Last week we reported on a Bumper week for TechMarketView in the Press.
This week we delivered three really significant new reports:
1 – Our major CompanyViews report on the UK SITS Rankings 2010.
2 – Our latest IndustryViews Quoted Sector Review Q2 2010 on the performance of the quoted SITS companies that we track.
3 – A major PublicSectorViews survey “What needs to change in UK Government?”
This report by Research Director Georgina O’Toole was the result of surveying 19 of the very top IT suppliers to the UK Public Sector. George O’Connor from Panmure Gordon summed it up in his own inimitable manner:
“Oh golly, actual statistically relevant real research. Real analyst at TechMarketView Georgina O’Toole has polled the IT industry and the analysis reveals that the IT industry largely supports the new Government’s ICT strategy, believing that change is long overdue. For example, 100% of respondents supported reform of government IT procurement, the outsourcing of back office functions and a reduction in consultancy spend”.
The research was reported upon extensively. For example, Matt Warman in the Daily Telegraph Industry says coalition can save money and protect front line services. Or Computer Weekly, Computing, eGov Monitor, etc.
In the next week yet another major report, this time in our SoftwareViews series, will be published.
TechMarketView is now a major influencer in the sector. These research and analysis programmes are only available to our Foundation Service clients. Most of the major players in the sector are already clients. For more details and/or a proposal for your company, email email@example.com .
Posted by HotViews Editor at '21:46'
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Today, TechMarketView has published its latest report, “What needs to change in UK Government?”, based on an in-depth survey of 19 key ICT industry suppliers, including 8 of the top 20 UK SITS suppliers.
Following a fantastic response to the survey, TechMarketView’s analysis reveals that the IT industry largely supports the new Government ICT strategy, believing that change is long overdue. For example, 100% of respondents supported reform of government IT procurement, the outsourcing of back office functions and a reduction in consultancy spend.
However, support is tinged with uncertainty over the practicalities of implementing the changes. The Government will need to go further to clarify its position before its key ICT suppliers will fully rubber stamp the proposals. In addition, it is clear that radical changes are required to the way Government functions for many of the plans to be successful. Subscribers to the TechMarketView PublicSectorViews research service can read our in-depth analysis here.
Posted by Georgina O'Toole at '08:07'
It’s bizarre, isn’t it, when the only two major tech indices to march forward In Q2 were those which most perceive as the least ‘exciting’: IT hardware, and Fixed Line Telecom. All the other major indices went south, though UK tech did better than both the FTSE 100 and Nasdaq. The reversal took a lot of the steam out of the FTSE SCS (software and computing services) index, which fell by 8% in the quarter, ending June now ‘only’ 29% higher yoy and just 5% up ytd.
You can read the rest of our analysis of the UK software and IT services quoted sector, including the Top 20 Rising Stars & Blazing Comets, in the latest issue of IndustryViews Quoted Sector, available to TechMarketView Foundation Service clients to download right now.
Posted by HotViews Editor at '15:00'
When we published our inaugural TechMarketView UK SITS (software and IT services) rankings last summer, the Top 20 players had seen headline revenues grow by 8% in 2008. In 2009 the Top 20 saw revenues decline by 1%! Such was the parlous state of the market.
But as almost every player was affected by the downturn, there was actually very little change in the rankings. HP retained its almost unassailable lead at the top of the charts, with IBM and Capita holding on to second and third spots. Other than Capgemini and Fujitsu trading places, the rest of the Top Ten maintained their rankings.
But will the picture be the same next year? We very much doubt it!
To see the full Top 50 rankings, and our opinion on the prospects of the leading players, just download our new CompanyViews UK SITS Rankings report. Of course, you have to be a TechMarketView Foundation Service client to do so, and Puni Rajah (firstname.lastname@example.org) would be happy to tell you how to become one.
Posted by HotViews Editor at '15:40'
Bumper week for TechMarketView in the Press
Our comments on Sage failing to recruit an outsider as CEO, particularly Anthony Miller’s quote “Surely what Sage needs now is a highly disruptive transition!” were carried throughout the world on BBC News, Reuters, Financial Times et al. Probably didn’t win us too many friends at Sage but that has never really influenced our views in the past either.
