-12-13T01:46Z [----] followers, [---] engagements
"HPE to Buy Juniper in Networking Megadeal - ETR Data Review of the Acquisition $JNPR $HPE $CSCO"
X Link 2024-01-12T21:29Z [----] followers, [---] engagements
"Weekend reading idea - @ETRnews published [--] company reports based on '24 spending intentions from [----] ITDMs hosted an hour presentation on top/bottom vendors and published another [--] sector overview reports - all available on $SNOW $DDOG $JAMF"
X Link 2024-01-20T15:56Z [----] followers, [---] engagements
"At the risk of 'piling-on' (albeit this data was collected 2-3 weeks ago) this ETR dashboard shows survey to survey REPEAT customer spending intent. Thought it notable that $DDOG saw the largest revision down among the 'bunch' - email me for more ms@etr.ai"
X Link 2024-01-24T18:11Z [----] followers, [----] engagements
"Interested in learning more about ETR and the insights of the spending data we collected and functionality of our data platform - tune into this free office hours call - which we plan to host 2x per month $DDOG $SNOW $NOW $MSFT $CRWD At the risk of 'piling-on' (albeit this data was collected 2-3 weeks ago) this ETR dashboard shows survey to survey REPEAT customer spending intent. Thought it notable that $DDOG saw the largest revision down among the 'bunch' - email me for more ms@etr.ai https://t.co/WVCPBlTD14 At the risk of 'piling-on' (albeit this data was collected 2-3 weeks ago) this ETR"
X Link 2024-01-30T01:41Z [----] followers, [---] engagements
"Interested in learning more about ETR and the insights of the spending data we collected and functionality of our data platform - tune into this free office hours call - which we plan to host 2x per month $DDOG $SNOW $NOW $MSFT $CRWD https://us02web.zoom.us/webinar/register/WN_NxFCBJ6nSiaGVlDd4qdDqg#/registration At the risk of 'piling-on' (albeit this data was collected 2-3 weeks ago) this ETR dashboard shows survey to survey REPEAT customer spending intent. Thought it notable that $DDOG saw the largest revision down among the 'bunch' - email me for more ms@etr.ai https://t.co/WVCPBlTD14"
X Link 2024-01-30T02:49Z [----] followers, [---] engagements
"Surprised that $MSFT Azure growth benefitted 600bps due to AI that $AMZN AWS is accelerating in 1Q Check out our summary to keep on the ride side of IT spend and enterprise tech trends"
X Link 2024-02-02T13:53Z [----] followers, [---] engagements
"ETR Earnings Preview Deep Dive on Palo Alto Data $PANW https://app.etr.ai/articles/palo-alto-jan24-data https://app.etr.ai/articles/palo-alto-jan24-data"
X Link 2024-02-19T16:54Z [----] followers, [---] engagements
"ETR has nearly [--] covered tech vendors reporting next week and in this article we highlight the most recent spending intent data on $WDAY $JAMF $OKTA $ZS $DELL and $ESTC https://app.etr.ai/articles/earnings-feb26-2024 https://app.etr.ai/articles/earnings-feb26-2024"
X Link 2024-02-24T16:11Z [----] followers, [----] engagements
"Post vacation catch-up on $PANW. Platform consolidation isn't 'new' but seems co is hyper-accelerating it with 'free' product to move off legacy. Based on our EPP study here's their 'opportunity' https://reports.etr.ai/etr-obseratory-endpointprotection https://reports.etr.ai/etr-obseratory-endpointprotection"
X Link 2024-02-25T14:22Z [----] followers, [----] engagements
"Another interesting chart - among those [--] 'trailing' vendors in EPP - they all have low or negative spending intent w/i $PANW's customer base with somewhere between 23% (Carbon Black) and 15% of PANW customer using them currently"
X Link 2024-02-25T15:16Z [----] followers, [---] engagements
"could we be any more 'back' TB lifting $EVBG buyout price and AMCHODL license plate on a Volvo"
X Link 2024-03-01T13:45Z [----] followers, [---] engagements
"@TechFundies Would you be surprised (or anyone listening) that over 40% of Snowflake customers also use Databricks"
X Link 2024-03-01T19:25Z [----] followers, [---] engagements
"@GavinSBaker @nycdemandmore @RagingVentures Some recent ROI related data from [---] IT decision makers - 57% expected ROI within [--] year from GenAI. As a comparison in another recent survey not shown only 25% expected ROI within [--] year from Identity and Access Management (IAM) tools"
X Link 2024-03-01T21:17Z [----] followers, [---] engagements
"@GavinSBaker One noteworthy trend we captured to this point was the sharp rebound in spending intent among the mega-vendors $IBM $ORCL $DELL"
X Link 2024-03-01T23:35Z [----] followers, [----] engagements
"Shoot - fire - aim. Customer positively spending on $PANW were also positively spending on $CRWD. Its the legacy vendors to the right that are moving. Also $CRWD spending intent wasnt fatiguing. Easy to verify this commentary when you have the right tools"
X Link 2024-03-05T23:53Z [----] followers, [----] engagements
"Beginning to think this will be the most important question in our upcoming GenAI Survey (#3) given the Klarna AI data point investor expectations of 'software' AI-beneficiaries and mgt 'conservative' full yr guides #buildvbuy"
X Link 2024-03-06T01:13Z [----] followers, [---] engagements
"Earnings season is winding down but several big name companies that ETR covers have yet to report. This article highlights the most recent data inflections on UiPath SentinelOne Adobe and Smartsheet. $PATH $S $ADBE $SMAR https://app.etr.ai/articles/earnings-calendar-031124 https://app.etr.ai/articles/earnings-calendar-031124"
X Link 2024-03-09T13:30Z [----] followers, [---] engagements
"The struggle to move GenAI evaluations to production is real . I would suggest being open-minded re timelines"
X Link 2024-03-14T18:20Z [----] followers, [----] engagements
