IBM: Growth slows in key geographies
Despite meeting or just exceeding published forecasts for its business in Q3, it wasn’t enough for investors, which brought IBM’s share price down by 3.7% yesterday. There are numerous theories...
View ArticleClarity Commerce urges investors to hold the faith
With the window closing for Clarity Commerce shareholders to accept - or not - the hostile bid from Enigmatic Investments, the board has again urged shareholders to resist the temptation to sell. In an...
View ArticleSome positive early signs from NCC
NCC Group, has had a positive start to FY12, despite the testing economic climate. The acquisitive testing and escrow provider says that in the first four months (i.e. June to mid-Oct) it managed...
View ArticleApple Q4: believe the numbers not the headlines
Contrary to what you might think from scanning most of the headlines, Apple had a great Q4 (three months ending September 24 2011) with revenue up 40% to $28.27bn and net profit up 54% to 6.62bn....
View ArticleMouchel disposes rail business for cash
Embattled Mouchel is now disposing of its rail support services business to Australia-based engineering and support services company Sinclair Knight Merz (SKM), for £3.4m in cash. This will be put...
View ArticleMaxima minimises!
Well, you don’t invite buy-and-build entrepreneur Ian Smith onto the board and expect him just to sit in the wings (see Maxima adds ‘buy-and-build’ Smith to the Board). So perhaps there was an air of...
View ArticleWill CSC be the next Perot?
Beleaguered US-based IT/BP services major, CSC, is now looking for a new CEO as Mike Laphen announced his intention to step down as chairman, president and CEO no later than this time next year. Laphen...
View ArticleSteady StatPro
When a company uses words like “satisfactory” and “modest” in its trading update you know there will be little to fire the senses and that’s how it was this morning with AIM-listed StatPro Group, who...
View ArticleOracle fills unstructured gap with Endeca
A few weeks ago as part of its spat with HP/Autonomy, Oracle was effectively saying it had the unstructured data issue covered so had no need of the Autonomy tools. But the announcement of the...
View ArticleYahoo! Q3: a slipping giant
Yahoo!’s financial performance reflects the strategic challenges it faces. But with so many users, it is not out of the game yet. Revenue in Q3 was down 24% to $1.2bn, or down 5% if we strip out, as...
View ArticleHexaware growth tops Indian giants
Mid-tier, India-based IT/BP services firm, Hexaware, seems to be on a bit of a roll (see Hexaware leaps forward), recording market-leading quarterly revenue growth. Headline Q3 revenues (to 30th Sept.)...
View ArticleClarity Commerce survives first Enigmatic bid deadline
Enigmatic Investments had managed to tuck approximately 14% of Clarity Commerce’s issued shares into its coffers by the October 19 offer deadline (see here for the offer history) but that’s a long way...
View ArticleAgilisys badges and boosts its cloud services
We’ve noted a couple of interesting announcements from privately-held IT services and BPO player Agilisys this week. Firstly it unveiled a new infrastructure as a service (IaaS) offering under its new...
View ArticleWarburg looking for ‘orderly exit’ from WNS
Warburg Pincus, the largest shareholder in offshore BPO pure play WNS, is seeking ‘an orderly exit’ from the company, according to WNS’ CEO Keshav Murugesh on its Q2 conference call, damping down news...
View ArticleUnit4 hits Q3 slowdown
The start of Unit4’s second half of the year compares unfavorably to the first with Q3 results showing just a 3% increase in revenue to Euro 102.5m and EBITDA up 2% to Euro 20.5m. No acquisitions...
View ArticleColt: no growth but lots of opportunity
This morning’s Q3 statement from Colt is of the no alarms and no surprises variety. Revenue was up 0.6% yoy in the three months to September. EBITDA margin was unchanged at 21.3%. The company...
View ArticlePromethean: time to be brave
Promethean World, the supplier of interactive learning technologies, is keen to communicate an “improving trading trend” in its Q311 (to end September). The claim is valid; compared to Q211, total...
View ArticleGB Group in attractive but increasingly crowded space
Identity management specialists, GB Group, continue to move in the right direction. Ahead of its half-yearly results for the six months to 30th September, the Group has revealed that revenues for the...
View ArticleLogica: Can exciting innovation bring exciting results?
Last week we attended Logica's Global Influencer Event. Logica never fails to wheel out some fantastic innovations, which are either developed by Logica, by partners or in conjunction with partners...
View ArticleMindTree does the ton
The Diwali lights will undoubtedly be shining even brighter in Bangalore next week with the news that mid-tier offshore IT services firm, MindTree, broke the $100m quarterly revenue barrier for the...
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