Technology and Communications Vendor Financials Quarterly Analysis - Q4 2009

Introduction

This report provides a detailed analysis of quarterly revenues, profits and market capitalization for companies in the telecoms, communications infrastructure and applications, security, IT services, hardware, information management, software infrastructure, and business applications sectors for Q4 2009.

Scope

*Covers global markets, including North America, EMEA and the emerging markets in APAC and Latin America

*Includes large IT generalists, telecoms, communications infrastructure and applications, security, IT services, hardware, and business applications

*Features a regularly updated market capitalization index

Highlights

The key trends observed during the quarter include double-digit revenue growth for the hardware and software infrastructure vendors. In terms of profitability, IT generalist and IT services segments' profitability grew more than 35% year-on-year.

Stock prices continued their upward trend. Hardware, IT generalist and IT services vendors increased their focus on emerging markets in EMEA and Asia Pacific.

While Symantec, Oracle and EMC reported the highest revenues in their respective sectors; Oracle, EMC and Microsoft recorded the highest operating profit in their respective sectors.

Reasons to Purchase

*Track differences between sub-sectors

*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


Report Highlights
The key trends observed during the quarter include double-digit revenue growth for the hardware and software infrastructure vendors. In terms of profitability, IT generalist and IT services segments' profitability grew more than 35% year-on-year.

Stock prices continued their upward trend. Hardware, IT generalist and IT services vendors increased their focus on emerging markets in EMEA and Asia Pacific.

While Symantec, Oracle and EMC reported the highest revenues in their respective sectors; Oracle, EMC and Microsoft recorded the highest operating profit in their respective sectors.
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OVUM VIEW 1
CATALYST 1
SUMMARY 1
ANALYSIS 2
hardware and software infrastructure vendors reported double-digit revenue growth 2
The hardware sector's revenues grew 25.6% 3
The software infrastructure segment rebounded with a 12.2% increase in revenues 4
The security sector continued to flourish in Q4 2009 4
IT generalist and it services segments' profitability grew more than 35% year-on-year 5
Profits in the IT generalist sector grew by 62.5% 7
The IT services sector reported a 35.3% growth in net profit 7
stock prices continued their upward trend 9
hardware, IT generalist and It services vendors increased their focus on emerging markets in EMEA and Asia Pacific 11
symantec, Oracle and EMC reported the highest revenues in their respective sectors 13
Oracle, EMC and Microsoft recorded the highest operating profit in their respective sectors 16
FUTURE OUTLOOK 19
APPENDIX 20
Definitions 21
Ask the analyst 21
Disclaimer 21
List of Tables
Table 1: Revenues reported by the IT and telecoms segments, Q4 2008 to Q4 2009 ($bn) 3
Table 2: Revenues and net profit growth/loss reported by the IT and telecoms segments, Q4 2009 6
Table 3: Revenue breakdown for the IT and telecoms sector by geography, October 2009 to December 2009 ($bn) 12
Table 4: Top IT and telecoms companies by revenues, October 2009 to December 2009 14
Table 5: Top IT and telecoms companies by operating profit/loss, October 2009 to December 2009 17
Table 6: Vendors considered for the Technology Vendor Financials Quarterly Analysis 20
List of Figures
Figure 1: Revenues reported by the IT and telecoms segments, Q4 2008 to Q4 2009 2
Figure 2: Net profit growth/loss as reported by the IT and telecoms segments, Q4 2009 5
Figure 3: Market capitalization reported by IT and telecoms segments, October 2009 to December 2009 9
Figure 4: Revenue breakdown by geography, October 2009 to December 2009 11
Figure 5: Top companies by revenues, October 2009 to December 2009 13
Figure 6: Top companies by operating profit/loss, October 2009 to December 2009 16

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