Search through our UKHotViews and UKHotViewExtra articles plus complete research reports
In late May, HPE announced its plan to spin out its Enterprise Services business (i.e. what began life as the 2008 EDS acquisition) to merge with CSC and create a new services company. The new combined entity (worth $26bn in revenue globally) will be what HPE/CSC describe as being a “pure-play” services firm – emphasising their view that the optimal way to deliver services it to not combine them with product capabilities.
HPE is currently the largest provider – in revenue terms – of infrastructure services to the UK market. The spin-merge, therefore, is very significant. In this research note we examine the implications of the spin-merger for buyers and suppliers, and take a look at what the new entity could shape up to be in terms of its market placing.
Subscribers to our ever-popular InfrastructureViews research stream can read the piece here: HPE ES/CSC spin-merge: Impact on Infrastructure Services.
Posted by Kate Hanaghan at '09:46' - Tagged: outsourcing cloud merger
TechMarketView is continuing its extensive analysis of the implications of the Brexit decision with this latest report looking at the impact on the important Financial Services sector. The City is a vital contributor to the nation's economy as well as having been the ideal location for US and Asian companies to set up operations and so access the European Single Market. Indeed many of the larger European institutions have built extensive operations in London.
The decision to Leave the EU now puts a question mark against the future of the City with potentially serious repercussions for the UK Software and IT Services industry, which depends on the Financial Services sector for around one-quarter of its business.
The report, Brexit implications: UK Financial Services SITS considers the short, medium and longer-term consequences of the UK’s EU Referendum result. It examines how the changes could affect our forecasts and who are the likely winners and losers within the Software and IT Services industry. The report also considers the sector-specific issues of passporting, the future structure of the payments sector, access to skills, the transfer of data and the future of UK Fintech.
The report is available to subscribers to our FinancialServicesViews research stream. If you want to enquire about a subscription, please contact Deb Seth of our Client Services team.
Posted by Peter Roe at '23:19' - Tagged: recruitment financialservices payments banking regulation FinTech data brexit
Following the release of this morning’s results from Atos, which revealed the highest level of organic growth for the business since restructuring began in Q114, we had a catch-up with UK&I CEO, Adrian Gregory (pictured).
He was in a positive mood; the recovery in the Q2 results, following an unusual Q1 (see Q116: Revenue dip as expected), was as he had promised. And, importantly, Gregory confirms that the UK business has secured all of the major contracts it needs to return to growth in H216 and, hence, maintain revenues at FY15 levels over the full year.
TechMarketView subscribers can learn more about how the UK business is achieving these results, and the business unit's prospects, in the UKHotViewsExtra article, Atos UK: Confident for the full year. If you are not yet a TechMarketView subscriber, don't hestitate to contact Deb Seth to find out how to rectify the situation.
Posted by Georgina O'Toole at '18:02' - Tagged: results
Just over a month has passed since the electorate voted for the UK to leave the EU, and today we publish our analysis on how the decision could impact the Enterprise Software & Application Services (ESAS) market. While there is slightly less political uncertainty than in the immediate days following the referendum result, there are still many unknowns and much uncertainty.
In this research note we take look at what sort of environment suppliers will be operating in and examine the likely market scenarios in the short term (the rest of 2016), the medium term (2017-2018), and the longer term (2019 and onwards).
While there are deep and valid concerns, it is also possible to take positives from the situation. For example, potential accelerated demand for SaaS or a faster move to digital transformation in order to prepare for change/new markets.
The research also explores which suppliers are likely to be the winners and the losers in both the short and longer term.
Subscribers to our ESASViews research stream can read the note here: BREXIT implications: UK Enterprise Software & Application Services
Read our Brexit analysis of other parts of the Software and IT Services market, here (subscription required):
To become a subscriber, please contact Deb Seth.
Posted by HotViews Editor at '15:43'
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 '07:01'
The UK decision to leave the European Union added to the general volatility in the market and caused an immediate drop in stock values around the world. Most stocks quickly recovered, but with only a week before the end of the quarter, the differing speeds of recovery of some stocks led to a rather distorted view of the underlying performance.
In the latest edition of IndustryViews Quoted Sector, we look at the performance of key UK tech-related stocks during Q2 and contrast with leading European, US and Indian peers.