"Would have 'hoped' for more net new GenAI budgets for '24 but 44% of ITDMs (like this one) point to re-allocating spend vs net new https://app.etr.ai/articles/etr-insights-2024-trends https://app.etr.ai/articles/etr-insights-2024-trends"
X Link 2024-04-02T17:00Z [----] followers, [----] engagements
"@VetTechTrader the 'tip' to WSJ was a large well known software company looking to buy a data infrastructure play . i think their next 'headline' ORCL for SNOW"
X Link 2024-04-23T18:38Z [----] followers, [---] engagements
"theres Tiktok angle here - i sense it healthcare angle is probably true as well as it being great city - but larry is conspiring #CitiesOfSuccess @CNBC 🔥 @barronsonline $ORCL #Nashville https://t.co/ARoyhAwdWI https://t.co/tmnoSBJlMz #CitiesOfSuccess @CNBC 🔥 @barronsonline $ORCL #Nashville https://t.co/ARoyhAwdWI https://t.co/tmnoSBJlMz"
X Link 2024-04-24T01:43Z [----] followers, [---] engagements
"coincidence - larry is buttering up marsha for a tiktok divestiture https://www.blackburn.senate.gov/2024/1/statement-from-senator-blackburn-on-tiktok-moving-to-nashville https://www.blackburn.senate.gov/2024/1/statement-from-senator-blackburn-on-tiktok-moving-to-nashville"
X Link 2024-04-24T01:47Z [----] followers, [---] engagements
"ETR Data Unpacks IBM and Hashi Deal Large Acquisition Doubles Down on Open Source Growth $IBM $HCP https://app.etr.ai/articles/etr-data-ibm-hashi-deal https://app.etr.ai/articles/etr-data-ibm-hashi-deal"
X Link 2024-04-26T22:48Z [----] followers, [---] engagements
"Breaking News - Cybersecurity budgets are expected to increase and the number of IT security-specific vendors in organizations tech stacks is expected to expand over the next year according to a new survey from ETR ahead of the annual RSA Conference. https://www.einnews.com/pr_news/708157272/growing-cybersecurity-budgets-and-security-vendor-sprawl-ahead-of-rsa-conference https://www.einnews.com/pr_news/708157272/growing-cybersecurity-budgets-and-security-vendor-sprawl-ahead-of-rsa-conference"
X Link 2024-05-02T20:41Z [----] followers, [---] engagements
"IAM Customer Feedback Panel - ETR presents a IAM panel discussion with four security executives discussing the state of identity and access management and gathering vendor feedback $OKTA $CYBR - log in req'd but free trials available https://app.etr.ai/marketplace/etr-insights-382-identity-and-access-management-feedback-panel/viewitem=0 https://app.etr.ai/marketplace/etr-insights-382-identity-and-access-management-feedback-panel/viewitem=0"
X Link 2024-05-03T20:20Z [----] followers, [---] engagements
"Not to juiciest of upsides but our back-tested high conviction forecast for $DT is +2.5% above St - and w/ more adoptions and customer increasing spend intent (stock down 20% from last EPS) maybe that's enough - ms@etr.ai for more details"
X Link 2024-05-14T18:12Z [----] followers, [---] engagements
"☁Cloud Security Threats on the Rise☁ Demand for CSPM and CNAPP solutions is growing. Our latest ETR Observatory provides insights into top vendors and popular products. Download now to learn more #CloudSecurity #CSPM #CNAPP @SapphireVC @GGVCapital @InsightPartners @Sequoia @wiz_io $S $CRWD $PANW $ZS $RPD https://reports.etr.ai/cloud-security-posture-management-cspm-and-cloud-native-application-pr https://reports.etr.ai/cloud-security-posture-management-cspm-and-cloud-native-application-pr https://reports.etr.ai/cloud-security-posture-management-cspm-and-cloud-native-application-pr"
X Link 2024-05-22T17:30Z [----] followers, [----] engagements
"🔐 Identity Security: Who Will Enterprises Adopt for the "Who" of InfoSec ETR's IAM Market Array reveals ITDMs prioritizing identity security amid rising threats. Despite CyberArk & Okta's best-of-breed status 📉 spending intentions decline while demand for Microsoft's Entra grows. 📈 #CyberSecurity #IAM $CYBR $OKTA Key Takeaways Identity security received the highest percentage of citations as a top three security priority in our recent RSA Drill Down Survey Despite strong interest in the category we have seen deteriorating spending intention data for two of the largest leading Identity"
X Link 2024-05-25T12:43Z [----] followers, [---] engagements
"Explore the latest in IAM trends with a focus on $Okta Despite shifts in spending intentions learn why Microsoft's Entra is on the rise. Plus get a free report on $Okta's market performance. Read more: #CyberSecurity #IAM https://app.etr.ai/articles/etr-iam-data-review-2024 https://app.etr.ai/articles/etr-iam-data-review-2024"
X Link 2024-05-29T15:00Z [----] followers, [---] engagements
"oh that slowdown - i think that secular slowdown was more macro weighted. I like your S curve framework. At the time we heard more macro concerns driving IT spend down covid-ramp hang over vendor sprawl leading to consolidation type commentary as drivers i think we hit another air pocket early this year that is more weighted toward the split above - ie AI trials road mapping putting a pause on new or expanded traditional IT spend"
X Link 2024-06-02T18:20Z [----] followers, [---] engagements
"🚨 Salesforce Stumbles 🚨 Q1 results miss revenue expectations & Q2 guidance falls short noting moderated buying behavior from elongated deal cycles deal compression and higher budget scrutiny. 🛑 See ETR's take with new spending outlook for 2H24 coming soonwill trends shift Stay tuned 📉📊 #Salesforce #TechNews #MarketUpdate $CRM https://app.etr.ai/articles/salesforce-stumbles-etr-april-2024-data https://app.etr.ai/articles/salesforce-stumbles-etr-april-2024-data"
X Link 2024-06-08T11:52Z [----] followers, [---] engagements
