Get independent analysis for sound investment strategies
Rationalize company and market expectations utilizing independent expertise. More effectively model custom purchasing behavior through market surveys.
Gain insight into competitive dynamics across key tech sectors.
A dedicated client relationship manager will ensure timely delivery of data and information.
Receive differentiated and directed custom market intelligence. Perform custom analysis on pending technology IPOs.
IDC’s Investment Research offerings provide an independent, targeted, and customized research program designed to support the generation of investment ideas, facilitate effective investment decisions, and evaluate technology companies.
See how financial services clients leverage IDC’s global research and data.
A mutual fund company requested datasets and calls with IDC experts to determine the potential impact of EU antitrust regulations on Google. The client has a position in Google in their investment portfolio.
IDC provided the following datasets to help the client answer the question including Google Android’s installed base by country, Android OS shipments and value (e.g. KitKat, Lollipop, Marshmallow, Nougat) with country splits, Android based smartphone market share by vendor with country splits, and Android market share projections in the EU and UK over the next five years.
A hedge fund regularly uses IDC data to update their market model on HDDs and SSDs which includes suppliers such as Seagate, Samsung, Toshiba, and Western Digital. The client has multiple positions in this market in their investment portfolio.
The client receives off the shelf worldwide quarterly unit and petabyte shipments and revenue for the HDD industry, including supplier unit shipment and revenue market share and quarterly unit shipments, revenue, and capacity shipped for SSDs. Additionally, the client receives custom data on form factor, Terabytes, ASPs, $/GB, interface, etc.
The client also regularly utilizes the HDD and SSD analysts for inquiry calls for a dialogue on market dynamics, trends, and company news.
IDC assisted a private equity firm with gathering research on IBM z systems and Power Systems including competitive positioning, historical unit shipments, annual revenue of new sales, and installed base for a potential software deal. The client also requested primers on the server market and several calls with IDC experts.
The client's objective was to determine the short and long-term stability of the current IBM mainframe installed base and the factors keeping the installed base in place as well as the threat from other servers (e.g. x86, hyperscalers).
A mobile devices research group creates revenue projections for Samsung and needs market sizing data for the entire mobile sector.
The group gathers relevant IDC forecast and market share reports for trend data to incorporate into their primer and confirms their hypothesis with an advisory call with top IDC industry analysts.
An investment banking group in the process of bringing a new company to the public markets needed updated market sizing data across several adjacent markets.
The group prepared custom analyses and relevant market share reports to validate product positioning statements for regulatory market filings.
Conducted several insights calls in Identity Access Management, Unified Communications and Collaborative market to provide details on changes with pricing models and potential impacts on emerging solutions.
IDC’s Storage Team provided insight into an enterprise storage solutions company's (Project Y) competitive offering in the market as part of a due diligence process for an investment bank in support of an investment opportunity.
The IDC team developed 5 custom TCO models to compare Project Y’s offering against 5 competitive vendors forecasting over a 3-year timeframe. Final deliverable included a post-project debriefing with the analyst team.
Meet our Investment Research team. We provide concierge level service to provide our clients with efficient access to IDC’s global resources.
Business Development Manager
With more than seven years of research experience in the Tech Investor market, Liam is focused on pushing IDC’s customized research content and relevant news to clients. He is also responsible for the theme planning and presentation content of communication activities.
Research Director, Investment Research
Meaghan Drennen is a Research Director for IDC's Investment Research business and leverages IDC’s research capabilities to support the Tech Investor research program designed to help buy-side institutions make informed investment decisions about companies in the TMT sector. Meaghan provides primary account management to the Tech Investor client base including leading custom research projects and managing the client relationship team.
Group Vice President, Investment Research
Michael Hennessey is a Group Vice President in IDC's Investment research group. Mike has more than 25 years of experience in technology research and financial services. Mike is the co-founder of IDC’s Tech Investor product.
Group Vice President, Investment Research
As Group Vice President for IDC’s Investment Research business, Kevin Kane manages IDC’s Tech Investor (TI) and Investment Research Services (IRS) offerings to the Wall Street audience. Clients of the services include hedge funds, mutual funds, private equity firms, venture capital firms, and investment banks (equity research and banking).
Senior Client Relationship Manager
Sloane is an experienced Sr. Client Relationship Manager for IDC’s Financial Services group working with Private Equity, Hedge Funds, Investment Banks to assist in providing Market and Company research including but not limited to, analyst conference calls, published reports, market forecast and historical data & custom research support to efficiently deliver critical information.
Senior Client Relationship Manager
Frank DeLuca is a Sr. Client Relationship Manager for IDC’s Financial Services business, including IDC’s Tech Investor (TI) and Investment Research Services (IRS) offerings to the Wall Street audience. Frank works closely with analyst teams across all research areas at IDC to curate IDC syndicated research and data into relevant format for the Wall Street audience.
Manager, Client Relationships
Deborah is a Sr. Client Relationship Manager for IDC’s Financial Services team, has previously worked for leading online financial information service providers and management consulting firms, and holds a M.A. degree from University of Connecticut and a M.S. degree from Simmons University.
Associate Client Relationship Manager
Meg is an Associate Client Relationship Manager for IDC’s Financial Services business including Tech Investor (TI) and Investment Research Services (IRS). Meg provides fundamental research support to sell-side, buy-side VC and private equity institutions.
Client Relationship Manager
Justin is an experienced Client Relationship Manager for IDC’s Financial Services team, who thoroughly enjoys assisting financial clients from firms such as Private Equity, Venture Capital, Equity Research, and others alike.
Senior Investment Research Manager
Eric curates technology insights from IDC’s global research network for fund managers and investment research professionals in Asia Pacific.
Research Vice President, Investment Research
Doug Bell is Research Vice President for IDCs Investment Research business, including IDC’s Tech Investor (TI) and Investment Research Services (IRS) offerings to the Wall Street audience. Clients of the services include hedge funds, mutual funds, private equity firms, venture capital firms, and investment banks (equity research and banking).
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