Assuming coverage of the US Enterprise Hardware and Networking sectors
Assuming coverage of the US Enterprise Hardware and Networking sectors
We see ongoing secular headwinds across the Hardware sector as Public Cloud spending negatively impacts revenue growth as on-premise spending remains under pressure. Across the Networking sector, delays in 400G spending and likely shifting spending priorities away from the Campus driven by work-from-home initiatives and disruptive technologies like SD-WAN should also act as a governor on revenue growth..
UBS Evidence Lab datasets amongst proprietary data and analysis
UBS Evidence Lab datasets amongst proprietary data and analysis
Our coverage assumptions and initiations are supported by a dozen UBS Evidence Lab datasets including Storage and Networking VAR surveys, a proprietary Global Apple Services Consumer Survey, and a Global Handset Demand Consumer Survey. Additionally, our research leverages UBS' global technology expertise across networking, PCs and smartphones.