"🚀 Preliminary data from ETR's July '24 Technology Spending Intentions Survey is live With [----] IT decision-makers including [---] from Fortune [---] & [---] from Global [----] it covers 2H24 spending intentions. Highlights include insights from top execs on AI and tech stacks. Stand out with our researchsign up for a free trial now #TechSpending #ETRInsights Read more in the thread https://etr.ai/request-a-free-trial/ https://etr.ai/request-a-free-trial/"
X Link 2024-06-10T15:37Z [----] followers, [---] engagements
"🚀 We've gathered insights from a record [----] IT decision-makers globally. Check out our complimentary report on key spending trends and market dynamics for leading tech vendors $WDAY $ZI $ZS $RPD $CYBR $MNDY Highlights include: 📉 Workday: Declining spend intentions. 📉 ZoomInfo: Low spend intentions but improving among larger orgs. 📈 Zscaler: Strong spend intentions and market performance. 📉 Rapid7: Slight improvements but still facing challenges. 📉 CyberArk: Continued decline in spend intentions. 📉 Monday: Persistently high churn despite revenue growth. Interested Request your free"
X Link 2024-06-14T19:33Z [----] followers, [----] engagements
"🎙 Our latest ETR Insights features an interview with the Head of Data Science at a major tech services firm sharing candid views on generative AI data architecture and the future of enterprise tech. Dive in for key takeaways 🚀 Generative AI 🔍 RAG (Retrieval Augmented Generation) 🤖 RPA (Robotic Process Automation) 🏗 Data Architecture 🌐 Open Source 🔄 Disintermediate Vendors 📉 Economic Overview https://app.etr.ai/articles/insights-396-rag https://app.etr.ai/articles/insights-396-rag"
X Link 2024-06-22T13:00Z [----] followers, [---] engagements
"2/8 🚀 Generative AI: Adoption is mixed. Some firms use open-source models from @OpenAI and @AnthropicAI while others rely on established vendors like $MSFT and $CRM for AI enhancements. Key takeaway: Generative AI is promising but not a fix-all solution"
X Link 2024-06-22T13:00Z [----] followers, [---] engagements
"3/8 🔍 RAG: @pinecone is highly regarded for expertise in RAG while $ESTC and $MDB also have potential. RAG can outperform semantic search but is complex and niche"
X Link 2024-06-22T13:00Z [----] followers, [---] engagements
"4/8 🤖 RPA: Value is declining due to high maintenance and evolving business processes. Generative AI offers more fluid solutions but comes with its own challenges. $PATH"
X Link 2024-06-22T13:00Z [----] followers, [---] engagements
"5/8 🏗 Data Architecture: The company uses a unified Microsoft tech stack with @databricks and @SnowflakeDB . Transitioning from $ORCL is ongoing. The trend is towards integrated solutions over niche ETL tools"
X Link 2024-06-22T13:00Z [----] followers, [---] engagements
"6/8 🌐 Open Source: $CFLT is favored over Apache Kafka for enterprise use due to better support and management. Open source is appealing but often impractical for enterprises without sufficient in-house expertise"
X Link 2024-06-22T13:00Z [----] followers, [---] engagements
"7/8 🔄 Disintermediate Vendors: Integrated solutions from cloud providers are phasing out niche tools like $INFA and @tableau . Firms prefer platforms that offer comprehensive services with minimal additional costs"
X Link 2024-06-22T13:00Z [----] followers, [---] engagements
"📊 Get a free report on Varonis 📊 ETR's analysis of 2H24 spending data reveals challenges for Varonis $VRNS amidst its SaaS transition: - 28-point Net Score decline over [--] years - Ranked second lowest among public security vendors - Increasing competition from Microsoft and AI-focused startups Discover the full insights and what's next for Varonis. Request your free report today 🛡 #DataSecurity #SaaS #ETR @varonis https://app.etr.ai/articles/varonis-decline-jul24 https://app.etr.ai/articles/varonis-decline-jul24"
X Link 2024-06-28T21:14Z [----] followers, [---] engagements
"🚀 Dive into the latest ETR Insights video 📽 With Broadcom's new VMware pricing doors are opening for alternatives. Hear from a VP of IT Security on how legacy costs are shifting their tech strategy. @nutanix take note 👀🔗 Link to Video #TechTrends #ITSecurity #Broadcom #Nutanix $NTNX https://youtu.be/uAbBsF_abyYsi=uPpomVl8mUOTIGR6 https://youtu.be/uAbBsF_abyYsi=uPpomVl8mUOTIGR6"
X Link 2024-06-30T06:09Z [----] followers, [---] engagements
"Not questioning the buzz about Google buying Wiz (who raised $1B at $12B valuation recently) but here's the scoop: cloud security is still the hot ticket for IT buyers and @wiz_io is killing it. Stay sharp folks ☁Cloud Security Threats on the Rise☁ Demand for CSPM and CNAPP solutions is growing. Our latest ETR Observatory provides insights into top vendors and popular products. Download now to learn more #CloudSecurity #CSPM #CNAPP https://t.co/ZWhyoDgNZf @SapphireVC @GGVCapital https://t.co/QUqTxtouf5 ☁Cloud Security Threats on the Rise☁ Demand for CSPM and CNAPP solutions is growing. Our"
X Link 2024-07-14T18:17Z [----] followers, [----] engagements
"@akhenosiris @SaaSletter Recent spending data was collected pre-CRWD event but nothing broad-based in 2H spend that would make me thing a trend to throw observability on AI workloads yet - $ESTC $DDOG spend stable $DT accelerating while AppD and SPLK falling"
X Link 2024-07-31T12:46Z [----] followers, [---] engagements
"ETRs latest JUL24 TSIS data for upcoming earnings $JAMF $HUBS $DOCN $ZI: 📉 ZoomInfos NDR decline mirrors its drop in Net Score. 📊 Jamf retains top UEM position despite a dip in positive survey intentions. 🚫 HubSpot sees declining data in SMBs after Google deal falls through. 🚀 DigitalOceans Net Score jumps [--] points amid strong cloud competition. Request the full report for detailed insights: https://app.etr.ai/articles/66aa8502e04508ccf657f13c/preview https://app.etr.ai/articles/66aa8502e04508ccf657f13c/preview"
X Link 2024-08-02T19:51Z [----] followers, [---] engagements
