Analyst Research

IDC Links

Lionel Lamy
Associate Vice President, European Software and Services

Team:
EMEA Services
Infrastructure

Windows 8 — What It Means for You
Douglas Hayward, Lionel Lamy
May 2013 - Doc # lcUK24107513 IDC Link

The Financial Times led its front page earlier this week with a story about Microsoft "preparing to reverse course over key elements of its Windows 8 operating system, marking one of the most prominent admissions of failure for a new mass-m ...

Fujitsu Reports Heavy Losses — The European Services Perspective
Lionel Lamy
May 2013 - Doc # lcUK24101913 IDC Link

On April 30, 2013, Fujitsu reported a consolidated net loss of $776 million for fiscal 2012, compared to $454 million profit last year, primarily as a result of extraordinary loss stemming from the LSI device business.Full-year consolidated ...

France Telecom's Results Show Deteriorating Performance — France and Enterprise Markets Particularly Under Pressure
Lionel Lamy, Bruno Teyton, Chris Barnard
Apr 2013 - Doc # lcUK24092313 IDC Link

A few days after the downgrade of France Telecom from A- to BBB+ by Standard & Poor's, France Telecom presented 1Q financial results.The French group confirmed the free operating cash flow (FOCF) guidance of €7 billion for 2013 despite decl ...

Verizon 1Q13 Results Show the Importance of Strategic Services Within the EMEA Region
Lionel Lamy
Apr 2013 - Doc # lcUK24081213 IDC Link

On April 18, 2013, Verizon released its 1Q results. Fran Shammo, Verizon's CFO, framed his presentation to analysts as a "solid start to 2013" enabled by strategic investments. Headline results show a total of $29.4 billion revenue for the ...

2012 Results: Mixed Performance Continues at KPN
Lionel Lamy, Chris Barnard
Apr 2013 - Doc # lcUK24075013 IDC Link

On February 27, 2013, KPN published its annual report for calendar year 2012. KPN's 2012 revenue was down 4.7% to €12.4 billion, with EBITDA (excluding restructuring costs) down 11% to €4.7 billion. Net profit for the period was reported do ...

2012 Results Put Computacenter at a Crossroads
Lionel Lamy
Apr 2013 - Doc # lcUK24072713 IDC Link

On April 5, 2013, Computacenter published its annual report for 2012. For calendar 2012, Computacenter reported £2.9 billion revenue, a 2.2% increase over 2011 (a 6.5% increase in constant currency). The U.K., with £1.195 billion revenue, a ...

Fujitsu Launches the Patja Suite in Denmark and Takes Another Aim at Danish Municipalities
Jan Horsager, Annsofie Petersson, Lionel Lamy
Apr 2013 - Doc # lcDK24064213 IDC Link

Fujitsu's latest version of Patja — "Patja Easy," a virtual SingleView workspace which was first introduced in Finland in October last year — was launched in Denmark on March 6.The solution can be used on any device and the interface includ ...

Cisco Announces Intent to Acquire Cariden — Hoping to Reap Expected Growth Within the Service Provider Segment
Lionel Lamy, Andy Hicks, Bruno Teyton
Nov 2012 - Doc # lcUK23815612 IDC Link

On November 29, Cisco announced its intention to buy privately owned Cariden Technologies Inc., a Sunnyvale, California-based supplier of network planning, design, and traffic management solutions for telecommunications service providers.C ...

Cisco Acquires Cloupia — The Network Virtualization Solutions Battle Is Taking Shape
Lionel Lamy, Chris Barnard
Nov 2012 - Doc # lcUK23798612 IDC Link

On November 15, Cisco announced its intention to acquire Cloupia for $125 million. Cloupia's infrastructure software automates the management of converged datacenter infrastructures with a view to "simplify the deployment and configuration ...

Cisco Intends to Acquire Meraki to Strengthen Cloud Networking for SMBs — The Services Perspective
Lionel Lamy, Chris Barnard
Nov 2012 - Doc # lcUK23798512 IDC Link

On November 19, Cisco announced its intention to acquire Meraki — a provider of midmarket "easy-to-deploy on-premises networking solutions that can be centrally managed from the cloud" — for $1.2 billion. As stated by Cisco, Meraki's intell ...

Dell Acquires Gale Technologies — The Services Perspective
Lionel Lamy, Mette Ahorlu
Nov 2012 - Doc # lcUK23796712 IDC Link

On November 16, Dell announced the acquisition of Gale Technologies, a provider of infrastructure automation software that allows clients to streamline deployment of on-premises and hybrid clouds for self-service access to infrastructure.Cl ...

BT 2Q Results Disappoint in a Tough Quarter, With BT GS Still Failing on Promise to Deliver Growth
Lionel Lamy
Nov 2012 - Doc # lcUK23771212 IDC Link

This week, BT published its 2Q financial results for the period up to September 30, 2012. The headline results are as follows: total revenue is down 9% to £4,474 million (5% underlying ex-transit; down only 0.2% sequentially), EBITDA flat t ...

BT Global Services Improves Profitability in 2011
Douglas Hayward, Lionel Lamy
Feb 2012 - Doc # lcUK23310112 IDC Link

BT has published its financial results for fourth calendar quarter of 2011. For BT as a whole, revenue fell 5% to £4.8 billion, EBITDA margin was up more than two points to 31.9% and free cash flow was £634 million. For BT Global Services ...