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Altran performs well in Q1 2019 despite the cyber-security incident and Aricent
Altran achieved in Q1 2019 a CC/CS growth yoy of 8.1% despite the impact of the decline in revenues of Aricent (-2% at CC/CS) and its cyber-attack (impacting the revenue growth of Altran by 200 bps).
Segula open a new delivery center in the east of France
Segula Technologies has opened a new delivery center, close to Montbéliard, in the east of France. Segula will use the delivery center for its offsite projects, targeting the automotive industry (i.e., PSA) and its suppliers initially. Over time, Segula wants to diversify its client base to other sectors.
How will 2019 look like for the ER&D services industry?
We are now entering the season for Q1 earnings, and as always we will look into changes in major trends. The state of the automotive industry will be an area we will be closely monitoring.
A few thoughts about Akka’s 2018 results
During its presentation of its 2018 results, Akka provided some light on key its priorities. Here is a summary of these priorities.
Akka: good financial performance in 2018 and a bold US strategy
Akka performed well in full-year 2018: revenues were up 9.5% at CC/CS to EUR 1,505m. The company demonstrates, quarter after quarter, its ability to grow quickly in geographies, large or small
What growth options is Assystem facing?
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Assystem guides for 10% revenue growth in 2019
Assystem’s 2018 earnings were in line with its guidance. The company already had communicated its revenue performance, with a disappointing H1 (+0.8% at CC/CS) and a very good H2 (+13.2%).
Altran finishes 2018 on a strong note. Stock up 7%
Altran reassured investors with its Q4 2018 and full-year 2018 results.
Alten’s strategic plan: more of the same!
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A slight slowdown for SII in Q3 FY19
SII’s growth in Q3 FY19 slowed down a bit: revenues were up 11.8% yoy and up 12.3% yoy at CC/CS (H1: +14.5% at CC/CS). The relative slowdown came from international operations (+16.6% at CC/CS in Q3, vs. H1: +21.2%), while France was stable at +9.0% in Q3 (H1: 9.1%).
Alten concludes 2018 with a 14% organic growth in Q4!
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Why onshore ER&D service vendors must pro-actively become India-centric
It is striking to see how few onshore ER&D service vendors have built a significant Indian or nearshore presence. Onshore vendors do acknowledge that the Indian ER&D service vendors grow faster than they do but argue that most of the Indian vendors service U.S. clients or industries (mostly, ISVs, technology vendors and telecom equipment manufacturers) they do not quite address.
2018: A Year in Review
2018 was an eventful year: the top ER&D vendors accelerated their M&A activities. Alten continued to deploy its business model. HCL Tech’s ERS unit had a superb year
SII improves its profitability in H1 FY19, somewhat
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SII Continues to Grow in Double Digit Figures
The revenue growth of SII slowed down slightly in Q2 FY19: revenues were up 14.6% yoy
Assystem: Rebound Stronger Than Expected in Q3
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Assystem Wins a Major Framework from the UK Atomic Energy Authority
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A few thoughts about Segula’s Aerospace Activities
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Akka posts a strong performance in Q3 with a 12.8% organic growth
Akka was the last to announce its revenue performance in Q3 2018, after Alten and Altran.
Altran Reassures Investors with its Organic Growth in Q3. Stock up 15%
Altran had a yoy CC/CS revenue growth of +10.4% in Q3 2018, with revenues reaching EUR
Alten: Best-in-Class. Struggling to Find Enough M&As at the Right Price
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Spotlight on Akka’s US Strategy
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