Comments for Analyst Equity ¦ Duncan Chapple on how market analysis builds brand equity

Comment on The rise of the right-brained analyst by Hyoun Park

Hyoun Park — Tue, 21 May 2013 19:34:44 +0000

As an analyst focused on financial ROI, I can assure you that creativity and ROI are not exclusive. Understanding the ROI of BYOD, mobile applications, social media, visualization applications, and other consumerized technologies can take some creativity. I actually find that end users tend to be flexible and creative (because they have to be) while vendor AR tends to be very rigid. That makes it a challenge to translate end user inquiries to AR because it really is speaking two different languages. AR wants to hear about pure deal influence rather than how they can provide new offerings that can change their relative positioning.

This isn’t hard and fast; some of our vendor advisory clients do understand the opportunity. But on the whole, the end user advisory clients are far more flexible.

Comment on Slides: How to maximise value for money from analyst contracts by Utpal Ghosh

Utpal Ghosh — Tue, 21 May 2013 14:15:18 +0000

The model could potentially also impact the pricing of contract, when clients are increasingly sticky about the value they seek for price paid for the service. Secondly for a information service provider, the freemium business model becomes increasingly more relevant now than before. With present day information are expected for free in subsequent version. They pose challenge of providing new dimensions to insight. So there are also challenges to innovation to not only package information in a different way but also provider new dimension ,thereby added value.

Comment on Expanding Ovum was the smartest industry move of the year by Ovum, the quietly competent of ICT research industry? | The IIAR Blog

Ovum, the quietly competent of ICT research industry? | The IIAR Blog — Fri, 17 May 2013 15:06:54 +0000

[...] to succeed Brett Azuma means continuity – always good news. Indeed, Ovum has a turbulent past, but has been flying solo since its independence day. Over the past few years it has made [...]

Comment on The rise of the right-brained analyst by Ludovic

Ludovic — Wed, 15 May 2013 21:52:17 +0000

Back to the future then? I don’t see firms hiring ‘mad professors’ or ex. academics starting their own crystal ball boutique, do you?

Or in other words, is there a new generation of Robin Bloor, Gideon Gartner, Martin Butler, etc -or is there no longer a business model for it because IT is now “normal”?

Comment on The clash of cultures between Ovum, Informa and Datamonitor by Ludovic

Ludovic — Tue, 14 May 2013 18:44:46 +0000

Cultures are one thing, which I alluded to in this post:
http://analystrelations.org/2011/05/18/ovum-divorces-from-datamonitor-and-graduates-to-informa-ownership/

But different attitudes to managing a business are probably a better explanation of the recent Ovum history.

Comment on Why has Ovum failed to find a buyer? Because there’s no seller by Informa eats Ovum for breakfast: Scrambled eggs, poached or egg rolls?

Informa eats Ovum for breakfast: Scrambled eggs, poached or egg rolls? — Sun, 05 May 2013 15:05:01 +0000

[...] Why has Ovum failed to find a buyer? [...]

Comment on Losing $100m today was just a blip in Informa’s success by Informa eats Ovum for breakfast: Scrambled eggs, poached or egg rolls?

Informa eats Ovum for breakfast: Scrambled eggs, poached or egg rolls? — Sun, 05 May 2013 15:03:44 +0000

[...] What’s made Informa successful? [...]

Comment on Informa eats Ovum for breakfast: Scrambled eggs, poached or egg rolls? by Heather Stark

Heather Stark — Mon, 29 Apr 2013 16:57:37 +0000

Quirky analysts!?! At Ovum?? What a peculiar idea….!

Comment on Informa eats Ovum for breakfast: Scrambled eggs, poached or egg rolls? by Martin White

Martin White — Fri, 26 Apr 2013 14:04:44 +0000

This brought back memories. I was head-hunted from IDC by Logica in 1989 to sort out the aftermath of a group of analysts leaving to create Ovum. The main Logica brands were Telematica (telecoms market forecasting) and Tarifica (a telecoms tariffs database). The operating unit was acquired in 1991 by a US VC fund but the fit with its other interests was poor. Subsequently in 1993 Telematica was acquired by Romtec (later to be acquired by GfK) and Tarifica was eventually acquired by the T3i Group where it is still flourishing.

