analyst value survey 2013
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#ARFORUM
Analyst Value Survey
August-September 2013
Note: These charts were shown at the Analyst Relations Forum on October 2013. They are not a record of the
presentation and discussion. The comments have been added subsequently to inform the reader.
Send queries to duncan.chapple@keacompany.com
Copyright Kea Company 2013
#ARFORUM
352 responses (2012: 175) Average participant answered 67% of questions
Copyright Kea Company 2013
#ARFORUM
Responses
• 2013 edition of survey launched in 2000 – Only longitudinal survey of analysts’ users • The data show the opinions of the respondents • No claim that the responses are representative of
non-respondents
• Slice of data for the AR Forum – Excludes responses from analysts – Data are open to different interpretations
Note: This commentary slide was added retrospec5vely. Copyright Kea Company 2013
#ARFORUM
0.0%
2.6%
12.2%
40.0%
45.2%
2.6%
19.0%
42.2%
31.0%
5.2%
3.4%
6.0%
17.9%
35.0%
37.6%
5.2%
13.0%
35.7%
29.6%
16.5%
5.1%
10.3%
23.9%
33.3%
27.4%
5.4%
25.0%
34.8%
28.6%
6.3%
0.9%
2.8%
6.5%
36.4%
53.3%
9.4%
20.8%
37.7%
29.2%
2.8%
7.6%
10.5%
22.9%
21.9%
37.1%
10.5% 18.1%
35.2%
33.3%
2.9%
7.5%
15.1%
22.6% 34.0%
20.8%
11.4%
20.0% 31.4%
29.5%
7.6%
0.0%
10.0%
20.0%
30.0%
40.0%
50.0%
60.0%
70.0%
80.0%
90.0%
100.0%
Very Low
Low
Med
ium
High
Very High
Very Low
Low
Med
ium
High
Very High
Very Low
Low
Med
ium
High
Very High
Very Low
Low
Med
ium
High
Very High
Very Low
Low
Med
ium
High
Very High
Very Low
Low
Med
ium
High
Very High
Research/data Events Inquiry calls Reprint rights Advisory / strategy days
Peer communi5es
Services ICT Solu5on Provider/Vendor Not ICT Solu5on Provider/Vendor
Copyright Kea Company 2013
#ARFORUM
Users rate a wide range of analysts’ services highly
• All six of analysts’ key services are valued high/very high by most respondents
• Interesting to segment ICT vendors from others (public, private and third sector) – Even reprints are useful • Not shown in this chart, but cross-tabs suggest
especially high take-up of free-access research by the public sector
Note: This commentary slide was added retrospec5vely. Copyright Kea Company 2013
#ARFORUM
451 Group / Tier 1
Aberdeen Group
ABI Research Aite Group
CEB/TowerGroup
Celent
Current Analysis
Datamonitor
EMA
Everest Group Forrester
Frost & Sullivan
Gartner
HfS Research
IDC
ISG
NelsonHall
Other
Ovum
RedMonk
Saugatuck
Technology Business Research Ventana
0
0.2
0.4
0.6
0.8
1
1.2
1.4
1.6
1.8
0 0.2 0.4 0.6 0.8 1 1.2 1.4 1.6 1.8
Not IC
T Solu1o
n Provider/V
endo
r
ICT Solu1on Provider/Vendor
Research Most Valuable
Copyright Kea Company 2013
#ARFORUM
Vendors and buyers have similar views
• Most of the "rms most commented on in the survey are used by both vendors and buyers – Interesting that "rms focused on sourcing
are rated highly by readers • Strong performance by Everest, HfS and
NelsonHall, but against a lower number of commenters
– Few notable divergences in valuation • Aberdeen, Saugatuck, 451, Frost
Note: This commentary slide was added retrospec5vely. Copyright Kea Company 2013
#ARFORUM
Outsourcing
Big Data
Cloud Pla[orms Cloud Applica5ons
Cloud Infrastructure
Strategy
IT Services So\ware
PaaS
Security & Privacy Applica5on Development
BPM
CRM & Customer Service
E-‐Commerce
Telecoms Services Data Integra5on
So\ware
Other, please specify...
