COVID-19 Impact on IT Infrastructure Equipment – Thematic Research

The COVID-19 outbreak has now spread across the world, leaving a trail of destruction in its wake. This report discusses the impact of the virus on leading companies in the IT infrastructure equipment sector.

Scope

This report analyzes the impact of COVID-19 on the global IT infrastructure equipment sector.

It identifies those companies that may benefit from the impact of COVID-19 over a 12-month period, as well as those companies that will lose out.

It includes a thematic screen, that ranks the leading companies in this sector on the basis of overall leadership in the 10 themes that matter most to their industry, including COVID-19. This generates a leading indicator of future performance.

Key Highlights

The speed with which COVID-19 became a major international crisis took entire populations, governments, and businesses by surprise. The enforced move to working from home immediately put IT infrastructure under significant pressure. Despite uncertainty over whether it could support remote working at scale, IT infrastructure coped well in the first stage of the crisis. However, with countries only coming out of lockdown in stages, there will be a long-term need for IT infrastructure – data centers, cloud IT, and networking – to support changing business practices.

Reasons to buy

COVID-19 is by far the most significant theme to affect the technology industry in 2020. It is effectively a stress test on companies’ ability to cope with extreme shocks. COVID-19 will test the financial robustness of companies. Many companies will not survive this initial phase. Almost all others will suffer a significant drop in revenues. This report will help you understand the impact of COVID-19 on the IT infrastructure equipment sector and identify which types of companies could potentially benefit from the impact of COVID-19, as well as those businesses that are set to lose out.

Companies mentioned

Amazon

Intel

Microsoft

Alphabet

Broadcom

VMware

Cisco

Dell

Fabrinet

IBM

F5 Networks

Cloudera

Arista Networks

Ciena

NetApp

Big Switch Networks

Juniper Networks

Nvidia

Oracle

Inspur Electronic

Huawei

Alcatel-Lucent Enterprise

Ubiquiti Networks

Adtran

Applied Optoelectronics

Motorola Solutions

NEC

Lenovo

Teradata

Western Digital

Viavi

Seagate

HP Enterprise

Nutanix

Pure Storage

Accton

CommScope

Cumulus Networks

Netgear

Fujitsu

Extreme Networks

Hitachi

Dawning

Table of Contents

COVID-19 is Now a Major Theme for 2020

COVID-19 Impact on IT Infrastructure Equipment

IT Infrastructure Equipment Sector Scorecard

Thematic Briefing

Appendix: Our Thematic Research Methodology

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