And as ever, there’s our ranking of the Top and Bottom Twenty UK software and IT services stocks, along with a summary of the ‘Dearly Departed’ who have exited the London markets and the Newly Arrived.
All this and more in six chart-packed pages can be yours – but only if you subscribe to the TechMarketView Foundation Service. Those that do can download IndustryViews Quoted Sector Q2 2016 here. Those that don’t should not tarry in contacting our Client Services team to find out more.
Posted by HotViews Editor at '07:47'
Will you be joining us for drinks, dinner and a stimulating debate on the disruptive trends and suppliers shaping the UK software and IT services sector on September 8?
Our fourth annual ‘Evening with TechMarketView’, which is sponsored this year by NetSuite, will take place in London on Thursday 8 September 2016. If you'd like to join us there don't leave it too late - you can book by clicking here.
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 6.15pm.
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. As in previous years there will also be a guest appearance from the CEO of a disruptive ‘Little British Battler’ company.
The formal part of the evening will be followed by ample time for networking over pre-dinner drinks, sponsored by Wells Fargo, 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”.
TechMarketView Presentation & Dinner 2016
Venue: Royal Institute of British Architects (RIBA), Portland Place, London
Date & time: Thursday 8 September 2016, from 6.15pm
Ticket price: £395+VAT per person for TechMarketView research subscription clients and £495+VAT per person for everyone else.
There are also a few tables of ten still available at £3,950+VAT – ideal if you fancy bringing the team along or entertaining clients and prospects.
To secure your place, please click here to book or email tx2 Events who are organising the evening for us on eventenquiries@tx2events.com.
The TechMarketView Presentation & Dinner 2016 is proudly sponsored by:
Posted by HotViews Editor at '08:00' - Tagged: events
How much of your IT services business is ‘digital’? Twenty percent? More? Less? None? All? Don’t really know?
We’ve seen almost all these responses (unsurprisingly except ’None’!) in public statements made by some of the leading suppliers of IT services as they jockey for position in the digital services market.
The question is, what are they measuring and how?
TechMarketView Managing Partner, Anthony Miller takes a passing look at vendor claims for their digital businesses to see if we can divine any meaningful measures of digital services.
Subscribers to the TechMarketView Foundation Service can download Measuring Digital Services here. The otherwise unenlightened should drop an email to our Client Services team to find out more.
Posted by HotViews Editor at '07:32'
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 sales@techmarketview.com if you would like further information on how to subscribe.
Posted by HotViews Editor at '08:09' - Tagged: acquisition
Posted by HotViews Editor at '16:10' - Tagged: events
In the the latest research from the Enterprise Software & Application Services (ESASViews) research stream, we look at the proposed merger between CSC and HPE Enterprise Services from the application services perspective and what it means for this segment of the UK market.
They share some common problems as well as cloud and next generation services ambitions. Neither is coming to the union with a clean sheet of paper but they are in a better state to function as suppliers of cloud delivered services than previously. The combination is not an automatic answer to their issues but the scale will enable the merged operation to modify its cost structure and broaden its global footprint, while the stronger financial base should support the continuous investment needed to develop higher value propositions around the cloud and digital transformation agenda. Eligible subscribers can download the report CSC/HPE-ES merger: Application Services impact here.
The is one in a series of research notes providing TechMarketView subscription services clients with our initial analysis of the potential impact on the UK software and services market of the proposed spin-out of HPE Enterprise Services and merger with CSC. Companion commentary includes CSC & HPE-ES: First look at the UK rankings; CSC & HPE-ES merger: the UK public sector effect; and CSC/HPE-ES merger: the UK BPS implications.
As always, Deb Seth will happily supply you with subscription information if you don’t have access to TechMarketView services.
Posted by Angela Eager at '10:00' - Tagged: acquisition applications
It’s been four weeks since the vote to leave the EU, during which we have been assessing the potential impact on the UK Business Process Services (BPS) market and industry over the next few years.
We already have a new Prime Minister Theresa May, whose appointment could significantly limit the damage caused by a Government hiatus. Notwithstanding, the post-Brexit economic slowdown is already well underway.
So there is still much uncertainty at the moment. Against this backdrop we have started to put forward our assumptions for how our market forecast data might need to change.
This research note outlines our initial view of the possible implications. In it we look at the likely scenarios for the UK BPS market in the short term (the rest of 2016), the medium term (2017-2018), and the longer term (2019 and onwards).