Channels
Database Management Internet Applica5ons
Networks
Wireless
IT Administra5on
Telecoms Equipment
Law & Policy
Broadcas5ng & Cable
Publishing
Computer Equipment
Electronics
I don’t read or ask for any analyst reports
Languages & Opera5ng Systems
Don’t know
0.00
0.20
0.40
0.60
0.80
1.00
1.20
1.40
1.60
1.80
2.00
0.00 0.20 0.40 0.60 0.80 1.00 1.20 1.40 1.60 1.80 2.00
Not IC
T Solu1o
n Provider/V
endo
r
ICT Solu1on Provider/Vendor
Report Topics
Copyright Kea Company 2013
#ARFORUM
Topics of interest also well-aligned
• Vendors and buyers have broadly similar interest in topics – Outsourcing, big data, strategy, cloud, CRM
and customer services
• Few outliers – Platform as a Service more important to
vendors (emerging technology?) – Broadcasting and cable more important to
buyers (regulatory changes?)
Note: This commentary slide was added retrospec5vely. Copyright Kea Company 2013
#ARFORUM
Gartner
Forrester
HfS Research
IDC
NelsonHall
Everest Group
Ovum
ISG
Other, please specify...
Aberdeen Group
Celent Yankee Group
Frost & Sullivan
451 Group Tier 1 Aite Group
Al5meter
Datamonitor
DisplaySearch
Kennedy Saugatuck
TABB Group CEB/TowerGroup
Current Analysis
GigaOM
RedMonk
Experton Group
IDC Financial Insights
IDC Manufacturing Insights
Kable
Pierre Audoin Consultants
0.00
0.50
1.00
1.50
2.00
2.50
0.00 0.20 0.40 0.60 0.80 1.00 1.20 1.40 1.60 1.80 2.00
Not IC
T Solu1o
n Provider/V
endo
r
ICT Solu1on Provider/Vendor
Influence on Buyers
Copyright Kea Company 2013
#ARFORUM
Vendors may misestimate a few "rms’ in#uence
• Vendors likely to rate fewer "rms as in#uential – Lower rating for IDC, and its Manufacturing
and Financial Insights business
• Vendors more likely to rate Aberdeen Group, Datamonitor and Display Search
Note: This commentary slide was added retrospec5vely. Copyright Kea Company 2013
#ARFORUM
Gartner
Forrester IDC
HfS Research
Other, please specify...
Frost & Sullivan NelsonHall
Datamonitor
Ovum
451 Group Tier 1 IDC Financial Insights
Aite Group
Celent
Everest Group
Kennedy Saugatuck Canalys
CEB/TowerGroup
Constella5on Research
IDC Manufacturing Insights
ISG
Technology Business Research
Aberdeen Group
Analysys Mason
Current Analysis
DisplaySearch
GigaOM
TABB Group
Yankee Group
0.00
0.20
0.40
0.60
0.80
1.00
1.20
1.40
1.60
1.80
2.00
0.00 0.20 0.40 0.60 0.80 1.00 1.20 1.40 1.60 1.80
Not IC
T Solu1o
n Provider/V
endo
r
ICT Solu1on Provider/Vendor
Influence on Investors
Copyright Kea Company 2013
#ARFORUM
In#uence on investors takes different forms
• This was the most discussed chart at the event. Different research may in#uence different investors – Gartner is felt to be, by far, the biggest
in#uence on public "rms – A wider range of "rms are re#ected in equity
research, including IDC, Forrester and boutique "rms
– Investors in vendors may use different research from investors in enterprises
Note: This commentary slide was added retrospec5vely. Copyright Kea Company 2013
#ARFORUM
Gartner
Forrester IDC
HfS Research Ovum
451 Group Tier 1
Constella5on Research
NelsonHall
Frost & Sullivan
Everest Group
Datamonitor
Enderle Yankee Group
Other, please specify...
Aberdeen Group
TABB Group
RedMonk
Aite Group Canalys
CEB/TowerGroup GigaOM
Quocirca
Al5meter Bloor Research
Current Analysis
DisplaySearch
ESG
Informa
iSuppli Corpora5on
Kennedy
Pierre Audoin Consultants
Saugatuck
Strategy Analy5cs Technology Business Research
EMA
Experton Group IDC Financial Insights
IDC Manufacturing Insights
ISG Celent
Kable
0.00
0.20
0.40
0.60
0.80
1.00
1.20
1.40
1.60
1.80
2.00
0.00 0.20 0.40 0.60 0.80 1.00 1.20 1.40 1.60 1.80 2.00
Not IC
T Solu1o
n Provider/V
endo
r
ICT Solu1on Provider/Vendor
Influence on Journalists
Copyright Kea Company 2013
#ARFORUM
Much agreement over who in#uences journalists
• “Other, please specify” [the write-in option for "rms beyond the 50 options] does especially well here – Substantial niche leadership – Constellation, Frost, Quocirca and TABB
more visible to vendors
Note: This commentary slide was added retrospec5vely. Copyright Kea Company 2013
#ARFORUM
Gartner
Forrester HfS Research IDC
Everest Group
NelsonHall
Other, please specify...
