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