Critical information that supports your technology roadmap

Our research and advisory services are backed by analyst experts from around the world who are committed to providing you with the right information for every stage of your technology roadmap.

With research and advisory services, you will:

  • Align IT strategy to meet goals

    • Plan and implement digital transformation strategies with industry expertise from our global analysts.
    • Validate conclusions and identify risks early on based on accurate, relevant data.
    • Plan to meet company goals with guidance from our rigorous research methodology.
  • Innovate with the latest tech trends

    • Improve operation strategies with one-to-one guidance from IDC analysts.
    • Evaluate current digital positioning and develop a clearly defined digital strategy based on accurate, relevant data.
    • Meet company goals with guidance from our rigorous research methodology.
  • Drive digital growth

    • Access research based on carefully curated data tailored to guide you in your digital roadmaps.
    • Implement a digital transformation strategy based on the latest research designed to provide you with the information you need.
    • Promote innovation and new ideas by unlocking the latest technology trends uncovered by our global analysts.
  • Make better decisions

    • Confidently make technology purchases by consulting one-on-one with our analysts to validate conclusions and better understand risks.
    • Access the latest research and metrics from our global team of analysts, based on rigorous research methodology.

IDC IT Executive Programs

Research and Advisory includes the IT Executive Programs that allow you to talk one-on-one with global analysts who are devoted to providing the right information for every stage of your needs.

Develop your roadmap

With our research document methodology, IDC DecisionScapes, you can make data-driven decisions that reduce risk and time to implement while staying ahead of the curve.

Get trusted advisors

IDC has a long and trusted history in the research field. For over 50 years, we’ve provided unbiased, vendor-agnostic advice. We’re devoted to providing information that truly helps your planning and organization and validate your decisions.

Move with speed

Desktop or mobile, country-based or global, planning or implementation, industry specificity or broad technologies – IDC covers a wide spectrum. With the quickest response times in the industry, you get relevant answers easily and without hassle or nickel and diming.

IDC Industry Insights

Industry Insights assists business and IT leaders in making technology decisions with insightful, fact-based research and consulting services. Get industry research grounded in decades of experience from our global senior analyst team across six industries: retail, government, financial services, manufacturing, health and energy.

Interested in learning more about IDC’s Tech Buyer solutions?

Save Millions of Dollars on IT Investments

IDC Sourcing Advisory Services drives measurable savings within global sourcing and procurement organizations. Our Sourcing Advisory Services (SAS) blends seamlessly with our world-class research offering, with concierge-level access to benchmarking data and market intelligence all with quicker turnaround times on requests.

With IDC Sourcing Advisory Services, you will receive:

  • Relationship & Inquiry

    Receive dedicated customer relationship managers to help with your vendor product/pricing, product positioning and sourcing inquiries.

  • Deal Reviews

    Tactical intelligence on individual deals and vendor proposals with on-demand response delivered within three to four days.

  • Formal Benchmarking

    Dedicated projects, complex deals like major ELA renewals, managed service benchmarking and multi vendor analysis.

Select a SAS Product Below to See How IDC Can Support Your Sourcing Needs

IT Deal Review includes IDC Pricing Analysts that will review your deal and provide peer pricing data customized to your specific configuration.

The IDC IT Deal Review is the leading source for IT deal intelligence trusted by thousands of procurement and sourcing professionals worldwide. IDC’s unique engagement model provides buyers with written evaluations of vendor invoices, contracts and license agreements including advice on terms, expected discounts and concessions based on a peer review with other buyers of the same products. All delivered in a timely manner within 1-3 business days of the request.

Are you looking for ways to drive major savings with IT suppliers?

Buyers utilize IDC benchmarking tools such as IT Deal Review, the SAS pricing Database and SmartIndex to drive millions in savings with IT suppliers. Documented benchmarking delivered by IDC allows sourcing professionals to share success with key stakeholders.

Optimize your Vendor Contract and Negotiations

Best-in-class sourcing organizations leverage leading-edge research and expert advice on technology, vendors, and contract negotiations. We maintain a library of research publications reviewing technologies and their vendors. We also publish relevant research and provide advice on RFP strategies and optimizing your vendor contract negotiations.

