Baird/Koning/BPO: Industry Comments: Takeaways from Oracle OpenWorld Conference | Market Analysis

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Remain selective in IT Services, favoring CTSH/BPO providers, but would look to get more constructive around pullbacks in Neutral-rated stocks. CTSH is our best idea, given expectations for reaccelerating yoy revenue growth in Q4 (high historical correlation of growth acceleration and multiple expansion).

Highlights from our recent trip to the Oracle OpenWorld conference include: (1) stable/improving demand for systems integration, (2) limited near-term threat from the cloud, and (3) the continued shift toward offshore delivery for systems integration work, especially technical/development work.

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David J. Koning, CFA
414.298.7494

 

David J. Koning CFA

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David J. Koning CFA
12 years ago

Recent Posts

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