COMPNAY REPORTS€¦ · Web view11/03/2011 · As we pointed out last quarter, Apple’s MacBook...

ChangeWave Research: Corporate IT Spending

Corporate IT Spending Uptick in IT Spending Growth – Business Tablets Have MomentumPaul Carton and Jean CrumrineOverview: For the second survey in a row, our ChangeWave Corporate IT Spending survey is pointing to an uptick in business purchasing going forward. Moreover, the 2nd Quarter outlook represents the second best reading of the past three years.

A total of 1,602 respondents involved with IT spending in their organization participated in the February 8-21 ChangeWave survey, which also focused on business demand for tablets, PCs and smart phones.

90 Day Outlook: Going forward, 24% of respondents report their company’s IT spending will increase in 2nd Quarter 2011 – a 2-pt improvement over the previous survey in November. Only 18% say their company’s IT spending will decrease (or there will be no spending at all) – which represents a 4-pt improvement from previously.

Putting these Findings in Context. As the following chart shows, this is the second consecutive quarter of improvement in IT spending. And while the net 6-pt uptick isn’t quite as big as the leap in November, it’s still the second best reading of the past 3 years.

This information is from ChangeWave Research and contains confidential business information.It may not be copied or distributed without permission. ©2011 ChangeWave Research. All rights reserved.

March 11, 2011


Current Quarter Spending: We also asked respondents if their IT spending was on track thus far in the 1st Quarter, and the results are just about the same as our previous survey. A total of 13% say they’ve spent More than Planned so far in the quarter – down 2-pts from previously. Another 23% say they’ve spent Less than Planned – also down 2-pts.

IT Spending Categories: Of the 13 IT categories focused on in this survey, Servers (Change in Net Difference Score = +3) and Operating Systems (+3) registered the biggest quarterly increase, followed by Security (+2). (For more details, see pp. 13-14 below.)

Corporate PCs, Tablets and Smart Phones(A) Corporate PC Demand

After an uptick last quarter, business PC spending going forward remains relatively stable. A total of 69% of respondents say their company will buy laptops in the 2nd Quarter – unchanged from the previous survey. Planned desktop purchasing (66%) is down 1-pt.

What’s in store for the major PC manufacturers?

Laptops. Apple continues to show momentum in planned laptop buying (13%), registering a 1-pt uptick to a new all-time high in the business computer market. In contrast, Dell’s planned corporate laptop share (27%) is down 2-pts, and Hewlett-Packard’s (16%) is down 1-pt.

This information is from ChangeWave Research and contains confidential business information.It may not be copied or distributed without permission. ©2011 ChangeWave Research. All rights reserved. 2


As we pointed out last quarter, Apple’s MacBook Air lineup has been well received and helps explain why its planned corporate laptop share has been hitting new all-time highs.

Desktops. Planned purchases of Dell (30%), Apple (7%) and H-P (17%) desktops are unchanged compared to previously. Note that about 70% of H-P’s sales come from outside the U.S., while our ChangeWave surveys focus primarily on the U.S. market.

Netbooks. We asked corporate respondents planning to buy laptops next quarter to tell us their company’s Netbook purchasing plans. After four straight quarterly declines, business planned buying of Netbooks is stabilizing.

The consensus estimate for Netbooks represents just 9% of planned corporate laptop purchases for next quarter. But that’s up 3-pts, signaling that the Netbook segment is still managing to fill a corporate need – at least among some business users. (B) Corporate Tablet Demand

Even as PC spending remains little changed from last quarter, corporate demand for tablets is red hot.

A total of 9% of respondents say their company currently provides employees with Tablet devices – up 2-pts since our previous survey in November, and more than double the level of nine months ago.

Does your company currently provide employees with Tablet devices?

Note: The May 2010 and August 2010 survey question asked was “Has your company or organization purchased Apple iPad tablets for business purposes?”

The Apple iPad (82%) remains by far the most popular Tablet for business purposes, unchanged from November.

While H-P (e.g., Slate; 9%) and Dell (e.g., Streak; 5%) have been Apple’s only real competitors in the corporate tablet market to date, each has experienced a 2-pt decline as more tablet devices are beginning to become available.

Tablet Customer Satisfaction. In terms of business user satisfaction, the following chart shows how the iPad stacks up against H-P and Dell’s corporate tablets:



In a bit of welcome news for both H-P (36% Very Satisfied) and Dell (30% Very Satisfied), their tablet satisfaction ratings have improved since November. But they’re still a far cry from the iPad’s, for which 70% of corporate users say their company is Very Satisfied and 27% Somewhat Satisfied.

