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It has been a busy few months for UK-based Monitise since FinancialServicesViews published a big report on the company’s strategy of building a broad ecosystem of partnerships in mobile banking and m-commerce which continue to be priority areas for investment for the banks.
Fundamental changes in the market as well as a consistently falling share price have precipitated a formal Strategic Review by the company and prompted questions about its future independence. At the Capital Markets Day last week the management clearly outlined their view of how to achieve their medium term forecasts and to exploit their market position. Their ability to realise their potential is substantially increased by their partnerships with companies such as Santander, Telefonica and MasterCard.
However, in our view, their success will be fundamentally dependent on the move to a Cloud-based platform and the company’s partnership with IBM, enabling them to access the scalability, agility and cost base with which to meet the challenge. You can access our AnalystView giving an update on Monitise’s strategy and current position here.
FinancialServicesViews also recently published a report on the wider subject of Partnerships in the Financial Services sector and subscribers to this research stream can access the report here. If you are interested in learning more about subscribing to FinancialServicesViews or any of our other research streams, please contact Deb Seth of our Client Services team.
Posted by Peter Roe at '08:56' - Tagged: cloud partnerships mobility bigdata mcommerce banking
It's been just a month since we published our maiden Public Sector Opportunities Bulletin. The first issue was well received by our subscribers. However, the PublicSectorViews team have not been short of developments to write about in this, our February issue.
As we explained in January, during the course of our everyday research, the PublicSectorViews team often picks up on interesting developments in the UK public sector market that don’t make it into UKHotViews. In particular, we often become aware of interesting opportunities. These developments don’t get ignored; we use them to form our views within our core research (for example UK Public Sector SITS Market Trends & Forecasts). However, we would have introduced the PublicSectorViews' Opportunities Bulletin as a regular feature of the research stream in order to bring our subscriber base a more regular update.
In this second issue, we take a look at SITS supplier opportunities in the Health, Police, Defence and Education sectors. Once again, they are opportunities that caught our eye, as we feel they resonate with our ‘Sector Shaping Trends’ for 2015 (subscribers can read about these in our Research Agenda 2015). As a result, our view is that the potential may extend far beyond this initial, sometimes small, contract. If you would like to discuss anything within the Bulletin, please don’t hesitate to contact one of the team. In addition, we would welcome any feedback on this publication - Please email gotoole@techmarketview.com.
PublicSectorViews subscribers can download February's Opportunities Bulletin now. If you are not yet a subscriber, and don't want to miss out, please contact Deb Seth to find out more.
Posted by Georgina O'Toole at '14:50' - Tagged: publicsector defence education police health
In December 2014, IBM announced several large outsourcing wins, with Lufthansa (€1bn), ABN Amro (multi-billion dollar), WPP ($1.25bn) and Thomson Reuters. These are impressive signings not just because of their size, length and the quick succession with which they were announced, but because they appear to go against the grain of current market sentiment. So what can we read into this recent collection of wins? Is IBM outperforming peers such as HP? Is the market warming up again to megadeals? And how do these contracts fit into the broader context of IBM needing to significantly increase its SMAC sales as part of its programme to transition the business?
Subscribers to TechMarketView’s Foundation Service and our very popular InfrastructureViews can read our analysis in this recently published research note: What does IBM’s recent run of wins tell us?
If you would like to become a TechMarketView subscriber, please contact Deb Seth.
Posted by Kate Hanaghan at '09:46' - Tagged: outsourcing cloud SMAC
The prime opportunity for virtually all SITS providers is around digital transformation. TCS is no different and has high expectations - management believes the digital opportunity will generate revenue of $5bn globally on a cumulative basis, over the next 3-5 years. But with competition rife, the company needs both an edge, and proven, rapid execution capability.
At its recent European analyst event in Paris TCS provided an update across the business, its growth areas and digital strategy. It straddles several positions in the market: an Indian-headquartered and a fast growing global provider; known for its technology provision but a growing reputation as an end-to-end IT Services provider; business foundations in traditional Application Services but a supplier we consider to be one of the leading pack for digital transformation. These factors are all indicators of positive progress but also highlight the requirement to move in new directions as demand and prices for time and materials technology-led services shifts across the market and the off-shore cost differentiator fades.
Subscribers to Enterprise Software & Application Services (ESASViews) can download our latest report “TCS: Scaling up digital opportunities” here for our view on TCS’s prospects and competitive stance. Alternatively, subscription details can be obtained from Deb Seth.
Posted by Angela Eager at '08:23' - Tagged: applications digital
Mark your calendars now: the third annual TechMarketView Presentation & Dinner is to be held on 9 September 2015 in London at RIBA, Portland Place from 6pm onwards and we’d love to see you there.
The theme for this year’s event mirrors TechMarketView’s overarching research theme for 2015 - ‘Joining the Dots’. Top of the agenda will be the opportunities and challenges for technology suppliers as the number of ‘things’, datasets and systems that need to be joined together grows.
During the evening TechMarketView’s analyst team, topped and tailed by Chairman Richard Holway MBE and Managing Partner Anthony Miller, present their latest views on the UK software, IT services and business process services markets. TechMarketView’s research directors will highlight emerging trends, hot new opportunities, growing threats and suppliers worth watching, in their respective fields.
The analyst presentations will be preceded by welcome drinks and followed by a pre-dinner drinks reception and then a sumptuous three course dinner. The event, which is attended by ‘the great and the good’ in UK tech, has been a sell-out for the last two years and the networking opportunities are second to none.
