EVENTS:   Acceleration in the Energy Transition - David Scott/CHA-AM Advisors - 12 May 26     ROADSHOWS: Consumer Research & Industry Trends focused on US Retail, E-Tail, and Consumer Products Companies - Scott Mushkin /R5 Capital   •   London   07 - 08 May 26       US Equity Short Research & Strategy - Zach Shannon /Corto Capital Advisors   •   New York   18 - 19 May 26       Investing in Constraint: Governance, Scarcity, and the Next Phase of the Energy Transition - François Boutin-Dufresne & Félix-A. Boudreault & Lenka Martinek /Sustainable Market Strategies   •   London   18 - 19 May 26      
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The Cut

Fortnightly publication highlighting latest insights from IRF providers

Company Research

Further acceleration in cyber security; other areas of IT spending are mixed

Technology

Report by Sales Pulse Research

SPR's preliminary survey results report strong momentum in Q1, and the majority see continued, or accelerated growth for the rest of the year - consistent with previous views and recent reports, those Security Vendors most called out as seeing strong growth are Palo Alto, Zscaler, CrowdStrike, Fortinet and SentinelOne. Also consistent with views from last quarter, vendors with improving checks include Tenable, Ping Identity and Check Point. In contrast, SaaS vendors are having to work much harder to achieve their goals - SPR’s channels noted that SaaS projects were among those that were being pushed out.