Atos reported on its Q116 results on a very busy day for the TechMarketView team – our Little British Battler (LBB) Day. As a result, we kept our initial write-up short and sweet (see Atos: Currencies take sheen off strong start), but there is much more to add, particularly from a UK perspective.
As we previously highlighted, it was currency effects that dragged down growth at the global level… from a 15% increase at constant currency to a 1.6% organic revenue increase. At the UK level, the organic decline was 7.7% (from €485m to €447m) but was a deeper 9.6% at constant exchange rates. But this decline did not come as a surprise. We had always expected this dip in Q1 due to a number of one offs in the comparable period. Indeed, if we take the growth between Q114 ad Q16, it stands at 6%.
In UKHotViewsExtra, Georgina O'Toole delves into the factors impacting the Q1 results and highlights why we should see an improvement in the UK results in future quarters. TechMarketView subscribers can read the note - Atos Q1: UK revenue dip as expected - now. If you are not yet a subscriber, please contact Deb Seth to find out how to access the research.
Posted by Georgina O'Toole at '08:55'
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Now that the campaigning for the EU referendum at the end of June has started in earnest, we are more able to assess the quality, breadth and depth of the arguments for both sides of the debate. It is clear however that the decision will be made based on a multitude of different factors and that this important vote will be a close run thing.
The uncertainty surrounding the decision is already having an impact on the economy and a vote to Leave would result in the renegotiation of Britain’s trading agreements and its position in the world. Opinions vary markedly as to the impact of a “Brexit” on the economy and other issues such as migration in the longer term.
In The EU Referendum – In the balance, we examine the facts and test the hyperbole of this crucial debate and present our expectations of the impact of the referendum and a decision to “Leave” on the UK market for Software and IT Services. The impact will probably be most severely felt in the Financial Services sector where investment decisions could be postponed and in the public sector where Central Government departments will be distracted by the repercussions of a Brexit decision. This would result in additional pressure on market growth, in many cases being likely to slow initiatives to modernise and embrace digital transformation.
This report is available to TechMarketView subscribers, here.
Posted by Peter Roe at '21:52'
Subscribers to the TechMarketView Foundation Service can download the latest edition of IndustryViews Quoted Sector to see our latest analysis of how the stock performance of UK software and IT services companies listed on the London Stock Exchange compares with their international peers.
For further information please contact our Client Services team.
Posted by HotViews Editor at '07:59'
Today, CEOs from the twelve companies selected to participate in our eighth Little British Battler Day (see here) are coming to London to meet the TechMarketView team and senior partners from MXC Capital to discuss their aspirations, opportunities and challenges in taking their business to the next level. They join over 80 other CEOs whose companies have joined the Little British Battler ranks since we started the programme in 2012.
You will be able to read highlights of the companies here in UKHotViews shortly. Subscription clients of the TechMarketView Foundation Service will be able to find more detail on the companies in the next Little British Battler Report to be published in a few weeks’ time.
Because today’s event sees the entire TechMarketView research team out from the crack of dawn, there will be a limited UKHotViews service this morning. But fear not – we will be back tomorrow as usual talking about the things that really matter in the UK tech scene.
Posted by HotViews Editor at '07:40'
In April 2016, TechMarketView Director, Georgina O’Toole, attended CGI’s Global Analyst Event in Middleburg, Virginia. The event had a heavy emphasis on positioning CGI as a simplifier of digital complexity. This is a stance being taken by an increasing number of leading software and IT services providers as they seek to support their clients on their digital transformation journeys. The ultimate goal is to achieve profitable growth in a changing (and challenging) market.
In this latest CompanyViews research note - CGI Global Analyst Event 2016: Simplifying digital complexities, Georgina O’Toole highlights the key takeaways from the event and considers CGI’s positioning. The CompanyViews note should be read in conjunction with Digital transitions – supplier progress: CGI.
If you are a subscriber, download the research note now. If you need to find out how to access the research, please get in touch with Deb Seth.
