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Get independent analysis for sound investment strategies
Contact Us to Get StartedIndependent 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
澳门永利最新登录入口 offers a comprehensive and innovative research program tailored to the financial services community
澳门永利最新登录入口'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
- Market and company historical data
- Market forecast
- Analyst conference calls/analyst meetings
- Custom SWOT Analysis
- Custom channel checks and surveys
- Published reports
- Analyst conference calls/analyst meetings
- Company primers
- Thematic research - identify technology disruptions and disconnects
- Market and company historical data
- Market data projections
- Market reports
- Company primers
- Custom SWOT Analysis
- Analyst conference calls/analyst meetings
- Market and company historical data
- Market data projections
- Rationalize and customize data to match company reports
- 澳门永利最新登录入口 key market assumptions
- 澳门永利最新登录入口 Innovator reports
- Market and company historical data
- 澳门永利最新登录入口 3rd Platform Spending Guides
- Analyst conference calls/analyst meetings
- Analyst conference calls/analyst meetings
- Web conferences
- 澳门永利最新登录入口 Directions
- Market reports
- Market and company historical data
- Analyst conference calls/analyst meetings
- 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 1,200 analyst for 1:1 inquiry calls
澳门永利最新登录入口 Insights vertical research
澳门永利最新登录入口 IT Spending Guides
澳门永利最新登录入口 Quantitative Data Trackers
澳门永利最新登录入口's Annual Directions conference and regular web conferences
Custom Research such as user surveys, company analysis, data cuts from 澳门永利最新登录入口's global analyst network
Dedicated Client Relationship Manager
To learn more about 澳门永利最新登录入口 coverage
View Market AreasCase Studies
Read Case Studies to see how financial services clients utilize 澳门永利最新登录入口's global research.
Mutual Fund
Objective
Determine the potential impact of EU antitrust regulations on Google
Read about projectMutual Fund
Project Description
A mutual fund company requested datasets and calls with 澳门永利最新登录入口 experts to determine the potential impact of EU antitrust regulations on Google. The client has a position in Google in their investment portfolio.
澳门永利最新登录入口 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)
Read about projectHedge Fund
Project Description
A hedge fund regularly uses 澳门永利最新登录入口 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.
Private Equity
Objective
Determine historical and projected trends of IBM z systems and Power Systems
Read about projectPrivate Equity
Project Description
澳门永利最新登录入口 assisted a private equity firm with gathering research on IBM z systems and Power Systems including competitive positioning, historical unit shipments, annual revenue of new sales, and installed base for a potential software deal. The client also requested primers on the server market and several calls with 澳门永利最新登录入口 experts.
The client's objective was to determine the short and long-term stability of the current IBM mainframe installed base and the factors keeping the installed base in place as well as the threat from other servers (e.g. x86, hyperscalers).
Investment Bank (Equity Research)
Objective
Financial modeling for Samsung
Read about projectInvestment Bank (Equity Research)
Project Description
A mobile devices research group creates revenue projections for Samsung and needs market sizing data for the entire mobile sector.
The group gathers relevant 澳门永利最新登录入口 forecast and market share reports for trend data to incorporate into their primer and confirms their hypothesis with an advisory call with top 澳门永利最新登录入口 industry analysts.
Investment Bank (Banking)
Objective
Determine market potential for an Initial Public Offering (IPO) for an emerging technology company
Read about projectInvestment Bank (Banking)
Project Description
An investment banking group in the process of bringing a new company to the public markets needed updated market sizing data across several adjacent markets.
The group prepared custom analyses and relevant market share reports to validate product positioning statements for regulatory market filings.
Conducted several insights calls in Identity Access Management, Unified Communications and Collaborative market to provide details on changes with pricing models and potential impacts on emerging solutions.
Custom Project
Objective
Create total cost of ownership model for enterprise storage company
Read about projectCustom Project
Project Description
澳门永利最新登录入口's Storage Team provided insight into an enterprise storage solutions company's (Project Y) competitive offering in the market as part of a due diligence process for an investment bank in support of an investment opportunity.
The 澳门永利最新登录入口 team developed 5 custom TCO models to compare Project Y’s offering against 5 competitive vendors forecasting over a 3-year timeframe. Final deliverable included a post-project debriefing with the analyst team.
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 DocumentGlobal Smartphone Shipments Down
6.0% in Q3 2018
According to preliminary data from the International Data Corporation (澳门永利最新登录入口) 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 DocumentWW 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 DocumentWorldwide Server Market Revenue Grew 43.7% Year
Over Year
According to the International Data Corporation (澳门永利最新登录入口) 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 DocumentLeaders 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 (澳门永利最新登录入口) Worldwide Semiannual Public Cloud Services Tracker.
Source DocumentFind out more about the Investment Research service offerings
Contact UsOur Team
Meet our Investment Research team. We provide concierge level service to provide our clients with efficient access to 澳门永利最新登录入口’s global resources.
Doug Bell is Research Vice President for 澳门永利最新登录入口s Investment Research business, including 澳门永利最新登录入口’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).
Read MoreDoug Bell
Research Vice President, Investment Research
Meaghan Drennen is a Research Director for 澳门永利最新登录入口's Investment Research business and leverages 澳门永利最新登录入口’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.
Read MoreMeaghan Drennen
Research Director, Investment Research
Michael Hennessey is a Group Vice Presidnet in 澳门永利最新登录入口's Investment research group. Mike has more than 20 years of experience in technology research and financial services. Mike is the co-founder of 澳门永利最新登录入口’s Tech Investor product.
Read MoreMichael Hennessey
Group Vice President, Investment Research
As Group Vice President for 澳门永利最新登录入口’s Investment Research business, Kevin Kane manages 澳门永利最新登录入口’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).
Read MoreKevin Kane
Group Vice President, Investment Research
Sloane is an experienced Sr. Client Relationship Manager for 澳门永利最新登录入口’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 澳门永利最新登录入口’s Financial Services business, including 澳门永利最新登录入口’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 澳门永利最新登录入口 to curate 澳门永利最新登录入口 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 澳门永利最新登录入口’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 澳门永利最新登录入口’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 澳门永利最新登录入口’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 澳门永利最新登录入口’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 澳门永利最新登录入口’s global research network for fund managers and investment research professionals in Asia Pacific.
Eric Sy
Investment Research Manager
Please contact 澳门永利最新登录入口 Support for help.