Continued Explosive Demand for Corporate Tablets. Back in November we picked up a huge surge in corporate demand for Tablets, and our latest survey shows another 2-pt increase as 16% of respondents now say their company will purchase Tablets for their employees in the 2nd Quarter.

As the following comparison shows, the 16% who plan on buying tablets in the next 90 days dwarfs the percentage of companies that have already purchased tablets to date.

Moreover, despite a multitude of new tablets coming on the market the Apple iPad remains the overwhelming choice, with four-in-five (79%) corporate tablet buyers saying they plan on purchasing iPads next quarter – up 1-pt since November.



Who is the manufacturer of the Tablets your company is planning on buying?

H-P (7%; down 1-pt), RIM (7%; down 2-pts) and Samsung (7%; up 3-pts) are now in a three-way tie for second in terms of corporate tablet buying plans. We note that Samsung has registered a 3-pt uptick since November.

The findings are a disappointment for Dell (5%), down 4-pts in terms of planned tablet buying.

Corporate Tablet Usage. We presented respondents with a list of business functions and asked them which ones their company is currently using Tablet devices for.

Internet Access (76%; up 3-pts), Working Away From the Office (71%; up 4-pts) and Checking Email (70%; up 1-pt) remain the three most popular business functions.

But Sales Support (42%) and Customer Presentations (41%) also remain highly popular uses, along with Laptop Replacement (33%; down 5-pts) – which although down slightly from November still remains at very high levels.

Bottom line, the ChangeWave survey findings continue to show that surging demand for corporate tablets poses a serious long term threat to the laptop industry.



(C) Smart Phones

Mobile Operating Systems. In terms of current mobile OS share, the Google (GOOG) Android OS (25%) is up 5-pts since November in the corporate smart phone market – a reflection of the Android’s momentum over the past 90 days.

* Note: In the Nov 2010 survey the Windows Phone 7 response choice was Windows Mobile.

This is the fifth consecutive survey that we’ve witnessed major advances for Android in the corporate market.

The Apple iPhone OS (35%; up 2-pts) has also seen an uptick in their current share of the corporate OS market – and is closing in on industry leader Research-In-Motion (RIMM), whose Blackberry RIM OS share (64%) remains unchanged from November.

We note that Microsoft’s current share of the corporate OS market (6%) is down 1-pt from previously. And while the corporate upgrade cycle can be slow-moving and there is still time for the Windows Phone 7 OS to catch on in the corporate market, these ChangeWave findings do not contain encouraging news for the new Microsoft mobile OS.

Planned Corporate Buying – Major Momentum for Apple in Smart Phone Market. Overall, 36% of respondents report their company plans to buy smart phones next quarter – the same as previously. But the big news is that Apple is the blockbuster winner going



forward. At the individual manufacturers’ level we’re witnessing another major surge in corporate demand for the Apple iPhone (45%; up 5-pts). Research-in-Motion. While RIM (56%; down 2-pts) still maintains the largest share of planned corporate buying going forward, the margin of their market share lead continues to narrow. RIM is now at their lowest share level in more than four years.

We note that the overall corporate smart phone market has increased dramatically over this time period, enabling RIM to increase unit sales even as its overall share of the corporate market has continued to drop.

HTC. The recent strong corporate demand for Android OS phones appears to be calming a bit going forward. After a year long surge to its highest level ever in terms of corporate demand, HTC (12%) is down a surprising 5-pts from last quarter – its first slowdown in the corporate market since May 2009.

Motorola. Motorola (MOT; 16%) now leads HTC in terms of planned corporate purchases – although it’s unchanged from the highs reached in our previous survey in November.

Samsung. Samsung (6%) also remains unchanged from its latest high in the corporate market, despite having recently released several new Windows Phone 7 models.



Bottom Line: The ChangeWave survey findings point to another uptick in corporate IT spending growth. It’s the second quarter in a row we’ve seen improvement, and the second best reading of the past three years.

The momentum for tablets in the corporate marketplace continues to grow – and Apple remains the primary beneficiary. In addition, the findings provide evidence that the surge in corporate tablet demand could ultimately pose a serious threat to the business laptop market.

The Google Android OS has just had a strong quarter in the corporate market. But going forward the momentum among smart phone manufacturers is clearly shifting to Apple.

The Verizon iPhone is a key reason for this. As the following chart shows, 44% of companies buying iPhones next quarter say they’ll use Verizon as their wireless service provider, compared to 43% for AT&T – an exceptionally strong finding considering the Verizon iPhone became available only weeks ago.

