Analyst Value Survey 2013

#ARFORUM

Analyst Value Survey

August-September 2013

Note: These charts were shown at the Analyst Relations Forum on October 2013. They are not a record of the

presentation and discussion. The comments have been added subsequently to inform the reader.

Send queries to [email protected]

Copyright Kea Company 2013

#ARFORUM

352 responses (2012: 175) Average participant answered 67% of questions


#ARFORUM

Responses

•  2013 edition of survey launched in 2000 – Only longitudinal survey of analysts’ users •  The data show the opinions of the respondents •  No claim that the responses are representative of

non-respondents

•  Slice of data for the AR Forum – Excludes responses from analysts – Data are open to different interpretations

Note: This commentary slide was added retrospec5vely. Copyright Kea Company 2013

#ARFORUM

0.0%

2.6%

12.2%

40.0%

45.2%

2.6%

19.0%

42.2%

31.0%

5.2%

3.4%

6.0%

17.9%

35.0%

37.6%

5.2%

13.0%

35.7%

29.6%

16.5%

5.1%

10.3%

23.9%

33.3%

27.4%

5.4%

25.0%

34.8%

28.6%

6.3%

0.9%

2.8%

6.5%

36.4%

53.3%

9.4%

20.8%

37.7%

29.2%

2.8%

7.6%

10.5%

22.9%

21.9%

37.1%

10.5% 18.1%

35.2%

33.3%

2.9%

7.5%

15.1%

22.6% 34.0%

20.8%

11.4%

20.0% 31.4%

29.5%

7.6%

0.0%

10.0%

20.0%

30.0%

40.0%

50.0%

60.0%

70.0%

80.0%

90.0%

100.0%

Very Low

Low

Med

ium

High

Very High

Very Low

Low

Med

ium

High

Very High

Very Low

Low

Med

ium

High

Very High

Very Low

Low

Med

ium

High

Very High

Very Low

Low

Med

ium

High

Very High

Very Low

Low

Med

ium

High

Very High

Research/data Events Inquiry calls Reprint rights Advisory / strategy days

Peer communi5es

Services ICT Solu5on Provider/Vendor Not ICT Solu5on Provider/Vendor


#ARFORUM

Users rate a wide range of analysts’ services highly

•  All six of analysts’ key services are valued high/very high by most respondents

•  Interesting to segment ICT vendors from others (public, private and third sector) – Even reprints are useful •  Not shown in this chart, but cross-tabs suggest

especially high take-up of free-access research by the public sector


#ARFORUM

451 Group / Tier 1

Aberdeen Group

ABI Research Aite Group

CEB/TowerGroup

Celent

Current Analysis

Datamonitor

EMA

Everest Group Forrester

Frost & Sullivan

Gartner

HfS Research

IDC

ISG

NelsonHall

Other

Ovum

RedMonk

Saugatuck

Technology Business Research Ventana

0

0.2

0.4

0.6

0.8

1

1.2

1.4

1.6

1.8

0 0.2 0.4 0.6 0.8 1 1.2 1.4 1.6 1.8

Not IC

T Solu1o

n Provider/V

endo

r

ICT Solu1on Provider/Vendor

Research Most Valuable


#ARFORUM

Vendors and buyers have similar views

•  Most of the "rms most commented on in the survey are used by both vendors and buyers –  Interesting that "rms focused on sourcing

are rated highly by readers •  Strong performance by Everest, HfS and

NelsonHall, but against a lower number of commenters

– Few notable divergences in valuation •  Aberdeen, Saugatuck, 451, Frost


#ARFORUM

Outsourcing

Big Data

Cloud Pla[orms Cloud Applica5ons

Cloud Infrastructure

Strategy

IT Services So\ware

PaaS

Security & Privacy Applica5on Development

BPM

CRM & Customer Service

E-‐Commerce

Telecoms Services Data Integra5on

So\ware

Other, please specify...

Channels

Database Management Internet Applica5ons

Networks

Wireless

IT Administra5on

Telecoms Equipment

Law & Policy

Broadcas5ng & Cable

Publishing

Computer Equipment

Electronics

I don’t read or ask for any analyst reports

Languages & Opera5ng Systems

Don’t know

0.00

0.20

0.40

0.60

0.80

1.00

1.20

1.40

1.60

1.80

2.00

0.00 0.20 0.40 0.60 0.80 1.00 1.20 1.40 1.60 1.80 2.00

Not IC

T Solu1o

n Provider/V

endo

r


Report Topics


#ARFORUM

Topics of interest also well-aligned

•  Vendors and buyers have broadly similar interest in topics – Outsourcing, big data, strategy, cloud, CRM

and customer services

•  Few outliers – Platform as a Service more important to

vendors (emerging technology?) – Broadcasting and cable more important to

buyers (regulatory changes?)


#ARFORUM

Gartner

Forrester

HfS Research

IDC

NelsonHall

Everest Group

Ovum

ISG


Aberdeen Group

Celent Yankee Group

Frost & Sullivan

451 Group Tier 1 Aite Group

Al5meter

Datamonitor

DisplaySearch

Kennedy Saugatuck

TABB Group CEB/TowerGroup

Current Analysis

GigaOM

RedMonk

Experton Group

IDC Financial Insights

IDC Manufacturing Insights

Kable

Pierre Audoin Consultants

0.00

0.50

1.00

1.50

2.00

2.50

0.00 0.20 0.40 0.60 0.80 1.00 1.20 1.40 1.60 1.80 2.00

Not IC

T Solu1o

n Provider/V

endo

r


Influence on Buyers


#ARFORUM

Vendors may misestimate a few "rms’ in#uence

•  Vendors likely to rate fewer "rms as in#uential – Lower rating for IDC, and its Manufacturing

