发布时间：2008.5

摘要

Countries covered: Global

The Top 10 Software Vendors: Positioning, performance and SWOT analyses

The global software market was worth $203.4 billion in 2006 with the top 10 software vendors representing 50.9% of the total. Enterprise consolidation has accelerated over the years, with significant M&A activity leaving only a handful of major players in the market. Web information services continue to grow strongly and market competition continues to intensify. A strong focus on R&D is a key strategy for the top 10 players in this market who spent $28.6 billion during 2006 and 2007 in developing innovative products.

The Top 10 Software Vendors: Positioning, performance and SWOT analyses is a new report published by Business Insights that examines market dynamics in the software market focusing on the top 10 vendors. This new report provides SWOT analyses of top 10 companies and assesses their market positioning, financial performance and growth strategies.

Assess the world’s leading software vendors, anticipate future trends and enhance your competitive strategies with this new report.

Key questions answered by this report...

• How do the leading software companies compare in terms of financial performance and coverage?
• What is the market share of each of the global leaders by company and category?
• How are the key strategies of leading software companies driving revenue and market share?
• What are the key trends in the global software market?

Key findings from this report...

• The global software market value will reach $272 billion in 2011, representing a five-year CAGR of 7.5%.
• Microsoft remains the software market leader with a 21.8% market share, followed by IBM with 8.9% share.
• Major acquisitions in 2007 included SAP acquiring Business Objects for $6.8 billion, IBM acquiring Cognos for $5 billion and the $3 billion acquisition of Hyperion by Oracle.
• New and stricter government regulations are creating opportunities for vendors with specific strengths in security and data protection technologies such as EMC and Symantec.

This new report will enable you to...

• Create more effective competitive strategies based on the financial and SWOT analyses of the top 10 software vendors detailed in this report.
• Benchmark your performance against leading software vendors with this report’s ranking of the top 10 software vendors and their financial performance, market share by company and category.
• Identify and target future growth areas from this report’s analysis of the acquisitions and divestments made by leading software vendors, and their strategies for growth.
• Understand the key issues in the software market and the impact that they are expected to have on the market using this report including virtualization, open-source, SMBs and the mainframe market slowdown.

目录及图表

The Top Ten Software Vendors

Executive summary

Market development

Microsoft

IBM

Oracle

SAP

SunGard Data Systems

Symantec

CA

EMC

Amdocs

Intuit

Chapter 1 Introduction

What is this report about?

