[Report] Technology Vendor Financials Quarterly Analysis Q4 2007 TOC

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