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Jun 28, 2019, by Dominique Raviart
We recently talked to DXC Technology’s Analytics business line about its work with German premium car OEM BMW, its positioning in autonomous vehicles, and its differentiation strategy.
BMW recently provided some light on the dynamics behind its Vision iNEXT autonomous car due to launch in late 2021. Vision iNEXT, BMW’s first autonomous vehicle, will offer Level 3 auton[...]
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Apr 08, 2019, by Dominique Raviart
We recently talked with Sopra Steria about its work and capabilities around big data and analytics. The company has created a Data Science CoE (or Technology Stream in Sopra Steria’s terminology), which brings specialized services and expertise to the various in-country systems integration (SI) business units, focusing on its key accounts and bringing vertical knowledge.
Sop[...]
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Jan 08, 2019, by NelsonHall Analyst
Yesterday morning, DXC announced its intended acquisition of Luxoft in an all cash transaction of $59 per share, around $2bn. This represents a 48% premium over Luxoft’s average closing share price over the previous ninety days (and ~86% premium on Friday’s closing price). The deal is expected to close by end June 2019.
In recent years DXC (including as CSC) has made a number of[...]
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Oct 16, 2018, by Mike Smart
Mike Smart presents summary highlights from IBM and The Weather Company at Red Bull Racing.[...]
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Sep 07, 2018, by Dominique Raviart
While Sopra Steria may be known for its execution excellence and its investment in delivery industrialization, it had not really invested in creating accelerators and IP. Then, early last year it launched its Digital Enablers program with accelerators in mind.
The company followed a slightly different approach to some of its peers in India, and initially focused on providing its d[...]
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Jul 13, 2018, by Mike Smart
NelsonHall recently attended Atos’ Technology Day in Paris, where we heard updates on its digital technology initiatives, including key partnerships with Siemens and Google, and new AI product developments.
Extending partnership with Siemens
Atos gave an update on its ongoing investment with Siemens, a seven-year-old partnership that was recently extended to 2020 wit[...]
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Aug 22, 2017, by Dominique Raviart
We recently met with Sopra Steria to discuss the broad topic of intellectual capital and accelerators. We came away impressed with Sopra Steria’s approach that is both very new (launched early 2017) and also broader in focus than technical accelerators.
Earlier this year Sopra Steria launched its Digital Enablers initiative. Digital Enablers has several aspects: creatin[...]
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May 27, 2017, by Dominique Raviart
CGI recently briefed NelsonHall on its capabilities for the manufacturing sector and how it is addressing opportunities around digital manufacturing/Industry 4.0.
CGI’s service portfolio for digital manufacturing addresses the manufacturing sector also other industries with similar needs around supply chain and distribution operations, including retail/distribution, and life[...]
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Apr 28, 2017, by NelsonHall Analyst
NelsonHall recently completed an analysis of the digital transformation capabilities and offerings of selected IT services vendors. While all vendors are investing in offerings under the ‘digital transformation’ umbrella, their investments range from industry-focused offerings using proprietary IP, to packaged solutions, to digital strategy consulting.
One area of focu[...]
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Mar 07, 2017, by Dominique Raviart
We recently met with the head of Capgemini’s Digital Manufacturing unit to get a perspective on the challenges in manufacturing and how Capgemini is helping to address them.
Digital Manufacturing (DM), one of Capgemini’s newer strategic offerings, is a virtual service line across Capgemini units, having both portfolio and delivery responsibility.
So What Does Digita[...]
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Jul 08, 2016, by Dominique Raviart
Four years ago, at the time of the London 2012 Olympics and Paralympic Games, NelsonHall reported on the work Atos does for the International Olympic Committee (IOC) though its Major Events unit. See our previous commentary here. This week we visited its center in Barcelona to get an update on the work it is doing for the Rio Games starting next month,
The Olympic Games remain a fantastic o[...]
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Mar 31, 2016, by Dominique Raviart
In December 2015, we published two blogs about M&A activity in the IT services industry in 2015 (here are the links for Part 1 and Part 2). This blog examines M&A activity in IT services in Q1 2016 and sets our expectations for the rest of this year.
In short, 2016 started off with a bang, with two very large IT services acquisitions announced in the first [...]
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Mar 14, 2016, by Dominique Raviart
Sopra Steria announced recently its 2015 results (click here for more information on the recent results). The results contained a number of surprises. Our key take-aways from the results are discussed below.
Strong Financial Performance in French Operations in Spite of Merger
Credit is due to Sopra Steria’s management in managing the rapid turnaround of Steria France in spite of i[...]
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Jan 05, 2016, by Dominique Raviart
CISQ and Structural Quality
The Consortium for IT Software Quality (CISQ) recently made an announcement related to software quality. CISQ is a relatively young organization, founded in 2009 by Carnegie Mellon’s Software Engineering Institute (the organization that initiated the CMM process standards) and a slightly lesser-known organization, Object Management Group (OMG), an IT standard t[...]
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Jan 04, 2016, by Dominique Raviart
This is the second of three articles examining M&A activity in IT services during 2015. Last time we looked at how M&A activity was being driven by $10bn to $15bn vendors. This time we take a look at M&A around newer service offerings and digital transformation. The firms that are acquiring capabilities in digital services are vendors in good financial health that have mostly alre[...]
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Sep 28, 2015, by Dominique Raviart
Three questions are commonly being aired these days about the delivery of IT services in support of digital transformation initiatives. Having heard each of these being raised several times, we thought it is a good time to put them through a bit of a reality check. First up for examination...
Is “Fail Fast, Move On” the Right Approach to Digital Transformation Projects?
The [...]
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May 05, 2015, by Dominique Raviart
Capgemini recently briefed NelsonHall on changes in its analytics and big data practice. The company has recently rebranded its business information management (BIM) global service line (GSL) as Insights & Data (I&D) and announced the availability in H2 2015 of its analytics platform, ‘Insights-as-a-Service’.
Background
In 2010 Capgemini created BIM as a GSL which, in Cap[...]
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Mar 09, 2015, by Dominique Raviart
At Cognizant’s European analyst event in Berlin, the topic of digital transformation and in particular its Horizon 3 services dominated discussions. Horizon 3 services now represent a NelsonHall estimated 10% of revenues (~$1.0bn in 2014). Horizon 3 includes new services such as digital services as well as new business models and new sectors/new geographies.
Digital Transformation
Cogn[...]
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Feb 02, 2015, by Dominique Raviart
TCS has briefed NelsonHall on the recent launch of its DevOps related IP, Non-Production Environment Tracking and Release Automation (NETRA).
With NETRA, TCS Assurance Services Unit (ASU), the main testing unit of TCS, is pursuing its strategy originated with Intelligent Testing Systems (ITS) to develop broad-reaching IPs, encompassing open source software, COTS, and TCS-developed accelerators.[...]
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Dec 02, 2014, by Dominique Raviart
NelsonHall recently attended Luxoft’s first ever analyst event in New York.
Luxoft is a young company - it was founded in 2000 - that is enjoying very fast growth (20%-25% depending on the year). For its FY 2015 it has guided on revenue growth of at least 28% (of which 25% organic) and an adjusted EBITDA margin in the 17% to 19% target range.
Luxoft is targeting $1bn in annual revenues[...]