Methodology

Chapter 2 Market development

Summary

Overview

Market size and growth

Key trends in software market

Shift towards virtualization

Growing internet and data security market

Consolidation

Shifting business models

Chapter 3 Microsoft

Summary

Company information

History

Recent financial performance

Acquisitions and divestments

Market positioning

Growth strategies

Focus on new product development

Penetration into emerging markets

SWOT analysis

Strengths

Strong revenue growth

Broad offering

Strong R&D capabilities

Weaknesses

Decrease in brand value

Overdependence on the US

Opportunities

Emerging business units

Expansion into new markets

Software plus services

Threats

Software piracy

Open source software

Intense competition

Chapter 4 IBM

Summary

Company information

History

Recent financial performance

Acquisitions and divestments

Market positioning

Growth strategies

SWOT analysis

Strengths

Leading position in middleware segment

Strong presence in emerging markets

Weaknesses

Decline in revenues from Japan

Opportunities

Next-generation storage technology portfolio

Restructuring of systems and technology group

Threats

Stagnating other middleware business

Chapter 5 Oracle

Summary

Company information

History

Recent financial performance

Acquisitions and divestments

Market positioning

Growth strategies

Acquisition strategy

Focus on SMB segment

SWOT analysis

Strengths

Leader in relational database engine market

Weaknesses

Heavy dependence on the US

Opportunities

Growing CRM software market

Threats

Risk in government contracts

Chapter 6 SAP

Summary

Company information

History

Recent financial performance

Acquisitions and divestments

Market positioning

Growth strategies

Expansion of traditional core businesses

Development of new mid market business

SWOT analysis

Strengths

Leading market position

Strong global partner ecosystem

Strong R&D

Weaknesses

Low presence in public sector

Opportunities

Fast growing small and mid market segment

Upgrading and enhancing customer base

Threats

Intense competition

Economic slowdown in the US

Chapter 7 SunGard Data Systems

Summary

Company information

History

Recent financial performance

Acquisitions and divestments

Market positioning

Growth strategies

M&A activity

New product development

SWOT analysis

Strengths

Strong performance of the HEPS division

Weaknesses

Increasing costs and expenses

Opportunities

Acquisition of Financial Technology Integrators

Growing IT spending in Western Europe

Threats

Consolidation in the US banking industry

Chapter 8 Symantec

Summary

Company information

History

Recent financial performance

Acquisitions and divestments

Market positioning

Growth strategies

M&A activity

Product development strategy

SWOT analysis

Strengths

Market leadership in security software

Strong emphasis on R&D

Weaknesses

Declining profitability

Opportunities

Restructuring initiatives

Threats

Storage competition

Chapter 9 CA

Summary

Company information

History

Recent financial performance

Acquisitions and divestments

Market positioning

Growth strategies

Internal product development

Strengthening partner relationships

International expansion

Strategic acquisitions

SWOT analysis

Strengths

Strong position in internet security suite market

Sales force reorganization

Weaknesses

Weak liquidity position

Opportunities

Restructuring of Asian operations

Investments in research activities

Threats

Intense competition

Chapter 10 EMC

Summary

Company information

History

Recent financial performance

Acquisitions and divestments

Market positioning

Growth strategies

Pursuing acquisitions

Expanding operations in emerging markets

SWOT analysis

Strengths

Strong performance of VMware

Weakness

Overdependence on direct channel partners

Opportunities

Growing software storage market

Threats

Dell’s acquisition of EqualLogic

Chapter 11 Amdocs

Summary

Company information

History

Recent financial performance

Acquisitions and divestments

Market positioning

Growth strategies

Focus on the communications and broadband Industries

SWOT analysis

Strengths

Market leader in the OSS market

Weaknesses

Customer concentration

Opportunities

Launch of Qpass Retail Suite

Threats

Geopolitical risk

Chapter 12 Intuit

Summary

Company information

History

Recent financial performance

Acquisitions and divestments

Market positioning

Growth strategies

Customer-centric products

Innovative new offerings

SWOT analysis

Strengths

Strong position in financial sector

Strong R&D activities

Weaknesses

Geographic concentration

Opportunities

Launch of Quicken Health

Focus on mid-market companies

Threats

Seasonal demand

Chapter 13 Other major software vendors

BMC Software

Company information

Adobe

Company information

Konami

Company information

BEA

Company information

HP

Company information

Misys

Company information

Novell

Company information

Software

Company information

Salesforce.com

Company information

Progress Software

Company information

Index

List of Figures

Figure 2.1: Global software market size, 2002-2006

Figure 2.2: Turnover of Top 10 players ($m) in 2006

Figure 3.3: Microsoft financial performance ($m), 2004-2007

Figure 3.4: Microsoft SWOT analysis

Figure 4.5: IBM software financial performance ($m), 2003-2006

Figure 4.6: IBM SWOT analysis

Figure 5.7: Oracle financial performance ($m), 2004-2007

Figure 5.8: Oracle SWOT analysis

Figure 6.9: SAP software financial performance ($m), 2003-2006

Figure 6.10: SAP SWOT analysis

Figure 7.11: SunGard financial performance ($m), 2003-2006

Figure 7.12: SunGard SWOT analysis

Figure 8.13: Symantec financial performance ($m), 2004-2007

Figure 8.14: Symantec SWOT analysis

Figure 9.15: CA financial performance ($m), 2004-2007

Figure 9.16: CA SWOT analysis

Figure 10.17: EMC software financial performance ($m), 2004-2007

Figure 10.18: EMC SWOT analysis

Figure 11.19: Amdocs financial performance ($m), 2004-2007

Figure 11.20: Amdocs SWOT analysis

Figure 12.21: Intuit financial performance ($m), 2004-2007

Figure 12.22: Intuit SWOT analysis