"@akhenosiris and post a strong $DT print - is that actually insightful and value-add to investors (honest question)"
X Link 2024-08-07T18:00Z [----] followers, [---] engagements
"@InvestiAnalyst if you happen to bump into any of my ETR colleagues - do say Hi"
X Link 2024-08-07T21:49Z [----] followers, [---] engagements
"@InvestiAnalyst we just survey [---] $CRWD customers and gathered direct commentary from [--] the on the ground ETR team can give you a summary"
X Link 2024-08-07T21:54Z [----] followers, [---] engagements
"🔍 ETR's deep dive on #Databricks & #Snowflake usage reveals key trends: 💾 @SnowflakeDB excels in data warehousing while @databricks leads in AI/ML. 🛡 Security & governance are top priorities for platform selection. 🔄 Most enterprises use both platforms together for full advantage. 📊 The full report dives into platform usage customer perceptions and the growing importance of advanced data management tools. 👉 Click the link to explore more https://app.etr.ai/articles/snowflake-databricks-aug2024 https://app.etr.ai/articles/snowflake-databricks-aug2024"
X Link 2024-08-11T15:31Z [----] followers, [---] engagements
"🚀 New Report Alert The evolution of data management and the battle for dominance in the Cloud Data Warehousing market ☁. 📌 Vendors Mentioned: 📊 @SnowflakeDB $SNOW ☁ AWS Azure Google Cloud 🏢 @databricks 🏢 Traditional megavendors 🛠 Key Takeaways: 🔄 Shift from on-prem to cloud for flexibility & scalability 🌐. 🏆 Big public cloud providers lead the way but others are gaining ground. ⚖ Lakehouse vs. Warehouse: A hybrid approach to meet diverse business needs. 👉 Click to dive into the details and see who's winning: #DataWarehouse #CloudComputing #ETRResearch"
X Link 2024-08-14T20:57Z [----] followers, [---] engagements
"🚨 Interesting Report Alert 🚨 Surprised to see a 73% jump in @cribl_io users sending data to multiple SIEMs @splunk feeling the heat with more data flowing to Google SecOps & @CrowdStrike. This is straight from actual user data - so much for security consolidation. SIEM market is getting wild with Cisco's acq of Splunk QRadar by @PaloAltoNtwks and @exabeam / @LogRhythmSIEM 🔗 Check out the report: #DataSecurity #SIEM #Cybersecurity #Cribl @nheudecker https://bit.ly/470M2ow https://bit.ly/470M2ow"
X Link 2024-08-23T13:12Z [----] followers, [---] engagements
"🚨 CrowdStrike's ($CRWD) Global Outage: Customer Feedback🚨 [--] Over 44% of IT leaders somewhat very or certainly likely to replace CrowdStrike after the outage. [--] Financial & healthcare sectors hit hardest causing major operational disruptions. [--] Despite previous strong sentiment confidence is shakenexpect spending intentions to dip. Dive into the full analysis: #Cybersecurity #ITOutage #CrowdStrike #InvestorAlert https://app.etr.ai/articles/crowdstrike-customer-reactions https://app.etr.ai/articles/crowdstrike-customer-reactions"
X Link 2024-08-25T14:00Z [----] followers, [---] engagements
"Follow-up ETR Survey on CrowdStrike Outage One Month Later 📊 Negative Sentiment still high post-outage; over half report significant business impact. 🔍 40% of ITDMs evaluated alternatives like Microsoft @SentinelOne Fortinet and Palo Alto Networks. 💡 Hesitation to Consolidate: 1/3 more cautious on security stack consolidation but 75% say no change in adoption plans. 🔄 Replacement Intent: 43% are considering switching vendors. 👉 Dive into the full insights and data here #Cybersecurity #ITDM #CrowdStrike #SentinelOne #SecuritySurvey $CRWD $S"
X Link 2024-09-02T16:52Z [----] followers, [---] engagements
"@modic123 what type of stage company (series A thru large/mega caps) do you feel is most underserved from Tegus or other transcript services - particularly within tech"
X Link 2024-09-07T13:01Z [----] followers, [---] engagements
"painting SaaS winners or losers on the basis of recent earnings is a case of misplaced investor expectations - enterprises are still testing and figuring it all out. I agree with the picks and shovels view in the early innings similar to the Internet but Im confident a Amazon will emerge. Remember Netscape was launched Dec [----] and we are only [--] years this Nov from ChatGPT"
X Link 2024-09-07T23:16Z [----] followers, [---] engagements
"🚨 ETR Cloud Data Warehouse Observatory is out 🚨 Backed by customer data it maps leading vendors' Momentum & Presence. [--] Key Takeaways: [--] @SnowflakeDB & @databricks: Fierce competition on market share innovation and cost. [--] Cloud Providers' Power: Azure Redshift & BigQuery compete on ROI & integration. [--] Market Leaders: Snowflake Databricks and cloud giants dominate with full-featured enterprise-grade solutions. Dive into the full report for insights #CloudData #ETRInsights #DataWarehousing $SNOW https://app.etr.ai/articles/icymi-obervatory-cloud-data-warehouses"
X Link 2024-09-09T11:58Z [----] followers, [---] engagements
"Friday the 13th indeed😱This is the most 'scary' spending revision I've seen in my [--] years at ETR (and maybe in ETR's 13-year history). A major vendor with over [---] customer responses is seeing a big uptick in negativity with a couple clear beneficiaries and one surprising exception. ETR subscribers: check the filter screen and sort by largest Q/Q declines in Net Score and it's pretty obvious"
X Link 2024-09-13T13:01Z [----] followers, [----] engagements
"🚀 The analysis never stops at ETR 📝 New Report: Cloud Usage & Spending Drill Down 📊 New Surveys: Macro Views GenAI TSISdata from 1425+ IT leaders 🔍 Sneak Peek: @OneStream_Soft vs. Oracle Hyperion insights 🛠 Debate: Atlassian vs. Microsoft in Productivity Apps ☁ Cloud Chat: VMware & Microsoft pricing pressures vs. @Nutanix 📰 Get weekly insightssign up for our newsletter 👉 #ETRinsights #TechTrends $OS $NTNX https://etr.ai/featured-research/newsletter/ https://etr.ai/featured-research/newsletter/"
