Peter Bendor-Samuel

IBM in late February launched BlueMix, a billion-dollar investment in a Platform-as-a-Service (PaaS) cloud based on its recent empire-building acquisition of SoftLayer. A TBR analyst says IBM’s as-a-service moves are changing the company’s DNA. My opinion? It’s a lot more significant than that! If Big Blue can integrate all its services in a true

You can bet IBM Global Services doesn’t want any more earnings announcements like its Q4 2013 report.  Big Blue posted year-over-year revenue growth of only 4 percent instead of the 7 percent it indicated just three months ago and its 5 percent Q3 growth. Its margins are good, but clearly IBM has a growth

Conversations at the recent NASSCOM India Leadership Forum 2014 in Mumbai were injected with a dose of confidence and optimism — but were also guarded in their outlook for India’s growth in the global services market this year. Central to the message is that the industry is on an upswing. I noted that the

Wage inflation in India for engineering and IT talent has been going up consistently because the demand exceeded supply, particularly for experienced talent. But Everest Group is making a bold prediction that we we will see a lowering of the inflation rate in India, Europe and, to some degree, in the Philippines over the

It’s going to happen. I’ve been blogging since last May that the current U.S. immigration status is unsustainable and change will happen. And when it does, here’s what’s at risk: the heavy use of offshore talent in the landed model, as practiced by the big Indian service provider firms. Although at times on this

CSC and HCL announced an alliance a few weeks ago, which is more of a go-to-market than structural change. But what if the twosome were to agree to a follow-on alliance to do something really big — something with huge industry and market consequences? It would be extremely brave and very risky. But it

I must confess I look askance at how some services customers think. They want to keep their cake and eat it too. But it’s batty and preposterous to think you can have something both ways if the two ways conflict. We’re seeing schizophrenia in the marketplace. Customers look to the provider community for insight

The jury’s in — the back-to-basics strategy is working at WNS. The results of this strategy pop out in its FQ3-14 earnings report. Net revenue increased 5 percent to $120 million. Gross profit increased 16 percent year over year to $45 million. SG&A expense went down four percent. Adjusted earnings per share rose to

If you owned stock in major BPO companies in 2013, you’re happy, as most of them outperformed the S&P stock market. But you’re a really happy stockholder if you invested in payment transaction companies — those returns are almost twice as sweet as most of the other BPO stocks! As a group, payment transaction

Under new CEO Mike Lawrie, CSC’s well-publicized turnaround is showing increased momentum. He put CSC on a new path, and that strategic shift shows modest improvement in margins. But they still have a big wrinkle to iron out — despite increased profits, CSC’s revenue has been flat to down. The question is: Will the