OVUM VIEW 1
CATALYST 1
SUMMARY 1
ANALYSIS 2
hardware, software infrastructure and It generalist vendors reported double-digit revenue growth 2
The hardware sector's revenues grew 42.3% 3
The software infrastructure segment continued momentum and grew 15.4% Y-o-Y 4
The IT generalist sector's revenues grew 13.3% Y-o-Y in Q1 2010 4
Communications infrastructure, Hardware and IT generalist segments' profitability more than doubled year-on-year 6
The hardware sector's profitability grew more than ten times 7
The communications infrastructure sector's profitability quadrupled in Q1 2010 8
Profits in the IT generalist sector doubled Y-o-Y in Q1 2010 8
stock prices across sectors continued their upward trend 10
hardware, Communications infrastructure and IT generalist vendors increased their focus on emerging markets in EMEA and Asia Pacific 12
EMC, Oracle and symantec contributed more thaN 48% of total revenues in their respective sectors 14
Oracle, EMC, Symantec and Cisco Systems recorded the highest operating profit in their respective sectors 17
FUTURE OUTLOOK 20
APPENDIX 21
Definitions 22
Ask the analyst 22
Disclaimer 22
List of Tables
Table 1: Revenues reported by the IT and telecoms segments, Q1 2009 to Q1 2010 ($bn) 3
Table 2: Revenues and net profit growth/loss reported by the IT and telecoms segments, Q1 2010 7
Table 3: Revenue breakdown for the IT and telecoms sector by geography, January 2010 to March 2010 ($bn) 13
Table 4: Top IT and telecoms companies by revenues, January 2010 to March 2010 15
Table 5: Top IT and telecoms companies by operating profit/loss, January 2010 to March 2010 18
Table 6: Vendors considered for the Technology Vendor Financials Quarterly Analysis 21
List of Figures
Figure 1: Revenues reported by the IT and telecoms segments, Q1 2009 to Q1 2010 2
Figure 2: Net profit growth/loss as reported by the IT and telecoms segments, Q1 2010 6
Figure 3: Market capitalization reported by IT and telecoms segments, January 2010 to March 2010 10
Figure 4: Revenue breakdown by geography, January 2010 to March 2010 12
Figure 5: Top companies by revenues, January 2010 to March 2010 14
Figure 6: Top companies by operating profit/loss, January 2010 to March 2010 17
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