Make IDC an Extension of Your Research Process

Get independent analysis for sound investment strategies

Independent Data

Rationalize company and market expectations utilizing independent expertise. More effectively model custom purchasing behavior through market surveys.
Unbiased, Educated Opinions

Gain insight into competitive dynamics across key tech sectors.
Efficient Delivery of Critical Information

A dedicated client relationship manager will ensure timely delivery of data and information.
Differentiated View of IT Markets and Companies

Receive differentiated and directed custom market intelligence. Perform custom analysis on pending technology IPOs.

IDC offers a comprehensive and innovative research program tailored to the financial services community

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.

How IDC partners with the financial services community

Understand Emerging Technologies

IDC Innovator reports
Market and company historical data
IDC 3rd Platform Spending Guides
Analyst conference calls/analyst meetings

Engage in Discussions with Industry Experts

Analyst conference calls/analyst meetings
Web conferences
IDC Directions

Industry Primers

Market reports
Market and company historical data
Analyst conference calls/analyst meetings

Custom Research Support

Custom survey work
Custom datacuts

Monitor and Build Conviction in Existing Positions

Market and company historical data
Market forecast
Analyst conference calls/analyst meetings
Custom SWOT Analysis
Custom channel checks and surveys

Generate New Ideas (long and short)

Published reports
Analyst conference calls/analyst meetings
Company primers
Thematic research – identify technology disruptions and disconnects

Service Offerings

Investment Research Service offerings may include access to the following:

Global technology research
Worldwide network of more than 1,300 analyst for 1:1 inquiry calls
IDC Insights vertical research
IDC IT Spending Guides
IDC Quantitative Data Trackers
IDC’s Annual Directions conference and regular web conferences
Custom Research such as user surveys, company analysis, data cuts from IDC’s global analyst network
Dedicated Client Relationship Manager

Case Studies

See how financial services clients leverage IDC’s global research and data.

Mutual Fund

Objective:

Determine the potential impact of EU antitrust regulations on Google

Project Description

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.

Hedge Fund

Objective:

Update market model and projections for hard disk drives (HDDs) and solid state drives (SSDs)

Project Description

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.

Our Team

Meaghan Drennen

Research Director, Investment Research

Michael Hennessey

Group Vice President, Investment Research

Sloane Calvert

Senior Client Relationship Manager

Frank DeLuca

Senior Client Relationship Manager

Deborah Devine

Manager, Client Relationships

Liam Liu

Business Development Manager

Meg Scagnelli

Associate Client Relationship Manager

Justin Sessions

Client Relationship Manager

Doug Bell

Research Vice President, Investment Research

Make IDC an Extension of Your Research Process

Independent Data

Unbiased, Educated Opinions

Efficient Delivery of Critical Information

Differentiated View of IT Markets and Companies

IDC offers a comprehensive and innovative research program tailored to the financial services community