X Link 2024-09-14T23:13Z [----] followers, [---] engagements
"@techfund1 they arent alone (in moving away from $CRWD) https://x.com/mdsmaldon/status/1834578234446344340 Friday the 13th indeed😱This is the most 'scary' spending revision I've seen in my [--] years at ETR (and maybe in ETR's 13-year history). A major vendor with over [---] customer responses is seeing a big uptick in negativity with a couple clear beneficiaries and one surprising https://t.co/FWR8mNY8fV https://x.com/mdsmaldon/status/1834578234446344340 Friday the 13th indeed😱This is the most 'scary' spending revision I've seen in my [--] years at ETR (and maybe in ETR's 13-year history). A major"
X Link 2024-09-16T12:35Z [----] followers, [---] engagements
"When new ETR data hits Im like a kid in a candy store This chart of [----] IT spend growth had me singing the old Sesame Street tune One of these things is not like the other. Despite a mid-year dip large organizations are back on track with improved growth expectations. But SMBs especially the smallest ones are the outliercontinuing to show a dampened outlook on IT spend. The ETR platform makes it easy to 'cross reference' vendors seeing strength among large organizations and vice verse for SMBs. #ETRInsights #ITSpend #MarketTrends"
X Link 2024-09-24T20:06Z [----] followers, [---] engagements
"depends what you mean by consequences i guess - i do think it has further open the door to enterprises 'dual-sourcing' LLMs - for example among OpenAI customers Anthropic has increased it share from 5% in JUL23 to almost 20% currently. I think that's in part due to 'corp issues'"
X Link 2024-09-26T18:03Z [----] followers, [----] engagements
"🚨📊 As #ETR community members submit their updated 2H'24 spend were analyzing key vendor trends: 🔹 CrowdStrike: 📉 Net Score down [--] points record Decrease/Replace indications 🔹 Zscaler & ServiceNow: 🔄 Strong Global [----] engagement vs cautious growth guidance 🔹 Okta: 📈 Net Score rebounding large enterprise traction Click the link for full data & analysis $CRWD $ZS $NOW $OKTA https://app.etr.ai/articles/vendor-reactions-oct24-tsis https://app.etr.ai/articles/vendor-reactions-oct24-tsis"
X Link 2024-09-27T19:50Z [----] followers, [---] engagements
"📉 CrowdStrike ($CRWD) facing headwinds Net Score has plunged [--] points since July with more firms planning to Replace the platform. Can management's proactive moves counter the rising churn Our panel of four CrowdStrike customers will explore whats next as spending intentions decline. 🗓 Friday Oct 4th [----] ✉ Questions ms@etr.ai #ETRinsights #CrowdStrike #Cybersecurity"
X Link 2024-09-29T13:44Z [----] followers, [---] engagements
"🚀 SASE Spending Highlights from the ETR Observatory - Dive into market trends spending intentions and platform strengths of top SASE vendors. @zscaler - Leading the pack in SASE growth 📈 @Fortinet - Strong momentum in network security 🔐 @PaloAltoNtwks - Expanding footprint in secure access ☁ @Cloudflare - Rising star with cloud-first strategy As IT footprints grow and remote work rises traditional VPNs aren't enough. Enter SASE: unified cloud-based security for modern workforces. 📊 Full report: #SASE #Cybersecurity #ITSpending #ETR #ZeroTrust $ZS $NET $FTNT $PANW"
X Link 2024-10-02T14:20Z [----] followers, [---] engagements
"@InvestiAnalyst @zscaler @Fortinet @PaloAltoNtwks Cato's got a solid foothold in the market but its not seeing a huge surge in customer spending right now. Netskopes on a roll with more companies upping their spend and really buying into what theyre offering"
X Link 2024-10-02T23:51Z [----] followers, [---] engagements
"🚨 VMware Pricing Driving Enterprise Exodus🚨 🔍 In a recent ETR Insights interview cloud leaders discussed the VMware pricing squeeze and a shift toward alternatives like Nutanix. Key Insights: - 💸 Exodus from VMware: Complex and unsustainable pricing models pushing enterprises to reevaluate. - 🔄 Nutanixs Strategic Advantage: Seamless hybrid multicloud flexibility driving adoption. - 📊 ETR Data: Cost/ROI the leading reason for Nutanix adoption over VMware. GenAI Impact: - 🤖 Microsoft Copilot: Initial excitement slowed by pricing concerns and lock-in risks. - 🛠 ChatGPT & Internal"
X Link 2024-10-12T12:09Z [----] followers, [---] engagements
"I for one thought $INFY results and guidance were pretty encouraging for overall IT spend - particularly around some thawing of discretionary spend and smaller (high velocity) deals and especially around Financial Services. So having access to ETR's spending dashboard I "
X Link 2024-10-17T17:34Z [----] followers, [---] engagements
"First looked that the trend of overall IT spend by large financial organizations (n=173). 3.5% '24 IT spend growth (up from 2.6% this time last yr) and nice bump up to 4.6% next year "
X Link 2024-10-17T17:34Z [----] followers, [---] engagements
"Then using our filtering dashboard sorted for vendors with at least [--] large fin'l respondents with spending intent up Y/Y and up from the prior survey. Can't show 'em all but nice confirmation (to what $INFY said) that E&Y is up there and interesting to see $DT seeing large Y/Y improvements as well (not investment advice)"
X Link 2024-10-17T17:34Z [----] followers, [---] engagements
"and then (hat tip @AlphaSenseInc ) used their new 'AI' to verify that fin'l svc could be an impt piece of the $DT story"
X Link 2024-10-17T17:53Z [----] followers, [---] engagements
"@acemoney21 SASE strong and $FTNT well positioned w good momentum 🚀 SASE Spending Highlights from the ETR Observatory - Dive into market trends spending intentions and platform strengths of top SASE vendors. @zscaler - Leading the pack in SASE growth 📈 @Fortinet - Strong momentum in network security 🔐 @PaloAltoNtwks - Expanding 🚀 SASE Spending Highlights from the ETR Observatory - Dive into market trends spending intentions and platform strengths of top SASE vendors. @zscaler - Leading the pack in SASE growth 📈 @Fortinet - Strong momentum in network security 🔐 @PaloAltoNtwks - Expanding"
