A nice twitter thread that includes screenshots from second half 2022 CIO spending survey by Barclays (https://twitter.com/alphaseeker84/status/1580911679088787458?s=21&t=ZTH3IAMSsXjC42AA9oLwXg)
I pasted direct links to relevant screenshots below, I hope they display properly here.
Notable companies mentioned:
SNOW
MDB
DDOG
ZS
CRWD
S
PANW
SNOW, MDB showed highest net spend increase
CRWD MSFT PANW are the top three security vendors likely to see the largest percentage increase in spending.
ZS had slight decrease in mentions versus 1H22 survey.