For those companies buying Apple iPhones in 2nd Quarter 2011, which wireless service provider will your company use for your iPhones?

The ChangeWave Research Network is a group of 25,000 highly qualified business, technology, and medical professionals – as well as early adopter consumers – who work in leading companies of select industries. They are credentialed professionals who spend their everyday lives on the frontline of technological change. ChangeWave surveys its Network members weekly on a range of business and consumer topics, and converts the information into a series of proprietary quantitative and qualitative reports.

Helping You Profit From A Rapidly Changing World ™www.ChangeWaveResearch.com


http://www.ChangeWaveResearch.com/


Table of Contents

Summary of Key Findings...........................................................................................10

2nd Quarter 2011 Visibility..................................................................................10

Projected IT Spending: A Comparison...........................................................10

Projected IT Spending For Next Quarter: Nov ’01 – Feb ‘11..........................11

1st Quarter IT Spending......................................................................................11

IT Spending Thus Far in Current Quarter (1Q 2011).....................................11

Green Light Spending..........................................................................................12

Willingness to Spend on IT Products & Services...........................................12

A Closer Look at 2nd Half 2011...........................................................................12

Looking Ahead – IT Budget for Next Half......................................................12

IT Spending Categories.......................................................................................13

Corporate PC, Tablet and Smart Phone Markets ......................................................15

Corporate PCs ....................................................................................................15

Corporate Tablets ...............................................................................................19

Corporate Smart Phones ....................................................................................24

Spending for Energy Efficiency .................................................................................29

ChangeWave Research Methodology........................................................................30



I. Summary of Key Findings

Introduction: For the second survey in a row, our ChangeWave Corporate IT Spending survey is pointing to an uptick in business purchasing going forward. Moreover, the 2nd Quarter outlook represents the second best reading of the past three years.

A total of 1,602 respondents involved with IT spending in their organization participated in the February 8-21 ChangeWave survey, which also focused on business demand for tablets, PCs and smart phones.

90 Day Outlook: Going forward, 24% of respondents report their company’s IT spending will increase in 2nd Quarter 2011 – a 2-pt improvement over the previous survey in November. Only 18% say their company’s IT spending will decrease (or there will be no spending at all) – which represents a 4-pt improvement from previously.


Another Uptick in U.S. Business IT Spending 90 Day Outlook 24% say their company’s IT

spending will increase for 2nd Quarter 2011 – 2-pts better than previously

Only 18% say spending will decrease – that’s a 4-pt improvement

Second best IT spending reading of past 3 Years

Current 1st QuarterIT Spending Steady 13% say they’ve spent More

than Planned so far in 1st quarter, and 23% say they’ve spent Less than Planned – essentially unchanged from previously

Major Momentum for Apple in Smart Phone Market2Q Smart Phone Buying Plans Apple iPhone (45%; up 5-pts) Motorola (16%; unchanged) Samsung (6%; unchanged) RIM (56%; down 2-pts) HTC (12%; down 5-pts)Mobile OS – Current Share Google Android OS (25%; up

5-pts) Apple iOS (35%; up 2-pts) RIM OS (64%; unchanged) Windows Phone 7 (6%; down

1-pt)

Corporate PC Market 2nd Quarter Planned Buying Desktops (66%; down 1-pt) Laptops (69%; unchanged)

Corporate Tablet Market Remains HotUptick in 2nd Quarter Demand 16% say their company

plans on buying tablets next quarter – a 2-pt increase from November

9% say their company uses tablets currently – up 2-pts

2nd Quarter Planned Tablet Buying 79% Apple iPads 7% RIM/Blackberry 7% H-P 7% Samsung 5% Dell

Tablet Satisfaction Ratings Apple (70% Very Satisfied) H-P (36% Very Satisfied) Dell (30% Very Satisfied)


Putting these Findings in Context. As the following chart shows, this is the second consecutive quarter of improvement in IT spending. And while the net 6-pt uptick isn’t quite as big as the leap in November, it’s still the second best reading of the past 3 years.

Current Quarter Spending: We also asked respondents if their IT spending was on track thus far in the 1st Quarter, and the results are just about the same as our previous survey.

A total of 13% say they’ve spent More than Planned so far in the quarter – down 2-pts from previously. Another 23% say they’ve spent Less than Planned – also down 2-pts.