Tola Sargeant’s comments on the effects of the BSF cutbacks are almost too numerous to mention. Try these in Computer Weekly or ComputerWorld. Georgina O’Toole’s comments on the cutbacks to be inflicted by Francis Maude also received much comment. Eg CIO Network and NetworkWorld.
The bumper week ended with an excellent full page article by James Ashton in the Sunday Times – On Her Majesty’s Shrinking Service. This exposé on the ‘fortunes’ of the outsourcers under the new Coalition regime had some fine quotes from our Anthony Miller. Unfortunately these are forever hidden behind the Times ‘paywall’.
Bumper week for HotViews
Friday’s edition of HotViews was something of a record – 15 separate posts. That’s 830 posts in 2010 YTD and now around 3000 in the archive.
The Hotviews archive really is the most valuable repository of knowledge and views. We might be a bit biased but we never do anything without searching the archive for past views on a company or topic. Hugely valuable and only available to our paying Foundation Service clients.
Bumper week for HotViews Extra
HotViews Extra is emailed in the afternoons and contains longer, more considered posts on the results or events of the day. This week’s HotViews Extra posts included Capita, a roundup of US software company results and an in-depth look at the non renewal of Microsoft’s enterprise deal with the NHS. Again, HotViews Extra is only available to our Foundation Service clients.
Bumper week for new TechMarketView research
As if that isn’t enough, the week ahead sees the publication of three MAJOR new TechMarketView reports in three of our major streams – MarketViews, SoftwareViews and PublicSectorViews. More details as they are published but remember these are only available to our Foundation Service clients.
To ‘join the club’ – and our client list now really is the ‘creme de la crème’ - just email email@example.com.
Posted by HotViews Editor at '14:01'
Up to 44% wiped off value of existing contracts
The Government’s freezing of the £45bn+ Building Schools for the Future (BSF) Programme earlier this month (see Government slashes BSF programme) could cost ICT suppliers more than £3.5bn in lost opportunities, according to the latest research from TechMarketView.
Having spent the last week analysing the detail behind the cuts we also believe that SITS suppliers are set to lose an average of between 37% and 44% of the total value of the BSF contracts that they have signed, or been awarded preferred bidder status on, to date. In monetary terms, the 44% reduction equates to more than £660 million from contracts with an estimated total value over their lifetime of almost £1.5 billion.
Our analysis also reveals that in many cases suppliers are set to lose revenue from contracts that were signed several years ago. Indeed, they may have successfully delivered ICT to a number of schools in the region but now face having the contract curtailed with immediate effect. Unless the contract was profitable on a per school basis, this could have worrying consequences for suppliers’ profit margins particularly given the high bidding costs and reportedly thin margins on BSF deals.
Which suppliers will be worst affected? How will the cuts change the shape of the UK education IT supplier landscape? And will suppliers fight back?
Subscribers to the TechMarketView PublicSectorViews research service will find the answer to these questions, along with the detail behind the numbers above, in our latest PublicSectorViews research note, Counting the cost of BSF cuts, available for download from our website now.
Posted by HotViews Editor at '07:32'
Defence contractors to the UK MoD are increasingly competing with the traditional SITS suppliers for megadeals within UK defence and in broader civil government. However, our analysis reveals that their success in growing the ICT element of their businesses has so far been muted. Leading defence contractors, such as BAE Systems, Lockheed Martin and Raytheon remain unclear on some aspects of their strategy – but how likely is it that these players will become serious competition to the traditional SITS suppliers in future?
Subscribers to the TechMarketView PublicSectorViews research service will find the answer to this question, along with an incisive assessment of significant ICT contracts in the UK defence sector and the players competing for them, in our latest PublicSectorViews report, UK Defence Contractors – Competition for Traditional SITS Companies, available for download from our website now.
Posted by HotViews Editor at '08:05'
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