Please note we will update with available data as companies announce.
The interactive graphic below allows you to look at revenue growth and operating margin performance of some of the leading IT Services organizations. This chart shows the data for each individual provider.
Exhibit 1 – Margin v Revenue Growth For Individual IT Service Providers by Quarter Q1 2016 to Q3 2020
[iframe width=”600″ height=”600″ seamless frameborder=”0″ scrolling=”no” src=”https://public.tableau.com/shared/C4N4RB3K8?:display_count=y&:origin=viz_share_link&:showVizHome=no&:embed=true”]
Source: Market Prescience Analysis of Company Financials. All quarters as a close to calendar quarter as possible. Some margin data has been estimated – either by splitting annual or half year totals or from the management commentary for example Atos & Capgemini Q3 was estimated from full year guidance. Q3 2020 data will be appended as it is announced. It is also worth noting that Capgemini revenue growth for Q2 & Q3 2020 has been boosted by the acquisition of Altran, comparing Capgemini Q3 2020 revenue with the combine Q3 2019 revenue of both companies would have shown a decline of -5.6%. Fujitsu changed its reporting for the current financial year, as the numbers go forward we will use the whole Technology Solutions revenue figures and replace the previous revenue data as it becomes available. However, we will use historic growth rates to avoid mismatched peaks cause by restating data.
The interactive chart shows the same information, but shows all the data together. Use the legend to highlight the provider you would like and run the cursor over the chart for identification or to see extra detail.
Exhibit 2 – Margin and Revenue Growth Comparison Major IT Service Providers by Quarter Q1 2016 to Q3 2020
[iframe width=”750″ height=”900″ seamless frameborder=”0″ scrolling=”no” src=”https://public.tableau.com/views/EarlyBirdRev2/MarginvRevenue?:display_count=y&:origin=viz_share_link&:showVizHome=no&:embed=true”]
Source: Market Prescience Analysis of Company Financials. All quarters as a close to calendar quarter as possible. Some margin data has been estimated – either by splitting annual or half year totals or from the management commentary for example Atos & Capgemini Q3 was estimated from full year guidance.. Q3 2020 data will be appended as it is announced. It is also worth noting that Capgemini revenue growth for Q2 & Q3 2020 has been boosted by the acquisition of Altran, comparing Capgemini Q3 2020 revenue with the combine Q3 2019 revenue of both companies would have shown a decline of -5.6%. Fujitsu changed its reporting for the current financial year, as the numbers go forward we will use the whole Technology Solutions revenue figures and replace the previous revenue data as it becomes available. However, we will use historic growth rates to avoid mismatched peaks cause by restating data.
Finally, the interactive chart below visualizes each quarter individually – you can run through the data using the slider.
Exhibit 3 – Margin and Revenue Growth Comparison Major IT Service Providers by Quarter Q1 2016 to Q3 2020
[iframe width=”600″ height=”600″ seamless frameborder=”0″ scrolling=”no” src=”https://public.tableau.com/shared/4D4TRJZ88?:display_count=y&:origin=viz_share_link&:showVizHome=no&:embed=true”]
Source: Market Prescience Analysis of Company Financials. All quarters as a close to calendar quarter as possible. Some margin data has been estimated – either by splitting annual or half year totals or from the management commentary for example Atos & Capgemini Q3 was estimated from full year guidance.. Q3 2020 data will be appended as it is announced. It is also worth noting that Capgemini revenue growth for Q2 & Q3 2020 has been boosted by the acquisition of Altran, comparing Capgemini Q3 2020 revenue with the combine Q3 2019 revenue of both companies would have shown a decline of -5.6%. Fujitsu changed its reporting for the current financial year, as the numbers go forward we will use the whole Technology Solutions revenue figures and replace the previous revenue data as it becomes available. However, we will use historic growth rates to avoid mismatched peaks cause by restating data.