Willingness to Spend: In an encouraging finding, when we asked respondents to rate the current willingness of their company to spend money on IT products and services, though only 38% said their company is giving a Green Light to IT spending (i.e., spending is normal), that’s up 6-pts from previously.

Another 57% said their company is giving a “Yellow/Red Light" to spending, but that’s also 6-pts better than the previous survey.

Thus, these findings represent a net 12-pt improvement over our previous survey results.

2nd Half 2011: Looking ahead at the entire 2nd half of 2011 (Jul-Dec), 23% now think their company’s IT budget will be greater than 1st half 2011 – 1-pt less than the previous survey.

But at the same time, only 17% believe their company’s IT budget will be less than 1st half 2011 – which is a 6-pt improvement from previously. We note that nearly half (47%) say their IT budgets will remain the same.



IT Spending CategoriesFor which of the following main IT Spending categories - if any - have you spent more than planned thus far in the 1st Quarter? (Check All That Apply)

CurrentSurveyFeb ‘11

PreviousSurveyNov ‘10

PreviousSurveyAug ‘10

PreviousSurveyMay ‘10

PreviousSurveyFeb ‘10

PCs 10% 12% 13% 13% 11%Servers 8% 8% 7% 8% 8%Security 8% 7% 7% 8% 7%Software: Enterprise Applications 7% 7% 7% 7% 6%Software: Operating Systems/ Platforms 7% 6% 6% 7% 6%Networking 7% 7% 7% 6% 6%Storage 7% 9% 7% 8% 7%Application Development Software/Tools 5% 5% 5% 6% 5%Communications 4% 3% 3% 3% 3%Virtualization 3% 4% 4% 4% 4%Outsourced IT Services: Systems Integration/Implementation

3% 4% 3% 3% 3%

Outsourced Application Management/ Software-as-a-Service (SaaS)

2% 1% 2% 1% 1%

Business Process Outsourcing/Hosting (BPO) 1% 1% 1% 1% 1%Don't Know 21% 19% 20% 19% 22%Other 6% 7% 6% 5% 6%

And for which of the following main IT Spending categories – if any – have you spent less than planned thus far in the 1st Quarter? (Check All That Apply)






PCs 16% 17% 20% 15% 16%Servers 10% 13% 14% 9% 10%Software: Operating Systems/ Platforms 8% 10% 12% 8% 8%Storage 8% 9% 10% 8% 7%Software: Enterprise Applications 7% 8% 9% 7% 7%Application Development Software/Tools 7% 8% 9% 7% 7%Networking 7% 8% 10% 7% 8%Security 6% 7% 7% 6% 5%Communications 6% 5% 6% 5% 5%Outsourced IT Services: Systems Integration/Implementation

5% 6% 7% 5% 6%

Virtualization 4% 5% 6% 5% 5%Outsourced Application Management/ Software-as-a-Service (SaaS)

3% 3% 4% 3% 4%

Business Process Outsourcing/Hosting (BPO) 3% 3% 4% 3% 3%Don't Know 24% 23% 22% 24% 25%Other 4% 3% 4% 3% 4%



Change in Net Difference Score: Current Survey (Feb ’11) vs. Previous Survey (Nov ’10)

Overall IT Spending Categories

CurrentSurvey

NetDifference

Score(Feb ’11)

PreviousSurvey

NetDifference

Score(Nov ’10)

Changein Net

DifferenceScore

Software: Operating Systems/ Platforms -1 -4 +3Servers -2 -5 +3Security +2 0 +2Networking 0 -1 +1Software: Enterprise Applications 0 -1 +1Outsourced Application Management/Software-as-a-Service (SaaS)

-1 -2 +1

Application Development Software/Tools -2 -3 +1Virtualization -1 -1 0Communications -2 -2 0Business Process Outsourcing/Hosting (BPO) -2 -2 0Outsourced IT Services: Systems Integration/Implementation

-2 -2 0

Storage -1 0 -1PCs -6 -5 -1

IT Spending Categories: Of the 13 IT categories focused on in this survey, Servers (Change in Net Difference Score = +3) and Operating Systems (+3) registered the biggest quarterly increase, followed by Security (+2).



II. Corporate PCs, Tablets and Smart Phones

(A) Corporate PC Demand

After an uptick last quarter, business PC spending going forward remains relatively stable. A total of 69% of respondents say their company will buy laptops in the 2nd Quarter – unchanged from the previous survey. Planned desktop purchasing (66%) is down 1-pt.

What’s in store for the major PC manufacturers?

