Technology Vendor Financials Quarterly Analysis - Q4 2007

A Report Analyzing Trends in Profitability and Revenue Growth by Technology Sub-Sector. in Addition, The Report Highlights Emerging Industry Trends or External Environmental Factors Which Could Be Influencing Revenue and Prof

Publication Date	May 2008
Publisher	Datamonitor
Product Type	Brief
Pages	14
ISBN Number	not applicable
Product Code	DAT11762

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Summary

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.

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 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.

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.

Content

Datamonitor View
Catalyst
Summary
Analysis
- The telecoms sector reported 13% year-on-year revenue growth in Q4 2007
- Virtualization and on-demand services spur 26% growth in the software infrastructure segment
- Information management vendors reported revenue growth of 22%
- IT services sector grew by 8% in Q4 as decision making cycles of the companies get longer
- IT Generalist see a profitable Q4 with a 41% growth in their y-o-y net profits
- Net profit for communication infrastructure and applications providers tumbles down by 67% in Q4
- Software infrastructure vendors report the highest profit margins of 224% in Q4
- Network equipment vendors witnessed share price volatility during Q4
- Technology bellwethers saw decline in share prices amidst weak demand and fears of US slowdown
- Technology vendors shift focus from the US to EMEA and Asia Pacific
- Hardware vendors derived over 40% of revenues from the Asia Pacific region in Q4 2007
- Oracle and Symantec garnered the largest revenues among IT vendors in Q4 2007
- Profits at communication infrastructure and applications vendors declined sharply in Q4
- Cost reduction across verticals will spur growth of IT software and services vendors
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, Q4 2006-Q4 2007 ($ bn)
- Figure 2: Revenue and profit growth as reported by IT and telecoms segments, Q4 2006-Q4 2007 ($ bn & %)
- Figure 3: Market capitalization reported by IT and telecoms sub-segments, October-December 2007
- Figure 4: Revenue breakdown by geography, October-December 2007
- Figure 5: Top three companies by revenues, October-December 2007
- Figure 6: Top three companies by profit, October-December 2007