Friday 22 May 2020

*NEW RESEARCH* COVID-19 Vulnerability and Resilience: Top 20 Suppliers

TechMarketView continues to publish analysis that gets to the very heart of how the UK market and industry are coping as the pandemic continues.cov

Today we launch our COVID-19 Vulnerability and Resilience: Top 20 SITS Suppliers analysis. It is a unique look at how the larger providers of Software and IT Service providers have responded, and how well placed they are to survive and thrive. Compiled by our expert analysts, it gives an easy-to-digest summary of their position across eight areas: Pre-COVID Financial Strength, Industry Focus, Supply Chain, Remote working ability, Revenue model, Talent retention, Business model agility, and Corporate conduct.

Some of the findings are heartening, and demonstrate the thoughtful approaches taken thus far. Likewise, the analysis shows that a highly considered approach must be taken to navigate the coming months and quarters; some customers are facing collapse, and certain sectors face structural changes, the likes of which we have never seen before.

The analysis is available to corporate subscribers here: COVID-19 Vulnerability and Resilience: Top 20 SITS Suppliers.

If you would like to become a client, please contact Deb Seth.

Find out more about TechMarketView’s core Foundation Service, here.

Posted by HotViews Editor at '09:49' - Tagged: covid-19  

Wednesday 20 May 2020

*NEW RESEARCH* COVID 19: Impact on UK Tech Suppliers – A TechMarketView Snapshot Survey

picA month or so into lockdown, TechMarketView took the pulse of the UK tech sector to see how suppliers were coping with impact of COVID-19 on their business. Some of our findings may surprise you!

Subscribers to any TechMarketView research service – including UKHotViews Premium – can download this slide-deck style report here.

Posted by HotViews Editor at '06:00' - Tagged: covid  

Tuesday 19 May 2020

*UKHotViewsExtra* Fujitsu FY19: UK's improved revenue mix

fujFujitsu's FY19 figures show global revenue was down 2.4% to 3,857.8 Yen. The firm “exceeded” profit targets in the Services business, excluding the impact of “business model transformation expenses”. Higher bonuses also impacted operating profitability. The firm is targeting a medium-term operating margin of 10% (it was 5.9% in FY19) and still believes this is achievable, even under the current circumstances.

The firm says COVID-19 has caused some supply chain disruptions, lower operating levels in manufacturing facilities, and logistics issues, but these are “more or less beginning to be resolved”. Takeshi Isobe, Corporate Executive Officer and CFO, says: “Even if COVID-19 can be contained relatively quickly, we expect that there will of course be large changes in the ways people consume and consumption trends, but also in the ways that business is conducted.”

In terms of guidance for FY20, Fujitsu is withholding that (like many others) “because it is difficult to reasonably estimate the results at this time due to the new coronavirus infection”. It plans to provide the forecast as soon as possible.

In Europe, where Infrastructure Services is the key part of the portfolio, Isobe says there is concern “that pressure to reduce costs may intensify”. However, in Consulting the firm is seeing “strong demand for proposals relating to how businesses should transform themselves, both before and after the impact of COVID-19”. In all, the sense is that rather than being an area of risk, “this may be more of a demand- driven area”.

 Specifically in the UK, Fujitsu has been laser focused on supporting its existing client base…. More…..

Posted by Kate Hanaghan at '08:53' - Tagged: results   cloud   cyber   data  

Friday 15 May 2020

*NEW RESEARCH* Graph databases: Weaving frictionless business; accelerating AI/ML

Cover imageAs TechMarketView considers the impact of COVID-19 on the UK tech market, one area we are exploring is the types of technology organisations could turn to, to address operational strengths and weaknesses uncovered during the initial COVID-19 response and enable them to do things differently in the recovery phase. One technology emerging into the light is the graph database. 

Read Graph databases: Weaving the frictionless business; accelerating AI/ML for our analysis of the potential of this technology. 