Optimize your IT resource stack, identify under-utilized systems and intelligent procurement.

IT asset management commonly takes a backseat to key initiatives like digital transformation, causing organizations to spend millions on overlapping technologies or maintaining legacy infrastructure. IDC analysts will provide custom optimization, right-sizing licenses for major vendors like Microsoft and Oracle. Buyers work with IDC to determine cost-effective maintenance for vendors like Cisco and IBM.

IDC will help you defend audits based upon broad experience across key vendors.

Software vendors continue to utilize formal audits as a key source of revenue and an important device in negotiating new agreements and renewals. IDC analysts find a significant portion of audit findings can be negotiable with the proper documentation. IDC will support independent SAM engagements that accurately document compliance and defend audits based upon broad experience across key vendors.

Interested in learning more about IDC Sourcing Advisory services?

Accelerate digital outcomes with trusted insights

Gain access to expert guidance for technology leaders with our robust leadership and development programs, industry-leading research and advisory services, and objective market data from our global analysts, all with easy, flexible access.

IDC Technology Buyer product

Research & Advisory

The right information for every stage of your needs

Featured resources

Interested in learning more about IDC’s Tech Buyer solutions?

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

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

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

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.

Mutual Fund

Objective:

Determine the potential impact of EU antitrust regulations on Google

Project Description

A mutual fund company requested datasets and calls with IDC experts to determine the potential impact of EU antitrust regulations on Google. The client has a position in Google in their investment portfolio.

IDC provided the following datasets to help the client answer the question including Google Android’s installed base by country, Android OS shipments and value (e.g. KitKat, Lollipop, Marshmallow, Nougat) with country splits, Android based smartphone market share by vendor with country splits, and Android market share projections in the EU and UK over the next five years.

Hedge Fund

Objective:

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

Project Description

A hedge fund regularly uses IDC data to update their market model on HDDs and SSDs which includes suppliers such as Seagate, Samsung, Toshiba, and Western Digital. The client has multiple positions in this market in their investment portfolio.

The client receives off the shelf worldwide quarterly unit and petabyte shipments and revenue for the HDD industry, including supplier unit shipment and revenue market share and quarterly unit shipments, revenue, and capacity shipped for SSDs. Additionally, the client receives custom data on form factor, Terabytes, ASPs, $/GB, interface, etc.

The client also regularly utilizes the HDD and SSD analysts for inquiry calls for a dialogue on market dynamics, trends, and company news.

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 Meg Scagnelli

Meg Scagnelli

Associate Client Relationship Manager

Image of Justin Sessions

Justin Sessions

Client Relationship Manager

Image of Doug Bell

Doug Bell

Research Vice President, Investment Research

Learn more about IDC’s Investment Research offerings

Prioritize Your Roadmap

This client had offerings within a handful of verticals. Their challenge was to identify which verticals to target first to prioritize development and sales resources efficiently.

The Situation

The company was entering their next growth phase and was looking for a thought-leadership asset that could be featured in an integrated campaign to organically increase awareness and website traffic.

  • The Solution

    The client partnered with IDC’s Customer Success team to identify a combination of relevant market research reports and strategic analyst inquiries.

    The session with IDC’s dedicated industry vertical analysts enabled the customer to host deeper dive discussions into competitive vendors and trends for each vertical.

  • “With IDC’s analysts’ guidance and data-driven reports, we were able to make an informed decision on what our primary vertical should be. This allowed us to prioritize development and sales resources efficiently.”

The Results

  • Identification of the primary vertical to pursue

  • Fine-tuning of external messaging and positioning

  • Improved market traction and sales opportunities

Learn more about IDC’s Emerging Vendor Solutions.

Focus on the Right Market

This tech startup was seeing steady growth and was ready to take the next step but felt they didn’t have the right go-to-market message. Partnering with IDC allowed them to build a comprehensive understanding of their prospective clients and their marketplace and ultimately create a new category.

The Situation

This client was having a difficult time determining what market to focus on. They were ready to accelerate their growth and needed help developing their strategic business plan.

