TABLE OF CONTENTS
Table of Contents 2
Executive Summary 7
Industry analysis 7
Industry definition 7
Research highlights 7
Market Value 8
Market Segmentation – Category 9
Market Segementation – Geography 10
Five Forces Analysis 11
Summary 11
Buyer power 13
Supplier power 15
New entrants 16
Substitutes 18
Rivalry 19
Top 10 Companies Landscape 20
Revenue analysis 24
Financial performance analysis 25
Company Reports 29
Hewlett-Packard Company 29
International Business Machines Corporation 39
Microsoft Corporation 49
Accenture Ltd 58
Oracle Corporation 66
Google Inc. 73
SAP AG 82
Computer Sciences Corporation 92
EMC Corporation 99
Capgemini S.A. 109
Financial Analysis 118
Hewlett-Packard Company 118
International Business Machines Corporation 121
Microsoft Corporation 124
Accenture Ltd 127
Oracle Corporation 130
Google Inc. 133
SAP AG 136
Computer Sciences Corporation 139
EMC Corporation 142
Capgemini S.A. 145
APPENDIX 148
TABLE OF FIGURES
Figure 1: Global software & services, $ billion, 2004–08 8
Figure 2: Global software & services market segmentation—category, % share 2008 9
Figure 3: Global software & services market segmentation—geography ,% share 2008 10
Figure 4: Forces driving competition in the global software & services industry group, 2008 11
Figure 5: Drivers of buyer power in the global software & services industry group 13
Figure 6: Drivers of supplier power in the global software & services industry group 15
Figure 7: Factors influencing the likelihood of new entrants in the global software & services industry group 16
Figure 8: Factors influencing the threat of substitutes in the global software & services industry group 18
Figure 9: Drivers of degree of rivalry in the global software & services industry group 19
Figure 10: Turnover of global top 10 software & services companies, $ million, FY2008 21
Figure 11: Revenue growth of global top 10 software & services companies , 2006–08 25
Figure 12: Operating profit analysis, FY2008 26
Figure 13: Net profit analysis, FY2008 27
TABLES
Table 1: Global software & services, $ billion, 2004–08 8
Table 2: Global software & services market segmentation—category, % share 2008 9
Table 3: Global software & services market segmentation—geography ,% Share 2008 10
Table 4: Turnover of global top 10 global software & services companies, $ million, FY2008 20
Table 5: Revenue growth of global top 10 software & services companies, 2006–08 24
Table 6: Key financials of global top 10 software & services companies, FY2008 25
Table 7: Key industry specific ratios–FY2008 28
Table 8: HP—Financial and operational highlights, 2004–08 ($ million) 118
Table 9: HP—Key industry specific ratios, 2004–08 120
Table 10: IBM—Financial and operational highlights, 2004–08 ($ million) 121
Table 11: IBM—Key industry specific ratios, 2004–08 123
Table 12: Microsoft—Financial and operational highlights, 2004–08 ($ million) 124
Table 13: Microsoft—Key industry specific ratios, 2004–08 126
Table 14: Accenture—Financial and operational highlights, 2004–08 ($ million) 127
Table 15: Accenture—Key industry specific ratios, 2004–08 129
Table 16: Oracle—Financial and operational highlights, 2004–08 ($ million) 130
Table 17: Oracle—Key industry specific ratios, 2004–08 132
Table 18: Google—Financial and operational highlights, 2004–08 ($ million) 133
Table 19: Google—Key industry specific ratios, 2004–08 135
Table 20: SAP—Financial and operational highlights, 2004–08 ($ million) 136
Table 21: SAP—Key industry specific ratios, 2004–08 138
Table 22: CSC—Financial and operational highlights, 2005–09 ($ million) 139
Table 23: CSC—Key industry specific ratios, 2005–09 141
Table 24: EMC—Financial and operational highlights, 2004–08 ($ million) 142
Table 25: EMC—Key industry specific ratios, 2004–08 143
Table 26: Capgemini—Financial and operational highlights, 2004–08 ($ million) 145
Table 27: Capgemini—Key industry specific ratios, 2004–08 147