Okta, Salesforce, and Zoom Earnings Preview

Data Review on Leading Vendors in IAM, CRM, and Video Conferencing

ETR Research | @ETRnews

| May 20, 2021

Below, ETR recaps the datasets on leading vendors in the Identity & Access Management (IAM), Customer Relationship Management (CRM), and Video Conferencing sectors. This article is based on ETR's Spring Technology Spending Intentions Survey (TSIS), which captures where IT budgets are being invested, citing participation from 1,500 IT decision-makers. Below are specific excerpts from each vendor's TSIS report, originally published on April 16th, 2021.


Among all customers, spending intentions on Okta reveal no fragility while market share continues to improve. More planned Adoptions offset a slight contraction in expansion rates vs. original 2021 spending intentions reported in JAN21.

Within the Information Security sector (>50 citations), Okta and Auth0 maintain the strongest Net scores (i.e., spend velocities) among All Respondents. Okta’s partner SailPoint ranks third, further solidifying data from ETR’s Covid-19 Impact Drill Down Series that deemed Identity & Access Management IT Executives’ top Information Security priority in 2021.

Access the full report for Okta here


Updated 2021 spending intent on Salesforce products is stable or improving across key sectors like Marketing, Cloud Computing, Enterprise Apps, and Infrastructure Software (MuleSoft), as compared to this time last year.

Among Giant Public + Private organizations, Salesforce remains well penetrated, and is seeing stable market share across key product lines, with the biggest gains being made within Marketing.

Access the full report for Salesforce here


Zoom's Net score among all respondents has taken another step lower and has drastically decelerated vs. year-ago levels, continuing the longer-term trend. Driven by less Increased spending and more Replacement indications, Zoom’s combined Net score has now dipped to 36%, reaching all-time lows in our survey work. Although still at extremely high levels, market share (i.e., customer growth within our survey sample) only slightly accelerated vs. the prior survey, possibly showing the first signs of stalling.

Among all customers, Zoom’s Net score has decreased in all three sectors in which we track the vendor and is now trending significantly lower than year-ago levels. Although we do not have year-ago comparisons within IP Telephony, Zoom’s spending intentions in that sector are exhibiting a decreasing trend since its debut Net score in JUL20, which should continue to be monitored.