Comment on What role does analyst insight have in market intelligence? by Danny Dicks

Danny Dicks — Fri, 26 Apr 2013 08:19:23 +0000

Nice article Duncan. We’ve thought about this too; as analysts we have worked with many MI teams and know how they work (at least in the companies we’ve dealt with). Some of our thoughts are here: http://www.slideshare.net/DannyDicks/market-insight-and-intelligence-3-key-design-factors-and-8-top-tips

Comment on What role does analyst insight have in market intelligence? by Evan Quinn

Evan Quinn — Wed, 24 Apr 2013 14:47:51 +0000

Some basic observations: At many tech vendors there is a separate MI function staffed by MI pros, just like there is often a CI function staffed by CI pros. Finally the strategy team requires intel and often has a specialist or a few responsible for intel gathering and filtering. AR’s first job in this space, therefore, is to understand the internal org boundaries, activities, and reporting structure for “intelligence” functions, understand how analysts fit into this equation, and engender teamwork. AR, however, needs to ensure that the intelligence people, when they do inquiry with analysts, don’t spill any beans, and don’t break copyright rules. Also AR could offer the intelligence teams a “preferred list” of analysts who are known to (a) have in-depth market understanding in specific areas, and (b) can be trusted. Unfortunately there are some analysts who just lack the grasp of what NDA really means. Ah yes, need that NDA in place! Note that analysts are just one of the many source of intelligence info out there, so if your intelligence people seem to be only or mainly dealing with analysts, your org may actually have a gap in intelligence expertise.

Comment on Survey: which analyst firms are moving up (or down)? by Duncan

Duncan — Sun, 14 Apr 2013 20:51:39 +0000

Hi Stuart. We asked participants which analyst firms were most influential on journalists. The participants are users of analyst research: in the main they are not also journalists. In a separate study, the Analyst Impact Model, we do evaluate the profile of analysts in the media, using a rather complex model which accounts for different kinds of coverage.

Comment on Survey: which analyst firms are moving up (or down)? by Steve Brown

Steve Brown — Sat, 13 Apr 2013 22:00:31 +0000

In terms of weighing influence on journalists, what types of questions are you asking? And, are you in any way evaluating the number of times analysts are quoted in news stories? I could see a journalist indicated that they are greatly influenced by a boutique analyst but then perhaps turning to one of the heavy-weights for an actual quote. Knowing how you factor and evaluate this would be helpful. Also, what publications are you asking? IT is fairly broad and clarification of the types of publications and reporters would be appreciated.

Comment on How analyst relations beat back influencer relations by James Cooper

James Cooper — Tue, 26 Mar 2013 18:16:44 +0000

Duncan – great article. The analyst firms are really missing a trick by not publishing some guidelines on the role they directly play in influencing major IT purchasing decisions. Too many vendor and AR professionals only think about report inclusion and miss the elephant in the room. Kensington Group gave stats along the lines of 80% of major IT purchases in Global 3000 firms were down to analyst influence.

Comment on Exposed! You named the most, and least, independent analyst firms by Duncan

Duncan — Wed, 27 Feb 2013 23:47:40 +0000

Hi Evan. Who is this “you” that your comment is addressed to? This chart averages the scores given by around 180 non-analyst users of analyst research. Not all of them commented on ESG, and those who did almost certainly know your firm better than I do personally. This is quite unlike an MQ, which is a series of qualitative judgements by the researchers. In this case, there’s no judgement involved in the placement of the data. It’s just the averages of the scores from the participants. It might be that hundreds of people who took the survey don’t know ESG well, but I can’t really ask that all of them interact with every firm before they take the survey. That would be impractical.