X Link 2024-10-21T11:55Z [----] followers, [---] engagements
"🚀 Earnings Season Insights🚀 Our OCT24 preview dives deep into Datadog & Arista Networks 📊 🔍 Datadog: Positioned as a leader in Observability with strong adoption rates and peer positioning. However it's facing challenges with stalling Net Scores and spending intent thats slowed significantly in Fortune 500/Global [----] 📉 🌐 Arista: Strong growth in large enterprises especially in IT/TelCo & Financials driven by data center spending and cloud refresh cycles. 💹 Curious to see the full data and vendor reports 👉 #ETRResearch #EarningsPreview #Datadog #Arista $DDOG $ANET"
X Link 2024-11-02T13:11Z [----] followers, [---] engagements
"ETR's recent panel on @CrowdStrike reveals how customers are reacting months after the major July outagesome loyal others ready to explore new options. 🔸 Mixed views: CrowdStrikes reputation is holding strong but some are rethinking their commitment 🔸 Competitors in the mix: @SentinelOne & Microsoft Defender seen as solid alternatives 🔸 Looking for deals: Renewal incentives may keep loyalty alive 👉 See full insights from the CrowdStrike panelclick for the latest scoop $CRWD $S $MSFT https://app.etr.ai/articles/crowdstrike-customer-panel-summary-2024"
X Link 2024-11-09T14:31Z [----] followers, [---] engagements
"🚨 Endpoint Security Spotlight 🚨 Endpoint security is crucial in todays cybersecurity landscape protecting everything from laptops to IoT devices. Top players are making moves: - 🦅 CrowdStrike: Dominant but facing some challenges with customer sentiment 📉 - 🛡 SentinelOne: Strong in support and updates gaining momentum ⚡ - 🔒 Palo Alto Networks: Broad security and strong integration but premium pricing 💰 - 💰 Fortinet: High value and customer satisfaction steady growth 📈 Find out which vendors are advancing and which are trailing in the race 🏆🔍 Check out the full ETR Observatory"
X Link 2024-11-14T18:44Z [----] followers, [---] engagements
"October [----] TSIS Follow-Up Surveys - ETR has conducted four exclusive follow-ups on VMware Nutanix Rubrik and upcoming data on CrowdStrike and Okta. @VMware : Enterprises are evaluating migration plans following Broadcoms acquisition. $AVGO $NTNX @rubrikInc : Strong adoption trends prompted a closer look at its growing role in Data Security Posture Management. $RBRK @CrowdStrike (coming soon): The follow-up examines the July outages ongoing impact and replacement rates among large organizations. $CRWD @okta (coming soon): Identity governance and privileged access are in focus as replacements"
X Link 2024-11-16T20:04Z [----] followers, [---] engagements
"With ETR's '25 Technology Spending Intentions Survey (TSIS) launching 12/3 and New AI-product spend/usage survey in mid-December . just wanted to take the temp on software sentiment since 'Software is Dead' lows over the summer . will '25 usher in a new group of 'AI winners'"
X Link 2024-11-22T16:27Z [----] followers, [----] engagements
"Things are heating up at ETR and it's not just the turkey 🦃 We're serving fresh data with a new AI product series6 semi-annual surveys covering 45+ AI tools across key categories. First release drops Dec. [--] 🍁 Plus top insights from @rubrikInc Wiz & @okta . Sign up for the ETR newsletter to stay in the know: #ETRInsights #ITSpend https://etr.ai/featured-research/newsletter/ https://etr.ai/featured-research/newsletter/"
X Link 2024-11-27T18:43Z [----] followers, [---] engagements
"🚀 Before the weekend kicks off dive into this weeks ETR Newsletter: 🔑 Deep dive on @Okta: Identity access insights from a recent drill-down survey. 🌐 ETR Insights: Hot takes on multi-cloud AI governance endpoint security & more. 🎥 Video replay: How generative AI & RPA are transforming workflows in financial services. Dont miss it #EnterpriseTech #DataInsights https://app.etr.ai/newsletters/6-12-2024 https://app.etr.ai/newsletters/6-12-2024"
X Link 2024-12-07T00:30Z [----] followers, [---] engagements
"@RedDogT3 JETS obv - how can an ETF of such a bad football team perform so well"
X Link 2025-01-01T17:07Z [----] followers, [--] engagements
"ETR just finalized our [----] spending intent survey with over [----] ITDM's indicating their orgs spend across over [---] vendors/products. Filtering vendors in the $2b-$10b mkt cap range these two really caught my eye - one with well-above average Net Score and large increase in spending intent (upper right) while the other quite the opposite. One was also up 30% since Nov while the other flat"
X Link 2025-01-04T21:04Z [----] followers, [---] engagements
"KISS In my [--] years at ETR a few trends have been so clear they practically highlight themselves. One of them: $NTNX gaining momentum from the VMW acquisition. Some shifts just make sense and only take [--] line charts to identify"
X Link 2025-02-27T15:28Z [----] followers, [---] engagements
"@Small_Cap_Gems essentially the same PR was put out Tuesday so my only take-away is mgt was not happy that the stock didn't pump and put another release out"
X Link 2025-02-28T16:07Z [----] followers, [--] engagements
"@sigmazerocap rebuttal (not saying I agree) has been the bully in the hallway Github and many LLMs offering/embedding code development. the being said landed in Q1 of stock down a lot but spend not FWIW For any @netflix Gold & Greed fans - 'Hunt of ETR's Treasure' version - upper right might be up 2% today w/ sell-side deep dive into their cloud opportunity - ms@etr.ai if you think you've caught on For any @netflix Gold & Greed fans - 'Hunt of ETR's Treasure' version - upper right might be up 2% today w/ sell-side deep dive into their cloud opportunity - ms@etr.ai if you think you've caught on"