Defined by the ability to handle multi-faceted relationships between data entities, this characteristic is valuable in situations where the connections between the data are as, or more, important than the individual data points: contact tracing for disease control for example; understanding how influencers connect to the decision making processes when approaching a prospective customer, or deepening the quality of the relationship with an existing client; making sense of behavioural change. TechMarketView also believes graph databases and analytics has a role to play in accelerating the adoption and operationalisation of AI/Machine Learning. 

The technology is not a silver bullet course, and will add to the database estate rather than replace stalwart relational databases, but the ability to handle complex connections and surface relationship-based insights stands to bring a new dimension to data and contribute to the fabric of digitally enabled frictionless operations. 

TechMarketView Tech Insights clients can download the report here. Alternatively, email Deb Seth if you are not a client and would like details of how to access TechMarketView research and surrounding services. 

Posted by Angela Eager at '08:11' - Tagged: software   automation   machinelearning   database  

Thursday 07 May 2020

*NEW RESEARCH* Digital Marketplace Dashboards P12 2019-20

Dashboard imagesTechMarketView are trialling the introduction of monthly dashboards of the key sales data from the G-Cloud and Digital Outcomes & Specialists (DOS) frameworks. Today we can reveal the results for March 2020 (P12), the last month in the government fiscal year 2019-20.

Total G-Cloud spend for 2019-20 came to £1,558m up 16% compared to 2018-19 and DOS spending was up 23% to £829m. We will be providing a full review of 2019-20 shortly.

March data shows a significant spike in spending in P12. A spike is expected in this period, but the 55% increases compared to P11 was sufficience to mean March 2020 was the highest monthly spend since G-Cloud launched back in 2012. We also saw a spike in DOS spending, with P12 up 27% compared to P11. Deloitte led the way this month with £10.6m in G-Cloud business and £5.0m from DOS. Amazon Web Services (AWS) and Methods continued to perform well through G-Cloud. With sales of £6.5m, Kainos topped the list of DOS suppliers in P12—it ended the year having topped the spend chart in 10 out of the 12 periods in 2019-20.  

If you are an existing PublicSectorViews subscriber, you can view the dashboards now. If you’d like to discuss an extension to your existing subscription or would like details of how to subscribe to TechMarketView, please email Deb Seth.

Posted by Dale Peters at '10:01' - Tagged: government   g-cloud   data   dos   digitalmarketplace  

Thursday 07 May 2020

**NEW RESEARCH** COVID-19 – An ill wind to fan the flames of the Fourth Industrial Revolution?

Whether one identifies the trigger point as the advent of broadband, or the dawn of the social media age or the explosion in smartphone usage, we are now at least fifteen years down the path towards the Enterprise 4.0 era.Cover

The pursuit of largely technology-drive digital transformation to date has, however, often resulted in anarchy leaving in its wake unruly digital development far-and-wide across organisations. These proliferations of “Simple” digital point solutions have collectively failed to yet deliver fundamental business change. Beyond this, many companies have simply lacked the confidence, motivation and raw courage required to address the wider structural, cultural and behavioural challenges required to enact radical reinvention. The wheels of the fourth industrial revolution for the vast majority of established enterprises have been turning at a relatively modest pace.

But this was before the advent of the coronavirus pandemic…

Click to download COVID-19 – An ill wind to fan the flames of the Fourth Industrial Revolution? for an initial view of how the current unprecedented events are likely to impact the market appetite for ”Complex” digital transformation.

This paper seeks to explore whether one of the likely by-products of Covid-19 crisis will be to alter materially the trajectory and velocity of the shift to the Enterprise 4.0 era. It therefore focuses on shape of digital services demand as we entered the pandemic, assesses the factors that had been conditioning its progress, and considers how these may now be altered going forward.

If you are an existing Tech Insights subscriber you’ll know you can access the report by clicking the link above. If you’d like to discuss an extension to your existing subscription or would like details of how to subscribe to TechMarketView, please email Deb Seth.

