Wayne Gudbranson President & CEO Branham Group Inc.
-
Upload
whilemina-harper -
Category
Documents
-
view
48 -
download
1
description
Transcript of Wayne Gudbranson President & CEO Branham Group Inc.
Copyright © 2012 Branham Group Inc.
Copyright © 2012 Branham Group Inc.
Wayne GudbransonPresident & CEOBranham Group Inc.
April 2012
CANADA’S ICT or “Digital” INDUSTRY:
Back on Track and Digital Opportunities
Copyright © 2012 Branham Group Inc.
Nearly 20 Years of Tracking Canadian Tech Industry
Copyright © 2012 Branham Group Inc.
2012 Branham300
» 19 years, and counting…
» Premier Annual Listing –
Top ICT Co’s in Canada
» Ranked by Gross Revenues
» Print Version – Backbone Magazine
» Electronic Version – www.branham300.com
Copyright © 2012 Branham Group Inc.
2012 Branham300
Top 250 Canadian ICT Companies
Copyright © 2012 Branham Group Inc.
Top 250 Canadian Technology Companies: Revenues
Top 250 Canadian Technology Companies: Cumulative Revenues (2003 - 2011)
$49.94$55.83
$59.06$65.40 $64.39
$75.97$71.32 $73.93
$82.62
$0.00
$10.00
$20.00
$30.00
$40.00
$50.00
$60.00
$70.00
$80.00
$90.00
2003 2004 2005 2006 2007 2008 2009 2010 2011
Year
Reve
nues
($Bi
llion
s)
Dot-com bubble
recovery
Downturn
hits
Branham300 Revenue
RecordGrowth!!
11.75%
Copyright © 2012 Branham Group Inc.
Top 10 Canadian ICT Companies in 2011
Rank
2011
Rank
2010
Company
2011 Revenues
($Thousands)
*% +/-
1 1 Research In Motion, Waterloo $20,245,419 A 33
2 2 BCE (wireless and Internet), Verdun, Que. $9,050,900 C 2
3 3Rogers Communications (wireless and Internet), Toronto
$7,989,760 C 2
4 4 TELUS (wireless and Internet), Vancouver $7,980,667 C 9
5 5 Celestica, Toronto $7,335,621 A 11
6 6 CGI Group, Montreal $4,323,237 A 16
7 7 Shaw Communications (Internet), Calgary $2,586,520 C 10
8 8 CAE, Montreal $1,629,000 A 7
9 12 Open Text, Waterloo $1,050,869 A 13
10 9 Softchoice, Toronto $1,022,113 C 14
Copyright © 2012 Branham Group Inc.
Canada’s Fastest Growing ICT Companies in 2011
Rank
2011
Rank
2010
Company
2011 Revenues
($Thousands)
*% +/-
298 1 Virtutone Networks, Sherwood, Alta. $2,883 A 239
150 257 Amaya Gaming Group, Point-Claire, Que. $18,245 C 202
284 3 Novra Technologies, Winnipeg $4,045 C 186
187 4 Architech Solutions, Toronto $12,703 B 171
271 5 DevFacto Technologies, Edmonton $5,000 B 168
208 6 DataWind, Montreal $10,000 B 150
217 7CoreTech Staffing and Professional Services, Calgary
$9,143 B 134
45 89 WiLAN, Ottawa $110,629 C 114
240 12 Enflick, Waterloo $7,231 B 110
181 9 Silanis, Montreal $13,221 C 105
Copyright © 2012 Branham Group Inc.
Top 250: Provincial Breakdown
B.C.40 Companies
16.0%
Alta.24
Companies9.6% Sask.
2 Company0.8%
Man.4 Companies
1.6%Ont.
130 Companies52.0%
Que.43 Companies
17.2%
Nfld.2 Companies
0.8%
N.B.3 Companies
1.2%
N.S.N.S.2 Companies2 Companies
0.8%0.8%
Copyright © 2012 Branham Group Inc.
Major Canada Technology Hubs
Major Canadian Technology Cities: Revenues (2010 - 2011)
$21.84
$16.49 $16.45
$9.59
$3.86$2.87
$0.31
$22.82$21.64
$17.50
$10.37
$4.42$2.98
$0.41$0.00
$5.00
$10.00
$15.00
$20.00
$25.00
Toronto Waterloo Montreal Vancouver Calgary Ottawa Quebec City
Reve
nues
($Bi
llion
s)
Copyright © 2012 Branham Group Inc.
