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IDCInvestment Research

IDC offers a comprehensive and innovative research program tailored to the financial services community

IDC's Investment Research offerings provide an independent, targeted, and customized research program designed to support the generation of investment ideas, facilitate effective investment decisions, and evaluate technology companies.

Explore How Clients Use Us

Monitor and Build Conviction in Existing Positions

  • Market and company historical data
  • Market forecast
  • Analyst conference calls/analyst meetings
  • Custom SWOT Analysis
  • Custom channel checks and surveys

Generate New Ideas (long and short)

  • Published reports
  • Analyst conference calls/analyst meetings
  • Company primers
  • Thematic research - identify technology disruptions and disconnects

Launch Coverage on Companies, Sectors and Technologies

  • Market and company historical data
  • Market data projections
  • Market reports
  • Company primers
  • Custom SWOT Analysis
  • Analyst conference calls/analyst meetings

Build and Maintain Company and Sector Models

  • Market and company historical data
  • Market data projections
  • Rationalize and customize data to match company reports
  • IDC key market assumptions

Understand Emerging Technologies

  • IDC Innovator reports
  • Market and company historical data
  • IDC 3rd Platform Spending Guides
  • Analyst conference calls/analyst meetings

Engage in Discussions with Industry Experts

  • Analyst conference calls/analyst meetings
  • Web conferences
  • IDC Directions

Industry Primers

  • Market reports
  • Market and company historical data
  • Analyst conference calls/analyst meetings

Custom Research Support

  • Custom survey work
  • Custom datacuts

Service Offerings

Investment Research Service offerings may include access to the following:

  • Global technology research

  • Worldwide network of more than 1,300 analyst for 1:1 inquiry calls

  • IDC Insights vertical research

  • IDC IT Spending Guides

  • IDC Quantitative Data Trackers

  • IDC's Annual Directions conference and regular web conferences

  • Custom Research such as user surveys, company analysis, data cuts from IDC's global analyst network

  • Dedicated Client Relationship Manager

To learn more about IDC coverage

View Market Areas

Case Studies

Read Case Studies to see how financial services clients utilize IDC's global research.

Find out more about the Investment Research service offerings

Our Team

Meet our Investment Research team. We provide concierge level service to provide our clients with efficient access to IDC’s global resources.


Doug Bell

Research Vice President, Investment Research

Meaghan Drennen

Research Director, Investment Research

Michael Hennessey

Group Vice President, Investment Research

Kevin Kane

Group Vice President, Investment Research

Sloane Calvert

Senior Client Relationship Manager

Frank DeLuca

Senior Client Relationship Manager

Deborah Devine

Manager, Client Relationships

Liam Liu

Business Development Manager

Meg Scagnelli

Associate Client Relationship Manager

Justin Sessions

Client Relationship Manager

Eric Sy

Senior Investment Research Manager