Posted by Duncan Aitchison at '07:41' - Tagged: systemsintegration   digital   transformation   Industry4.0  

Tuesday 05 May 2020

*NEW RESEARCH* Cloud & Infrastructure Services Supplier Prospects 2020

TechMarketView’s Cloud and Infrastructure Services Supplier Prospects 2020 report is available now for subscribers to our Tech Insights research programme.

The report profiles the UK’s ten largest players in the UK Cloud & Infrastructure Services market, looking at the particular challenges and opportunities they face this year and beyond.prospects

Top of mind is, of course, the impact of the COVID-19 pandemic. Over a period of just a few months, the world has been upended - and we are still only in the very early stages of what is a very complex situation. The impact of the lockdown and disruption to the economy is such that various Cloud & Infrastructure Services providers have been left with little choice but to withhold their guidance on performance for the rest of the year. The question is not whether they will be impacted, but the extent of that impact. This report looks at what we know so far, and some of the actions taken.

Suppliers featured in this report are: Amazon Web Services, Atos, BT, Capgemini, Dell Technologies, DXC Technology, Fujitsu, HCL, IBM and TCS.

It should be read alongside the Cloud & Infrastructure Services Rankings report for 2019 and Cloud & Infrastructure Services Market Trends & Forecasts.

Over the next couple of months, subscribers can track TechMarketView’s regular flow of research as we help to explain just how best to survive and thrive in the UK Software and IT Services landscape during these times of deep uncertainty.

If you would like details of how to subscribe to TechMarketView, please email Deb Seth.

Posted by Kate Hanaghan at '08:31' - Tagged: cloud   infrastructureservices  

Monday 04 May 2020

*NEW RESEARCH* COVID-19: The impact on UK public sector SITS

COVID-19 imagePublic sector organisations have faced, and will continue to face, enormous challenges dealing with the COVID-19 crisis; however, the impact has not been felt evenly.

New digital services have been introduced to the NHS at a speed that would have been unthinkable previously; education institutions have closed and universities face significant financial difficulties; local authorities are dealing with major changes to powers and duties; police have been helping to enforce the lockdown; central government civil servants have been increasingly engaged in dealing with the impact of the outbreak; and defence, arguably the least impacted, has still faced significant IT, security and workforce challenges.

Although some IT projects will be delayed or cancelled, it is clear COVID-19 will be a catalyst for accelerated digital transformation in the public sector. There will be opportunities for suppliers, but success will depend on reputation, empathy, collaboration and flexibility. Forward thinking suppliers should be considering how the public sector will operate post-COVID-19; in most cases it’s not about returning to the previous ways of working.

Report coverIf you are an existing PublicSectorViews subscriber, you can now read about the impact COVID-19 has had on central government, local government, health, defence, education and police. COVID-19: The impact on UK public sector software and IT services also provides TechMarketView’s predictions for the impact over the remainder of 2020 and longer term, as well as presenting our recommendations for software and IT services suppliers operating in the public sector.

If you’d like to discuss an extension to your existing subscription or would like details of how to subscribe to TechMarketView, please email Deb Seth.

Posted by Dale Peters at '09:54' - Tagged: centralgovernment   localgovernment   defence   education   police   health   government   covid-19  

Monday 04 May 2020

*UKHotViewsExtra* 2iC develops novel malaria detection & control strategy

2iC logoThere is virtually no aspect of our daily lives that has been left untouched by the Covid-19 virus and the impact of it will likely be felt for several months and years to come.  It’s worth remembering that all of the other diseases which existed BC (Before Covid) are still just as problematic during this pandemic, and in some cases are being exaccerbated by the disruption caused by Covid-19.

New modelling analysis released by WHO and partners ahead of World Malaria Day (25 April) showed that severe disruptions to insecticide-treated net campaigns and access to antimalarial medicines could lead to a doubling in the number of malaria deaths in sub-Saharan Africa this year to 760,000, compared to 2018.   The annual death toll from malaria does not grab the headlines in the same way, but this disease has been endemic in many developing nations for thousands of years and still there is no vaccine.

