Being Prepared Can Increase Your Bottom Line Eighty percent of companies without well-conceived data protection and recovery strategies go out of business within two years of a major disaster. What do Hurricane Katrina, a burn-your-building-to-the-ground fire, and the great San Francisco earthquake have in common with employee turnover or a simple computer crash? Lots. All [...]
Many of the 92 team members of Hanson Mold operate machining centers, so they are either standing in place or seated all day. Ditto for the 140 employees of Horizon Software, who are glued to their computer screens the majority of the work day. Both companies provide healthcare benefits. They are committed to helping their employees become [...]
We’ve all experienced it. The home that was once just perfect suddenly becomes uncomfortable. It’s too cramped for our expanding family; it’s too big for our emptying nest – one way or another, it just doesn’t “fit” with the way we’re living our lives now. We don’t want to change everything, so we opt for [...]
Although the concept of application optimization is not new, the way companies approach optimization is shifting. In the past, optimization, if addressed at all, was regarded as a one-time consulting service, handled by an unrelated, third-party vendor. Today, successful companies are taking a more holistic approach — working with a service provider who can deliver [...]
Part of the charm of cloud computing for many corporate leaders is its seemingly simple set up: sign on the dotted line, flip a switch, and the service is up and running. But taking that first step too lightly can lead to complex and costly problems down the road for cloud buyers. “Many customers look [...]
If one theme runs through the current presidential campaign in the U.S., it’s that the country needs fixing. That is the opposite of the mood of Indian business leaders at February’s meeting of the National Association of Software and Services Companies (NASSCOM), according to Alsbridge CEO Ben Trowbridge. “There’s a great current of optimism in [...]
May 15, 2012 | 0 comments | Read More
May 15, 2012 | 0 comments | Read More
May 1, 2012 | 0 comments | Read More
May 1, 2012 | 0 comments | Read More
April 17, 2012 | 0 comments | Read More
May 15, 2012 | 0 comments | Read More
May 15, 2012 | 0 comments | Read More
May 1, 2012 | 0 comments | Read More
May 1, 2012 | 0 comments | Read More
May 1, 2012 | 0 comments | Read More
April 17, 2012 | 0 comments | Read More
Top 10 Takeaways: Intra Quarter Channel Checks Key Data Points for Your Investment Mosaic 1. Syntel optimistic about prospects (5/14/12). Takeaways: demand environment healthy, SYNT taking market share due to client service, & earnings protection from margin flexibility exists. 2. VanceInfo reports healthy results raising top line annual guidance, but EPS guidance unchanged (5/15/12). Takeaways: [...]
May 18, 2012 | 0 comments | Read More
A Little More Light Shed on Changes – Some Heavy Lifting Coming INVESTMENT CONCLUSION: CSC reported quarterly results roughly in line with the preliminary announcement. Although most of the bad news appears to be built into the stock price from a sentiment perspective, the prospects for the company over the short term are still uncertain [...]
May 18, 2012 | 0 comments | Read More
1. Cognizant lowers annual guidance (5/7/12) reviving Macro concerns. Takeaway: discretionary spending in Financial Services (capital markets) and pharma slow to start 2012. CTSH didn’t see the acceleration it expected in April. Hard to tell if there is another revision coming, but CTSH’s business model hasn’t changed. They have earned the benefit of the doubt. [...]
May 15, 2012 | 0 comments | Read More
IT services was in focus this week. Investor’s began the week on a sour note with Cognizant lowering annual guidance three months into the year. The adjustment comes on the heals of some lackluster March performances and mediocre June guidance. The combination of data points leads us to believe that a “Macro Scare Is In [...]
May 11, 2012 | 0 comments | Read More
The BPO demand environment took center stage this week as Genpact and EXLService reported results. Our takeaway was that the demand environment for BPO is healthy. There are a number of data points to confirm this. Solid quarterly results from the BPO players. Positive commentary regarding BPO provided by larger IT services firms and outsourcing [...]
May 8, 2012 | 0 comments | Read More
Our Thoughts: Cognizant reported in-line March qtr results, but gave June guidance below expectations and lowered annual guidance. The reason for the lowered guidance is due to a slowdown in discretionary spending in financial services and pharma. The current stock price reaction (down 18% as of this writing) is overdone, in our opinion. A murky [...]
May 8, 2012 | 0 comments | Read More
The reaction in the Cognizant’s stock yesterday was overdone, but that is something investors already knew. Short term investors are wondering is the guidance lowered enough. The answer lies in the strength of the macro, which we cannot predict. If the macro is not stable or doesn’t improve, it will impact more than Cognizant’s business [...]
May 8, 2012 | 0 comments | Read More
Outsourcing Buzz Blog Outsourcing Alert