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
- Market and company historical data
- Market forecast
- Analyst conference calls/analyst meetings
- Custom SWOT Analysis
- Custom channel checks and surveys
- Published reports
- Analyst conference calls/analyst meetings
- Company primers
- Thematic research - identify technology disruptions and disconnects
- Market and company historical data
- Market data projections
- Market reports
- Company primers
- Custom SWOT Analysis
- Analyst conference calls/analyst meetings
- Market and company historical data
- Market data projections
- Rationalize and customize data to match company reports
- IDC key market assumptions
- IDC Innovator reports
- Market and company historical data
- IDC 3rd Platform Spending Guides
- Analyst conference calls/analyst meetings
- Analyst conference calls/analyst meetings
- Web conferences
- IDC Directions
- Market reports
- Market and company historical data
- Analyst conference calls/analyst meetings
- 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 AreasCase Studies
Read Case Studies to see how financial services clients utilize IDC's global research.
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Mutual Fund
ObjectiveDetermine 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.
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Hedge Fund
ObjectiveUpdate 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.
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Private Equity
ObjectiveDetermine 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).
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Investment Bank (Equity Research)
ObjectiveFinancial 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.
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Investment Bank (Banking)
ObjectiveDetermine 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.
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Custom Project
ObjectiveCreate 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).
Read More about Doug BellDoug 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.
Read More about Meaghan DrennenMeaghan 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.
Read More about Michael HennesseyMichael 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).
Read More about Kevin KaneKevin 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
Please contact IDC Support for help.