and Financial Insights business

•  Vendors more likely to rate Aberdeen Group, Datamonitor and Display Search


#ARFORUM

Gartner

Forrester IDC

HfS Research


Frost & Sullivan NelsonHall

Datamonitor

Ovum

451 Group Tier 1 IDC Financial Insights

Aite Group

Celent

Everest Group

Kennedy Saugatuck Canalys

CEB/TowerGroup

Constella5on Research


ISG

Technology Business Research

Aberdeen Group

Analysys Mason

Current Analysis

DisplaySearch

GigaOM

TABB Group

Yankee Group

0.00

0.20

0.40

0.60

0.80

1.00

1.20

1.40

1.60

1.80

2.00

0.00 0.20 0.40 0.60 0.80 1.00 1.20 1.40 1.60 1.80

Not IC

T Solu1o

n Provider/V

endo

r


Influence on Investors


#ARFORUM

In#uence on investors takes different forms

•  This was the most discussed chart at the event. Different research may in#uence different investors – Gartner is felt to be, by far, the biggest

in#uence on public "rms – A wider range of "rms are re#ected in equity

research, including IDC, Forrester and boutique "rms

–  Investors in vendors may use different research from investors in enterprises


#ARFORUM

Gartner

Forrester IDC

HfS Research Ovum

451 Group Tier 1


NelsonHall

Frost & Sullivan

Everest Group

Datamonitor

Enderle Yankee Group


Aberdeen Group

TABB Group

RedMonk

Aite Group Canalys

CEB/TowerGroup GigaOM

Quocirca

Al5meter Bloor Research

Current Analysis

DisplaySearch

ESG

Informa

iSuppli Corpora5on

Kennedy


Saugatuck

Strategy Analy5cs Technology Business Research

EMA

Experton Group IDC Financial Insights


ISG Celent

Kable

0.00

0.20

0.40

0.60

0.80

1.00

1.20

1.40

1.60

1.80

2.00

0.00 0.20 0.40 0.60 0.80 1.00 1.20 1.40 1.60 1.80 2.00

Not IC

T Solu1o

n Provider/V

endo

r


Influence on Journalists


#ARFORUM

Much agreement over who in#uences journalists

•  “Other, please specify” [the write-in option for "rms beyond the 50 options] does especially well here – Substantial niche leadership – Constellation, Frost, Quocirca and TABB

more visible to vendors


#ARFORUM

Gartner

Forrester HfS Research IDC

Everest Group

NelsonHall


Aberdeen Group

ISG

451 Group Tier 1

Celent

CEB/TowerGroup

Datamonitor

Ovum

Aite Group


Current Analysis

Frost & Sullivan

GigaOM

Saugatuck

Informa

Analysys Mason

Canalys

DisplaySearch

EMA

Kennedy Quocirca

RedMonk

Strategy Analy5cs

TABB Group

Ventana

Yankee Group ESG




Bloor Research

Experton Group

Greyhound Research

Hurwitz & Associates

Infone5cs


0.00

0.50

1.00

1.50

2.00

2.50

0.00 0.20 0.40 0.60 0.80 1.00 1.20 1.40 1.60 1.80 2.00

Not IC

T Solu1o

n Provider/V

endo

r


Which firms influence you?


#ARFORUM

Users report a wide range of sources

•  Some very wide divergences – Buyer rate PAC, Ovum, TBR and Redmonk

more highly – Vendors rate Datamonitor, Aberdeen Group

and Saugatuck more highly


#ARFORUM

HfS Research

Gartner

Forrester NelsonHall

Everest Group

IDC


Saugatuck

451 Group Tier 1

Aberdeen Group


Ovum

CEB/TowerGroup Celent

Frost & Sullivan ISG

Canalys

Datamonitor

Technology Business Research Yankee Group

ABI Research

Aite Group

BARC

Bloor Research GigaOM

RedMonk

Al5meter

Current Analysis


Infone5cs

Informa

Kable


Ventana

0.00

0.20

0.40

0.60

0.80

1.00

1.20

1.40

1.60

1.80

0.00 0.20 0.40 0.60 0.80 1.00 1.20 1.40 1.60

Not IC

T Solu1o

n Provider/V

endo

r


Most independent?


#ARFORUM

Independence is aligned with use by respondents

•  Very high score for ‘Other’ is notable •  Vendors less likely to rate "rms as

independent


#ARFORUM

The firms most reported to have risen in influence by respondents to the 2013 analyst value survey

HfS Research

Gartner

NelsonHall

Forrester

451 Group Tier 1

IDC


Everest Group

Ovum



Frost & Sullivan

GigaOM

RedMonk


#ARFORUM

HfS, Gartner, NelsonHall and Forrester said to rise

•  Rather a small number of "rms are thought to have risen in in#uence this year


#ARFORUM

451 Group Tier 1

Aberdeen Group

Aite Group

Al5meter

Bloor Research Canalys

CEB/TowerGroup

Celent


Current Analysis Datamonitor

DisplaySearch EMA

Enderle ESG

Everest Group

Experton Group

Forrester

Frost & Sullivan

Gartner

GigaOM

HfS Research IDC



Informa

ISG

iSuppli Corpora5on

Kable

Kennedy

NelsonHall Ovum


Quocirca

RedMonk Saugatuck

Strategy Analy5cs

TABB Group


Ventana

Yankee Group


-‐0.5

0

0.5

1

1.5

2

2.5

0 0.5 1 1.5 2 2.5

Influ

ence on Bu

yers

Influence on Journalists

Influence on Journalists & Buyers


#ARFORUM

Media and sales in#uence are not so strongly aligned

•  ISG, Everest and NelsonHall seem to punch below their weight with the media

•  Enderle, Constellation and iSuppli punch above their weight with the media


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Analyst Value Survey 2013

Marketing