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Original News Article Outline

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Microsoft, Citrix, VMware, and 4 ‘hot private vendors’ are getting the biggest boost from the work-from-home shift due to the coronavirus crisis, according to a Wall Street analyst

BENJAMIN PIMENTEL JULY 20, 2020

Reuters/Shannon Stapleton

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  • Microsoft, VMware and Citrix have emerged as the strongest players in the work-from-home tech market which continues to grow amid the coronavirus crisis and the shift to remote work, according to a survey conducted by William Blair.
     
  • The trend is also benefiting four ‘hot private vendors’ — Aviatrix, HashiCorp, Morpheus Data, and Clumio — which are getting upbeat reviews from clients looking to strengthen and expand their work-from-home networks, analyst Jason Ader told clients in a note.
     
  • The hottest IT deals are clearly focused on building and expanding work-from-home networks, with an emphasis on collaboration and video conferencing tools and security, Ader noted: “Anything related to work-from-home [is] closing fast.”
     
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Demand for work-from-home tech is getting hotter due to the coronavirus crisis, providing a big boost to Microsoft, Citrix, VMware, and four “hot private vendors,” a Wall Street analyst said Monday.

The massive shift to remote work has heightened the need for cloud and collaboration technology, and IT resellers have been increasingly turning to Microsoft, Citrix and VMware, a William Blair analyst wrote to clients, citing its recent quarterly survey of 107 resellers.

Analyst Jason Ader also highlighted four smaller tech players — which he called “hot private vendors” in the market shift to remote workplaces — which have also been attracting the attention of corporate customers.

They include: Aviatrix, a cloud networking company; HashiCorp, a cloud automation company; Morpheus Data, which offers cloud management tools; and Clumio, a cloud-based data backup company.

“All saw a step up in mentions as customers accelerated their digital transformation initiatives,” Ader told clients in a note.

The hottest IT deals are clearly focused on building and expanding work-from-home networks, with an emphasis on collaboration and video conferencing tools and security.

“Anything related to work-from-home [is] closing fast,” Ader wrote, referring to the speed of deals.

Microsoft has enjoyed a robust position in this trend as the second most dominant cloud platform and with its host of cloud applications, including Microsoft Teams and Office 365. Citrix and VMware, for their part, are leading providers of virtualization software which enables businesses to access and run disparate computer systems, reducing the need for network hardware.

Meanwhile, the pandemic continues to hurt companies that sell products for private, on-premise data centers as businesses focus more on strengthening their cloud-based networks to support remote workers.

William Blair said there has been “a customer shift from tactical to strategic planning as the timeline stretches out for a safe return to the office.”

Got a tip about Microsoft, VMware, Citrix or another tech company? Contact this reporter via email at bpimentel@businessinsider.com, message him on Twitter @benpimentel or send him a secure message through Signal at (510) 731-8429. You can also contact Business Insider securely via SecureDrop.
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