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Blog posts by Rachael Stormonth

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  • Accenture to Acquire Agilex to Enhance Digital Capabilities and Agile Delivery for Federal Sector

    Feb 09, 2015, by Rachael Stormonth

    Accenture Federal Services (AFS) is to acquire Agilex Technologies, a privately-held provider of digital solutions for the U.S. federal government based in Chantilly, VA. Terms of the transaction were not disclosed.  The acquisition will enhance Accenture’s digital capabilities in analytics, cloud and mobility for federal agencies. It also will add agile delivery expertise. Agilex br[...]

  • Cognizant Looks to Deliver 15% Organic Growth in 2015 - Industry-Specific BPO Utilities a Key Part of the Growth Strategy

    Feb 09, 2015, by Rachael Stormonth

    A strong end to 2014 for Cognizant, with the disruption of Q2 results (due to client specific issues) now a fading memory. Q4 2014 revenues were up 16.4% y/y, up 13% y/y excluding Trizetto. And non-GAAP operating margin of 19.4% was within its targeted range. Q4 2014 revenue breakdown by vertical (and actual revenue growth) was: Financial services: $1,121m (+12.4%), with strong gr[...]

  • IBM Cloud Infrastructure Investments Lead IBM Outsourcing Transformation

    Feb 04, 2015, by Rachael Stormonth

    Overall IBM Group revenues in 2014 declined 6% (-1% in CC and excluding divestitures). However, IBM is in the midst of a major adjustment of its portfolio. In line with this, the company is reporting $25bn in revenues (and 16% revenue growth) in 2014 (out of a total of $92.8bn) from its "strategic imperatives". IBM's acquisition of Softlayer, where it continues to invest strongly,[...]

  • CGI Q1 FY 15 Results: Claims A Strong Start to The Year, though Revenues Down in All Geos Apart from U.K.

    Feb 03, 2015, by Rachael Stormonth

    CGI CEO Michael Roach describes Q1 FY 2015 results as “strong”– and yet revenue was down in every region apart from the U.K. (putting aside the 0.9% CC growth in APAC to CDN$108.7m).  The 169% book-to-bill ratio achieved this quarter looks a lot less impressive when the CDN$2bn renewal with Bell Canada is excluded, when the global book-to-bill goes down to 90%[...]

  • TCS in France: Think Local, Act Global

    Feb 02, 2015, by Rachael Stormonth

    TCS Globally: High Market Cap, High Brand Value With over $15bn in revenues in CY 2014 (and FY 2015 revenues likely to be in the region of $15.5bn) TCS is not only one of the largest, fastest growing and most profitable service providers but is now also a top 5 IT services player (*) on the global stage. And TCS is also the most profitable of the Top 5, with an EBIT margin currently tracking at[...]

  • Xerox Services: A Solid End to 2014; Can Look to 2015 with Confidence

    Feb 02, 2015, by Rachael Stormonth

    “A lot has happened in the last 90 days and overall we're pleased with where we ended the year. We're reporting solid results that in some places exceeded expectations” Ursula Burns. Q4 summary: Services revenue was $2,725m, up 1.5% y/ y, and up 3% in constant currency: BPO CC growth was 4% (up from 2% in Q3) with growth in commercial healthcare payer, electronic[...]

  • Accenture Q1 FY15 Results: Continues to Build Momentum

    Dec 19, 2014, by Rachael Stormonth

    Accenture Q1 FY 2015 results are out today: 7.3% reported net revenue growth to $7,896m, operating margin at 15.0%. Full details are here. Accenture CEO Pierre Nanterme opened the analyst call referring to an “excellent” first quarter and saying “I am extremely pleased with our results”. And here’s why: The 10% topline growth in local currency is the best [...]

  • Atos Acquisition of Xerox ITO Business: the A to X

    Dec 19, 2014, by Rachael Stormonth

    In the early hours of this morning, Atos announced it is acquiring the IT outsourcing business of Xerox. Full details of the acquisition are here. Atos is ending 2014 with a bang. Having completed the integration of Siemens IT Solutions & Services pretty darned quickly (certainly far faster and more effectively than naysayers would have predicted), it has proceeded this year to the car[...]

  • Infosys: 100 Days In

    Nov 18, 2014, by Rachael Stormonth

    In September we wrote an event note following Infosys European analyst meet on the principal message in the keynote address by new CEO Dr. Sikka “Renew the core business, innovate into new businesses” (see here). Earlier this month we attended Infosys’ U.S. analyst event and its Confluence customer meet in Orlando. Dr. Sikka was about 100 days into his role, and we were lookin[...]

  • HP BPO: Reenergized in Europe, Increasingly Bullish

    Nov 16, 2014, by Rachael Stormonth

    NelsonHall recently attended an HP Enterprise Services (HP ES) analyst and adviser event in London focused on its European BPO business - on what was the first working day of its FY 2015. The tone was very upbeat: FY 2014 was a good year, with HP ES winning 11 out of the 12 BPO deals for which it bid, for an overall TCV of $1bn+ And management described its pipeline for FY 15 as “[...]