Will BPS prove to be one of the beneficiaries of a post-Brexit era? What will be the impact on offshoring and nearshoring outside the UK? And who will be the winners and losers? These are some of the questions we assess in our new BusinessProcessViews research Brexit Implications: UK Business Process Services.
If you’re not yet a subscriber, please contact Deb Seth who will be happy to help.
Posted by John O'Brien at '08:42' - Tagged: bps brexit
TechMarketView is very pleased to announce the launch of its new research stream, SecureConnectViews.
SecureConnectViews looks at some of the most exciting, yet complex, elements of the technology landscape.
It analyses the market opportunities stemming from the unrelenting move to cloud and the digital evolution that most organisations are looking to undertake. It focuses on the intersection of security, networking and cloud and will help you understand the emerging technologies, market opportunities and competitive landscape.
SecureConnectViews also looks at the Internet of Things (IoT) from the perspective of the underlying and enabling technologies (networks, M2M, cloud), as well as the security implications. The research provides suppliers with an understanding of the rate of market evolution and where the real opportunities are - based on our interactions with end user organisations.
Lead analyst for the stream is Principal Analyst, Martin Courtney, and to accompany today’s official launch Martin is releasing two new reports: "Threat intelligence: where shared security makes sense and profit" and "GDPR compliance unchanged by Brexit".
Next up on the research agenda is an exploration of IoT business models, followed by an examination of Microsoft Azure’s hybrid cloud offering.
*** If you would like to gain access to this new and exciting analysis, please contact TechMarketView’s Client Services team: info@techmarketview.com.
Posted by HotViews Editor at '09:50'
Yesterday we had a glimpse of some of the changes we might expect post Brexit, as Minister for the Cabinet Office and Paymaster General, Matthew Hancock MP, spoke at think-tank Reform about his priorities for Britain in the wake of the EU Referendum result.
As news filtered through that Andrea Leadsom was to withdraw from the Conservative Party leadership race, paving the way for Theresa May to become Prime Minister, Hancock told a packed meeting in Westminster that it was incumbent upon all of us, whether we voted for Remain or Leave, to abide by the Referendum result and plot the best possible future for Britain outside the EU.
The hope, now, is that we can crack on with the monumental task of figuring out how to enable Britain to thrive outside the EU. Clearly it’s still too early to predict precisely Government policy post-Brexit. However, we were encouraged by Hancock highlighting priorities aimed at building a country that must “thrive on tech & talent”, rather than recreating the economy of yesterday.
Echoing May’s unifying message, Hancock spoke of backing the ‘disruptors’ – the innovative SMEs and hi-tech industries for example – but also of supporting the ‘disrupted’. If Hancock and his allies get their way we might expect lower corporation tax, a more robust competition policy and a smarter, lighter regulatory environment. But we’re also likely to see Government taking action to reign in corporate excess and being prepared to intervene to support industries and regions if they are struggling, to quote our 2016 research theme, to ‘surf the waves of disruption’.
TechMarketView subscription clients can read more – including anaylsis on the role of the State and the importance of digital skills and data post Brexit - in our UKHotViewsExtra article published today, Hancock: Building a Britain that thrives on tech & talent.
Posted by Tola Sargeant at '09:47' - Tagged: policy
Today TechMarketView is launching a major new research stream: SecureConnectViews. The stream is focused on analysing the intersection of security, networking and cloud and will help you understand the emerging technologies, market opportunities and competitive landscape.
To coincide with the launch, we are today releasing a highly insightful piece that looks at the data protection implications of Brexit.
We believe that any UK software and IT services supplier storing or processing large amounts of data pertaining to EU citizens will need to comply with new General Data Protection Regulation (GDPR) rules if it wants to keep doing business with Europe beyond the 25th May 2018.
In GDPR compliance requirements unchanged by Brexit, TechMarketView outlines what those suppliers can expect from the forthcoming EU GDPR - or equivalent legislation that the UK information commissioners officer (ICO) will implement in parallel.
It also highlights where ongoing uncertainty amongst customers can open up professional services and consultancy opportunities for those able and willing to get their own GDPR house in order quickly.
***Read the report here: GDPR compliance requirements unchanged by Brexit
***Learn more about SecureConnectViews here: Introducing SecureConnectViews.....
If you do not already have access to SecureConnectViews - or would like to learn more - please contact our Client Services team.
