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
- 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
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