Technology Vendor Financials Quarterly Analysis -

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 2007.

Report Highlights
Highlights

The total revenues contributed by the top IT and telecom vendors amounted to over $512.4 billion during the fourth quarter ending December 2007. The key trends observed during this quarter include year-on-year revenue growth of 13% in the telecoms sector, and 41% y-o-y growth for IT Generalists. Other trends include share price volatility for the Network equipment vendors and decline in profits for the communications infrastructure and applications vendors. Oracle and Symantec garnered the largest revenues among IT vendors in Q407.
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TABLE OF CONTENTS
DATAMONITOR VIEW 1
CATALYST 1
SUMMARY 1
ANALYSIS 2
The telecoms sector reported 13% year-on-year revenue growth in Q4 2007 2
Virtualization and on-demand services spur 26% growth in the software infrastructure segment 3
Information management vendors reported revenue growth of 22% 3
IT services sector grew by 8% in Q4 as decision making cycles of the companies get longer 3
IT Generalist see a profitable Q4 with a 41% growth in their y-o-y net profits 5
Net profit for communication infrastructure and applications providers tumbles down by 67% in Q4 6
Software infrastructure vendors report the highest profit margins of 224% in Q4 6
Network equipment vendors witnessed share price volatility during Q4 7
Technology bellwethers saw decline in share prices amidst weak demand and fears of US slowdown 8
Technology vendors shift focus from the US to EMEA and Asia Pacific 9
Hardware vendors derived over 40% of revenues from the Asia Pacific region in Q4 2007 10
Oracle and Symantec garnered the largest revenues among IT vendors in Q4 2007 10
Profits at communication infrastructure and applications vendors declined sharply in Q4 11
Cost reduction across verticals will spur growth of IT software and services vendors 12
Appendix 13
Definitions 14
Datamonitor consulting 14
Disclaimer 14
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LIST OF TABLES
Table 1: Vendors considered for the analysis 13
LIST OF FIGURES
Figure 1: Revenues reported by IT and telecoms segments, Q4 2006-Q4 2007 ($ bn) 2
Figure 2: Revenue and profit growth as reported by IT and telecoms segments, Q4 2006-Q4 2007 ($ bn & %) 5
Figure 3: Market capitalization reported by IT and telecoms sub-segments, October-December 2007 7
Figure 4: Revenue breakdown by geography, October-December 2007 9
Figure 5: Top three companies by revenues, October-December 2007 10
Figure 6: Top three companies by profit, October-December 2007 11
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