Search through our UKHotViews and UKHotViewExtra articles plus complete research reports
The last couple of weeks have seen a flurry of research from TechMarketView. Our Managing Partner Anthony Miller reports from Brazil on the movers and shakers in the IT services market. In Brazil: Opportunity for some, he concludes that not all have been able to ‘ride the Brazilian wave’. While Angela Eager, Research Director for Enterprise Software and Application Services, considers how the vendor landscape will change as mobile and cloud converge in Mobile/cloud convergence demands new alliances. You can also catch up with developments in the venture capital and private equity side of the UK software and IT services market in our regular quarterly edition of IndustryViews Private Equity. Or read Business Process Services’ Research Director, John O’Brien’s views on Capita’s recent performance in Capita: H1 revenue falls short.
Our HotViewsExtra coverage provides further analysis of key events in the period. Highlights include Angela’s views on IBM’s Q2 software performance; Anthony’s take on Infosys’ Q1; and Tola Sargeant’s analysis of news that government has been told to freeze all but essential purchases of Microsoft software whilst a new pan-government deal is negotiated.
For a full round-up of the research reports and AnalystViews notes that we’ve published in Q2, subscribers and non-subscribers alike can download our latest Quarterly Research Summary. If you’re not yet a subscriber and you’d like more details on how to come on board please email sales@techmarketview.com.
Posted by HotViews Editor at '20:17'
There was a lot more to say about Capita’s first half results (see here), after listening to CE Paul Pindar and other senior management discuss Capita’s performance and prospects.
Capita followed up this morning with the acquisition of NorthgateArinso’s pensions administration business for £27.5m on a cash-free, debt-free basis. The business employs 90 people in the UK and made a pro forma operating profit for its year to 30 April 2011 of £4.7m on turnover of £10.1m. It has a mostly private sector client base with names such as Aviva, Boots, Michelin and Rentokil, and the deal clearly underlines Capita’s intention stressed by Pindar yesterday, to really go after future pensions administration opportunities.
I’ve written a longer analysis on Capita for BusinessProcessViews here. But you’ll have to be a TechMarketView subscriber to read it.
Posted by John O'Brien at '08:49' - Tagged: bpo bps
TechMarketView Foundation Service subscribers can now download the latest edition of IndustryViews Private Equity, our regular review of VC and PE activity in the UK software and IT services market. This edition includes an interview with Ben Tompkins, general partner at Eden Ventures who, among other things, muses about the changes he’s seen in the VC industry over the past decade.
Posted by HotViews Editor at '11:01'
Interesting things happen when technologies intersect, things that impact the shape of the market. A recent conversation we had with Anite chief executive Christopher Humphrey about 4G developments in the mobile world made us think about the implications for cloud computing, and the scope for alliances between cloud providers and mobile operators. TechMarketView subscription service clients can read further here.
Posted by Angela Eager at '07:19' - Tagged: cloud mobility
One of the highlights of the research published by TechMarketView over the last fortnight is Research Director John O’Brien’s CompanyViews research note: Platform defines Cognizant’s BPS strategy. John examines Cognizant’s strategy as it moves away from lift-and-shift BPO to business process-as-a-service (BPaaS).
Other highlights include Director Georgina O’Toole’s UKHotViewsExtra articles analysing Star’s UK Cloud Alliance and the formation a new ‘police-led ICT company’. Both developments have also made the headlines, with Georgina quoted in Computing on the Cloud Alliance and in ComputerWeekly on the opportunity for SITS providers in the UK police sector. Staying with the public sector, Director Tola Sargeant’s views on the demise of Google Health are quoted on PublicTechnology.net.
Santander’s decision to bring its call centres back to the UK from India was also in the news last week. John O’Brien shared his views on the announcement with Silicon.com, amongst others. The previous week he was quoted in The Independent on the departure of Cable & Wireless Worldwide’s CEO, Jim Marsh.
Angela Eager, TechMarketView’s newest Research Director, has wasted no time getting stuck into the Enterprise Applications and Applications Services space. The Wall Street Journal quoted her views on the UK software sector and her thoughts on Oracle’s Q4 results were picked up by BusinessCloud9.
Our Managing Partner Anthony Miller didn’t rest on his laurels on his latest visit to Brazil. Brazilian publication IT Decisions carries an audio interview with Anthony in which he shares his views on the opportunities in the Brazilian IT market. You can read more from Anthony on the subject in Brazil – Land of opportunity? but only TechMarketView subscription service clients will be able to read his forthcoming update on the Brazilian IT services market, out soon. If you’re not yet a full TechMarketView subscriber and you’d like more details on our services please email Deborah Seth.
Posted by HotViews Editor at '21:24'
I had chance to meet up with Cognizant’s business process executives recently to learn more about its strategy as it moves away from lift and shift BPO contracts to deliver business processes-as-a-service (BPaaS).
Cognizant began going to market with the BPS term at the start of 2011, and offering a new business process platform to orchestrate delivery for its clients. What is clear is that Cognizant ‘gets BPS’. But will the strategy generate for Cognizant the higher value business and more strategic client relationships intended? Subscribers to TechMarketViews' BusinessProcessViews research service can read the full analysis here.
Posted by John O'Brien at '15:27' - Tagged: offshore bpo bpaas bps
