this might be a good excuse for companies under-performing but others doing (rather) well, will be (are) able to save a lot of costs (office spaces is #2 expend

this might be a good excuse for companies under-performing but others doing (rather) well, will be (are) able to save a lot of costs (office spaces is #2 expenditure for software companies). And then the added possibility to recruit talent worldwide (and paying those in developing countries a fraction of resources in US / EU :-) )