Monday, January 21, 2008

RedMonk - the world's first "make-side" analyst firm?

I was reading James Governor's blog earlier today (essential reading I'd suggest) and was struck by how he describes RedMonk:

"Other analyst firms primarily target sell-side or buy-side (the buyers or sellers of technology). We really don’t see the world that way. RedMonk’s core constituency is “make-side“: the makers and doers, hackers and players. They might work at vendors, at dotcoms, at service providers, or traditional enterprises. Open source and web oriented technologies are the bridges between them. Industry analysts they really need to be advocates to be effective. We are not user advocates. We’re not vendor advocates. We’re maker advocates."

James, I like it. And you have inspired me to make my first blog post of 2008.

Monday, November 12, 2007

CCS Insight attracts another top mobile analyst


Leading mobile analyst Paolo Pescatore starts today at CCS Insight as director - operator strategy, content and applications.

Paolo joins the CCS Insight team from IDC where he was research manager for the EMEA consumer wireless and mobile communications service.

Following the recruitment of Geoff Blaber earlier in the year (who has just been promoted from senior analyst to director of devices), it's another great hire for directors Mick Walker, Shaun Collins and Ben Wood.

In the past 18 months, CCS Insight has transformed itself and is now rapidly creating a brand that challenges the bigger, better-known players in the analyst space.

We've been talking to Ben recently about the reasons behind CCS Insight's success and his views on the analyst market. Sometime later this week, I'll post again on this.

Monday, September 17, 2007

Yankee hires new enterprise mobility analyst



Yankee Group's enterprise team is in hiring mode.

It's appointed Nick Spencer of Canalys; he's going to focus on enterprise mobile application environments.

There's a second hire in the works for Camille Mendler's team too. More on that soon I am told.

Thursday, September 06, 2007

Another small analyst firm is expanding

UK boutique firm Macehiter Ward-Dutton (MWD) is expanding.

It has hired Angela Ashenden as a principal analyst. She was previously a senior analyst with Ovum, working in the general area of information, knowledge and content management.

At MWD, Angela will be covering collaboration, a new research area for the firm. In her first blog post, she explains:

"I will be coming at collaboration from a different perspective from most other analyst companies...taking the enterprise need as my primary consideration, rather than the technology...I will be looking at the technology in as far as how it addresses the organisation's broader business need...I aim to keep the focus on how the technology fits within and complements that structure...I'll (also) be looking at what makes collaboration work within an enterprise, and what techniques and methods you can use to implement collaborative working patterns within your organisation."

Sounds pretty much in line with the two Neil's focus on IT-Business alignment then.

It is great to see MWD expanding again - and it's part of a developing trend. In recent months, we've seen new appointments by Quocirca, Freeform Dynamics and CCS Insight (to name but a few).

There's an ever increasing recognition in the market that these smaller firms have a lot to offer.

They bring experienced analysts, sensible service offerings and a more flexible way of working (which contrasts sharply with the aggressive sales-led approach it seems some of the larger global firms are now adopting).

They have might not have the direct commercial impact on technology buyers that Gartner and Forrester can offer - but when it comes to media impact, influence within the ICT community and a willingness to engage in debate and provide insight and feedback during briefings...

Oh, and watch out for more departures from Ovum. Everytime we pick up the phone, there's another rumour of an analyst deciding that now is a good time to seek alternative employment.

Wednesday, September 05, 2007

Morgan Chambers acquired by EquaTerra

Action in the sourcing advisory arena today with EquaTerra's acquisition of Morgan Chambers.

You can read the press release here. The Houston Business Journal adds some additional comment.

This is big news - at least for those in the outsourcing and IT services space. Both firms are substantial players in the 'third party advisor' (TPA) market. The Black Book of Outsourcing 2007 names EquaTerra as the leading provider in the IT Outsourcing market while Morgan Chambers holds the same position in BPO.

As the two firms have different approaches to the market - EquaTerra takes an industry view while Morgan Chambers is more focused on countries - it'll be interesting to see how these are brought together. If done well, it will most likely result in a powerful approach that could easily spark further consolidation as others in the market try not to get left behind.

And there's plenty of competition around. TPI* says it is the largest sourcing advisory firm in the world (a claim not challenged by EquaTerra in the press release; instead it uses phrases like "market leading" and "advisory firm of choice").