Laptops. Apple continues to show momentum in planned laptop buying (13%), registering a 1-pt uptick to a new all-time high in the business computer market. In contrast, Dell’s planned corporate laptop share (27%) is down 2-pts, and Hewlett-Packard’s (16%) is down 1-pt.

As we pointed out last quarter, Apple’s MacBook Air lineup has been well received and helps explain why its planned corporate laptop share has been hitting new all-time highs.

Desktops. Planned purchases of Dell (30%), Apple (7%) and H-P (17%) desktops are unchanged compared to previously.



Note that about 70% of H-P’s sales come from outside the U.S., while our ChangeWave surveys focus primarily on the U.S. market.

Netbooks. We asked corporate respondents planning to buy laptops next quarter to tell us their company’s Netbook purchasing plans. After four straight quarterly declines, business planned buying of Netbooks is stabilizing.

(FOR THOSE COMPANIES BUYING LAPTOPS IN 2nd QUARTER 2011) What percentage of the laptops your company is buying in the 2nd Quarter will be Netbooks? (NOTE: "Netbooks" are low-cost, highly portable laptops designed for basic computing - such as web browsing, email, word processing and other general purpose applications.)

The consensus estimate for Netbooks represents just 9% of planned corporate laptop purchases for next quarter. But that’s up 3-pts, signaling that the Netbook segment is still managing to fill a corporate need – at least among some business users.



(FOR THOSE COMPANIES BUYING COMPUTERS IN 2nd QUARTER 2011) Who is the manufacturer and what computer type(s) is your company planning on buying? (Check All That Apply)

DesktopsCurrentSurveyFeb ‘11





Dell - Desktops 30% 30% 30% 33% 32%Hewlett-Packard (including Compaq) - Desktops

17% 17% 17% 17% 17%

Apple - Desktops 7% 7% 7% 7% 7%Lenovo (formerly IBM) - Desktops 5% 4% 5% 5% 5%Acer (including Gateway and eMachines) - Desktops

2% 2% 3% 2% 2%

ASUS - Desktops 1% 1% 1% 1% 1%Sony - Desktops 0% 1% 1% 1% 1%Other - Desktops 2% 2% 2% 3% 2%Don't Know 6% 7% 6% 6% 7%Not Buying Desktops in 2nd Quarter

34% 33% 35% 31% 31%

LaptopsCurrent Survey Feb ‘11

Previous Survey Nov ‘10



Previous SurveyFeb ‘10

Dell - Laptops 27% 29% 29% 31% 31%Hewlett-Packard (including Compaq) - Laptops

16% 17% 16% 16% 16%

Apple - Laptops 13% 12% 11% 12% 11%Lenovo (formerly IBM) - Laptops 10% 9% 10% 10% 11%Toshiba - Laptops 4% 3% 3% 4% 5%Sony - Laptops 2% 1% 2% 2% 2%Acer (including Gateway and eMachines) - Laptops

2% 2% 3% 3% 2%

ASUS - Laptops 2% 1% 2% 1% 2%Other - Laptops 1% 1% 1% 1% 1%Don't Know 7% 7% 6% 6% 6%Not Buying Laptops in 2nd Quarter

31% 31% 31% 27% 29%



And for those companies buying computers in 2nd Quarter 2011, what operating system(s) will be installed on your new computers?





Linux 5% 6% 5% 6%

Mac OS X Snow Leopard 11% 10% 8% 10%

Windows 7 Professional 41% 40% 35% 37%Windows 7 Ultimate 5% 5% 3% 5%Windows 7 Home Premium 3% 3% 3% 4%

Other Windows OS 15% 16% 22% 24%

Other OS 1% 1% 0% 0%Don't Know 5% 6% 5% 5%Not Buying Computers in 2nd Quarter

19% 18% 21% 17%

Computer Operating Systems. We also asked corporate respondents about the operating systems they’ll be installing on their new PCs next quarter, and 49% say they plan on installing Windows 7 – up 1-pt from the previous survey. The percentage who say their company will be installing Mac OS X Snow Leopard (11%) is also up 1-pt from previously.



(B) Corporate Tablet DemandEven as PC spending remains little changed from last quarter, corporate demand for tablets is red hot.

Does your company currently provide employees with Tablet devices?

Current Survey Feb ‘11




Yes 9% 7% 6% 4%No 86% 88% 87% 91%Don't Know 5% 5% 7% 5%

Note: The previous May 2010 and August 2010 survey question asked “Has your company or organization purchased Apple iPad tablets for business purposes?”

