Feb 11, 2009
Investment Research Strategies
Plex Systems Flexing Its Muscles in SaaS ERP
Jeffrey Freyermuth, Simon Jacobson
AMR Research recently met with Plex Systems CEO Mark Symonds to get a business update and discuss his outlook for 2009. The company continues to have success in automotive and is looking to expand into new industries and geographies in the next 12 to 24 months.
Feb 6, 2009
Market Service: ERP
Epicor: Looking to Epicor 9 for Growth
Jeffrey Freyermuth, Jim Shepherd
Epicor Software recently released disappointing fourth-quarter and full-year results. The company is hoping its latest release, Epicor 9, will be a growth driver in 2009.
Jan 30, 2009
Market Service: Global Business and Outsourcing Services
HCL Grows Revenue 11%, With Good Performance and Increased Transparency Paying Dividends
Dana Stiffler, Phil Fersht
HCL Technologies reported financial results for its fiscal second quarter. Reported U.S. GAAP revenue was up 11% year over year to $511.5M. Net income was $76.6M, down 9.3%. As AMR Research saw with the results of HCL's competitors last week, in constant currency, things looked fairly rosy. It's the exchange rate, however, that's doing the damage. Without forex losses, net income would have been up nearly 28%.
Jan 23, 2009
AMR Research Content
Any Good News Out There? The Experts Speak
Bruce Richardson
The question on everyone's mind and lips is, "when will the economy turn around?". To get some answers we reached out to leaders from the worlds of mergers and acquisitions, venture capital, and equity research. Here are their thoughts on the market and when we may see the light of day again.
Jan 22, 2009
Investment Research Strategies
Software Earnings: The Great Blue Hope-IBM
Jeffrey Freyermuth, Dennis Gaughan
Bucking trends, IBM reported solid 4Q08 results, beating consensus expectations on the bottom line. The company also provided a glimmer of hope for 2009. With a pile of cash and a diversified portfolio of products, IBM looks poised for a strong showing in a year when most technology companies are batting down for tough times.
Jan 15, 2009
Market Service: Global Business and Outsourcing Services
Infosys's 3Q Results: Less Than Stellar, but Comfortingly Realistic
Dana Stiffler
Infosys has posted its highly anticipated earnings results, the first India, Inc. star to report since the Mumbai attacks and Satyam's financial meltdown. As expected, results for the quarter ending December 31 show that the global financial slowdown has arrived on India's doorstep.
Jan 13, 2009
Investment Research Strategies
Lawson Plugs Along, but 2009 Remains Uncertain
Jeffrey Freyermuth
Earnings season begins with Lawson Software reporting a strong 2Q09, which ended November 30, beating consensus expectations on the top and bottom lines. It's good news in an otherwise gloomy economy, although the company did warn for the upcoming quarters.
Jan 9, 2009
Retail Strategies Service
Stale, Invalid Metrics Give Wall Street Inaccurate Picture of Retail
Janet Sherlock
The financial and retail communities need to reconsider the stale, invalid metrics that they continue to employ. Investors, consumers, and the general public are entitled to a more accurate portrayal of the performance of today's cross-channel retail environment.
Jan 7, 2009
Market Service: Global Business and Outsourcing Services
Satyam's Woes Put India's Services Industry in the Hot Seat
Phil Fersht, Dana Stiffler
Satyam's financial irregularities and today's resignation of Chairman Ramalinga Raju have India's IT-BPO industry under increased financial scrutiny from Wall Street analysts and corporate clients. While Satyam has a major challenge ahead to maintain its market position, and becomes a likely takeover target, this fiasco shouldn't have longer-term ramifications for the Indian services sector, as long as Satyam's creative accounting turns out to be an isolated incident and not a more pervasive problem across the sector.
Dec 5, 2008
Investment Research Strategies
Top 25: HP Results Shine Through the Dark Economic Clouds
Jeffrey Freyermuth, C.J. Wehlage, Dennis Gaughan
Given the global slowdown, weak macroeconomic conditions, and the doom and gloom hovering over the technology sector, HP's 4Q08 results bucked the recent trend by beating estimates. The company continues to execute well, with this quarter being the sixth in a row where results have exceeded expectations and grown year over year.