Helping investment fund analysts, portfolio managers, and research directors uncover and measure IT budget shifts
50 CIOs Unlock Spend Signals on Microsoft
We track how IT budgets are shifting.
IT Spend Sentiment reports provide investors with data that supplements research.
Exclusive IT vendor-specific Research
We survey 50+ enterprise CIOs per vendor, per quarter, and break down the data for you.
CIO-driven insights
Understand why budgets shift and how they impact specific tech vendors.
Compliance-Safe
Aggregated, anonymized CIO insights—not future forward data—ensure MNPI safety.
We slash the cost to survey 50 large-enterprise Microsoft customers followed by a moderated CIO panel to discuss 'how' and 'why' budgets are shifting.
Expert networks require $75,000+ for valid CIO budget shift data. We slash those costs.
- ✓Product Budget Trends
Monitor which products win or drop enterprise spend, validating trends in Azure, 365, Copilot, Dynamics, and beyond.
- ✓Copilot Adoption Insights
Get real implementation rates and ROI sentiment, illuminating Microsoft’s AI monetization path.
- ✓Azure Consumption Signals
See how enterprises handle cloud commitments and optimization, decoding Microsoft’s cloud revenue trends.
- ✓Competitive Positioning
Detect early signals of vendor pressure, sharpening your view of Microsoft’s market standing
- ✓Pricing Strategy Effectiveness
Assess CIO sentiment on Microsoft’s pricing tactics and elasticity risks.
Collecting data on specific vendors is more helpful than general 'IT industry' trend data
Many investment researchers measure general 'IT budget'
Alternative data misses CIO purchasing intent
Collect data on how budgets are shifting providing investors new opportunities
IT Spend Sentiment arms PMs and Analysts with data to compliment their own research.
Quarterly polls track vendor budget shifts.
Each moderated panel of 2-3 CIOs explores their experiences and satisfaction with specific vendors, transcripts provided
We dive deep into targeted tech, far beyond general IT spending trends.
We don’t just gather data—we summarize, analyze, and visualize it for you.
Compliance Assurance
- Aggregated (50 CIOs per vendor dilutes specificity)
- Data is aggregated and anonymized (CIO and their company remain anonymous)
- Structured surveys and vetted panels to avoid MNPI
- Market focused (not insider-driven)
Your Secret Weapon for Smarter Decisions
Market value for combining this research is estimated to cost $75,000+ per vendor per quarter in expertfees, surveys, and analysis. IT Spend Sentiment service delivers all three pillars of intelligence in one efficient and comprehensive package.
Step 1: Subscribe to access research data
We conduct thorough surveys with 50+ active CIOs managing large IT budgets.
Step 2: Use data to understand IT spend sentiment
Our team monitors budget shifts
Step 3: Gain CIO insights from panel discussions
We host post-poll CIO panel discussions to explain the findings in real-world terms.
Get the proprietary quarterly report.
Attend the live panel. Make Smarter Decisions
Your Seasoned Moderators
Meet the experts leading CIO discussion panels
Recently retired, Steve Milunovich was Wolfe's Technology Strategist, previously following IT Hardware stocks for over 30 years. He is a member of the Institutional Investor Research Hall of Fame, having ranked #1 for 12 consecutive years and appearing on the poll 24 times. He worked at UBS from 2012-18 and prior to that for 12 years at Merrill Lynch and 6 years at Morgan Stanley. He received his MBA from the Kellogg School of Management at Northwestern and his BBA with Honors from the University of Wisconsin-Madison.
Ginny Davis brings over 28 years of global Technology leadership experience, including 17 years as Chief Information Officer, CIO and 10 years as the concurrent Chief Security Officer, CSO for one of the greatest brands in entertainment, Technicolor. Before joining Technicolor, she held key positions in the Pharmaceutical and Banking industries leading the deployment and management of various technologies.Davis holds a degree in Computer Information Systems from the University of Michigan and certification from the Executive Management Program at London Business School.Ginny’s affiliations include: Women in Technology (WITI), Cyber Risk Alliance Group, Kudelski Security Advisory Board and the Hollywood Information Technology Society (HITS) as well as several non profit board members positions throughout her community.
FAQs
Find answers to common questions about our Tech Spend Tracker service and its benefits.
Tech Spend Tracker is a service designed to provide survey data collected from 50 CIO customers on spending trends. We provide quantitative survey response data and qualitative comments from a moderated CIO panel.
We conduct proprietary quarterly surveys with CIOs managing large IT budgets to gather insights on vendor spending. Our team tracks these trends and hosts panel discussions to explain the findings. This structured approach ensures you receive timely and relevant data.
IT Spend Sentiment is ideal for hedge fund analysts, portfolio managers, and directors of research. It provides them with survey data from CIOs from mid- to large- enterprise organizations to add to their own research.
Market value for combining this research is estimated to cost $75,000+ per vendor per quarter in expert fees, surveys, and analysis. IT Spend Sentiment service delivers all three pillars of intelligence in one efficient and comprehensive package. Give us a call to discuss pricing.
Data is updated quarterly and delivered prior to our CIO panel discussions. This ensures that you receive the most current data on a timely basis.