Enterprise SaaS Customer Assessment & H2 2022 Budgetary Outlook

  • Public Equity
  • TMT
  • North America


Former executive at Futu Securities International Hong Kong Co Ltd and executive at CrowdStrike Holdings Inc


  • Enterprise SaaS (software-as-a-service) sector customer trend analysis in a multi-vendor cloud software landscape, highlighting adoption rates
  • Customer spending and budget allocation across major ERP (enterprise resource planning), HCM (human capital management), CRM (customer relationship management) vendors and more such as Oracle (NYSE: ORCL), Salesforce (NYSE: CRM), Workday (NASDAQ: WDAY), ServiceNow (NYSE: NOW), SAP (ETR: SAP), and others
  • Key decision-making criteria across ERP and adjacent module evaluations
  • Possible spend reduction on modules during a recession and growth opportunities where customers could add value
  • Outlook for H2 2022 and beyond


Gain access to Premium Content

Submit your details to access up to 5 Forum Transcripts or to request a complimentary one week trial.

    One week, unlimited access to over 40,000 transcripts
The information, material and content contained in this transcript (“Content”) is for information purposes only and does not constitute advice of any type or a trade recommendation and should not form the basis of any investment decision.This transcript has been edited by Third Bridge for ease of reading. Third Bridge Group Limited and its affiliates (together “Third Bridge”) make no representation and accept no liability for the Contentor for any errors, omissions or inaccuracies in respect of it. The views of the specialist expressed in the Content are those of the specialist and they are not endorsed by, nor do they represent the opinion of, Third Bridge. Third Bridge reserves all copyright, intellectual and other property rights in the Content. Any modification, reformatting, copying, displaying, distributing, transmitting, publishing, licensing, creating derivative works from, transferring or selling any Content is strictly prohibited