A total of 9% of respondents say their company currently provides employees with Tablet devices – up 2-pts since our previous survey in November, and more than double the level of nine months ago.

Who is the manufacturer(s) of the Tablets your company currently provides? (Check All That Apply)



The Apple iPad (82%) remains by far the most popular Tablet for business purposes, unchanged from November. While H-P (e.g., Slate; 9%) and Dell (e.g., Streak; 5%) have been Apple’s only real competitors in the corporate tablet market to date, each has experienced a 2-pt decline as more tablet devices are beginning to become available.



Apple (e.g., iPad) 82% 82%H-P (e.g., Slate) 9% 11%Dell (e.g., Streak) 5% 7%Samsung (e.g., Galaxy Tab) 2% 0%Coby (e.g., Kyros Internet Tablet) 1% NASony (e.g., Dash) 1% 2%ViewSonic (e.g., gTablet) 1% NADon't Know 1% 1%Other 5% 4%

Tablet Customer Satisfaction

In terms of business user satisfaction, the following chart shows how the iPad stacks up against H-P and Dell’s corporate tablets:

In a bit of welcome news for both H-P (36% Very Satisfied) and Dell (30% Very Satisfied), their tablet satisfaction ratings have improved since November. But they’re still a far cry from the iPad’s, for which 70% of corporate users say their company is Very Satisfied and 27% Somewhat Satisfied.

Continued Explosive Demand for Corporate Tablets. Back in November we picked up a huge surge in corporate demand for Tablets, and our latest survey shows another 2-pt increase as 16% of respondent now say their company will purchase Tablets for their employees in the 2nd Quarter.



Moreover, despite a multitude of new tablets coming on the market the Apple iPad remains the overwhelming choice, with four-in-five (79%) corporate tablet buyers saying they plan on purchasing iPads next quarter – up 1-pt since November.

Who is the manufacturer of the Tablets your company is planning on buying? (Check All That Apply)

H-P (7%; down 1-pt), RIM (7%; down 2-pts) and Samsung (7%; up 3-pts) are now in a three-way tie for second in terms of corporate tablet buying plans. We note that Samsung has registered a 3-pt uptick since November.

The findings are a disappointment for Dell (5%), down 4-pts in terms of planned tablet buying.



(FOR THOSE COMPANIES BUYING TABLETS IN 2ND QUARTER 2011) Who is the manufacturer of the Tablets your company is planning on buying? (Check All That Apply)


Previous SurveyNov ‘10

Apple (e.g., iPad) 79% 78%H-P (e.g., Slate) 7% 8%RIM/Blackberry (e.g., Playbook)

7% 9%

Samsung (e.g., Galaxy Tab) 7% 4%Dell (e.g., Streak) 5% 9%Motorola (e.g., Xoom) 3% NAToshiba (e.g., Toshiba Tablet) 3% 2%LG (e.g., G-Slate) 2% NAAcer (e.g., Iconia) 1% 1%ASUS (e.g., Eee Pad MeMo) 1% 1%Sony (e.g., Dash) 1% 1%Don't Know 1% 0%Other 4% 5%

Corporate Tablet Usage. We presented respondents with a list of business functions and asked them which ones their company is currently using Tablet devices for.

Internet Access (76%; up 3-pts), Working Away From the Office (71%; up 4-pts) and Checking Email (70%; up 1-pt) remain the three most popular business functions.

But Sales Support (42%) and Customer Presentations (41%) also remain highly popular uses, along with Laptop Replacement (33%; down 5-pts) – which although down slightly from November still remains at very high levels.

Bottom line, the ChangeWave survey findings continue to show that surging demand for corporate tablets poses a serious long term threat to the laptop industry.



What business functions does your company/organization currently use Tablets for? (Check All That Apply)



Internet Access 76% 73%Working Away From the Office 71% 67%Checking Email 70% 69%Sales Support 42% 46%Customer Presentations 41% 45%Laptop Replacement 33% 38%Netbook Replacement 16% 18%GPS Navigation 12% 12%Desktop Replacement 9% 6%Healthcare Applications 9% 8%Other 7% 5%*Previous Nov ’10 survey question asked: What business functions does your company/ organization currently use the iPad for?

Wireless Providers for Business Tablets

We asked respondents in companies planning to buy tablets which wireless service – if any – their company will use. We then compared the results with our findings from November – taken soon after Verizon began offering wireless service for the iPad.

While the findings still point to AT&T (37%) as the top choice for wireless service, its share among companies planning to buy Tablets next quarter is down 7-pts since November. Verizon (27%), on the other hand, is up 2-pts from previously.

