Tag: Syntel

BPO Analysts Take on the Market Notes from Our NelsonHall Fireside Chat | Market Analysis

BPO Analysts Take on the Market Notes from Our NelsonHall Fireside Chat | Market Analysis

Back to Market Analysis home INVESTMENT CONCLUSION: We caught up with BPO industry analysts NelsonHall. First half 2012, BPO deal conversion rates have been hampered by macro factors and risk aversion following a strong 2011, potentially leading to pent up demand. There is an increasing focus on domain expertise, which translates into a Race Up the Value […]

By August 28, 2012 Read More →
Outsourcing: Top 10 Takeaways | Market Analysis

Outsourcing: Top 10 Takeaways | Market Analysis

Back to Market Analysis home The outsourcing space is facing two factors heading into 2013. The first is the macro. The space is at a critical juncture with price declines taking place, but contained to specific verticals (capital markets). If the macro remains stable, then the problem is contained, but if it deteriorates we could […]

By August 17, 2012 Read More →
Top 10 Takeaways: Earnings Season Ends on Up Note | Market Analysis

Top 10 Takeaways: Earnings Season Ends on Up Note | Market Analysis

Back to Market Analysis home Earnings season came to an end this week for the outsourcing group. Cognizant reported solid results and maintained 2012 guidance. The results ended the season on an up note. As we cross through the mid point of the year (2012), we turn our attention to 2013 prospects. The demand environment […]

By August 13, 2012 Read More →
Janney/SYNT: Bottom Line Results Blow Past Forecasts | Market Analysis

Janney/SYNT: Bottom Line Results Blow Past Forecasts | Market Analysis

Back to Market Analysis home  Syntel fell short of revenue expectations and lowered annual revenue guidance. The demand environment remains challenging. However, earnings results continue to impress albeit with some help from currency. Our takeaway from the recent impressive margins is that Syntel has the unique ability to protect earnings during a slow down like […]

By July 20, 2012 Read More →
Industry Report Consulting and Global Outsourcing – Market Analysis

Industry Report Consulting and Global Outsourcing – Market Analysis

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: […]

Taking IT Offshore” Weekly: BPO takes Center Stage – Market Analysis

Taking IT Offshore” Weekly: BPO takes Center Stage – Market Analysis

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 […]

Syntel – Small Enough to Listen, Big Enough to Deliver<sup>TM</sup> | Service Provider

Syntel – Small Enough to Listen, Big Enough to DeliverTM | Service Provider

Syntel, Inc. is a NASDAQ-listed, global provider of IT services and KPO solutions, aiming to enhance clients’ business efficiency and reduce operational costs. Our portfolio of solutions includes a wide range of technology solutions and services, with an elite clientele of Global 2000 organizations in the BANKING & FINANCIAL SERVICES, HEALTHCARE & LIFE SCIENCES, INSURANCE, MANUFACTURING, and RETAIL, LOGISTICS, TRAVEL & TELECOM INDUSTRIES. History […]