Joseph D. Foresi
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 …
Joseph D. Foresi
Back to Market Analysis home Our Thoughts: CSC reported results above expectations highlighted by improved margins. Management did not provide official FY13 guidance. In order to develop a creditable investment thesis, investors will need further color on the prospects for the company going forward. We look to the earnings call to provide that color. Other areas …
Joseph D. Foresi
Top 10 Takeaways: Is the Market Pricing Everything In? Data Points For Your Investment Mosaic 1. Gartner reports worldwide IT outsourcing grew 8% in 2011 to $246.6 bn from $228.7 bn (5/21/12). Vendors with cloud based offerings and Indian providers were cited as the fastest areas of growth. Top 5 providers by revenue were IBM, …
Joseph D. Foresi
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: …
Joseph D. Foresi
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 …
Outsourcing Center, Beth Ellyn Rosenthal, Senior Writer
During the transition CSC had to move 55 percent of Sun’s application development offshore, hire 450 employees in India during a national boom, and build two data centers in 60 days. Sun Microsystems expected CSC to produce immediate productivity gains with 42 fewer people, maintain service to 35,000 Sun employees, and support 600 applications. Here’s why it worked.
Outsourcing Center, Beth Ellyn Rosenthal, Senior Writer
What a year! Wipro set up shop in the United States. This year’s subprime mortgage mess will actually help outsourcing next year. And non-traditional suppliers won some big outsourcing deals. Here’s what it all means and a guess at how these events might impact the industry in the next 12 months.
Outsourcing Center, Kathleen Goolsby, Senior Writer
Some operating models clash with outsourcing’s ability to achieve objectives. Here’s a different approach, a more holistic model focused on organizational culture and behaviors. CSC is using it and experiencing notable successes!
Outsourcing Center, Kathleen Goolsby, Senior Writer
The story of what happens when two organizations buy into a strategic outsourcing vision together.
Outsourcing Center, Kathleen Goolsby, Senior Writer
When Nortel selected a service provider, the low cost offer did not prevail since Nortel wanted the best cultural fit. CSC won the deal after its negotiating team announced they would be the ones heading the account.
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