And for those companies buying tablets in 2nd Quarter 2011, which wireless service provider - if any - will your company use for your tablets?

Note: 28% of respondents in the current February 2011 survey say ‘Don’t Know/Other’, compared with 22% in the previous November 2010 survey.



(C) Smart Phones

Mobile Operating Systems

In terms of current mobile OS share, the Google (GOOG) Android OS (25%) is up 5-pts since November in the corporate smart phone market – a reflection of the Android’s momentum over the past 90 days.

Which of the following mobile Operating Systems are used on the Smart Phones your company currently provides? (Check All That Apply)

* Note: In the previous Nov 2010 survey the Windows Phone 7 responses choice was Windows Mobile.

This is the fifth consecutive survey that we’ve witnessed major advances for Android in the corporate market.

The Apple iPhone OS (35%; up 2-pts) has also seen an uptick in their share of the corporate OS market – and is closing in on industry leader Research-In-Motion (RIMM), whose Blackberry RIM OS share (64%) remains unchanged from November.

We note that Microsoft’s current share of the corporate OS market (6%) is down 1-pt from previously. And while the corporate upgrade cycle can be slow-moving and there is still time for the Windows Phone 7 OS to catch on in the corporate market, these ChangeWave findings do not contain encouraging news for the new Microsoft mobile OS.






Previous Survey May ‘10

PreviousSurvey Feb ‘10

Blackberry OS (RIM) 64% 64% 66% 69% 69%iOS (Apple) 35% 33% 31% 30% 27%Android (Google) 25% 20% 16% 10% 7%Windows Phone 7/ Windows Mobile (6.5 or earlier) *

6% 7% 9% 10% 12%

Palm OS/Web OS (Palm Pre) 4% 5% 6% 7% 6%Symbian 2% 2% 2% 2% 3%Mobile Linux 1% 1% 0% 1% 0%Don't Know 3% 4% 4% 3% 5%Other 0% 0% 0% 0% 0%*In the previous Nov ’10 and earlier surveys the response choice was Windows Mobile

Planned Corporate Buying – Major Momentum for Apple in Smart Phone Market. Overall, 36% of respondents report their company plans to buy smart phones next quarter – the same as previously.

But the big news is that Apple is the blockbuster winner going forward. At the individual manufacturers’ level we’re witnessing another major surge in corporate demand for the Apple iPhone (45%; up 5-pts).

Research-in-Motion. While RIM (56%; down 2-pts) still maintains the largest share of planned corporate buying going forward, the margin of their market share lead continues to narrow. RIM is now at their lowest share level in more than four years.



We note that the overall corporate smart phone market has increased dramatically over this time period, enabling RIM to increase unit sales even as its overall share of the corporate market has continued to drop.

HTC. The recent strong corporate demand for Android OS phones appears to be calming a bit going forward. After a year long surge to its highest level ever in terms of corporate demand, HTC (12%) is down a surprising 5-pts from last quarter – its first slowdown in the corporate market since May 2009.

Motorola. Motorola (MOT; 16%) now leads HTC in terms of planned corporate purchases – although it’s unchanged from the highs reached in our previous survey in November.

Samsung. Samsung (6%) also remains unchanged from its latest high in the corporate market, despite having recently released several new Windows Phone 7 models.



(FOR THOSE COMPANIES BUYING SMART PHONES IN 2nd QUARTER 2011) Who is the manufacturer of the Smart Phones your company is planning on buying? (Check All That Apply)






Research In Motion (e.g., Blackberry) 56% 58% 62% 66% 67%Apple (e.g., iPhone) 45% 40% 34% 35% 34%Motorola (e.g., Droid 2, Droid X, Droid Pro)

16% 16% 15% 12% 12%

HTC (e.g. Incredible, EVO 4G, HD7) 12% 17% 16% 10% 8%Samsung (e.g., Focus, Fascinate, Continuum)

6% 6% 4% 3% 3%

Nokia (e.g., N97, Nuron, E72) 3% 4% 4% 5% 4%LG (e.g., Vortex, Ally, Rumor, Remarq)

2% 2% 1% 2% 2%

Palm (e.g., Pre, Pixi) 2% 1% 2% 3% 4%Dell (e.g., Venue Pro) 1% NA NA NA NAT-Mobile (e.g., myTouch 4G, Google G2)

1% 1% 2% 1% 1%

Other 0% 1% 1% 2% 1%



The Verizon iPhone is a key reason for the shift in momentum to Apple going forward. As the following chart shows, 44% of companies buying iPhones next quarter say they’ll use Verizon as their wireless service provider, compared to 43% for AT&T – an astonishing finding considering the Verizon iPhone became available only weeks ago.

