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Osborne unlocks UK government data
Chancellor George Osborne’s speech to the Google Zeitgeist event yesterday highlighted some key areas of technology-related government policy. Most of the detail in his speech brought to life policies...
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Will Huddle displace Microsoft in UK Government?
We recently reported on Huddle’s signing of a commercial agreement with UK Government (see Huddle set to give Microsoft a run for its SharePoint money). Huddle is a cloud based enterprise collaboration...
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HP warns...
Due to a leaked email from CEO Leo Apotheker, HP has brought forward its trading update due Wednesday. HP has essentially issued a profits and revenue warning blaming everything from the Japanese...
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LinkedIn bubble?
Tomorrow, should you be so inclined, you can make your first investment in a major quoted social networking company. With all the hype and the many articles about the new ‘tech bubble’ (many quoting...
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IDOX’s encouraging outlook
An update from acquisitive public sector-focused software & services supplier IDOX, shows an encouraging outlook for the rest of 2011. IDOX said it has had an “excellent first half” (the six months...
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Blinkx exceeds
Blinkx results to 31st Mar 11 were even better than indicated in the trading update that we reported on 8th Apr 11 – See Blinkx Sweet spot. Highspots are a nearly doubling of revenues to $66.1m and...
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No more ‘miracle margins’ at HP Services
It was back in August 2009 I first used the term ‘miracle margins’ to question the seemingly outstanding profitability of HP’s EDS-enhanced services business (see HP Services miracle margins). I...
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Statpro Revolution gets off to good start
Statpro, the asset management portfolio analysis software company, issued an in-line trading update for the first four months of 2011, and managed to reduce net debt to c£3.3m at 30 April 2011 (from...
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Sanderson keeps business on an even keel
Provider of software and IT services to the multi-channel retail and manufacturing markets in UK & Ireland, Sanderson, has released results for the six months to 31st March confirming the guidance...
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Dell’s ding-dong quarter
It was quite a different message from Michael Dell, CEO of the eponymous tech firm, compared to HP’s Leo Apotheker (see No more ‘miracle margins’ at HP Services). Although Dell also experienced a...
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NAO delivers damning verdict on NPfIT
The National Audit Office (NAO) has delivered a damning verdict on the £11.4 billion National Programme for IT in the NHS (NPfIT) in its third report on the troubled programme. The words of Amyas...
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Cloud adoption accelerating in UK BPS market
According to our latest analysis, the UK BPS market is set to grow rapidly over the next few years with compound annual growth of 7% between 2010 and 2014 - making it the fastest growing area of the...
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LinkedIn bubble update
So LinkedIn has been priced at the very top of the suggested range. See my post yesterday LinkedIn Bubble?. At $45 a share that means a valuation of $4.25b – a mere 17x last year’s revenues. See FT’s...
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2e2 makes three (propositions)
Full marks to privately-held (and private equity-backed) 2e2 for not only publicly reporting FY results, but simultaneously issuing its full annual report. There are few quoted companies that manage...
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Still early days for slimmed-down Tribal
Tribal Group finishes the first four months of the year a very different beast to how it started out on 1st January. The troubled Group (see Tribal FY10 slumps) has completed two disposals over the...
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Birmingham's Evans appointed SOCITM president
The appointment of SOCITM’s new President – Glyn Evans, Corporate Director of Business Change for Birmingham City Council - was finally announced at the end of last week. We had been expecting the...
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LinkedIn 'fireworks'
In yesterday’s LinkedIn Bubble update I forecast ‘fireworks’ on the first day of trading. Well, we sure got some! Priced at $45, LinkedIn shares rose to $122 at one point – that’s a valuation of c$11b...
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Salesforce revenue or profits?
Last week I went to a Princes Trust Technology Leadership Group lunch with Steve Garnett i/c EMEA at Salesforce.com. Steve gave a great speech but my question to him was all about margins on SaaS...
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Vangent targets UK public sector
Vangent is not yet a ‘household’ name in the UK public sector or healthcare software and IT services market. Indeed, even veterans of the UK SITS market might struggle to place the US-headquartered...
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Kofax acquires web imaging specialist
After confirming last month it is on track for 14% organic growth in FY11 (see here), document imaging software company Kofax is now pushing ahead with acquisitive growth plans, with the takeover of...
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