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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.

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 1,100 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.

Mutual Fund

Objective

Determine the potential impact of EU antitrust regulations on Google

Read about project
Hedge Fund

Objective

Update market model and projections for hard disk drives (HDDs) and solid state drives (SSDs)

Read about project
Private Equity

Objective

Determine historical and projected trends of IBM z systems and Power Systems

Read about project
Investment Bank (Equity Research)

Objective

Financial modeling for Samsung

Read about project
Investment Bank (Banking)

Objective

Determine market potential for an Initial Public Offering (IPO) for an emerging technology company

Read about project
Custom Project

Objective

Create total cost of ownership model for enterprise storage company

Read about project

Sample Data

Check out examples of frequently used datasets by financial services clients


Lenovo Reclaims the #1 Spot in PC
Rankings in Q3 2018

Preliminary results for the third quarter of 2018 (3Q18) show that shipments of traditional PCs (desktop, notebook, and workstation) totaled nearly 67.4 million units, marking a decline of 0.9% in year-on-year terms, ...

Source Document

Global Smartphone Shipments Down
6.0% in Q3 2018

According to preliminary data from the International Data Corporation (IDC) Worldwide Quarterly Mobile Phone Tracker, smartphone vendors shipped a total of 355.2 million units during the third quarter of 2018 (3Q18), resulting in a year-over-year decline of 6.0%. .

Source Document

WW Spending on Cloud IT Infrastructure Continued Its
Double-Digit Growth)

Vendor revenue from sales of infrastructure products (server, enterprise storage, and Ethernet switch) for cloud IT, including public and private cloud, grew 48.4% year over year in the second quarter of 2018 (2Q18), reaching $15.4 billion.

Source Document

Worldwide Server Market Revenue Grew 43.7% Year
Over Year

According to the International Data Corporation (IDC) Worldwide Quarterly Server Tracker, vendor revenue in the worldwide server market increased 43.7%, year over year to $22.5 billion during the second quarter of 2018 (2Q18). Worldwide server shipments increased 20.5% year over year to 2.9 million units in 2Q18.

Source Document

Leaders Dominate Public Cloud Services
Market

The worldwide public cloud services market grew 29% in 2017, reaching a total of $132 billion, according to results from the 2H 2017 release of the International Data Corporation (IDC) Worldwide Semiannual Public Cloud Services Tracker.

Source Document

Find out more about the Investment Research service offerings

Contact Us

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 is Research Vice President for IDCs Investment Research business, including IDC’s Tech Investor (TI) and Investment Research Services (IRS) offerings to the Wall Street audience. Clients of the services include hedge funds, mutual funds, private equity firms, venture capital firms, and investment banks (equity research and banking).

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Doug Bell

Research Vice President, Investment Research

Meaghan Drennen is a Research Director for IDC's Investment Research business and leverages IDC’s research capabilities to support the Tech Investor research program designed to help buy-side institutions make informed investment decisions about companies in the TMT sector. Meaghan provides primary account management to the Tech Investor client base including leading custom research projects and managing the client relationship team.

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Meaghan Drennen

Research Director, Investment Research

Michael Hennessey is a Group Vice Presidnet in IDC's Investment research group. Mike has more than 20 years of experience in technology research and financial services. Mike is the co-founder of IDC’s Tech Investor product.

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Michael Hennessey

Group Vice President, Investment Research

As Group Vice President for IDC’s Investment Research business, Kevin Kane manages IDC’s Tech Investor (TI) and Investment Research Services (IRS) offerings to the Wall Street audience. Clients of the services include hedge funds, mutual funds, private equity firms, venture capital firms, and investment banks (equity research and banking).

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Kevin Kane

Group Vice President, Investment Research

Sloane is an experienced Sr. Client Relationship Manager for IDC’s Financial Services group working with Private Equity, Hedge Funds, Investment Banks to assist in providing Market and Company research including but not limited to, analyst conference calls, published reports, market forecast and historical data & custom research support to efficiently deliver critical information.

Sloane Calvert

Senior Client Relationship Manager

Frank DeLuca is a Sr. Client Relationship Manager for IDC’s Financial Services business, including IDC’s Tech Investor (TI) and Investment Research Services (IRS) offerings to the Wall Street audience. Frank works closely with analyst teams across all research areas at IDC to curate IDC syndicated research and data into relevant format for the Wall Street audience.

Frank DeLuca

Senior Client Relationship Manager

Deborah is a Sr. Client Relationship Manager for IDC’s Financial Services team, has previously worked for leading online financial information service providers and management consulting firms, and holds a M.A. degree from University of Connecticut and a M.S. degree from Simmons University.

Deborah Devine

Senior Client Relationship Manager

With more than 7 years of research experience in the Tech Investor market, Liam is focus on pushing IDC’s customized research content and hot news to clients, as well as responsible for the theme planning and presentation content of some communication activities.

Liam Liu

Business Development Manager

Meg is an Associate Client Relationship Manager for IDC’s Financial Services business including Tech Investor (TI) and Investment Research Services (IRS). Meg provides fundamental research support to sell-side, buy-side VC and private equity institutions.

Meg Scagnelli

Associate Client Relationship Manager

Justin is an experienced Client Relationship Manager for IDC’s Financial Services team, who thoroughly enjoys assisting financial clients from firms such as Private Equity, Venture Capital, Equity Research, and others alike.

Justin Sessions

Client Relationship Manager

Eric curates technology insights from IDC’s global research network for fund managers and investment research professionals in Asia Pacific.

Eric Sy

Investment Research Manager