  • The Solution

    The client worked with IDC’s Customer Success team to get an insight into who their product serves, where they think their place is in the market, and who they believe were their competitors.

    After meeting with an IDC analyst, the client realized they were truly their own, new tech category. The client worked with IDC to develop the right category definition and go-to-market strategy.

  • “I have worked with IDC for years. Their top-notch research and analyst interaction provides excellent insight and knowledge to help us tailor the message to our market.”

The Results

  • Definition and development of a new tech category

  • Creation of the right go-to-market strategy

  • Development of tailored marketing assets

Learn more about IDC’s Emerging Vendor Solutions.

Create Measurable ROI with Analyst Brief and Lead Pack

Read how this industrial software seed stage company increased market awareness, pipeline, and lead flow.

The Situation

This industrial software seed stage company decided to work with an analyst firm for the first time. The company wanted to increase market awareness and educate prospects about their solutions and unique value proposition.

  • The Solution

    After briefings with many firms, they decided to partner with IDC because of the firm’s deep domain knowledge in the industry. The company decided to join the IDC Accelerator Program and purchase the Lead Pack Add-On option to complement their IDC subscription.

  • “In an emerging market, education is critical. Many buyers rely on third-party perspectives; having an analyst signing their name on an analyst brief can make a big impact on demand generation and sales enablement.”

The Results

  • $323,000

    In total pipeline

  • 15x

    Return on Investment

  • $152,000

    In total revenue

Learn more about IDC’s Emerging Vendor Solutions.

Validate your Market Opportunity

This client, a veteran in the industry, was having a difficult time validating market opportunities and getting insight into their customer need. Moving their product to the next phase was a priority but they didn’t have sufficient data to proceed. Engaging with IDC helped them to gain market intelligence and refine their go-to-market strategy.

The Situation

The client’s priority was to move their product to the next phase but they felt they didn’t have sufficient data to provide insight into their customer need. They also required help raising awareness in the market and developing a strategy to store and migrate current data.

  • The Solution

    The client engaged with IDC utilizing proprietary data and research along with analyst insight. This allowed the client to understand their customers’ needs and receive Validation of the client’s strategy and market opportunity.

  • “We’re a mature company and in some ways, we really understand our market. Now we need to understand where we‘re going to take our platform. What should we be building, who should be selling to, who should we be partnering with? This is where we use help from IDC.”

The Results

  • Development of a newly formed narrative

  • Transformation of the existing message

  • Development of tailored marketing assets

Learn more about IDC’s Emerging Vendor Solutions.

Generate Market Awareness

This client is revolutionizing the performance, economics, reliability, and security of scale-out data centers and needed assistance in generating market awareness and building trust. They used IDC-branded content to support lead generation and accelerate growth.

The Situation

This Silicon-valley based tech company was ready to grow but needed assistance in generating market awareness and validation around their infrastructure offering while building brand trust within their market.

  • The Solution

    The client met with IDC analysts to determine the best content to engage their prospects and customers. The client worked with the IDC infrastructure systems analysts to develop a sponsored analyst brief and social media tile.

  • “Having IDC branded marketing content instantly provides validation and trust in our products.”

The Results

  • IDC branded marketing content to support lead generation, driving business, and accelerating growth

  • Instant credibility by leveraging dual branded third-party content

  • Increased awareness by using the IDC third-party social media tile

Learn more about IDC’s Emerging Vendor Solutions.

Generate Leads

Prevedere, an economic predictive intelligence company, partnered with IDC to generate leads that would fit their very specific requirements and total addressable market (TAM).

The Situation

Prevedere, an economic predictive intelligence company, was on a growth trajectory. The company had very specific requirements regarding their target personas and total addressable market (TAM), which made lead generation a challenge.

  • The Solution

    Prevedere decided to purchase the Lead Pack Add-On option to complement their IDC subscription and multiple webinars. This allowed them to pinpoint their target market personas and focus on their precise prospect criteria.

  • “We have leveraged the Leads Pack with all our content, and generated many good leads.”

The Results

  • Intensely focused prospect criteria

  • 150 highly qualified leads added to the funnel

  • Renewal of the client’s IDC subscription

Learn more about IDC’s Emerging Vendor Solutions.