Posted by Georgina O'Toole at '20:59'
TechMarketView Foundation Service subscription clients can download the latest edition of IndustryViews Corporate Activity, our quarterly summary of significant trade sales and private equity investment in the UK software and IT services market, by clicking here.
Please contact firstname.lastname@example.org if you would like further information on how to subscribe.
Posted by HotViews Editor at '08:47'
We are expanding at TechMarketView and are looking for a freelance IT industry analyst to assist with our coverage of the UK SME market sector. This is an exciting opportunity to work with the influential TechMarketView team and engage with the fascinating players in this fast moving this sector.
We have an opening for an IT analyst to work on a project basis alongside TMV Research Directors covering Enterprise Software & Services and Business Process Services. You will be contributing to a series of research outputs on the UK SME technology marketplace. The initial duration of the project is expected to be 3 months, with the possibility to extend.
You will be researching and writing insightful and opinionated Company SnapShots and follow-on reports on emerging technology players within the UK software and IT services market, typically privately-held SMEs punching above their weight in their respective technology fields.
You should have:
This is a freelance, project-based position. Our preferred compensation model is a fixed fee per deliverable/group of deliverables. Fee levels will depend on experience.
If you think this opportunity is right for you please send your CV to email@example.com, with the subject line FREELANCE ANALYST.
Posted by HotViews Editor at '08:00'
We are delighted to confirm that the fourth annual ‘Evening with TechMarketView’ will take place on Thursday 8 September 2016. Following the success of the sell-out 2015 TechMarketView Presentation & Dinner, this year’s event will once again be held in the magnificent premises of the Royal Institute of British Architects (RIBA) in Portland Place, London, from 6.30pm.
The evening, which will be centred around our 2016 research theme ‘Surfing the Waves of Disruption’, will commence with short, insightful presentations from the TechMarketView analyst team highlighting key trends in the UK software and IT services market. This will be followed by plenty of time for networking over drinks and a sumptuous three course dinner with your peers.
We’re expecting a similar audience to the previous three years with around 250 ‘movers and shakers’ from the UK tech scene, for what has been described by previous C-level attendees as “the best networking event in the industry”.
Tickets do sell quickly, so we’d advise you to book early to avoid disappointment! We’ve held the prices at the same level as last year - £395+VAT per person for TechMarketView research subscription clients and £495+VAT per person for everyone else. There are also a limited number of tables of ten available at £3,950+VAT.
To secure your place, please click here to book or email tx2 events who are organising the event for us on firstname.lastname@example.org.
If your organisation would also be interested in sponsoring the event please email Tola Sargeant (email@example.com) for details of available sponsorship packages.
Posted by HotViews Editor at '09:17'
TechMarketView PublicSectorViews Research Director, Georgina O’Toole, and Enterprise Software and Application Services (ESAS) Research Director, Angela Eager, recently met with SAP’s UK public sector management team to learn about how the company intends to take SAP’s product portfolio to clients and prospects.
Although ERP remains at the heart of SAP’s application portfolio, SAP has over the last decade built up a broad-ranging product portfolio, able to offer solutions to the digital transformation challenges of public sector organisations. In this research note, we consider whether SAP will be able to change its perception in the market.
Subscribers to TechMarketView's PublicSectorViews and ESASViews research streams can download the research note - SAP: Changing perceptions - now. If you are not yet a subscriber, please contact Deb Seth to find out how to join the TechMarketView family!
Posted by Georgina O'Toole at '16:00'
Daisy Group has become a significant provider in the Infrastructure Services market via its acquisition of Top 20 player, Phoenix (see UK Infrastructure Services Supplier Landscape 2015).
Daisy’s move into IT services is indicative of broader M&A activity we are seeing in the industry to bring together communications and IT capabilities. For example, we have seen Atos acquire Unify from Siemens, SCC make strategic investments in networking and comms, NTT buy Dell Services, and just this week, Six Degrees buy Carrenza.
