Top 10 Companies in the US Transportation and Logistics Industry: IT Spending Predictor 2010

TABLE OF CONTENTS
OVERVIEW 1
Catalyst 1
Summary 1
INTRODUCTION 10
Reasons to Purchase 10
Definitions 10
US TRANSPORTATION AND LOGISTICS INDUSTRY: ESTIMATED SPENDING ON IT 13
Overview 13
Estimated spending by technology segment 15
Estimated IT spending by channel 17
UNITED STATES POSTAL SERVICE 19
Budget overview 19
United States Postal Service, estimated spending on IT 20
United States Postal Service, estimated IT spending by channel 24
United States Postal Service, IT Contracts 26
UNITED PARCEL SERVICE, INC. 36
Budget overview 36
United Parcel Service, Inc., estimated spending on IT 37
United Parcel Service, Inc., estimated IT spending by channel 41
FEDEX CORPORATION 43
Budget overview 43
FedEx Corporation, estimated spending on IT 44
FedEx Corporation, estimated IT spending by channel 48
SWIFT TRANSPORTATION CO., INC. 50
Budget overview 50
Swift Transportation Co., Inc., estimated spending on IT 51
Swift Transportation Co., Inc., estimated IT spending by channel 55
AMR CORPORATION 57
Budget overview 57
AMR Corporation, estimated spending on IT 58
AMR Corporation, estimated IT spending by channel 62
DELTA AIR LINES, INC. 64
Budget overview 64
Delta Air Lines, Inc., estimated spending on IT 65
Delta Air Lines, Inc., estimated IT spending by channel 69
Delta Air Lines, Inc., IT Contracts 71
UAL CORPORATION 73
Budget overview 73
UAL Corporation, estimated spending on IT 74
UAL Corporation, estimated IT spending by channel 78
BURLINGTON NORTHERN SANTA FE CORPORATION 80
Budget overview 80
Burlington Northern Santa Fe Corporation, estimated spending on IT 81
Burlington Northern Santa Fe Corporation, estimated IT spending by channel 85
UNION PACIFIC CORPORATION 87
Budget overview 87
Union Pacific Corporation, estimated spending on IT 88
Union Pacific Corporation, estimated IT spending by channel 92
BNSF RAILWAY COMPANY 94
Budget overview 94
BNSF Railway Company, estimated spending on IT 95
BNSF Railway Company, estimated spending on IT, estimated IT spending by channel 99
APPENDIX 101
Methodology 101
Further reading 103
Disclaimer 104

LIST OF FIGURES
Figure 1: Top ten companies in the US transportation and logistics industry, estimated spending on IT ($m), 2009 and 2010 13
Figure 2: Top ten companies in the US transportation and logistics industry, estimated spending by technology segment ($m), 2009 15
Figure 3: Top ten companies in the US transportation and logistics industry, estimated spending on IT by channel ($m), 2009 17
Figure 4: United States Postal Service, estimated spending by IT segment ($m), 2009 20
Figure 5: United States Postal Service, estimated spending by IT segment ($m), 2009 22
Figure 6: United States Postal Service, estimated spending on IT by channel (%), 2009 24
Figure 7: United Parcel Service, Inc., estimated spending by IT segment (%), 2009 37
Figure 8: United Parcel Service, Inc., estimated spending by IT sub-segment ($m), 2009 39
Figure 9: United Parcel Service, Inc., estimated spending on IT by channel (%), 2009 41
Figure 10: FedEx Corporation, estimated spending by IT segment (%), 2009 44
Figure 11: FedEx Corporation, estimated spending by IT sub-segment ($m), 2009 46
Figure 12: FedEx Corporation, estimated spending on IT by channel (%), 2009 48
Figure 13: Swift Transportation Co., estimated spending by IT segment (%), 2009 51
Figure 14: Swift Transportation Co., estimated spending by IT sub-segment ($m), 2009 53
Figure 15: Swift Transportation Co., estimated spending on IT by channel (%), 2009 55
Figure 16: AMR Corporation, estimated spending by IT segment, 2009 58
Figure 17: AMR Corporation, estimated spending by IT sub-segment ($m), 2009 60
Figure 18: AMR Corporation, estimated spending on IT by channel (%), 2009 62
Figure 19: Delta Air Lines, Inc., estimated spending by IT segment (%), 2009 65
Figure 20: Delta Air Lines, Inc., estimated spending by IT sub-segment ($m), 2009 67
Figure 21: Delta Air Lines, Inc., estimated spending on IT by channel (%), 2009 69
Figure 22: UAL Corporation, estimated spending by IT segment (%), 2009 74
Figure 23: UAL Corporation, estimated spending by IT sub-segment ($m), 2009 76
Figure 24: UAL Corporation, estimated spending on IT by channel (%), 2009 78
Figure 25: Burlington Northern Santa Fe Corporation, estimated spending by IT segment (%), 2009 81
Figure 26: Burlington Northern Santa Fe Corporation, estimated spending by IT sub-segment ($m), 2009 83
Figure 27: Burlington Northern Santa Fe Corporation, estimated spending on IT by channel (%), 2009 85
Figure 28: Union Pacific Corporation, estimated spending by IT segment (%), 2009 88
Figure 29: Union Pacific Corporation, estimated spending by IT sub-segment ($m), 2009 90
Figure 30: Union Pacific Corporation, estimated spending on IT by channel (%), 2009 92
Figure 31: BNSF Railway Company, estimated spending by IT segment, 2009 95
Figure 32: BNSF Railway Company, estimated spending by IT sub-segment ($m), 2009 97
Figure 33: BNSF Railway Company, estimated spending on IT by channel (%), 2009 99
Figure 34: Research methodology 101