We’ll announce details of how to book your place at this year’s event shortly so ‘save the date’ and keep tuned to UKHotViews.
If your organisation would be interested in sponsoring this year’s event, please contact Tola Sargeant for details of our sponsorship packages. The evening provides an excellent opportunity to improve brand awareness, demonstrate thought leadership, generate leads, find partners and network at the highest levels.
Posted by HotViews Editor at '15:19' - Tagged: events
Since we launched the programme in November 2012, some 300 privately held software and services companies have applied to join the ranks of the TechMarketView Little British Battler brigade. Sixty companies – all punching above their weight in their respective markets – have so far been selected to participate in the programme.
We’re now looking for the next twelve ‘battlers’ to join their ranks.
The sixth TechMarketView Little British Battler Event will be held in London on Wednesday 22nd April 2015. Twelve more companies will have the opportunity to share their aspirations and challenges, and get valuable opinion and advice on their business plans, in confidential sessions with TechMarketView research directors and senior partners of MXC Capital, the tech focused, AIM quoted merchant bank that actively invests in and advises companies in the UK tech sector.
And as usual, it’s absolutely free.
Candidate companies must be headquartered in the UK (i.e. not subsidiaries of foreign firms), privately held (though may have accepted external funding), with annual revenues under £20m. Companies must derive the substantial majority of their revenues from software, IT services or business process services.
We’re particularly looking for companies that play to our 2015 theme, “Joining the Dots”. In other words, your products and services help connect everything (or everybody!) to everything else – and make sense of the information flow that these connections enable.
This is a broad brief which touches all on all aspects of the ‘digital transformation’ agenda. Your products and services should be differentiated and aim to disrupt the marketplace. You may not be fast-growing yet – but you want to get there.
To apply, just click here and fill in the registration form. You may apply again if you were previously unsuccessful.
The deadline for registrations is Friday 6th March. We aim to notify successful applicants by the end of March.
Should you have any questions, please email us at lbb@techmarketview.com.
The TechMarketView Little British Battler Programme is run in partnership with MXC Capital, the tech focused, AIM quoted merchant bank that actively invests in and advises companies in the UK tech sector.
Posted by HotViews Editor at '08:50' - Tagged: sme lbb
“Partnering” is ever more important as Software and IT Services companies face an ever more demanding group of Financial Services enterprise customers and as the IT and technological challenge becomes more complex. This subject will be a recurring theme of FinancialServicesViews’ agenda throughout 2015.
No one company can realistically provide all the skills required to address a Financial Services provider’s total needs, even within a fairly narrow market segment. As we said at the TechMarketView event in September, IT is now a Symphony, not a solo!
All of the larger companies supplying the Financial Services sector have built partnership structures, many of which are long-established and important generators of revenue. However, they must ensure that these structures are able to nurture new relationships with smaller, more agile companies which can be influential in delivering valuable elements of IP and innovation.
In this report, FinancialServicesViews examines partnering across the sector, identifying the different motivations behind partnerships, pointing out key issues and highlighting the different approach that is necessary due to the pace of change within the sector. We then review a number of the key partnerships for the major FS SITS suppliers. All companies that partner – or want to partner to accelerate growth rate and improve margins – should find this report valuable.
Subscribers to FinancialServicesViews are able to access the report here. If you want to subscribe to this research stream, please contact Deb Seth of our Client Services team.
Posted by Peter Roe at '08:00' - Tagged: trading partnerships financialservices insurance banking
The second ‘S’ in SaaS is routinely overlooked but suppliers are missing an opportunity by underplaying this aspect of the model.
The latest research from the TechSectorViews research stream focusses on how SAP is looking to add value and build up its SaaS position by making service a point of differentiation for its combined on premise and SaaS HR business division. It is off to a good start because the HR division is run by Mike Ettling who is steeped in HR services experience. As SaaS moves into the back office and sales propositions grow in length and complexity, the scope to add value increases but it is a balancing act between light touch services and the simplicity of the SaaS model.
Eligible subscribers can download the SAP: Cloud HR differentiation through services practice? report, those of you who have not taken a subscription yet can find out more from Deb Seth (dseth@techmarketview.com).
Posted by Angela Eager at '15:34' - Tagged: cloud
There were 19 UK tech IPOs on the London markets in 2014 for the second year in a row, resulting in a net gain in the number of UK quoted tech companies. If there was a ‘problem’ here it was that many tested the definition of what constitutes a 'tech' company to the limits. Indeed, the UK seems to be rather good at melding tech with retail, fintech, creative et al. Companies like Rightmove and Zoopla have used tech to create huge disruption in the real estate sector. This has been the case in the sale of white goods (AO.com) through to the archetypal ‘meals on wheels masquerading as tech' (MOWMAT) takeaway food firm, JustEat.com, and everything in between.
If we narrow down the list to the UK software and IT services (SITS) sector, nine companies made it to London markets in 2014, almost half the number for 2013 (16). In contrast, 2014 saw fewer UK SITS exits – four in all, vs 8 in 2013 – but that includes industrial conglomerate Invensys, which hid some software businesses under the covers (see Another one bites the dust). Excluding Invensys - with a market cap of some £3.4bn - the aggregate exit value of UK SITS companies leaving London markets in 2014 would have been £230m, about £50m more than the prior year
There’s more, and TechMarketView Foundation Service subscription clients can read our concise annual review of the UK SITS quoted sector in IndustryViews Quoted Sector – 2014 Review out now.
Posted by HotViews Editor at '07:52'
