IDC Investment Research

Make IDC an extension of your research process

Get independent analysis for sound investment strategies

Independent Data

Rationalize company and market expectations utilizing independent expertise

More effectively model custom purchasing behavior through market surveys

Unbiased, Educated Opinions

Gain insight into competitive dynamics across key tech sectors

Efficient Delivery of Critical Information

A dedicated client relationship manager will ensure timely delivery of data and information

Differentiated View of
IT Markets and Companies

Receive differentiated and directed custom market intelligence

Perform custom analysis on pending technology IPOs

IDC offers a comprehensive and innovative research program tailored to the financial services community

IDC's Investment Research offerings provide an independent, targeted, and customized research program designed to support the generation of investment ideas, facilitate effective investment decisions, and evaluate technology companies.

Explore How Clients Use Us

Monitor and Build Conviction in Existing Positions

Market and company historical data
Market forecast
Analyst conference calls/analyst meetings
Custom SWOT Analysis
Custom channel checks and surveys

Generate New Ideas (long and short)

Published reports
Analyst conference calls/analyst meetings
Company primers
Thematic research - identify technology disruptions and disconnects

Launch Coverage on Companies, Sectors and Technologies

Market and company historical data
Market data projections
Market reports
Company primers
Custom SWOT Analysis
Analyst conference calls/analyst meetings

Build and Maintain Company and Sector Models

Market and company historical data
Market data projections
Rationalize and customize data to match company reports
IDC key market assumptions

Understand Emerging Technologies

IDC Innovator reports
Market and company historical data
IDC 3rd Platform Spending Guides
Analyst conference calls/analyst meetings

Engage in Discussions with Industry Experts

Analyst conference calls/analyst meetings
Web conferences
IDC Directions

Industry Primers

Market reports
Market and company historical data
Analyst conference calls/analyst meetings

Custom Research Support

Custom survey work
Custom datacuts

Service Offerings

Investment Research Service offerings may include access to the following:

Global technology research
Worldwide network of more than 1,300 analyst for 1:1 inquiry calls
IDC Insights vertical research
IDC IT Spending Guides
IDC Quantitative Data Trackers
IDC's Annual Directions conference and regular web conferences
Custom Research such as user surveys, company analysis, data cuts from IDC's global analyst network
Dedicated Client Relationship Manager

To learn more about IDC coverage

View Market Areas

Case Studies

Read Case Studies to see how financial services clients utilize IDC's global research.

Mutual Fund

Objective
Determine the potential impact of EU antitrust regulations on Google

Mutual Fund

Project Description

A mutual fund company requested datasets and calls with IDC experts to determine the potential impact of EU antitrust regulations on Google. The client has a position in Google in their investment portfolio.

IDC provided the following datasets to help the client answer the question including Google Android’s installed base by country, Android OS shipments and value (e.g. KitKat, Lollipop, Marshmallow, Nougat) with country splits, Android based smartphone market share by vendor with country splits, and Android market share projections in the EU and UK over the next five years.
Hedge Fund

Objective
Update market model and projections for hard disk drives (HDDs) and solid state drives (SSDs)

Hedge Fund

Project Description

A hedge fund regularly uses IDC data to update their market model on HDDs and SSDs which includes suppliers such as Seagate, Samsung, Toshiba, and Western Digital. The client has multiple positions in this market in their investment portfolio.

The client receives off the shelf worldwide quarterly unit and petabyte shipments and revenue for the HDD industry, including supplier unit shipment and revenue market share and quarterly unit shipments, revenue, and capacity shipped for SSDs. Additionally, the client receives custom data on form factor, Terabytes, ASPs, $/GB, interface, etc.

The client also regularly utilizes the HDD and SSD analysts for inquiry calls for a dialogue on market dynamics, trends, and company news.
Private Equity

Objective
Determine historical and projected trends of IBM z systems and Power Systems

Private Equity

Project Description

IDC assisted a private equity firm with gathering research on IBM z systems and Power Systems including competitive positioning, historical unit shipments, annual revenue of new sales, and installed base for a potential software deal. The client also requested primers on the server market and several calls with IDC experts.

The client's objective was to determine the short and long-term stability of the current IBM mainframe installed base and the factors keeping the installed base in place as well as the threat from other servers (e.g. x86, hyperscalers).
Investment Bank (Equity Research)

Objective
Financial modeling for Samsung

Investment Bank (Equity Research)

Project Description

A mobile devices research group creates revenue projections for Samsung and needs market sizing data for the entire mobile sector.