X Link 2025-04-08T15:36Z [----] followers, [---] engagements
"🚦 From acceleration to tapping the brakes. April [----] ETR Macro Views: IT decision-makers grow cautious optimism fades. No C-suite budget cuts (yet) but lower-priority projects are getting pushed out. We track: 💰 Budget impacts 🎯 Spending priorities ✂ Cost-cutting strategies 🏢 Org changes & more 🔍 Full findings here: #ETR #MacroViews #TechSpending #ITBudget https://etr.ai/macroviewssurvey https://etr.ai/macroviewssurvey"
X Link 2025-05-06T14:42Z [----] followers, [---] engagements
"Gearing up for the best $IGV vs $SMH month of the year - I'm just unsure if it's bc they both go down but IGV less so. Disclosure - I'm no quant so verify your own numbers; also I 'invest than investigate' so feel free to comment on 'why'. $ORCL $PLTR $MSFT $NVDA $AMD $AVGO"
X Link 2025-07-31T15:57Z [----] followers, [---] engagements
"Hey @jason take a read of @Cloudflare latest earnings transcript - you should have @eastdakota on the pod to talk Cloudflares Act [--] helping content creators protect + monetize their work in the AI era. Maybe Sacks would redact his nostalgic dig (some snippets in comments)"
X Link 2025-08-02T12:47Z [----] followers, [---] engagements
"A CIO shares how budget pressures are forcing IT trade-offs but not at the expense of cloud security & AI. In this interview learn why the firm is consolidating on @salesforce & piloting @agentforce to automate support cut costs & boost satisfaction. $CRM https://hubs.la/Q03BbJNn0 https://hubs.la/Q03BbJNn0"
X Link 2025-08-05T19:29Z [----] followers, [---] engagements
"Week 1: IGV/SMH -3% not a great start to the seasonal Aug strength. $AIs Friday AH pre-announcement and $MNDYs -17% slide set a rough Week [--] tone. However GPT-5s tepid weekend reviews could temper last weeks AI is killing software concerns. Gearing up for the best $IGV vs $SMH month of the year - I'm just unsure if it's bc they both go down but IGV less so. Disclosure - I'm no quant so verify your own numbers; also I 'invest than investigate' so feel free to comment on 'why'. $ORCL $PLTR $MSFT $NVDA $AMD $AVGO https://t.co/zdTi6DbPv9 Gearing up for the best $IGV vs $SMH month of the year -"
X Link 2025-08-11T12:54Z [----] followers, [---] engagements
"@JaredSleeper @buccocapital grasping at straws but $CRWV commentary this evening of a massive increase in inference as a sign of broader putting AI to work among enterprise vs just training models; coupled w Jared comment above"
X Link 2025-08-12T23:50Z [----] followers, [---] engagements
"TBT - safe to reveal now this April [--] tweet was referring to $PSTG which was down 40% YTD while ETR data was accelerating and stayed strong in our July update. Powered by ETR data our partner @MaidenCentury estimate nailed the quarter - and more impressively the large guide higher New ETR data drops in early Sept - touch base to catch new outliers into year-end. For any @netflix Gold & Greed fans - 'Hunt of ETR's Treasure' version - upper right might be up 2% today w/ sell-side deep dive into their cloud opportunity - ms@etr.ai if you think you've caught on For any @netflix Gold & Greed fans"
X Link 2025-08-28T12:04Z [----] followers, [---] engagements
"my visual theme of this week in ETRs universe $ESTC $MDB $SNOW $PSTG to be continued"
X Link 2025-08-28T21:18Z [----] followers, [---] engagements
"@ryan_c_walsh @grok what are the implications when sellers have a positive outlook yet buyers are increasingly cautious"
X Link 2025-09-29T20:20Z [----] followers, [---] engagements
"ETR is proud to partner with @FortuneMagazine on the AIQ [--] List leveraging the @ServiceNow Enterprise AI Maturity Index. This list spotlights Fortune [---] companies that are delivering real measurable business impact with AI separating hype from true enterprise value. Our survey of Fortune [---] tech leaders + recurring AI Product Series data shaped the methodology ranking companies delivering real AI impact. 🔗 See the full list in Fortune: #AI #EnterpriseAI #ETR #FortuneAIQ50 https://lnkd.in/emdmwhep The Fortune AIQ [--] list is here.🎉 Our new ranking highlights the Fortune [---] companies"
X Link 2025-09-30T13:18Z [----] followers, [---] engagements
"@AznWeng @MuppetTrading @hhhypergrowth @mukund @buysidefolk @DPogrebinsky @breadcrumbsre @akramsrazor @LiviamCapital @jaminball @lfg_cap @shivsharma_5 always interesting analysis from @RevealeraData even if it doesn't always align to ours. in the below we looked at pre-breach spending intent data and post breach across vendors mentioned by @hhhypergrowth and others. $SAIL biggest upward change vs $ESTC downward"
X Link 2021-02-01T15:44Z [----] followers, [--] engagements
"$DDOG $DT $ESTC $SPLK $NEWR #observability email ms@etr.ai to inquire"
X Link 2021-10-28T23:42Z [----] followers, [--] engagements
"Cybersecurity Budget Priorities - ETRs most recent survey showed that cybersecurity remains the highest budget priority for IT decision makers. The areas of security currently dominating are EDR/XDR $S $CRWD Identity/Access $CYBR $OKTA SWG $ZS https://app.etr.ai/articles/security-budget-priorities https://app.etr.ai/articles/security-budget-priorities"
X Link 2022-05-15T11:25Z [----] followers, [--] engagements
"69% of organizations allocate a relatively small amount of their IT budgets - 5-15% - to observability. But more than half (52%) of survey respondents anticipate their observability budgets will increase to some degree next year $NEWR $DDOG $DT $SPLK https://app.etr.ai/articles/new-relic-etr-observability-report https://app.etr.ai/articles/new-relic-etr-observability-report"
