Last 45-60 days have been nothing short of a whirlwind for all of us. From cancelled travel plans to complete shutdowns, most countries have been impacted in more ways than one.
While the scale of the COVID-19 pandemic is still unravelling and we have crossed 2 million confirmed cases (at the time of penning this piece), what is given is the severe financial and economic losses for countries and organisations alike. Naturally, there will also be those who gain out of this pandemic \u2013 like in any other world event \u2013 but what is certain is the change in the political and economic balance of powers once the world gets a better grip at the pandemic.
For those in the technology ecosystem, this pandemic has been no different, and it has ushered in a host of challenges.
At the sell-side, while both the enterprise and consumer hardware manufacturers are finding it difficult to fulfil orders given the disruption in the supply chain, those in the services business are finding it challenging to keep a balance between reduced demand, increase in the cost of operations and additional pressures on margins. At the buy-side, IT decision-makers are finding it difficult to get approvals on new projects and are having to go to lengths to justify both current and new spends on technology. The startups, by far, are the most impacted given the uncertainty in their revenue and constant cash burn, amongst other issues. Even those in the government and the investment ecosystem, including VCs, PEs and Fund Managers, are at their wit\u2019s end. Nobody in the ecosystem has been spared.
But then, not all is doomsday, at least not yet. There are enough and more proof points that technology is proving to be a significant (and probably the only) differentiator in the current times.
While the panic in the current times is expected, one consistent trend across all these calls has been the focus on technology. Organisations and its leaders expect technology and digital to be a key pillar of differentiation going forward. Hence, I am certain that technology companies will stand to benefit (in the long run) due to the pandemic.
COVID-19 is a rude reminder of the fragility in our systems of doing business. It\u2019s also a game-changer for government and organisations if they take the right lessons from this world event and invest in the right people and technology assets to transform for a better future.
(The author is Chief Analyst, Founder & CEO of Greyhound Research)<\/strong>
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由Sanchit梵Gogia
45 - 60天的旋风了我们所有的人。从取消旅行计划完成关闭,大多数国家都以不止一种方式的影响。
尽管COVID-19流行的规模仍然是瓦解,我们跨越了200万例确诊病例(写这篇文章的时候),鉴于是国家和组织的严重的金融和经济损失。自然,这也将那些获得的大流行——就像世界上任何其他事件——但可以肯定的是政治和经济的变化的权力平衡,一旦世界大流行得到更好的控制。
对于那些在技术生态系统,这次大流行已经没有什么不同,它带来了一系列挑战。
在卖方,而企业和消费者硬件制造商都发现很难完成订单考虑到供应链的中断,服务业务发现它具有挑战性的减少需求之间保持平衡,增加运营成本利润率和额外的压力。在买方,决策者是发现很难获得批准新项目和有去长度来证明当前和新花技术。创业公司,到目前为止,是最影响他们收入的不确定性和持续的现金消耗,在其他问题。即便是那些在政府以及生态系统的投资,包括风险投资、PEs和基金经理,他们绞尽脑汁。没有人在生态系统中幸免。
但是,并不是所有的世界末日,至少目前还没有。有足够的和更多的证据指出,技术被证明是一个重要的(唯一)的区别在当前时间。
而恐慌预计在当前时期,所有这些调用一个一致的趋势一直是专注于技术。组织及其领导人期望技术和数字分化的一个重要支柱。因此,我确信科技公司将受益(长期)由于大流行。
COVID-19粗鲁地提醒我们的系统脆弱性的做生意的。也是改变政府和组织,如果他们采取正确的教训这个世界事件和正确的人员和技术投资转变为一个更美好的未来。
(作者是首席分析师的创始人和CEO灰狗研究)
45 - 60天的旋风了我们所有的人。从取消旅行计划完成关闭,大多数国家都以不止一种方式的影响。
尽管COVID-19流行的规模仍然是瓦解,我们跨越了200万例确诊病例(写这篇文章的时候),鉴于是国家和组织的严重的金融和经济损失。自然,这也将那些获得的大流行——就像世界上任何其他事件——但可以肯定的是政治和经济的变化的权力平衡,一旦世界大流行得到更好的控制。
对于那些在技术生态系统,这次大流行已经没有什么不同,它带来了一系列挑战。
在卖方,而企业和消费者硬件制造商都发现很难完成订单考虑到供应链的中断,服务业务发现它具有挑战性的减少需求之间保持平衡,增加运营成本利润率和额外的压力。在买方,决策者是发现很难获得批准新项目和有去长度来证明当前和新花技术。创业公司,到目前为止,是最影响他们收入的不确定性和持续的现金消耗,在其他问题。即便是那些在政府以及生态系统的投资,包括风险投资、PEs和基金经理,他们绞尽脑汁。没有人在生态系统中幸免。
但是,并不是所有的世界末日,至少目前还没有。有足够的和更多的证据指出,技术被证明是一个重要的(唯一)的区别在当前时间。
而恐慌预计在当前时期,所有这些调用一个一致的趋势一直是专注于技术。组织及其领导人期望技术和数字分化的一个重要支柱。因此,我确信科技公司将受益(长期)由于大流行。
COVID-19粗鲁地提醒我们的系统脆弱性的做生意的。也是改变政府和组织,如果他们采取正确的教训这个世界事件和正确的人员和技术投资转变为一个更美好的未来。
(作者是首席分析师的创始人和CEO灰狗研究)
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