We believe there is an opportunity for Daisy to position itself as a supplier that can help buyers overhaul the underlying technology to create the type of modern-day assets that help make organisations more responsive and better able to interact with their own customer base. Like other infrastructure services players, Daisy could become a key provider of the ‘plumbing’ that supports major digital transformation initiatives.
Subscribers to InfrastructureViews can read the report (by Research Director, Kate Hanaghan) in full here: Daisy Group must ride market disruption to accelerate its transformation.
InfrastructureViews is designed to help our clients understand how they can flourish in markets that are subject to substantial disruption. If you would like to subscribe, please contact Deb Seth.
Posted by HotViews Editor at '09:30'
If you think this opportunity is right for you please send your CV to firstname.lastname@example.org, with the subject line FREELANCE ANALYST.
Posted by HotViews Editor at '09:17'
Nowhere in the Business Process Services (BPS) landscape are the waves of disruption as potentially high as in Robotic Process Automation (RPA), where software robots remove the need for humans to perform routine rules-based back office tasks.
RPA tools can also do away with the need for traditional ERP system integration (SI) projects that aim to get systems ‘talking to one another’ by enabling data to be extracted from and into different systems automatically.
In both cases, the addressable spend to BPS providers and systems integrators is vast – worth over £10bn in 2015 according to our estimates. RPA is small in revenue terms today, but it is already having a disruptive deflationary impact on manual BPS operations spend, and this looks set to extend into the SI arena too.
In our initial report into the BPA sector Business Process Automation – a brave new world for BPS providers we introduced RPA, and highlighted how it had caught many incumbent BPS providers by surprise. Two years on, we now see a huge fight-back by BPS players via partnerships - e.g. Sopra Steria, Accenture, HCL and IBM partnering with industry pioneer Blue Prism (see here and work back) and Capgemini, HP and Deloitte with UiPath - to show that they are ready and willing to deliver the kind of step change in productivity and performance for their customers offered by RPA.
RPA poses significant threats to incumbent BPS providers. But there is also huge opportunity too as we see RPA broadening its application over the coming years, becoming more strategic in tackling system interoperability and process silos across the enterprise.
Subcribers to TechMarketView's BusinessProcessViews research service can read our analysis of the who's who in RPA and opportunities and challenges for suppliers in Part Three of our series into BPA here: Business Process Automation: Opportunities in the Robotic Revolution.
If you don't yet subscribe please contact Deb Seth email@example.com who will be happy to help.
Posted by John O'Brien at '15:48'
Better late than never! But just as the waves of disruption never subside nor do TechMarketView’s predictions for the fundamental changes taking place in networking, cloud and security markets in 2016 and what they mean for suppliers.
Demand for routine infrastructure upgrades is just the start of any customer conversation – the real business lies in the applications, services and consultancy which sit on top of the fixed and mobile network links that bind them.
For the remainder of 2016, we expect to see the following:
- Fear of being caught out by cyberattacks combined with new data privacy legislation will drive extensive information security upgrades amongst public and private organisations, forcing suppliers to revamp product and service strategies to capitalise on opportunities.
- Performance and availability constraints within data centre infrastructure will put more pressure on companies hosting cloud services to adopt network virtualisation (SDN and NFV) as they bid to accelerate customer service provision and improve automation whilst cutting opex to optimise cloud profitability.
- Demand for fixed network bandwidth upgrades and additional wireless coverage amongst enterprises provides an opening for upselling of additional services and applications, particularly around security and BYOD.
- Increased integration of on- and off-premise virtual applications and services into hybrid clouds will need a foundation of strong management and orchestration platforms if suppliers are to protect their IS business from super scale public cloud providers.
- The exponential growth of IoT networks and connected devices is creating a wealth of potential opportunities, but suppliers will need to accept they are only one link in a long value chain, demonstrate their expertise and choose partnerships well if they are to establish a foothold.
These predictions are available in full to subscribers of our ever popular InfrastructureViews research stream: TechMarketView Predictions 2016: Networking, cloud security report.
