quarterly research summary q2 2018 - techmarketview
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UK SITS Supplier Rankings 2018Rankings report compiled through detailed analysis of the UK SITS revenues of over 200 publicly quoted and privately held companies. The report reviews performance and prospects of suppliers in the Top 30, as well as ranking tables for the Top 60 UK SITS suppliers and reasons why aggregate revenue for these suppliers grew more slowly in 2017. Plus names of the 3 new entrants into the Top 60.
TMV ANALYST TEAM | REPORT | 25/06/2018
Market Trends and Forecasts 2018Suppliers are faced with a fast-moving market, defined by rapidly-evolving client requirements and an acceleration in technological advancements. However, we see increasing evidence that many are struggling to make the changes necessary to compete in the ‘digital world’. In this latest report, you will read market analysis from each of TechMarketView’s Research Directors across all research areas.
TMV ANALYST TEAM | REPORT | 26/06/2018
This quarter we released our annual flagship reports. In UK Software and IT Services Market Trends and Forecasts 2018 suppliers are faced with a fast-moving market, defined by rapidly-evolving client requirements and an acceleration in technological advancements. However, we see increasing evidence that many are struggling to make the changes necessary to compete in the ‘digital world’. In UK Software and IT Services Rankings 2018, you will read market analysis from each of TechMarketView’s Research Directors across all research areas. The rankings have been compiled through a detailed analysis of the UK SITS revenues of over 200 publicly quoted and privately held companies. Despite its annus horribilis, can Capita hold on to the top spot in the rankings for the fifth year in a row?
Elsewhere, in ESASViews, Angela Eager, reports on Machine Learning-as-a-Service, giving a market view and prospects for
Quarterly Research Summary Q2 2018
1 Quarterly Research Summary Q2 2018
Not sure how to access the research?Contact Client Services for details email [email protected]
the future and in SecureConnectViews, Martin Courtney brings us SD-WAN Builds New Service Models for Network Providers - a report outlining the benefits of SD-WAN products and services to private and public sector buyers. In the Foundation Service, Anthony Miller delivers his usual quarterly round-up of Offshore Views, Venture Capital Review, Corporate Activity and the Quoted Sector.
These are just a few of the key highlights but scroll through the review to see what else we’ve published this quarter.
KEY: Foundation Service PublicSectorViews FinancialServicesViews BusinessProcessViews ESASViews
InfrastructureViews SecureConnectViews Available in all streams. Click on the image or report title to read more...
Open Banking and Fintech - a View from Money 2020Open Banking is a critical crystallisation point for all financial institutions in Europe. For Software and IT Services providers, this creates a world of opportunity. The mandatory change touches every business in the ecosystem, creating a raft of exciting new players, driving consolidation among established players and accelerating the adoption of new technologies and innovation.
RICHARD JOHNSON | ANALYSTVIEWS | 11/06/2018
IndustryViews Venture Capital Review Q1 2018The total number of UK and Irish technology company venture capital deals reached a new high in Q1 2018, although the total value of funding fell for the second successive quarter. The latest edition of IndustryViews Venture Capital includes over 30 pages summarising significant venture funding in UK tech companies during the first quarter of 2018.
ANTHONY MILLER | REPORT | 08/06/2018
Georgina O'Toole TECHMARKETVIEW
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PublicSectorViews NTT DATA UK: PUBLIC SECTOR POTENTIAL
JUNE 2018
NTT DATA UK: Public Sector PotentialNTT Group is a mammoth Japanese-headquarted business. NTT DATA UK is part of the Group. But outside Japan, NTT struggles with its brand identity, being predominantly seen as a telco player. In this research note we get behind the well-kept secret that is NTT DATA, explore its ICT services capabilities and offerings, its current positioning in the UK public sector, and its plans and ambitions for growth.
