A couple of weeks ago, Atos invited a handful of IT analysts to join a briefing about its financial services unit. Being keen to get an update, I took my chance and joined the meeting. Some background facts on Atos in Financial Services In 2012, Atos generated 20% of its total revenue with clients from the financial services segment, making [...]

A few days ago, we had the pleasure to spend the morning with Gilles Grapinet and Charles Dehelly, Senior Executive Vice Presidents leading Atos alongside Thierry Breton.

TCS’s latest financial results (released last week) showed another impressive performance – particularly as some of its peers are showing the strain. Its FY13 revenues were up 14% in USD terms, to $11.6bn, and its final quarter topped $3bn for the first time. We had the opportunity to meet some of TCS’ senior management last week to discuss current business [...]

“…with an attractive offering, it is”. Several weeks ago, I published a note regarding the takeover of Höll Computer und Software by Avaloq. In the meantime, Avaloq made another bold move by creating a joint venture with German-based quirin bank. At the end of last year, the two organizations established the Avaloq Sourcing AG, a provider of business process services [...]

Les modes de tarification en infogérance, autrefois trop rigides et figés, se sont diversifiés. Le principe des unités d’œuvre (UO) tend à se généraliser mais il n’existe pas de définition stable. Au mieux, peut-on dire qu’une unité d’œuvre est caractérisée par la définition d’un service ou d’un groupe de services et un environnement technique sur lequel s’applique le(s) service(s). On [...]

This is the latest in a series of blogs in which PAC looks at key end user accounts and analyses the dynamics likely to drive future SITS investment. Overview: The pharmaceutical group GSK is pushing ahead with a major restructuring programme in 2013 in response to some lackluster results last year. The UK’s biggest drug maker plans a £1.5bn overhaul [...]

Considering worldwide IT Services revenues, the Top 10 are IBM, HP, Accenture, Fujitsu, CSC, Capgemini, Hitachi, NTT Data, Atos and NEC, ie, four US, four Japanese and two French players. Still no Indian players in the Top 10. However some of the “worldwide leaders” are not global at all… Considering “international” revenues the picture is quite different. Here we considered [...]

This morning saw BPO specialist arvato beat off rival bidders Capita and HP to be confirmed as the chosen partner to acquire and operate the former Department for Transport (DfT) shared services centre, now known as Independent Shared Service Centre 1 (ISSC1). This is a landmark development for the UK public sector software and IT services (SITS) market in two [...]

Capita’s 2012 results revealed respectable organic growth of 3% boosted by acquisitions which led to 14% overall top line growth to £3.4bn. But the contribution of one division stands out. Capita Justice & Secure Services (J&SS) announced an impressive 122% rise in sales to £198.3m. Although the volume of revenue for J&SS is small compared to the group as a [...]

This is the latest in a series of blogs in which PAC looks at key end user accounts and analyses the dynamics likely to drive future SITS investment. Overview: The Spanish infrastructure giant Ferrovial is back on the front foot with a £385m bid for UK maintenance and engineering services group Enterprise plc. The Enterprise takeover will double the size [...]