featured posts:

• Tata Elxsi sees the Metaverse as the Evolution of AR in the Next Decade

  Jan 10, 2023, by Dominique Raviart

    We recently talked to Tata Elxsi, the engineering and R&D services vendor headquartered in Bangalore, India. We discussed where the adoption of AR/VR is currently among enterprises, how the metaverse differs from AR/VR, and which B2B use cases enterprises will prefer in the short to medium term. The current demand for virtual reality (VR) is primarily driven by the gaming indu[...]

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• Infosys Structures its Sustainability Engineering Portfolio

  Oct 27, 2022, by Dominique Raviart

    We recently talked to Infosys about how its Engineering and R&D services portfolio addresses sustainability and the circular economy, given the strong client interest in sustainable product design. Infosys has accordingly evolved its sustainability engineering offerings from a series of capabilities into a portfolio that is articulated along three product lifecycle phases: des[...]

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• TCS Emphasizes Neural Manufacturing in Support of Digital Manufacturing Initiative

  Sep 21, 2022, by Dominique Raviart

    We recently talked to TCS about the company’s involvement in connected plants, TCS’ terminology for digital manufacturing. TCS has a broad connected plants portfolio, ranging from manufacturing IT systems, MES, Industry 4.0 and connected supply chain, to industrial control systems, and automation. The development of this portfolio currently emphasizes further specializ[...]

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• Infosys Brings Managed Services to Digital Manufacturing

  Sep 01, 2021, by Dominique Raviart

    The world of OT has been consulting-centric in recent years. Although their focus on digital manufacturing and IoT opportunities has intensified, enterprises have typically engaged their IT services partners mostly for use case identification, PoCs and pilot projects. Large-scale build projects have been uncommon. But the pandemic has put digital manufacturing firmly at the top of[...]

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• Accenture’s Industry X.0 Expands its Focus to Digital Manufacturing Use Cases

  Jan 06, 2020, by Dominique Raviart

    Back in early 2018, we discussed with Accenture how the company had created its Industry X.0 unit to address client demand for product engineering services along with Industry 4.0 and emerging technologies such as AR/VR and digital twins. In Industry X.0, Accenture grouped its capabilities around digital manufacturing, embedded systems, PLM services, MES services, and other units. [...]

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• DXC Bets $2bn on Recovery of Luxoft to Scale its Digital Capabilities

  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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• Atos Strengthens Key Partnerships, Launches New AI Products

  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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• IoT Platforms: Build or Buy? Implications for Clients & IT Services Vendors

  Apr 03, 2018, by Dominique Raviart

    There is an abundance of IoT platforms on the market. Many technology firms (e.g. IBM Software, AWS, PTC/Thingworx, Microsoft), major manufacturing firms (GE, Siemens, ABB, Bosch, Schneider Electric) and some large IT services vendors (e.g. Accenture, TCS, and Atos via Worldline) have invested in their own IoT platform products. History is repeating itself, as the build or buy que[...]

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• Accenture Articulates its ER&D Ambitions

  Mar 13, 2018, by Dominique Raviart

    We were recently briefed by Accenture on the creation of Industry X.0 within its Accenture Digital organization. The discussion far exceeded the scope we were expecting of Industrial IoT, and it signaled Accenture’s expansion in Engineering and R&D discussions (ER&D), with bold ambitions not just from a product design perspective, but also from a manufacturing and produ[...]

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• IoT Beyond Connectivity: Deutsche Telekom & T-Systems Open Up to Partnerships & Packaged Offerings

  Feb 07, 2018, by Dominique Raviart

    T-Systems recently held an analyst event which specifically covered the IoT capabilities of parent company Deutsche Telekom AG Group (DTAG) and its own Digital Division. Here are the key takeaways. IoT Connectivity Services IoT is clearly important for DTAG and for T-Systems for connectivity reasons: NelsonHall estimates that most of its IoT revenues come from traditional SIM c[...]

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• Bold Move by Altran, Makes Largest Ever Acquisition in the ER&D Industry with Aricent

  Dec 01, 2017, by Dominique Raviart

    ER&D vendor Altran yesterday announced the acquisition of India-centric Silicon Valley-headquartered Aricent. Altran will be paying $2.0bn for Aricent through a capital increase of €0.75bn, the remaining ~€1bn in debt. In the year ending June 30, 2017, Aricent had revenues of $687m and an EBITDA margin of 27.9%. This is a significant acquisition for Altran, streng[...]

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• HPE Unveils Pointnext Brand to Refocus its IT Services Capabilities

  Apr 18, 2017, by Dominique Raviart

  We recently talked to HPE Technology Services (TS) about its recent Pointnext branding campaign. Despite the divestment of its Enterprise Services unit, HPE has retained very significant IT services capabilities, provided through Pointnext. Technology Services is a sizable unit with FY16 revenues of ~$7.9bn (for the period ending 31 October 2016), and has a headcount of 25k across 80 countries[...]

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