X Link 2022-09-16T20:11Z [----] followers, [--] engagements
"@RedDevi52539977 @InvestiAnalyst Im sensing aggressively calling out $ZS in the last several calls and poking the bear is coming back to haunt them (on top of macro) - sizable falling off in spend on $NET among $ZS customers"
X Link 2023-04-27T21:34Z [----] followers, [----] engagements
"IT architect at large financial services firm discusses moving from homegrown tools to POC'ing @splunk @newrelic @elastic @AppDynamics $SPLK $NEWR $ESTC $CSCO https://www.youtube.com/watchv=gaydSlx7Msw https://www.youtube.com/watchv=gaydSlx7Msw"
X Link 2023-06-21T22:35Z [----] followers, [---] engagements
"Within ETR spending data IT Consulting spend has been under pressure for some time - was surprised to see the pretty significant jump in $CTSH spending intent while others ($IBM $INFY in particular) continue to decelerate"
X Link 2023-07-20T14:12Z [----] followers, [----] engagements
"With earnings season in full swing ETR highlights data reviews on select vendors $DDOG (likely our most 'controversial' call-out) $ZI $MDNY https://app.etr.ai/articles/earnings-feb12-2024 https://app.etr.ai/articles/earnings-feb12-2024"
X Link 2024-02-09T21:54Z [----] followers, [---] engagements
"@TMTBreakout L: $GTLB: Surging large customer demand and seat expansion S: $ACN: waning enterprise demand couple w federal IT spend concerns"
X Link 2025-03-03T01:25Z [----] followers, [---] engagements
"and $JBL With this updated outlook AI-associated business is now expected to represent approximately $7.5 billion in revenue this fiscal year as demand for servers racks photonics advanced networking gear storage and testing equipment all continue to climb higher during the quarter. This represents an approximate 40% year-on-year increase for AI-related revenue. Contrary to market fears the deployment of GPU integrated racks and liquid cool data centers continues to accelerate"
X Link 2025-03-20T21:59Z [----] followers, [---] engagements
"As the interface of the web switches from search to AI it's clear more people will read derivatives of content rather than the original content itself. That means the new AI-driven web will kill the old web's business model"
X Link 2025-08-02T12:48Z [----] followers, [---] engagements
"around 80% of the leading AI companies know and use us. So in Q2 we partnered with the who's who of the publishing world from the Associated Press to Ziff Davis and nearly everyone else in between to help invent the new business model for content creators on an AI-driven web. https://twitter.com/i/web/status/1951626622391496956 https://twitter.com/i/web/status/1951626622391496956"
X Link 2025-08-02T12:50Z [----] followers, [---] engagements
"@blondesnmoney easy money - Taylor Swift residency at the NJ location - easy double"
X Link 2025-10-21T21:17Z [----] followers, [---] engagements
"you can get with this or you can get with that . this is where it's at . the choice is yours - Black Sheep $VRNS https://youtu.be/r9y4ShRRw_o https://youtu.be/r9y4ShRRw_o"
X Link 2025-10-29T14:27Z [----] followers, [----] engagements
"@OnodaCapital $NOW is interestingwould that explain the bro-mance exchange between Bill and Kash all the best in thr future or is Kash leaving GS"
X Link 2025-10-31T20:12Z [----] followers, [---] engagements
"Weekend plan - going to listen to this @GavinSBaker interview and then read that. Anyone remember the AWS/GCP/ $MSFT Azure of the Internet Bubble Within [--] yr of this report all went belly up or close to it - Exodus Digex Navisite . this report was not timely but ya learn more from the loses than wins right Will be an interesting journey down memory lane as to what went 'wrong' I like the 'no dark GPU' comparison https://www.youtube.com/watchv=5ze3ZNvOdRY https://www.youtube.com/watchv=5ze3ZNvOdRY"
X Link 2025-10-31T20:50Z [----] followers, [----] engagements
"hey X-friends anyone headed to AWS re:Invent (@AWSEvents) this year and want to meet up If youre interested just fill out the short form. By the time we hit Vegas ETR will have fresh insights to share including: 📊 AI Impact on SaaS 🔍 Open Source & Observability Survey ☁ Annual Cloud Survey 🤖 AI Product Survey Series 🗣 Qualitative customer feedback surveys $RBRK $CFLT $MDB $ZS $ZM and others https://access.etr.ai/meet-us-at-aws https://access.etr.ai/meet-us-at-aws https://access.etr.ai/meet-us-at-aws https://access.etr.ai/meet-us-at-aws"
X Link 2025-11-15T20:28Z [----] followers, [---] engagements
"🔥 This Week in ETRs Data Drop AI & Workforce AI is now core strategy not pilot 72% say AI boosts productivity; 25% slowing headcount growth Fortune [---] seeing early ROI wins AI = augmenting not replacing Automation Power Automates rise = Microsoft gravity @UiPath + Automation Anywhere = ease + scale MuleSoft/SAP = powerful but pricey GenAI isnt replacing RPA its supercharging it 👉 Stay ahead. Get ETRs weekly Data Drop. $MSFT $PATH $SAP $CRM https://etr.ai/newslettersignup https://research.etr.ai/etr-data-drop https://research.etr.ai/etr-data-drop https://etr.ai/newslettersignup"
X Link 2025-11-22T16:00Z [----] followers, [---] engagements
"Join us Jan [--] at 1pm ET for a joint webinar with Arb Insights See how Arb independently validates ETRs forward-looking enterprise tech spend dataand what it means for forecasting growth trends across public software names. $CRM $NOW $WDAY $CRWD $TEAM $PANW Register (buy-side only) - https://hubs.ly/Q03ZzdrW0 https://arbinsights.com/ https://arbinsights.com/ https://hubs.ly/Q03ZzdrW0 https://arbinsights.com/ https://arbinsights.com/"
X Link 2026-01-07T21:45Z [----] followers, [---] engagements
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