The group gathers relevant IDC forecast and market share reports for trend data to incorporate into their primer and confirms their hypothesis with an advisory call with top IDC industry analysts.
Investment Bank (Banking)

Objective
Determine market potential for an Initial Public Offering (IPO) for an emerging technology company

Investment Bank (Banking)

Project Description

An investment banking group in the process of bringing a new company to the public markets needed updated market sizing data across several adjacent markets.

The group prepared custom analyses and relevant market share reports to validate product positioning statements for regulatory market filings.

Conducted several insights calls in Identity Access Management, Unified Communications and Collaborative market to provide details on changes with pricing models and potential impacts on emerging solutions.
Custom Project

Objective
Create total cost of ownership model for enterprise storage company

Custom Project

Project Description

IDC's Storage Team provided insight into an enterprise storage solutions company's (Project Y) competitive offering in the market as part of a due diligence process for an investment bank in support of an investment opportunity.

The IDC team developed 5 custom TCO models to compare Project Y’s offering against 5 competitive vendors forecasting over a 3-year timeframe. Final deliverable included a post-project debriefing with the analyst team.

Find out more about the Investment Research service offerings

Our Team

Meet our Investment Research team. We provide concierge level service to provide our clients with efficient access to IDC’s global resources.

Doug Bell is Research Vice President for IDCs Investment Research business, including IDC’s Tech Investor (TI) and Investment Research Services (IRS) offerings to the Wall Street audience. Clients of the services include hedge funds, mutual funds, private equity firms, venture capital firms, and investment banks (equity research and banking).

Doug Bell

Research Vice President, Investment Research

Meaghan Drennen is a Research Director for IDC's Investment Research business and leverages IDC’s research capabilities to support the Tech Investor research program designed to help buy-side institutions make informed investment decisions about companies in the TMT sector. Meaghan provides primary account management to the Tech Investor client base including leading custom research projects and managing the client relationship team.

Meaghan Drennen

Research Director, Investment Research

Michael Hennessey is a Group Vice President in IDC's Investment research group. Mike has more than 25 years of experience in technology research and financial services. Mike is the co-founder of IDC’s Tech Investor product.

Michael Hennessey

Group Vice President, Investment Research

As Group Vice President for IDC’s Investment Research business, Kevin Kane manages IDC’s Tech Investor (TI) and Investment Research Services (IRS) offerings to the Wall Street audience. Clients of the services include hedge funds, mutual funds, private equity firms, venture capital firms, and investment banks (equity research and banking).

Kevin Kane

Group Vice President, Investment Research

Sloane is an experienced Sr. Client Relationship Manager for IDC’s Financial Services group working with Private Equity, Hedge Funds, Investment Banks to assist in providing Market and Company research including but not limited to, analyst conference calls, published reports, market forecast and historical data & custom research support to efficiently deliver critical information.

Sloane Calvert

Senior Client Relationship Manager

Frank DeLuca is a Sr. Client Relationship Manager for IDC’s Financial Services business, including IDC’s Tech Investor (TI) and Investment Research Services (IRS) offerings to the Wall Street audience. Frank works closely with analyst teams across all research areas at IDC to curate IDC syndicated research and data into relevant format for the Wall Street audience.

Frank DeLuca

Senior Client Relationship Manager

Deborah is a Sr. Client Relationship Manager for IDC’s Financial Services team, has previously worked for leading online financial information service providers and management consulting firms, and holds a M.A. degree from University of Connecticut and a M.S. degree from Simmons University.

Deborah Devine

Manager, Client Relationships

With more than seven years of research experience in the Tech Investor market, Liam is focused on pushing IDC’s customized research content and relevant news to clients. He is also responsible for the theme planning and presentation content of communication activities.

Liam Liu

Business Development Manager

Meg is an Associate Client Relationship Manager for IDC’s Financial Services business including Tech Investor (TI) and Investment Research Services (IRS). Meg provides fundamental research support to sell-side, buy-side VC and private equity institutions.

Meg Scagnelli

Associate Client Relationship Manager

Justin is an experienced Client Relationship Manager for IDC’s Financial Services team, who thoroughly enjoys assisting financial clients from firms such as Private Equity, Venture Capital, Equity Research, and others alike.

Justin Sessions

Client Relationship Manager

Eric curates technology insights from IDC’s global research network for fund managers and investment research professionals in Asia Pacific.

Eric Sy

Senior Investment Research Manager

IDC Investment Research

IDC offers a comprehensive and innovative research program tailored to the financial services community

Explore How Clients Use Us

Service Offerings

To learn more about IDC coverage

Case Studies

Mutual Fund

Hedge Fund

Private Equity

Investment Bank (Equity Research)

Investment Bank (Banking)

Custom Project

Find out more about the Investment Research service offerings

Our Team

Contact Us