GEORGINA O’TOOLE | ANALYSTVIEWS | 04/06/2018
OffshoreViews Q1 2018The final numbers are still being tallied but it will come as no surprise to anyone that once again TCS heads the list among the India-based offshore services firms of the top ranked suppliers of software and IT/BP services to the UK market in 2017. According to our estimates, TCS recorded UK revenues of just over £2b in 2017, more than double its nearest contender, HCL, securing its place among the Top 5 suppliers in the UK market.
ANTHONY MILLER | REPORT | 00/00/2018
And if you haven’t booked already, don’t forget to secure your place at our annual TechMarketView Presentation and Dinner, to be held 13th September at Royal Institute of British Architects (RIBA) in Portland Place, London. Click here to find out more.
2 Quarterly Research Summary Q2 2018
Not sure how to access the research?Contact Client Services for details email [email protected]
Northgate Public Services wins major Met Police dealThe Metropolitan Police Service(MPS) has awarded NorthgatePublic Services (NPS) thecontract to provide the technology forits Met Integrated Policing Solution(MiPS) project. The contract is for aninitial five-years, with an option toextend for a further five years.
DALE PETERS | UKHOTVIEWSEXTRA | 08/05/2018
Share Indices in May 18May proved to be a pretty good month for most tech indices. NASDAQ was up 5.4% (7.85% YTD), TechMark100 up 5% (up 1.7% YTD) and the FTSE SCS Index (which most closely tracks the quoted UK HQed SITS companies we follow) was up 6% (but still nursing a 19.5% decline YTD).
RICHARD HOLWY | UKHOTVIEWSEXTRA | 03/06/2018
Kate Hanaghan TECHMARKETVIEW
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CompanyViews FUJITSU FY17: BECOMING MORE CUSTOMER-RESPONSIVE
MAY 2018
Fujitsu FY17: Becoming more customer-responsiveThis research note outlines the financial performance of Fujitsu in the UK over the past year. An improved story in revenue terms has played out alongside some fundamental changes to structure and approach. Furthermore, rather encouragingly, evidence appears to show that when it does present new technology solutions that respond to a business need, the customer reaction is very positive.
KATE HANAGHAN | ANALYSTVIEWS | 31/05/2018
Sopra Steria: Strategic importance of UKVI winWe recently commented on SopraSteria’s new win with UK Visas &Immigration (UKVI). We have,also, recently been briefed on SopraSteria’s new UK Government strategy,devised by Adrian Fieldhouse, MD UKGovernment sector. The latest contractwin is strategically important; it isAdrian’s first opportunity to validatehis strategy within the market and to other stakeholders.
GEORGINA O’TOOLE | UKHOTVIEWSEXTRA | 24/05/2018
Georgina O'Toole TECHMARKETVIEW
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PublicSectorViews UKCLOUD: RESPONDING TO A CHANGING MARKET
MAY 2018
UKCloud: Responding to a changing marketUKCloud has just completed its seventh year of operations. It has been a year-on-year growth story. However, growth (YoY) has slowed significantly.In this PublicSectorViews’ research note, we consider the reasons behind the recent slowdown in growth and consider whether recent investments will accelerate the expansion of the business and allow UKCloud to dominate the UK public-sector IaaS market.
GEORGINA O’TOOLE | ANALYSTVIEWS | 22/05/2018
Capita’s PCS contract woes underline the need to rewrite the rules on risk transferThe National Audit Office (NAO) today released its findings into Capita’s primary care support services contract with NHS England and poses some significant questions regarding risk transfer and the need for genuine partnership working if the private sector is to play a positive future role in helping transform public services.
MARC HARDWICK | UKHOTVIEWSEXTRA | 17/05/2018
Elliott takes Cognizant money and runsGreat catch by India’s Economic Times spotting that activist investor Elliott Management disappeared from New Jersey-headquartered offshore services firm Cognizant’s shareholder list in its March 2018 SEC filing. And full marks to Elliott for spotting an opportunity for a 50%+ return on investment in under 18 months!
