SOFTWARE
12.04.10 - 24.04.10
Stonesoft Dassault SAP
Price (4) % month change
0.95 47.08 16 7
Mkt cap 4m
60 5549 33
TCS lifts wages 10-13%
P/E ratio
an earnings call. “Our best growth came from software, which is our most profitable and highest value area.” The company’s systems and technology sector also improved in the first quarter, rising 5% after dropping 4% in the previous quarter. “Systems and technology returned to revenue growth this quarter,” said Loughridge. “I expect this growth rate to accelerate through 2010.” Services now comprise 60% of IBM’s revenues (Q109: 61%).
Update Exact Software Unit 4 Agresso IFS Autonomy (£) Sage (£) 2.08 20 19.78 0 21.21 2.93 1 4 11 -33 1 2 21 488 521 0 5120 3850 32 15 34 14 27 Ariba
Autodesk BMC
BroadVision CA CheckPoint Systems
Chordiant Citrix
Compuware EMC 11.30 16 1009 150 30.87 10.19 17.83 17.14 6 0 1 2 5638 45 9274 670 20 16 17 35 36.31 6.67 14.92 0 1 5 6755 1516 30571 47 14 37
I2 Technologies Intuit
Lawson McAfee Microsoft Novell Oracle Pervasive Red Hat 27.06 33.76 30.13 23.60 4.35 19.73 3.90 23.52 3 6 -3 6 -2 3 1 4 8494 3363 4781 206977 1514 99014 69 4439 23 18 70 28 33 37 17
Seagate’s shipments grew in Q1, 2010 by 31% from the year ago quarter to a record 50.3 million units demonstrating continued HDD demand resilience. Consistent with expectations it delivered good operational and financial results. Revenue in the March quarter reached $3bn, a 42% increase year-over- year. Net income was $518m. While the financial and operating results were strong, there were internal supply chain constraints that impacted the mix optimisation early in the quarter, it says.
Please note that for consistency, we are now showing all companies with their share prices converted to Euros unless indicated
Source: Thomson Financial Datastream
28
Juniper Networks continues to see the US economic situation improving with Western Europe economic indicators somewhat less favourable. It is seeing more opportunity for growth in the enterprise area and intends to ramp up engagement with the channel and field sales and marketing with a goal of further accelerating market penetration of the enterprise solution portfolio. On a GAAP basis, total revenue for the first quarter was $913 million. This is a 19% increase from the prior-year first quarter and a 3% decline from Q4 2009. The Americas was approximately 53% of total revenue. EMEA was 29% and EMEA revenue was up 18% year-over-year and 4% sequentially due to strength in the UK and Germany. Europe was stronger and saw year-on-year and
30 APR 2010
Tata Consultancy Services (TCS) posted its best quarterly growth in three years on a rebound in technology spending and expects fees to rise this year, galvanising hopes of a recovery in the sector. The software services exporter said it was seeing demand for outsourcing growth across its key industrial sectors including financial services, retail and manufacturing, but a rising rupee was a concern. “It’s been a good quarter which marks the turning around of all the verticals we operate in,” CEO N. Chandrasekaran told a news conference. “We continue to have a healthy pipeline. In terms of increase in pricing, it may not come in the immediate quarters but we hope to see some increase in the second half of FY11,” he said, referring to this fiscal year that ends in March 2011. A global economy on the mend, recent deal wins and stable fees have brightened the outlook for export-driven Indian IT firms. As we reported in the last issue, All the Indian players are having to lift wages, and this may impact their growth. Tata, which added 10,110 staff in the latest quarter, will raise wages for its India-based employees by 10%-13% in this fiscal year, Chandrasekaran said, as the company seeks to prevent engineers from joining rivals.
The improvement in revenue growth was fairly consistent across geographies, with Americas better by 6 points, Europe better by 5 points and Asia by 4 points. Driving the 5 point improvement in the major markets growth rate IBM had better performance in each of the G7 countries with the best growth again came from the UK, which was up 8% year-over-year. In the growth markets, growth accelerated as market conditions improved in most countries. With 8% growth this quarter growth markets outpaced the majors by 10 points. The growth was led by the BRIC countries which represent about one-third of the growth markets. The BRIC year-to-year increase of 14% included strong double-digit growth in Brazil, India and Russia. Government spending and programs remains a tailwind in most countries and the strongest performance again came from the public sector. Within the growth markets, the biggest improvement from fourth quarter was in sales to small and medium business clients driven by growth in Services, Power, Storage and System x.
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