Make IDC an extension of your research process

Get independent analysis for sound investment strategies

  • Independent data

    Rationalize company and market expectations utilizing independent expertise. More effectively model custom purchasing behavior through market surveys.

  • Unbiased, educated opinions

    Gain insight into competitive dynamics across key tech sectors.

  • Efficient delivery of critical information

    A dedicated client relationship manager will ensure timely delivery of data and information.

  • Differentiated view of IT markets and companies

    Receive differentiated and directed custom market intelligence. Perform custom analysis on pending technology IPOs.

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.

How IDC partners with the financial services community

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

Case studies

See how financial services clients leverage IDC’s global research and data.

Hedge fund

Objective:

Analyze the revenue impact of the April Tariffs on the Server Industry; focusing on Dell Technologies

Project description

A large hedge fund requested data and calls with IDC experts to examine Dell’s server components sourced from and assembled in China. The client’s objective was to determine the immediate revenue effects and demand disruption to the server business for Q3 and Q4 and the broader server market impact.

Data Sets

  • IDC Worldwide Quarterly Server Tracker & Forecast
  • IDC Worldwide Quarterly Server Tracker : Installed Base
  • IDC Worldwide Quarterly Converged Systems Tracker

Hedge fund

Objective:

Deep Dive on INFA (Informatica)

Project description

  • Provide market share and competitive metrics for 5 functional markets via the IDC Software Historical Tracker
  • Provide forecasts for each functional market via the IDC Software Forecast Tracker
  • Send Vendor Profile of Informatica (Jason Stamper)
  • Call with IDC Analyst

Data Sets

  • IDC Worldwide Software Tracker
  • MarketScape – Worldwide Data Intelligence Platform Software 2024 Vendor Assessment

Equality Reasearch

Objective:

Monitor the Hard Disk Drive Market to effectively advise clients on specific company stocks

Project description

Analysts at the firm have bi-weekly meetings with IDC Analysts and share quarterly data updates

Data Sets

  • Call with IDC Analyst
  • Worldwide Hard Disk Drive Component Quarterly Update: Summary and Four-Quarter Outlook

Hedge fund

Objective:

Provide market share for Nutanix & VMware as it relates to the Hyperconverged infrastructure market

Project description

  • A mutual fund company requested data sets and a Tracker Analyst to compare which solution best suits their needs when looking at HCI and Hybrid Cloud Solutions
  • These vendors participate in 3 main product categories: Certified Reference Systems & Integrated Infrastructure, Hyperconverged Systems and Integrated Platforms
  • Nutanix only participates in the Hyperconverged Systems category, and the revenue published in IDC’s Quarterly Converged Systems Tracker and attributed to Nutanix is for the hardware appliances with their own brand on it.
  • Within the Hyperconverged Systems category Nutanix is ranked #2 in the overall market for the 2024Q4 period just behind Dell Technologies.
  • Note: Nutanix sells software to other companies to install in their hyperconverged systems.

Data Sets

  • IDC Worldwide Software Tracker
  • MarketScape – Worldwide Data Intelligence Platform Software 2024 Vendor Assessment

Venture Capital

Objective:

Provide TAM for the Identity and Access Management Market

Project description & Data Sets

  • IDC Security Products Historical and Forecast Tracker
  • Worldwide Identity and Access Management Forecast, 2024 – 2028
  • Worldwide Identity and Access Management Market Shares, 2023

Private Equity

Objective:

Client is looking for data on Apple’s iPad install base

Project description & Data Sets

  • IDC Quarterly Personal Computing Device Tracker ( Tablet Pivot) Forecast InstalledBase
  • Call with IDC Analyst

Our team

Image of Meaghan Drennen

Meaghan Drennen

Research Director, Investment Research

Image of Michael Hennessey

Michael Hennessey

Group Vice President, Investment Research

Image of Sloane Calvert

Sloane Calvert

Senior Client Relationship Manager

Image of Frank DeLuca

Frank DeLuca

Senior Client Relationship Manager

Image of Deborah Devine

Deborah Devine

Manager, Client Relationships

Image of Liam Liu

Liam Liu

Business Development Manager

Image of Justin Sessions

Justin Sessions

Client Relationship Manager

Image of Doug Bell

Doug Bell

Research Vice President, Investment Research

Image of Tracy Mukendi

Tracy Mukendi

Client Relationship Manager

Image of Winston Lim

Winston Lim

Senior Investment Research Manager

Learn more about IDC’s Investment Research offerings