Technology Vendor Financials Quarterly Analysis - Q2 2009

CATALYST 1
SUMMARY 1
TABLE OF CONTENTS 2
TABLE OF FIGURES 3
TABLE OF TABLES 3
ANALYSIS 4
IT generalist and communications infrastructure vendors faced another tough quarter 4
The IT generalist sector's revenues fell 24.7% 5
The communications infrastructure segment witnessed another tough quarter as revenues fell 21% 6
The hardware sector continued to struggle in Q2 2009 7
Communications infrastructure, hardware, and IT generalist segments' profitability fell more than 30% year-on-year 8
The hardware sector reported a 57% decline in net profit 9
The IT generalist sector's net profit fell 29% 10
The information management sector faced another tough quarter 10
The net profits of the communications infrastructure segment declined by 32% 11
stock exchanges across the globe showed signs of stability and recovery 12
IT generalist, communications infrastructure and hardware vendors increased their focus on emerging markets in EMEA and Asia Pacific 15
Oracle, Symantec and EMC reported the highest revenues in their respective sectors 17
Apple, Oracle, IBM and CA recorded the highest operating profit in their respective sectors 20
FUTURE OUTLOOK 23
APPENDIX 24
Definitions 25
Ask the analyst 25
Disclaimer 25
List of Tables
Table 1: Revenues reported by IT and telecoms segments, Q2 2008 to Q2 2009 ($ billion) 5
Table 2: Revenues and net profit growth/loss reported by the IT and telecoms segments, Q2 2009 9
Table 3: Revenue breakdown for the IT and telecoms sector by geography, April 2009 to June 2009 ($bn) 16
Table 4: Top IT and telecoms companies by revenues, April 2009 to June 2009 18
Table 5: Top IT and telecoms companies by operating profit/loss, April to June 2009 21
Table 6: Vendors considered for the analysis 24
List of Figures
Figure 1: Revenues reported by IT and telecoms segments, Q2 2008 to Q2 2009 4
Figure 2: Net profit growth/loss as reported by the IT and telecoms segments, Q2 2009 8
Figure 3: Market capitalization reported by IT and telecoms sub-segments, April 2009 to June 2009 12
Figure 4: Revenue breakdown by geography, April 2009 to June 2009 15
Figure 5: Top companies by revenues, April to June 2009 17
Figure 6: Top companies by operating profit/loss, April to June 2009 20