July 18, 2019

Research Topics

Topics being addressed in DeepDive’s recent research (in addition to stock-specific research):

  • Study of organic constant currency revenue growth by IT services market segment and service provider
  • Tracking of contract signings trends, based on our proprietary data set with over 20 years of history
  • Compilation of detailed data on each service firm’s employees by location, mapped to COVID cases in each location
  • Primary research on criteria used by buyers in choosing IT services providers and how criteria are changing
  • Evaluation of each service provider’s underlying revenue mix and exposure to cyclical impacts
  • Cloud adoption patterns and implications for each IT services market segment
  • Changes in the software-services ecosystem and implications for software players (e.g., SAP, Oracle)
  • Intensive evaluation of growth prospects and competition in the engineering services outsourcing market