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New DWP ‘Work Capability Assessment’ opportunity
Suppliers brave enough to take on the role of carrying out controversial Work Capability Assessments for the Department for Work and Pensions (DWP) will be interested to know that the Minister for...
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ARM reports continued strong demand
ARM shares are up 5% this lunchtime on revenues up 27% to £321m for Q2. However, profits fell from £106.2m to £82.1m yoy. This was mostly down to a £41.8m legal charge for patent infringement plus...
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blur accelerates into Q3
Online business services exchange blur Group is continuing to grow the top line, reporting strong revenue growth in the first half of 2013. Today’s trading update had no word on profitability, but if...
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Dell delays...again
Last week I wrote Is Dell deal Dying? Tonight Michael Dell and SilverLake upped the deal price by a minute 10c a share (OK, that is actually an extra $150m). On top of that they delayed the shareholder...
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Kofax FY in line
Document capture and process automation player Kofax now expects to meet its full year guidance, after delivering a strong fourth quarter, on the back of an improved performance in Q3 (see here), For...
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Sagentia has flying start to 2013
Sagentia has had an unexpectedly good first half and is on track to exceed expectations this year after a rocky 2012 (see Sagentia moves forward after major contract suspension). The AIM-listed,...
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UK BPS market outlook more optimistic
Our newly published UK Business Process Services Market Trends & Forecasts 2013 report, paints a more optimistic outlook for the UK BPS market over the next few years. In 2012, the UK BPS market...
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Unisys swings back to profit in Q2
Unisys has swung back to profit in the second quarter after sinking to a $34m net loss in Q1 (see here). Revenue continued to head south, down 7% to $859m (down 6% in constant currency), and net profit...
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VMware recovers sharply
After a pretty disasterous share price performance this YTD, VMware was one of the fastest risers on NASDAQ today. Up 15% after reporting Q2 revenues up 11% at $1.24b and profits up 27% at $244.1m –...
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UK stays Atos’ growth star in Europe
Atos UK continued to shine as the key European growth market for the Paris-based player. Half-time revenues (to 30th June) for the UK unit grew by 6.0% (constant scope & currency) to €833m, whereas...
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Amazon's surprise loss
At TechMarketView we like companies that make profits and generate cash. So we were rather impressed with Facebook yesterday. See Facebook – What a surprise. So Amazon’s ‘surprise’ $7m loss in Q2 puts...
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Capgemini - No surprises
Capgemini continued its marginal revenue declines which have been a feature of late. Q2 revenues declined again – by 0.4% compared to the 1.7% decline in Q1. So H1 revenues declined 2.3% (1.1% on a...
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Capita delivers 'robust' first half
Having already updated on an excellent start to 2013 (see Capita wins O2, upgrades to 8% organic growth), BPS market leader Capita delivered a predictably good set of results in H1. Capita called the...
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Cautious strategy benefits BT Global Services in Q1
In our comment BT Global Services: More profits to follow?, we were pleased to see BT Global Services finally move into operating profit in FY12/13. It did however emphasise BT's rather conservative...
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Facebook - what a surprise!
I have to admit to surprise when I read Facebook’s Q2 results. Every bit of information I receive and the views of those I speak to, would point to interest in the world’s leading social networking...
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Facebook shares rise 25%
Facebook shares are up 25% at $33 today. I am actually not surprised at that although I was truly surprised at their latest results as I wrote earlier in Facebook – What a surprise! With a bit more...
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Fujitsu inks Balfour Beatty deal
Fujitsu has announced a five-year deal with Balfour Beatty to help the construction firm create a more standardised IT infrastructure. Organisational restructuring (combined with recent growth) has led...
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Sandwell terminating IT/BP contract with BT
BT has confirmed recent press speculation that Sandwell Council is looking to terminate its 15-year term IT/BP partnership, after just six years. BT told us that it had received a termination notifice...
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Significant progress expected for CGI in UK Finance Sector
The acquisition of Logica by the Canadian company CGI in August 2012 is expected to have some of its most significant benefits within the Finance sector. The erstwhile Logica had built a strong...
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Capita delivers 'robust' first half (update)
Capita’s first half results show strong momentum has returned to the UK BPS market leader (see Capita delivers ‘robust’ first half). After winning a record £2bn worth of new contracts in H113, Capita...
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