2024全球企业技术支出状况报告（4月版）

April2024 State of EnterpriseTech Spending Disclaimers This disclaimer applies to this document, referred to herein as the “presentation.” This presentation is being provided for informational purposesonly. Nothing herein is or should be construed as investment, legal or tax advice, a recommendation of any kind or an offer to sell or a solicitationof an offer to buy any security. This presentation does not purport to be complete on any topic addressed. The information in this presentation isprovided to you as of April 2024 unless otherwise noted and Battery Ventures does not intend to update the information after its distribution,even in the event the presentation becomes materially inaccurate. Certain information in this presentation has been obtained from third partysources and, although believed to be reliable, has not been independently verified and its accuracy or completeness cannot be guaranteed.Certain logos, trade names, trademarks and copyrights included in the presentation are strictly for identification and informational purposes only.Such logos, trade names, trademarks and copyrights may be owned by companies or persons not affiliated with Battery Ventures and no claim ismade that any such company or person has sponsored or endorsed the use of such logos, trade names, trademarks and copyrights in thispresentation. This presentation includes various examples of companies in which Battery Ventures has invested. These examples are included asillustrations of sectors in which Battery Ventures invest. For a complete list of all companies in which Battery Ventures has invested,please visithere. Past performance is not evidence of future results and there can be no assurance that a particular Battery portfolio company investment willachieve comparable results to any other investment. The information contained herein is based solely on the opinions of Scott Goering, Danel Dayan, Evan Witte and Patrick Hsu and nothing shouldbe construed as investment advice. The anecdotal examples throughout are intended for an audience of entrepreneurs in their attempt to buildcloud-focused businesses and not recommendations or endorsements of any particular business. Tech Spending Picks Up as AI Drives Growth + Disruption AI is putting wind in the sails of enterprise buyers, who remain enthusiastic about the technology’s ability to enhance productivity and automateroutine tasks. In the market, we see both established incumbents and agile startups compete for the attention of buyers who are increasinglyinterested in experimenting with new vendors. MA C ROA NDT EC HS P END GE NE RATIVEA I A ICO PILO TS 5.AI COPILOT INTEREST REQUIRESENTERPRISE OVERSIGHT 3.GENERATIVE AI REMAINS ANEAR-TERM FOCUS 1.TECH SPENDINGHOLDS STEADY 84% of enterprise buyers expect todeploy generative AI / LLMs inproduction in the next 12 months,slightly up from 79% only 6 months ago. 75% of enterprise tech buyers are lookingto implement AI-powered copilots, butonly 29% of those are willing to letemployees implement their own. Only 22% of CXOs expect to decreasebudgets this year, down from 27% thistime last year, suggesting that techbuyers are seeing signs of market stability. 6.AI COPILOTS FROM INCUMBENTSVS. STARTUPS 4.GENERATIVE AI ISN’TOFF-THE-SHELF READY (YET) 2.AI + DATA SPENDING= PRIORITY Generative AI skyrocketed to the #2priority for enterprise tech buyers, apowerful signal of buyer intent, withdata warehouse and data ops followingright behind. Nearly half – 45% – of enterpriseorganizations are interested inexploring what new vendors have tooffer when it comes to AI copilotcapabilities. Of the companies who areleveraging generative AI / LLMs inproduction, 89% of them use morethan one tool / technique toimprove performance. EnterpriseTech SpendSentimentIndex Q3 202255.4 Buyer sentiment continues to rise, relative toprior quarters, which could indicate a reboundin technology spending from buyers acrossindustries. We attribute this rebound to sustained buyerenthusiasm for AI and ML tooling, coupledwith increased market stability, and anticipatethat it will extend into how enterprises predictand plan for their futures. Q1 202350.2 Demographics andMacro Trends Survey Composition •Battery’s Cloud Software Spending Survey saw participation from100CXOsrepresenting~$35.8Binannualtechnologyspend.•66%of respondents spend$100M+oncloudinfrastructure,applicationsoftware,dataplatforms andMLtooling.•93% of respondents are fromcompanies with1,000+FTEs in industries such as financial services, technology, healthcare and manufacturing. Impact of Economic Conditions onTechnology Spending Strategy Buyers are more than twice as likely to report ‘lessconservative’ budget approaches compared to this timelast year – 8% in Q1 2024 vs. 3% in Q1 2023. Though wecontinue to see some signs of caution among buyers, theoverall appetite for technology spending appears robust. Technology Budget and Spending Trends 1.Technology spending is not o