Posts Tagged ‘accenture’

End of the Great Recession?

April 28, 2010

On Thursday, I will be reviewing the Q1 2010 financial results of the largest technology companies on the planet. Are tech revenues growing again? Are service revenues and margins still staying strong? Join me for The TSIA Service 50 webcast to find out how 2010 is shaping up for product technology companies.

To register:  http://webcasts.tsia.com/event/0u9q8m2dg5

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The TSIA Service 50

October 26, 2009

This Thursday, I will be hosting our quarterly Service 50 webcast. It is open to the public.  Follow this link to register:

http://webcasts.tpsaonline.com/event/v12hg2c78k

For those readers that have not attended in the past, I host a webcast every quarter that reviews the financial performance of fifty of the largest providers of technology services. The analysis is designed to answer the following questions regarding trends in tech services:

  1. Who are the best performing providers of technology services?
  2. Are technology service margins trending up or down?
  3. Are net incomes trending up or down?
  4. Are hardware and software companies becoming more or less service intensive?
  5. What is the product service mix for the most profitable companies in the Service 50?
  6. What is the product service mix for the largest companies in the Service 50?

As I review the Q3 data, I can tell you the global downturn clearly caught up to the tech companies this past quarter. However, there are some surprises. Also, service revenues and margins are continuing to play a critical role as product revenues and margins lag.

Join me Thursday for all the key trends.

Industry Alert: Dell, Perot and a Real Trend

September 21, 2009

Back in July of this year, I wrote an entry titled “Dell Hits the Services Chasm.” 

The article calls out the fact that Dell was thrashing in a place called “The Services Chasm” where product and service strategy are not effectively aligned to meet market requirements. Today, Dell announced a very bold move to break out of the services chasm:

This move is a SIGNIFICANT milestone in the technology industry. In 1999, IBM was the sole enterprise technology company that aggressively invested in true system integration service capabilities.  Today, the ranks are growing larger. EMC first leased (from Accenture) and then purchased a technology consulting capability which continues to grow. I have previously documented the growing importance of service revenues to EMC:

In 2008, HP bought EDS. I have written several articles observing the positive impact of that acquisition for HP:

Now, today, Dell takes an aggressive plunge into services.  I truly believe this move by Dell marks a definitive shift in the relationship between product providers and system integrators as well as a clear acknowledgement that advanced services have become a table stakes capability for all product companies.

All eyes will now turn to companies like Cisco, Oracle, and even Microsoft. Suddenly, the stakes associated with pursuing the correct services strategy have never been higher.

Health Check Q1 2009: Techhology Services

April 30, 2009

Today, we delivered our analysis of how fifty of the largest providers of technology services performed in Q1 2009. Companies in our index include hardware, software, and pure services companies. Example companies include:

  • Accenture
  • Cognizant
  • Cisco
  • HP
  • IBM
  • Infosys
  • Oracle
  • SAP

Analyzing the Q1 data, we saw three trends important to every provider of technology services:

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Pure services companies: Three clear trends

April 27, 2009

Every quarter we take a snapshot of fifty of the largest technology services providers in the world, including Accenture, HP, IBM, Infosys, and Xerox.  Bo DiMuccio, my partner in crime, and I analyze the public data to better understand the following trends:

  • How are the revenues, profits, and margins for these technology services providers holding up?
  • Are any specific companies or company types doing better than others?
  • How are services margins trending compared to the same quarter one year ago?

On Thursday, we host a public webcast to review the analysis on The Service 50. To sign up, simply visit:

http://webcasts.tpsaonline.com/event/xd7b857205  

In the webcast, we will dissect the performance trends for all fifty companies. We will also breakout the performance of pure services companies like Accenture, hardware companies like HP, and software companies like Oracle. As Bo and I reviewed the data this past week, we were slightly surprised by the relatively strong performance of the pure services providers.

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