Posted by Martin Courtney at '09:40' - Tagged: data brexit GDPR protection
To coincide with today’s launch of our new research stream, SecureConnectViews, we are releasing a major report into the role of threat intelligence sharing in the provision of security services.
The scale of the disruption to business operations which can be caused by cyberattacks continues to drive ongoing investment in data security. Threat intelligence services supplement those defences by giving beleaguered IT departments an early warning system which can help predict when and where the next attack is most likely to come from and allow them to prepare accordingly.
Some managed security service providers now recognise that the intelligence itself is not enough. Customers want to be able to collaborate and communicate with their peers and security professionals to properly analyse and validate individual threats and the risks to their business, and alleviate the security management burden through automated feeds.
In this report TechMarketView investigates the enhanced information sharing tools being built into threat intelligence platforms and services, and outlines where they can be used to grow the customer base through partnerships, cross-selling and consultancy engagements.
***Read the report here: Threat Intelligence: Where shared security makes sense and profit.
Posted by Martin Courtney at '09:36' - Tagged: services security threatintelligence intelligence
London-based Thomsons Online Benefits is a pure play employee benefits administration SaaS provider, successfully punching above its weight in a much larger global HR software and services market. Thomsons has gained a strong reputation for its software product Darwin, via global business process services (BPS) partners such as NGA HR, Xerox, ADP and Mercer.
At first glance, the newly released FY15 results (to 31 December) appear underwhelming. Revenue was £32.4m (up marginally from £32.1m in 2014) (although a significant improvement on the 13% fall the previous year – see Thomson Online Benefits growing pains shifting to the cloud). Operating losses however were -£1.4m (vs. a £516k profit last time), as commissions from insurers declined. Profits are expected to improve in 2016 as strong growth in subscription-based SaaS revenue and new partner agreements come on stream.
The underlying numbers show a company ready to return to growth. SaaS revenue is up 36% yoy, meanwhile 50% of SaaS bookings are now from multi-country global clients, and international revenue is up 54%. Revenues outside the UK are now c20% of the business.
2015 also saw new partnerships with business process services (BPS) players ADP, Xerox and Mercer, adding to existing partnerships with NGA HR, Towers Watson and others. The result is a network of strong relationships that extend Thomsons footprint, via important global channel partners, and which establish it well positioned for growth in 2016/17.
TechMarketView subscribers can download the Thomsons Online Benefits company snapshot here. If you haven’t taken a subscription yet, Deborah Seth will be happy to help you out.
Posted by John O'Brien at '09:22' - Tagged: saas bps benefits
We have now had a couple of weeks to start understanding how the vote to leave the EU might impact the Infrastructure Services market and industry. There is of course much uncertainty at the moment, but against this backdrop we have started to put forward our assumptions for how our market forecast data might need to change.
This research note outlines our initial view of the possible implications. In it we look at the likely scenarios in the short term (the rest of 2016), the medium term (2017-2018), and the longer term (2019 and onwards). We look at what it means for cloud market evolution and we explore which suppliers are likely to be the winners and losers.
Subscribers to our highly popular InfrastructureViews research stream can read the research note here: Brexit implications: Infrastructure Services.
Posted by Kate Hanaghan at '08:58' - Tagged: outsourcing cloud infrastructure
Nine23 is a company of interest because in an environment where mobile and security are not natural allies, it is a provider of integrated mobile software and managed mobile services, specialising in highly secure environments. This government approved supplier has a strong background in defence and security and has established a track record for reliable delivery of well integrated hardware and software.
In this snapshot we take a closer look at the activities and prospects of Nine23, who is also one of the previous participants in our Little British Battler programme, through which we champion up and coming UK SMEs.
Subscribers can download the snapshot here. If you haven’t taken a subscription yet, Deborah Seth will be happy to help you out.
Posted by Angela Eager at '16:10' - Tagged: software mobility managedservices
Limitless Digital Group, which owns brands including Best Heating, Hudson Reed, Big Bathroom Shop and BeamLED, has inked a three-year deal with managed cloud services provider, Adapt. We estimate the hybrid cloud hosting deal will have an annual run rate of c£200k.
Limitless previously traded as the Trueshopping Group and is headquartered in Lancashire. It has been through a process of reducing its product portfolio, and is now focused on its bathroom, heating and lighting brands. Last year, the company started work on a digital strategy to enable it to deliver “a first class digital customer experience”. The retailer wants to improve customer interaction by collecting and using data assets more intelligently to – ultimately – maximise revenue opportunities.