  • Xerox Services: Q3 Disappoints, but Investing for Future Profitable Growth

    Oct 27, 2014, by Rachael Stormonth

    Xerox Services Q3 Results: Any Signs of Progress? Xerox Services, now 57% of total Xerox Group revenues, is critical to the future of Xerox: it is its engine for future growth.We have been waiting for a better quarter for some time, but Q3 was not a stellar quarter for Xerox Services. Revenues Flat and Signings Down, with ITO the weakest link Xerox Services revenues in 2014 YTD are flat &[...]

  • Unisys Q3 Results: Departing CEO Leaves on a High

    Oct 27, 2014, by Rachael Stormonth

    This is the last set of quarterly results Unisys under the leadership of Ed Coleman – and it has been a last hurrah: Revenues were $883, up 11% y/y, up 10% in constant currency: the strongest quarter of growth for many years at Unisys Operating income was $77m, an operating margin of 8.7%, up 570 bps from a margin of 3.0% in Q3 2013. Significantly, the topline gro[...]

  • September Quarter Results from Five Indian Providers: Generally Positive, but Indian Street Expects More

    Oct 20, 2014, by Rachael Stormonth

    Last week we looked at Infosys' quarterly results. It has been another busy week of quarterly reports from some of the Indian oriented service providers. How did five of them do? Syntel (Q3 CY14): Softness in Healthcare Greater than Expected Revenue was $228.3m, up 8.8% y/y, but slightly below consensus Operating margin was 29.8%, down 610 bps y/y, with less benefit from rupee depre[...]

  • Accenture: Reinventing the Interface Between Business and Technology

    Oct 16, 2014, by Rachael Stormonth

    Accenture’s recent analyst event in New York was essentially a platform for it to showcase capabilities which it believes are key differentiators, both in terms of its attributes and also highlighting some areas of its portfolio which position it well for current and future profitable growth. The tone throughout was bullish re current and future performance - and recent performance supp[...]

  • Outlook for Infosys: Still "a Marathon not a Sprint"?

    Oct 13, 2014, by Rachael Stormonth

    Infosys reported Q2 FY15 results today and new CEO Vishal Sikka took the occasion to share his strategic vision for the company. Sikka is quite an orator, for example declaring his aspiration for Infosys to once again be a bellwether of the IT services sector, and to achieving above average topline growth and margin. Anyone who was looking to learn something more about Sikka’s l[...]

  • The HP Break Up: Will it Help Hewlett Packard Enterprise Gain Momentum?

    Oct 06, 2014, by Rachael Stormonth

    Following reports in the WSJ and other media on Sunday, HP confirmed very early this morning that it intends to separate into two public companies: HP Inc: the personal systems and printing businesses; will have Dion Wessler as CEO, Meg Whitman as Chair HP Enterprise: servers, storage, networking, converged systems, services and software businesses, will continue to have Whitman as CEO, wi[...]

  • Infosys Event Note: “Renew the core business, innovate into new businesses”

    Sep 25, 2014, by Rachael Stormonth

    NelsonHall recently attended Infosys’ European analyst and adviser summit held in advance of its “Confluence” customer event. Dr. Vishal Sikka has been in place as CEO for less than two months. During this time he has met with several dozen key clients, held senior exec meetings in Stanford University (his alma mater), visited nearshore delivery centers, including a BPO site i[...]

  • The "New Concentrix": a Different Type of Player in CMS BPO?

    Sep 12, 2014, by Rachael Stormonth

    Concentrix recently briefed NelsonHall about its positioning now that it has essentially completed its acquisition of the former IBM BPO capabilities around customer management services and also some industry-specific services (excluding mortgages, which IBM retained). For details of this acquisition, see "IBM Exits CMS and Most Industry-Specific BPO: Divests Business to Synnex Corp" at:[...]

  • When The Going Gets Tough, The Tough Spend On S&M

    Aug 28, 2014, by Rachael Stormonth

    When you look at the financial performance of the four largest Indian oriented IT service providers (IOSPs) over the last four years, it becomes evident that there is a direct correlation between the level of topline growth they achieve and their expenditure on sales and marketing (S&M)…with EBIT margins benefiting from the strong topline growth. Let’s look at a few data points[...]

  • Xerox's Loss is Accenture's Gain in Texas Medicaid

    Aug 22, 2014, by Rachael Stormonth

    In a case that has been unfolding for several years now, and which heated up in early May, Accenture on August 1 assumed responsibility for administering Medicaid claims in the state of Texas. Accenture’s first award as a state’s primary fiscal agent was announced in the wake of a dispute between Texas and  Xerox over its process for reviewing Medicaid dental c[...]

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