UKHotViews Premium logoIn the absence of medical therapies to prevent malaria, access to antimalarial drugs and control strategies such as the provision of sleeping nets and spraying of insecticides are the cornerstones of WHO programmes to combat the morbidity of malaria.  Recently, UK SME 2iC  has been partnering with an academic research institute to develop a novel malaria detection and control strategy using technology originally developed for military use. A pilot project will start in a developing tropical country later this year… Read more.

TechMarketView subscribers – including those signed up for UKHotViews Premium - can read about the approach in UKHotViewsExtra. If you are not yet a subscriber, please contact Deb Seth to rectify the situation!

Posted by Georgina O'Toole at '09:08' - Tagged: health   innovation   iot  

Sunday 03 May 2020

*NEW RESEARCH* UK SITS M&A deals defy virus – at least in Q1

chartMerger and acquisition activity in the UK software and IT services (SITS) sector was seemingly unaffected by the COVID-19 pandemic during Q1 2020, according to latest data from technology investment bank, Silverpeak, with only a small decrease in deal flow, well within the bounds of the usual quarterly variations.

Subscribers to the TechMarketView Foundation Service and UKHotViews Premium can read our quarterly summary of corporate activity in the UK SITS sector in our latest report, IndustryViews Corporate Activity – Q1 2020, downloadable now.

Posted by HotViews Editor at '15:07' - Tagged: acquisition  

Friday 01 May 2020

Shares in April 20

WOW What a month

It seems quite surreal to read headlines like ‘US stocks have biggest monthly rally since 1987’ or 'UK blue chips in a bull market’. Surely we are in the very midst of the worst health crisis to hit in our lifetimes? Isn’t every analyst suggesting we are on the verge of (in the midst of?) one of the worst recessions - maybe depressions - ever?

NASDAQ was up an amazing 13.2% in Apr - erasing almost all of the losses in 2020 YTD. It wasn’t quite so good outside of tech though. The FTSE100, which although up 4% in April, is still a massive 22% down YTD.

The FTSE SCS Index, which most closely tracks the publicly quoted Software & IT Services companies that we track, was up 9.3% in April - so not quite in Bull territory yet and still down 20% YTD. At least the telco stocks managed to HVPhalt the slide - but are still down nearly 30% YTD.

Over 85% of the stocks we track recorded gains in April.

For a full, detailed review of individual stocks and what the future might hold, see Share Performance in April 20 on HotViews Extra - available to all paying subscribers including HotViews Premium.

Posted by Richard Holway at '12:14'

Friday 01 May 2020

*NEW RESEARCH* UK Financial Services SITS "Prospects for a Post COVID-19 World"

C19Until a few weeks ago, TechMarketView's research theme of "Digital Chaos" suitably captured the pressing imperative for end-users and SITS providers alike. Now it is the disruptive impact of COVID-19 that has leapt to the top of the corporate agenda

The coronavirus pandemic is a truly "seismic" event and the number one factor testing established business models and technology ecosystems alike. Notwithstanding the human and social cost of the coronavirus, the post COVID-19 world looks likely to be a very different place for financial services.

The coronavirus has already become one of the top drivers of technology innovation and digital transformation initiatives. It is clear that timelines and technology roadmaps are set for a radical overhaul, once we are all released from lockdown.

UK Financial Services SITS "Prospects for a Post COVID-19 World" discusses the priorities and pitfalls and explores the significant impact that the coronavirus is set to have on the future of the industry.

COVID19Subscribers to TechMarketView's FinancialServicesViews stream can download this new research now. 

If you do not currently have access to this research, please contact Deb Seth for further information about how to subscribe to TechMarketView’s services.

Posted by Jon C Davies at '07:00' - Tagged: insurance   banking   CapitalMarkets   financialmarkets   covid-19   wealthmanagement