Until last year, Limitless was using a combination of an external managed services provider (which in recent times was deemed to be insufficient for the company’s needs), and its own kit and internally-delivered services. The end result was something – as CEO, Peter Lilley, tells us - akin to “spaghetti junction”. He says: “We needed to make the best decision now to give us the most agility and scale going forward.”
The Limitless business strategy will see it overhaul all of the key components of its IT estate, from website, e-commerce, CRM and ERP to data capture and analytics. Adapt’s role in this will be to create a hybrid cloud environment that will initially see the CRM system hosted on Adapt’s own private cloud, with the retailer’s Magento eCommerce platform hosted on Amazon Web Services’ public cloud (note that Adapt partners with Skyscape for public cloud provision in Government). Over time, Limitless will be able to move its applications and workloads across this hybrid environment as suits.
Subscribers to InfrastructureViews can read the HotViewsExtra piece - which includes market analysis - here: Limitless turns to Adapt for digital adaptations.
Posted by Kate Hanaghan at '06:50' - Tagged: contract cloud hosting infrastructure hybrid
Today, the TechMarketView PublicSectorViews team publishes two complementary pieces of research.
The first – UK Public Sector SITS Market Forecasts 2016: Preview – does exactly what it says on the tin! It gives PublicSectorViews subscribers an early view of our detailed forecasts for the UK public sector SITS market through to 2019, including by vertical subsector (central government, local government, education, health, police and defence). We will be publishing a thorough analysis of the drivers and trends in each of those subsectors in a subsequent report.
The abovementioned forecasts were cast before the EU Referendum result became clear on 24th June. As such, the second PublicSectorViews research note published today – BREXIT implications: UK public sector - is designed to give our subscribers our initial view on the forecast impact. Much has happened on the political and economic stage over the last couple of weeks. And much is still to play out. This is a difficult situation to read. We intend to recast our forecasts once the dust settles. However, here we provide take a close look at the most likely political and economic scenarios over three time periods – the short-term (the rest of 2016), the medium-term (the following two years), and the longer-term (from 2019 onwards). Our analysis includes commentary on the impact on UK public sector SITS demand, the likely winners and losers within the supplier community, and how our forecasts are likely to be impacted.
In the short-to-medium term, uncertainty will impact the market, regardless of the events of the next few months. In the longer-term, the picture is far less certain.
PublicSectorViews’ subscribers can download both pieces of research – UK Public Sector SITS Market Forecasts 2016: Preview and BREXIT implications: UK public sector now. If you are not yet a subscriber and would like to find out more, please contact Deb Seth, who would be more than pleased to help.
(Image: The Telegraph)
Posted by HotViews Editor at '17:15' - Tagged: publicsector forecasts brexit
We're delighted to say that tickets for our fourth annual ‘Evening with TechMarketView’ are selling like the proverbial hot cakes! The event, which is sponsored this year by NetSuite, will take place in London on Thursday 8 September 2016. If you'd like to join us there don't leave it too late - you can book by clicking here.
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.
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 eventenquiries@tx2events.com.
The TechMarketView Presentation & Dinner 2016 is sponsored by:
Posted by HotViews Editor at '09:10' - Tagged: events
Over the past six months, TechMarketView has published several reports on the exciting area of fintech, the technology-driven innovation which is having such a profound effect on the Financial Services sector. We have surveyed the scene in three reports, with Richard Johnson writing about the goings-on at Finovate, examining the disruptive trends across the European banking sector, see here, and presenting an overview of Innovation in the banking sector.
In this latest report, Fintech Battlegrounds, we introduce a framework for analysing the competitive landscape. Three key battlegrounds are identified, with the key protagonists and their strategies described. The report then looks in some detail at the issues and strategies within the rapidly changing and increasingly competitive retail banking sector. Understanding these strategies and imperatives are all important considerations for SITS providers as they develop their own strategies and work to support those of their Financial Services clients.
This thought-provoking report is available to subscribers to the FinancialServicesViews research stream, here. If you don’t yet subscribe, please contact Deb Seth of our Client Services team.
Posted by Peter Roe at '09:09' - Tagged: financialservices banking innovation FinTech