ANTHONY MILLER | UKHOTVIEWSEXTRA | 17/05/2018
Marc Hardwick TECHMARKETVIEW
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BusinessProcessViews CAPITA – THE ROAD TO REINVENTION
MAY 2018
Capita - The Road to ReinventionNew CEO Jonathan Lewis took the opportunity of the annual results announcement to launch the outcomes of his strategic review and proposed transformation plan. This report represents our initial assessment of the new strategy and transformation programme highlighting some of the likely hurdles that will need to be overcome in coming months if Lewis is to get Capita back on track.
BT Strategy Update: Consumer investment and enterprise cost reduction hold swayA detailed look at BT’s latest strategy update confirms a familiar pattern: the telco is pushing resource into expanding its consumer voice, data and TV revenue whilst simultaneously trying to strip cost out of its ailing business divisions to drive future profitability.
MARC HARDWICK | ANALYSTVIEWS | 11/05/2018 MARTIN COURTNEY | UKHOTVIEWSEXTRA | 11/05/2018
3 Quarterly Research Summary Q2 2018
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Scotland’s joined-up strategy for digital health and careScotland’s Digital Health and Care Strategy was published yesterday, presenting a vision for a digital and interoperable health and social care system. The strategy was developed jointly by the Scottish Government, Convention of Scottish Local Authorities (COSLA) and NHS Scotland. It was advised by an independent panel of UK and international health and technology experts, chaired by Professor David Bates.
DALE PETERS | UKHOTVIEWSEXTRA | 28/05/2018
Pharmacy2U on mission to disrupt UK healthcare marketThe UK’s largest online pharmacy, Pharmacy2U, has secured a further £40m of investment to support the growth of its online NHS repeat prescription service. Already a disruptive force in the UK healthcare market, Pharmacy2U has persuaded London-based healthcare-focused private equity firm G Square to back it with a significant investment alongside existing investor BGF.
TOLA SARGEANT | UKHOTVIEWSEXTRA | 18/04/2018
Cyber security suppliers join new cold war at RSA 2018This year’s RSA IT security conference brought together some of the leading players in the cyber security world in more ways than one, demonstrating what looks like real intention to enable greater collaboration in the fight against cybercriminals and state-sponsored hackers.
MARTIN COURTNEY | UKHOTVIEWSEXTRA | 19/04/2018
Marc Hardwick TECHMARKETVIEW
WWW.TECHMARKETVIEW.COM
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BusinessProcessViews INTELLIGENT AUTOMATION – WHAT A MATURING MARKET MEANS FOR BPS PLAYERS
MAY 2018
Intelligent Automation – What a maturing market means for BPS playersThis report looks at how intelligent automation is maturing and what this means for BPS providers. We are seeing the more established technologies like RPA becoming increasingly deployed in conjunction with other complementary technologies such as Machine Learning, Voice Activation and Natural Language Processing (NLP).
MARC HARDWICK | ANALYSTVIEWS | 04/05/2018
Shares Indices for April 18SharesApril 18 proved to be an ‘interesting’ month with contrasting performances. The FTSE100 had its best month YTD with a 6.4% rise (still down 2.3% YTD) - mostly on the back of well-publicised M&A fever.
RICHARD HOLWAY | UKHOTVIEWSEXTRA | 01/05/2018
IndustryViews Quoted Sector Q1 2018Most of the UK tech indices we track performed badly in Q1 with the FTSE SCS index, a proxy for UK listed software and IT services (SITS) companies being the worst performer. Indeed, the aggregate value of quoted UK SITS stocks fell for the first time in five quarters, by nearly 20% to £33.5b.
ANTHONY MILLER | REPORT | 26/04/2018
IndustryViews Corporate Activity Q1 2018The first quarter of the year is usually a quieter time for merger and acquisition activity in the UK software and IT services (SITS) sector and Q1 2018 was no exception. UK companies continued to be the most prolific buyers of UK targets, though were less active internationally. You can see the detail and the numbers in our latest quarterly review, IndustryViews Corporate Activity Q1 2018.