Aberdeen Group
ISG
451 Group Tier 1
Celent
CEB/TowerGroup
Datamonitor
Ovum
Aite Group
Constella5on Research
Current Analysis
Frost & Sullivan
GigaOM
Saugatuck
Informa
Analysys Mason
Canalys
DisplaySearch
EMA
Kennedy Quocirca
RedMonk
Strategy Analy5cs
TABB Group
Ventana
Yankee Group ESG
IDC Financial Insights
IDC Manufacturing Insights
Technology Business Research
Bloor Research
Experton Group
Greyhound Research
Hurwitz & Associates
Infone5cs
Pierre Audoin Consultants
0.00
0.50
1.00
1.50
2.00
2.50
0.00 0.20 0.40 0.60 0.80 1.00 1.20 1.40 1.60 1.80 2.00
Not IC
T Solu1o
n Provider/V
endo
r
ICT Solu1on Provider/Vendor
Which firms influence you?
Copyright Kea Company 2013
#ARFORUM
Users report a wide range of sources
• Some very wide divergences – Buyer rate PAC, Ovum, TBR and Redmonk
more highly – Vendors rate Datamonitor, Aberdeen Group
and Saugatuck more highly
Note: This commentary slide was added retrospec5vely. Copyright Kea Company 2013
#ARFORUM
HfS Research
Gartner
Forrester NelsonHall
Everest Group
IDC
Other, please specify...
Saugatuck
451 Group Tier 1
Aberdeen Group
Constella5on Research
Ovum
CEB/TowerGroup Celent
Frost & Sullivan ISG
Canalys
Datamonitor
Technology Business Research Yankee Group
ABI Research
Aite Group
BARC
Bloor Research GigaOM
RedMonk
Al5meter
Current Analysis
IDC Financial Insights
Infone5cs
Informa
Kable
Pierre Audoin Consultants
Ventana
0.00
0.20
0.40
0.60
0.80
1.00
1.20
1.40
1.60
1.80
0.00 0.20 0.40 0.60 0.80 1.00 1.20 1.40 1.60
Not IC
T Solu1o
n Provider/V
endo
r
ICT Solu1on Provider/Vendor
Most independent?
Copyright Kea Company 2013
#ARFORUM
Independence is aligned with use by respondents
• Very high score for ‘Other’ is notable • Vendors less likely to rate "rms as
independent
Note: This commentary slide was added retrospec5vely. Copyright Kea Company 2013
#ARFORUM
The firms most reported to have risen in influence by respondents to the 2013 analyst value survey
HfS Research
Gartner
NelsonHall
Forrester
451 Group Tier 1
IDC
Other, please specify...
Everest Group
Ovum
Constella5on Research
Pierre Audoin Consultants
Frost & Sullivan
GigaOM
RedMonk
Copyright Kea Company 2013
#ARFORUM
HfS, Gartner, NelsonHall and Forrester said to rise
• Rather a small number of "rms are thought to have risen in in#uence this year
Note: This commentary slide was added retrospec5vely. Copyright Kea Company 2013
#ARFORUM
451 Group Tier 1
Aberdeen Group
Aite Group
Al5meter
Bloor Research Canalys
CEB/TowerGroup
Celent
Constella5on Research
Current Analysis Datamonitor
DisplaySearch EMA
Enderle ESG
Everest Group
Experton Group
Forrester
Frost & Sullivan
Gartner
GigaOM
HfS Research IDC
IDC Financial Insights
IDC Manufacturing Insights
Informa
ISG
iSuppli Corpora5on
Kable
Kennedy
NelsonHall Ovum
Pierre Audoin Consultants
Quocirca
RedMonk Saugatuck
Strategy Analy5cs
TABB Group
Technology Business Research
Ventana
Yankee Group
Other, please specify...
-‐0.5
0
0.5
1
1.5
2
2.5
0 0.5 1 1.5 2 2.5
Influ
ence on Bu
yers
Influence on Journalists
Influence on Journalists & Buyers
Copyright Kea Company 2013
#ARFORUM
Media and sales in#uence are not so strongly aligned
• ISG, Everest and NelsonHall seem to punch below their weight with the media
• Enderle, Constellation and iSuppli punch above their weight with the media
Note: This commentary slide was added retrospec5vely. Copyright Kea Company 2013
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