Technology Vendor Financials Quarterly Analysis Q3 2007

This publication has been discontinued on July 19, 2011.

Introduction

Abstract

Overview

Introduction

Datamonitor' s technology vendor financial research captures financial data from a representative sample of the largest public firms in the technology sector. This analysis provides a look at quarterly revenues, profits and market capitalization for companies in the telecoms, communications infrastructure, security, IT services, hardware, and business applications sectors for Q3 2007.

Scope

• Covers global markets, including North America, EMEA and the emerging markets in APAC and Latin America.
• Includes IT generalists, telecoms, communications infrastructure, security, IT services, hardware, information management, and business applications.
• Features a regularly updated market capitalization index.

Highlights

The total revenues contributed by the top IT and telecom vendors amounted to over $510 billion during the quarter ending September 2007. The key trends observed during this quarter include Telecom sector reported 12% year-on-year revenue growth in Q3 2007;and Telecommunications sector reported high profit growth driven by wireless sector growth.

Other trends include IT generalists providing software, hardware and services witnessed share price volatility; Technology vendors improved their presence in the Asia-Pacific region; HP, Samsung and EDS generated largest revenues among IT vendors in Q3 2007; and Vodafone, Nokia and Samsung posted the highest net profits in their respective segment.

Reasons to Purchase

• Understand which tech vendors are performing well, and which are suffering.
• Analyze trends in the industry as a whole.
• Benefit from analyst insight into technology evolution and external business pressures which shape the fate of the major IT suppliers.

Table of Contents

• DATAMONITOR VIEW
  • CATALYST
  • SUMMARY
• ANALYSIS
  • The telecoms sector reported year-on-year revenue growth of 12% in Q3 2007
    • The software infrastructure industry grew by 19% as enterprises focused on improving their IT efficiency
    • Business application vendors reported 18% revenue growth driven by increased demand from SMEs
    • Pricing pressures prevailing in the security market are impacting upon the growth of security solution providers
    • Consumer demand has boosted communication infrastructure and applications vendors' revenues
  • The telecommunications sector reported high profit growth driven by the wireless sector
    • Content-centric collaboration within enterprises necessitates adoption of content management solutions
  • IT generalists providing software, hardware and services witnessed share price volatility
    • Use of next-generation technologies increased the share price of equipment vendors
  • Technology vendors improved their presence in the Asia Pacific region
    • Hardware vendors derived over 40% of revenues from the Asia Pacific region in Q3 2007
  • HP, Samsung and EDS garnered the largest revenues among IT vendors in Q3 2007
  • Vodafone, Nokia and Samsung posted the highest net profits in their respective segments
  • Business application vendors are expected to maintain high growth by focusing on SMEs
  • Appendix
  • Definitions
  • Datamonitor consulting
  • Disclaimer
  • List of Tables
    • Table 1: Vendors considered for the analysis
  • List of Figures
    • Figure 1: Revenues reported by IT and telecoms segments, Q3 2006-Q3 2007 ($ bn)
    • Figure 2: Revenue and profit growth as reported by IT and telecoms segments, Q3 2006-Q3 2007 (%)
    • Figure 3: Market capitalization reported by IT and telecoms sub-segments, July-September 2007
    • Figure 4: Revenue breakdown by geography, July-September 2007
    • Figure 5: Top three companies by revenues, July-September 2007
    • Figure 6: Top three companies by profit, July-September 2007

Related Reports