ANTHONY MILLER | REPORT | 26/04/2018
Angela Eager TECHMARKETVIEW
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EMAIL: [email protected]
Enterprise Software & Application Services MACHINE LEARNING-AS-A-SERVICE: MARKET OVERVIEW, TECHNOLOGY, PROSPECTS
MAY 2018
Machine Learning-as-a-Service: Market Overview, Technology, ProspectsAs businesses move towards low friction, data-driven digital models, these outcomes are guided by the need to support high quality, engaging and sustainable customer experiences. The deployment of artificial intelligence and machine learning (AI/ML) via Machine Learning-as-a-Service (MLaaS) - is an important enabler.
ANGELA EAGER | REPORT | 30/04/2018
Martin Courtney TECHMARKETVIEW
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EMAIL: [email protected]
SecureConnectViews SD-WAN BUILDS NEW SERVICE MODELS FOR NETWORK PROVIDERS
APRIL 2018
SD-WAN Builds New Service Models for Network ProvidersOur SD-WAN Builds New Service Models for Network Providers report outlines the benefits of SD-WAN products and services to private and public sector buyers, defines the different approaches to deployment currently on offer, and lists the major players offering services and solutions to UK customers.
MARTIN COURTNEY | REPORT | 20/04/2018
4 Quarterly Research Summary Q2 2018
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HCL takes software plunge with ActianChennai-headquartered offshore services major HCL Tehcnologies has made a big jump into the database and analytics space with the acquisition of Palo Alto based Actian. The acquisition is being effected via a joint venture between HCL and Sumeru Equity Partners (SEP), a tech-focused, mid-market private equity firm founded in 2014 by investors and operators from Silver Lake Sumeru, a $1.1 billion fund started in 2007 within Silver Lake.
ANTHONY MILLER | UKHOTVIEWSEXTRA | 13/04/2018
GDS to DCMS: What to make of shift in data responsibility?It would have been easy to miss the announcement if it hadn’t been for the furore on Twitter. There had already been speculation, but, late on Thursday, Prime Minster, Theresa May, confirmed that responsibility for data sharing, data ethics, open data and data governance would move from the Government Digital Service (GDS) to the Department for Digital, Culture, Media & Sport (DCMS). The transfer came into effect on Sunday (1st April).
Share indices for March 2018 - The Truth is in the NumbersWhen the UK’s most valuable software company loses half its value overnight, the effect ripples through the FTSE indices. Let’s start with the FTSE SCS (software and services) index, in which Micro Focus was the largest among the 12 constituents. The SCS index fell 22% in March and now sits 30% lower than the start of the year. The key FTSE 100 index, in which Micro Focus also features, fell 2.4% in March and is 8.2% down this year.
GEORGINA O’TOOLE | UKHOTVIEWSEXTRA | 03/03/2018
RICHARD HOLWAY | UKHOTVIEWSEXTRA | 02/04/2018
Georgina O'Toole TECHMARKETVIEW
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EMAIL: [email protected]
PublicSectorViews FUJITSU UK PUBLIC SECTOR: TIMES THEY ARE A-CHANGING
APRIL 2018
Fujitsu UK Public Sector: Times they are a-changingIt’s only been a couple of months since we last refreshed our analysis of Fujitsu’s UK public sector business (see Public Sector SITS Supplier Prospects 2018), but it feels like things are moving on reasonably quickly, both in terms of the company’s performance and its attitude to working in the sector. This research note from PublicSectorViews looks at what has changed and what still neesd to be done.
GEORGINA O’TOOLE | ANALYSTVIEWS | 09/04/2018
An Evening with TechMarketViewThere’s still time to buy your tickets for our annual Presentation and Dinner 2018
13 September 2018 | 6.30pm — 11.00pmRIBA, London
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