LIST OF TABLES
Table 1: Definitions: IT segments and sub segments 11
Table 2: Definitions: channels 12
Table 3: Top ten companies in the US transportation and logistics industry, estimated spending on IT ($m), 2009 and 2010 14
Table 4: Top ten companies in the US transportation and logistics industry, estimated spending by technology segment ($m), 2009 16
Table 5: Top ten companies in the US transportation and logistics industry, estimated spending on IT by channel ($m), 2009 18
Table 6: United States Postal Service, IT budget estimates (%), 2009–10 19
Table 7: United States Postal Service, IT budget by estimated entity (as % of overall IT budget), 2009 19
Table 8: United States Postal Service, estimated spending by IT segment ($m), 2009 21
Table 9: United States Postal Service, estimated spending by IT sub-segment ($m), 2009 23
Table 10: United States Postal Service, estimated spending on IT by channel ($m), 2009 25
Table 11: IT Contracts: United States Postal Service – Convergys Corp 26
Table 12: IT Contracts: United States Postal Service – Diebold Company 28
Table 13: IT Contracts: United States Postal Service – AT&T 30
Table 14: IT Contracts: United States Postal Service – AT&T 32
Table 15: IT Contracts: United States Postal Service – Convergys Corp 34
Table 16: United Parcel Service, Inc., IT budget estimates (%), 2009–10 36
Table 17: United Parcel Service, Inc., estimated IT budget by entity (as % of overall IT budget), 2009 36
Table 18: United Parcel Service, Inc., estimated spending by IT segment ($m), 2009 38
Table 19: United Parcel Service, Inc., estimated spending by IT sub-segment ($m), 2009 40
Table 20: United Parcel Service, Inc., estimated spending on IT by channel ($m), 2009 42
Table 21: FedEx Corporation, IT budget estimates (%), 2009–10 43
Table 22: FedEx Corporation, estimated IT budget by entity (as % of overall IT budget), 2009 43
Table 23: FedEx Corporation, estimated spending by IT segment ($m), 2009 45
Table 24: FedEx Corporation, estimated spending by IT sub-segment ($m), 2009 47
Table 25: FedEx Corporation, estimated spending on IT by channel ($m), 2009 49
Table 26: Swift Transportation Co., Inc., IT budget estimates (%), 2009–10 50
Table 27: Swift Transportation Co., Inc., estimated IT budget by entity (as % of overall IT budget), 2009 50
Table 28: Swift Transportation Co., Inc., estimated spending by IT segment ($m), 2009 52
Table 29: Swift Transportation Co., Inc., estimated spending by IT sub-segment ($m), 2009 54
Table 30: Swift Transportation Co., Inc., estimated spending on IT by channel ($m), 2009 56
Table 31: AMR Corporation, IT budget estimates (%), 2009–10 57
Table 32: AMR Corporation, estimated IT budget by entity (as % of overall IT budget), 2009 57
Table 33: AMR Corporation, estimated spending by IT segment ($m), 2009 59
Table 34: AMR Corporation, estimated spending by IT sub-segment ($m), 2009 61
Table 35: AMR Corporation, estimated spending on IT by channel ($m), 2009 63
Table 36: Delta Air Lines, Inc., IT budget estimates (%), 2009–10 64
Table 37: Delta Air Lines, Inc., estimated IT budget by entity (as % of overall IT budget), 2009 64
Table 38: Delta Air Lines, Inc., estimated spending by IT segment ($m), 2009 66
Table 39: Delta Air Lines, Inc., estimated spending by IT sub-segment ($m), 2009 68
Table 40: Delta Air Lines, Inc., estimated spending on IT by channel ($m), 2009 70
Table 41: IT Contracts: Delta Air Lines, Inc. – Affiliated Computer services Inc 71
Table 42: UAL Corporation, IT budget estimates (%), 2009–10 73
Table 43: UAL Corporation, estimated IT budget by entity (as % of overall IT budget), 2009 73
Table 44: UAL Corporation, estimated spending by IT segment ($m), 2009 75
Table 45: UAL Corporation, estimated spending by IT sub-segment ($m), 2009 77
Table 46: UAL Corporation, estimated spending on IT by channel ($m), 2009 79
Table 47: Burlington Northern Santa Fe Corporation, IT budget estimates (%), 2009–10 80
Table 48: Burlington Northern Santa Fe Corporation, estimated IT budget by entity (as % of overall IT budget), 2009 80
Table 49: Burlington Northern Santa Fe Corporation, estimated spending by IT segment ($m), 2009 82
Table 50: Burlington Northern Santa Fe Corporation, estimated spending by IT sub-segment ($m), 2009 84
Table 51: Burlington Northern Santa Fe Corporation, estimated spending on IT by channel ($m), 2009 86
Table 52: Union Pacific Corporation, IT budget estimates (%), 2009–10 87
Table 53: Union Pacific Corporation, estimated IT budget by entity (as % of overall IT budget), 2009 87
Table 54: Union Pacific Corporation, estimated spending by IT segment ($m), 2009 89
Table 55: Union Pacific Corporation, estimated spending by IT sub-segment ($m), 2009 91
Table 56: Union Pacific Corporation, estimated spending on IT by channel ($m), 2009 93
Table 57: BNSF Railway Company, IT budget estimates (%), 2009–10 94
Table 58: BNSF Railway Company, estimated IT budget by entity (as % of overall IT budget), 2009 94
Table 59: BNSF Railway Company, estimated spending on IT, estimated spending by IT segment ($m), 2009 96
Table 60: BNSF Railway Company, estimated spending on IT, estimated spending by IT sub-segment ($m), 2009 98
Table 61: BNSF Railway Company, estimated spending on IT by channel ($m), 2009 100