Dec 20, 2013, by Dominique Raviart
Cigniti Technologies is looking to achieve ~$100m in revenues by FY 2016 (the year ending March 31, 2016. The milestone targets on this three-year journey are ~$50m in FY 2014 and $70m in FY 2015. To give a sense of the scale of this ambition, Cigniti’s FY 2013 revenues were ~$27m.
Headcount growth targets are from the current 800 to ~1,200 by end FY 2014, and ~2,500 by fiscal 2016.
[...]
Dec 06, 2013, by Dominique Raviart
Amazon Web Services has launched Amazon WorkSpaces, a public cloud-hosted standard virtual desktop offering. The offering mirrors the IaaS Amazon EC2 offerings of Amazon Web Services, with shared IT infrastructures, multi-tenancy, fast provisioning and opex models.
Amazon Workspaces features include:
A choice of different CPUs, memory, storage
Storage is attached to each virtu[...]
Nov 15, 2013, by Dominique Raviart
Atos has unveiled its financial objectives for its Worldline unit. The company is to float Worldline by mid-2014, while keeping a majority stake in the company. Proceeds from the IPO are to finance organic growth and especially acquisitions.
Financial objectives for the 2013-2017 period include:
Revenue growth of 5% to 7% (2013-2017 CAGR) all organic (2012 revenues €1,066m, +5%; 2013[...]
Nov 15, 2013, by Dominique Raviart
Atos has unveiled its Ambitions 2016 plan in whch it has detailed how two of its key service lines (Managed Services and Systems Integration) will evolve over the next three years.
Managed Services
Managed Services (MS) is planning to grow at a 5% 2013-2016 CAGR with a slight organic growth. The unit has stabilized (organic growth 2011: +1.7% ; 2012; +2.4%;[...]
Oct 21, 2013, by Dominique Raviart
Cigniti’s mobile application testing road-map prefigures how overall software testing is likely to evolve over the next few years. Like a number of its competitors, Cigniti has launched a centralized service consolidated across labs, therefore allowing economics of scale. The company is able to share costs of its device estate investment across clients, at a minimal price i.e.[...]
Oct 07, 2013, by Dominique Raviart
Capgemini Group, through its Mobile Solutions (MS) unit, has briefed us on its recent mobile device management (MDM) offering, called Mobile Secure, launched with SAP and Amazon Web Services in May 2013
Capgemini MS has designed this offering to be as affordable as possible: the offering is marketed at a price of €1/$1.11 per device per month. It is based on SAP Afaria (acqu[...]
Sep 24, 2013, by Dominique Raviart
NelsonHall recently attended an Infosys analyst event in Europe, where it was briefed by Infosys on progress in its ‘Infosys 3.0’ strategy.
The company is looking to build its Consulting & Systems Integration (C&SI) and Product & Platform Solutions (PPS) businesses while further strengthening its core Business and IT Services (BITS) businesses; the intent remains to deri[...]
Sep 19, 2013, by Dominique Raviart
SQS management has recently elaborated on its recent H1 2013 performance. Revenues were €108m up 4.9% y/y and up ~5.9% (NelsonHall estimate) organic. Adj. EBIT margin was 4.6% up 50 bps y/y.
Activities per Service Line
Managed Services (MS) revenues were up 24% to €42m (39% of total SQS revenues). Growth continues, but at a decelerating pace (H1 2011: +247%, H2 2011: +89%; H1 2012:[...]
Aug 30, 2013, by Dominique Raviart
SQS has recently briefed NelsonHall on its on-demand testing offering announced earlier this month. The company has introduced two pay-per-use offerings around mobile and web applications. In detail,
SQS is offering a mobile application and web site performance testing service based on SOASTA CloudTest. It is also providing functional testing services for mobile applications and web si[...]
Aug 30, 2013, by Dominique Raviart
NelsonHall is currently conducting a report on virtual desktop services and BYOD. The market is shifting from virtual desktop services to services that support choose your own device scenarios. Enterprise mobility, however, remains strictly confined to smart phones and to some extent to tablets.
Traditionally, there were two main end user outsourcing offerings in the market:[...]
Jul 18, 2013, by Dominique Raviart
Infosys and TCS published recently their Q1 FY 2014 (calendar Q2) financials. The two companies provide as part of their financial reporting indications on their software testing activities. In detail, in Q1
TCS’s assurance services were up (a NelsonHall estimated) ~24% to ~$256m
Infosys testing revenues were up ~+14% to $165m.
The Q1 FY 2014 information is consistent with their[...]