For those companies buying Apple iPhones in 2nd Quarter 2011, which wireless service provider will your company use for your iPhones?



III. Corporate IT Spending on Energy Efficiency We asked respondents about their company’s spending on energy efficient products over the next 6 months.

Looking at the next 6 months, do you think there will be an increase in your company’s spending on energy efficient products/technologies, a decrease in spending, or will there be no change?


Previous Survey Mar ‘08

Increase in Spending 11% 23%Decrease in Spending 8% 8%No Change 55% 51%No Spending on Energy Efficient Prod/Technologies 12% 9%Don’t Know 13% 9%

A total of 11% report there will be an Increase in spending on energy efficient products and 8% say Decrease. More than half (55%) said No Change. These results are markedly different from what we found back in May 2008, when 23% reported an Increase in spending on energy efficient products

We also presented respondents with a list of IT products and asked how important each was to their company’s effort to become more “eco-efficient”. The following chart shows the percentage who say each product is Very Important compared with the findings from a previous survey in May 2008:

How important is each of the following IT products in your company’s effort to become more “eco-efficient?”

Storage Hardware/Software (21%; up 11-pts) has registered the biggest increase since the May 2008 survey and is now tied with Power and Cooling Equipment (21%; down 1-pt) in terms of importance to their company’s eco-efficiency efforts.



Virtualization Software (19%; unchanged) comes in second, followed by Data Center Services (18%; up 6-pts), which experienced a big jump from previously.

Here are the full results for the current survey:

Very Important

Somewhat Important

Not Very Important

Not Important

at AllStorage Hardware/Software 21% 42% 17% 20%Power and Cooling Equipment 21% 39% 17% 23%Virtualization Software 19% 31% 20% 30%Data Center Services (inc. design and operation)

18% 29% 21% 32%

Systems Management and Monitoring 17% 36% 21% 26%Large or Consolidated Servers (inc. mainframes)

14% 30% 19% 37%

Blade Servers 14% 27% 20% 39%Microprocessors/CPUs 14% 39% 24% 23%



ChangeWave Research Methodology

The current findings are based on a survey of ChangeWave Research Network members involved with IT spending in their organization, conducted February 8-21, 2011. The goal of the survey was to get an up-to-date picture of IT spending for the 2nd Quarter of 2011. To this end, the survey was composed of a sample of 1,602 accredited members.

ChangeWave's proprietary research and business intelligence gathering system is based upon the systematic gathering of valuable business and investment information directly over the Internet from accredited members.

The Research Network is assembled from senior technology and business executives in leading companies of select industries. More than half of members (53%) have advanced degrees (e.g., Master's or Ph.D.) and 91% have at least a four-year bachelor's degree.

The business and investment intelligence provided by ChangeWave provides a real-time view of companies, technologies and business trends in key market sectors, along with an in-depth perspective of the macro economy – well in advance of other available sources.

About ChangeWave Research

ChangeWave Research, a subsidiary of InvestorPlace Media, LLC, identifies and quantifies "change" in industries and companies through surveying a network of thousands of business executives and professionals working in more than 20 industries.

The ChangeWave Research Network is a group of 25,000 highly qualified business, technology, and medical professionals – as well as early adopter consumers – who work in leading companies of select industries. They are credentialed professionals who spend their everyday lives on the frontline of technological change. ChangeWave surveys its Network members weekly on a range of business and consumer topics, and converts the information into a series of proprietary quantitative and qualitative reports.

ChangeWave delivers its products and services on the Web at www.ChangeWaveResearch.com.

ChangeWave Research does not make any warranties, express or implied, as to results to be obtained from using the information in this report. Investors should obtain individual financial advice based on their own particular circumstances before making any investment decisions based upon information in this report.

For More Information:

ChangeWave Research Telephone: 301-250-22009201 Corporate Blvd. Fax: 301-926-8413Rockville, MD 20850 www.ChangeWaveResearch.comUSA [email protected]

Helping You Profit From A Rapidly Changing World ™


mailto:[email protected]




www.ChangeWaveResearch.com



COMPNAY REPORTS€¦ · Web view11/03/2011 · As we pointed out last quarter, Apple’s MacBook...

Documents

Transcript of COMPNAY REPORTS€¦ · Web view11/03/2011 · As we pointed out last quarter, Apple’s MacBook...