Posted by Martin Courtney at '12:53'
We are delighted to announce the twelve companies selected to participate in our latest TechMarketView Little British Battler Day, to be held on 21st April in London and sponsored by MXC.
They are (in alphabetical order):
As ever, many companies applied to participate and it was an incredibly difficult task for our analysts to select the final 12.
The leadership teams from the 12 companies will have the opportunity to spend a session with TechMarketView research directors to share, and get feedback on, their business plans and aspirations. The companies will also be featured in UKHotViews and profiled in a forthcoming report, which will be available to eligible TechMarketView subscription service clients.
Congratulations to the latest ‘LBB 12’, and thanks again to everyone that applied!
Posted by HotViews Editor at '08:56'
Activity in England’s nascent ‘integrated care’ market is stepping up, creating fresh opportunities for software and IT services (SITS) suppliers. Some of the 29 vanguard sites chosen by the NHS to develop new models of care are leading the way. Although developments are patchy, the most advanced vanguards are now awarding contracts to support integrated health and social care provision and, in some cases, to enable patient engagement, disease management and illness prevention.
It is early days and there are a number of competing models emerging and several ‘camps’ of SITS supplier vying for the chance to support them. The most recent contract awards have gone to US software providers looking to bring the expertise they’ve developed with American accountable care organisations (ACOs), which are paid based largely on patient outcomes, to the NHS.
Yesterday, Salford Royal NHS Foundation Trust became the first UK client for Allscripts’ CareInMotion population health management platform. In a similar move, Wirral Partners, a vanguard with an integrated primary and acute care model, last week became Cerner’s first non-US customer for its HealtheIntent population health management platform. In January, the London Borough of Islington opted to go down a different route contracting BT to develop a single integrated digital care record for its 200k residents (see BT joining up health & care at Islington).
TechMarketView subscription service clients can read our views on these most recent deals and more on the other suppliers hoping to win business in the emerging integrated care market in today’s UKHotViewsExtra article - Integrated Care: Opportunities and an evolving supplier landscape.
Posted by Tola Sargeant at '10:01'
My wife has always loved dogs. But our lifestyle, and our two cats, make owning one difficult. But last year she found the solution in BorrowMyDoggy.com. This puts together local people with dog owners, who for some reason cannot walk their dogs, with people like my wife who like to walk with a dog. My wife loves it and goes out everyday. Indeed she’s given up her gym membership as a result and really enjoys the exercise she gets.
But these dog walking opportunities might reduce with the launch of a device that walks dogs without human intervention. First developed by Nanyang Technology University in Singapore and the University of California Berkley to turn beetles into drones (See Daily Telegraph – Giant remote-controlled cyborg beetles could replace drones – 30th Mar 16) the device has now been extended to allow dogs to go out on walks on their own.
A simple dog collar is used with tiny electrodes connected to the dog in a simple and painless operation that can be undertaken at your local vet. AI is used. The dog owner takes the dog on a safe walk from home which the WalkMyDoggy collar then remembers. Next time, the dog is simply let out and WalkMyDoggy controls the dog around the walk circuit. If the dog is distracted, by say another dog, the collar will stop the dog from going off course. A simple App allows the dog owner to track exactly where the dog is second-by-second. A camera beams a live video steam to your iPhone so you can see what your dog is doing and, intervene, if needed.
Add on modules are available. A simple robot housed in a tiny truck which is pulled along by the dog collects any dog waste, wraps it and deposits it in the appropriate waste bin. Another module is being developed to throw tennis balls for the dog to retrieve.
The success of BorrowMyDoggy, which has over 300,000 members in the UK alone, has shown how many of the UK’s 9 million dog owners cannot give their dogs regular walks. BorrowMyDoggy recently raised over £1.5m – See City AM 21st Oct 2015. This bodes well for WalkMyDoggy.com . A crowdfunding exercise is in process with a potential valuation of $1b. Indeed some wags are even suggesting a WalkMyUnicorn follow-up.
Posted by Richard Holway at '00:00'
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