Then think of other specialists like Everest, NeoIT and Alsbridge, the big management consultancy firms and even traditional analyst firms in the shape of Gartner Consulting, Ovum's Orbys and, increasingly, NelsonHall.

The power of the TPA has long been apparent to those AR professionals working in the IT services and outsourcing sector. In this market, they are far more important commercially than the industry analysts - although they do lack the 'rounded' influence that the typical industry analyst is capable of delivering.

(As background, there was a fascinating conversation back in late 2005 over here at ARmadgeddon on the relative importance of analysts v TPAs. Make sure to read the comments by HP's Carter and ex Gartner analyst, Vinnie!)

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* It's an interesting side-step to remember that less than two years ago, EquaTerra was planning a merger with TPI. Just a few months later, this deal was terminated by 'mutual consent'.

Tuesday, September 04, 2007

Hurwitz executive joins Quocirca

Fran Howarth has joined Quocirca as a principal analyst. Fran was previously a partner on the executive team at Hurwitz.

At Quocirca, she's going to be covering "emerging technologies and business models" which sounds wonderfully vague. More specifically, her areas of coverage are going to be supply chain and lifecycle management, information management, security and asset management.

Fran's appointment should give Quocirca additional coverage of some important market sectors. Sharon Crawford already covers supply chain as part of her enterprise solutions remit while Bob Tarzey has carved out a niche for himself in the IT security space alongside his core focus on 'route to market'.

The beauty of Quocirca (indeed, of many of the boutique firms) is that they deliberately set out to avoid the silo mentality practiced by some of their bigger rivals. In a market that is continually consolidating and converging (and sometimes colliding) it's always good to see an analyst firm recognise that the old divides in the ICT industry are no longer as relevant as they once were.

Quocirca's continued expansion backs up recent conversations I've had with the firm. Business is good and there's a lot of confidence about the future.

In the meantime, what does this mean for Hurwitz? The company's never had much profile over on this side of the Atlantic, choosing instead to partner with Bloor Research in the UK as a means of providing European coverage to its clients.

Fran was Hurwitz's only 'local' European analyst and we suspect she won't be replaced. Instead, we expect to see Hurwitz focus on developing its relationship with Bloor Research (especially given that Robin Bloor is a partner at Hurwitz as well as being chief research officer with Bloor).

Friday, August 24, 2007

Matt Hatton leaves Yankee Group

Farewell to Matt Hatton who covers the consumer wireless market in EMEA for Yankee Group. Today is his last day there.

He's jumping the fence and joining the mobile operator 3 UK in a market intelligence role. All the best in the new role Matt.

(We've also heard rumours that two new analysts are likely to be joining Yankee in September - one of whom is the long awaited replacement for Nick McQuire who left the enterprise team earlier this year to join BT).

Monday, August 20, 2007

IDC to speak at IIAR meeting in September

We're delighted to have IDC as our guest speaker at the IIAR (Institute of Industry Analyst Relations) meeting in September.

With Martin Hingley, (chief research officer, EMEA) and Steven Frantzen (group VP, CEMA and general manager, EMEA research) joining us, we have two senior executives coming along. I'm sure that once again, it'll be an interesting time.

The meeting is taking place on 20 September in central London.

Meetings are open to all IIAR members. We also have a limited number of guest places available.

Please do contact IIAR secretary Hannah Kirkman if you'd like to find out more. She can be reached here.

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FYI, I am a board member of the IIAR.

John Chambers of Cisco on the value of industry analysts (1.40 min video)

This short video clip is well worth watching.

John Chambers, chairman and CEO of Cisco explains why he talks to analysts - and how his reasons have changed over the past five years.

Click here to see the clip. It's embedded in the post titled "Why C-Scape?"

Friday, August 17, 2007

Cisco launches AR blog

It's great to see Cisco has started an AR blog as part of its analyst outreach. Find it here.

In the first post, Skip MacAskill - director, industry analyst relations - explains the reasons for introducing it:

"We have developed this site to interact with industry influencers and thought leaders on key industry wide trends and issues as well as Cisco-related technologies, markets and customer segments...Incorporating different media and communications tools into our AR program provides our industry analysts, customers, partners, and other interested communities the opportunity to interact and share ideas in new ways."