Canada’s Top Tech Company
Copyright © 2012 Branham Group Inc.
Embroiled in patent suit with NTP
Surpasses 1M subscribers globally
Major upgrades to BlackBerry to include
voice/data transmission
RIM: Hyper Growth Path
Introduces first wireless handheld, the Inter@ctive
Pager
Lists on TSX, raises $115M
Introduces first BlackBerry, a wireless handheld
computer
Lists in the NASDAQ, raises $250M
Raises $950M via share offering
> 12,000 orgs in NA use BlackBerry
Research In Motion: Revenues (1996 - 2012)
$0.01 $0.01 $0.03 $0.05 $0.08 $0.22 $0.29 $0.31 $0.59 $1.35 $2.07 $3.04$6.01
$11.07
$14.95
$19.91$18.44
$0.00
$5.00
$10.00
$15.00
$20.00
$25.00
1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012
Year
Rev
enues
($Billions)
Global subscriber base hits 10M
Cumulative revenues peak, with
subscriber base surpassing 40M
Balsillie/Lazaridis resign, Heins in as CEO and will
explore all options
Copyright © 2012 Branham Group Inc.
RIM: What’s Next
On the horizon at RIM:
» Heins - “Substantial change is what RIM needs”
» Focus - Enterprise and RIM’s global network infrastructure
» Explore software licensing deals with hardware rivals
» Although selling the company is not off the table, RIM is not aggressively pursuing this option.
Copyright © 2012 Branham Group Inc.
2012 Branham300
ICT Industry Sectors
Copyright © 2012 Branham Group Inc.
2012 Branham300
Canadian Software Sector
Copyright © 2012 Branham Group Inc.
Software Sector: Canadian Leaders
Rank
2011
Rank
2010
Company
2011 Revenues
($Thousands)
*% +/-
1 1 Open Text $1,050,869 A 13
2 3 Constellation Software $788,159 C 23
3 2 Mitel $660,745 A 0
4 4 Algorithmics $170,278 C 6
5 Points.com $127,415 C 31» Open Text maintains top spot with 13% growth● Surpasses the $billion-mark in sales for the first time in company
history
» Constellation Software realizes rapid top/bottom-line growth● Fueled partially by 22 acquisitions completed in fiscal 2011● Organic growth for fiscal 2011 - 10%
» Algorithmics acquired by IBM in late-2010 for $387 million
Copyright © 2012 Branham Group Inc.
Software Sector: Revenues
Canadian Software Sector:Revenue Breakdown (2010-2011)
$3,553,912
$4,274,673$4,080,521
$4,997,849
$0
$1,000,000
$2,000,000
$3,000,000
$4,000,000
$5,000,000
$6,000,000
Top 25 Software Companies All Software Companies
+17 %
20112010
+15 %
20112010
Copyright © 2012 Branham Group Inc.
2012 Branham300
Canadian ICT Professional Services Sector
Copyright © 2012 Branham Group Inc.
ICT Prof. Services Sector: Canadian Leaders
Rank
2011
Rank
2010
Company
2011 Revenues
($Thousands)
*% +/-
1 1 CGI Group $4,323,237 A 16
2 2 Softchoice $1,022,113 C 14
3 3 MacDonald, Dettwiler and Associates (MDA) $767,929 C 11
4 6 Procom Consultants Group $585,160 B 69
5 4 Hartco $440,165 C -7
» CGI once again headlines sector in 2011● Revenues up 16% largely due to $923M buy-out of U.S.-
based Stanley● More than $5B in new business signed over past 12
months
» Four of the Top 5 produced stellar results in 2011● Procom solidified itself as Canada’s IT staffing leader with
69% growth● Softchoice & MDA also generated 10%+ year-over-year
increases
Copyright © 2012 Branham Group Inc.
ICT Prof. Services Sector: Revenues
IT Professional Services Sector: Revenue Breakdown (2010-2011)
$9,453,292
$10,653,640 $10,868,605
$9,806,530
$0
$2,000,000
$4,000,000
$6,000,000
$8,000,000
$10,000,000
$12,000,000
Top 25 ICT Professional Services Companies All ICT Professional Services Companies
+2 %
20112010
+4 %
20112010
Copyright © 2012 Branham Group Inc.
2012 Branham300
Canadian ICT Hardware & Infrastructure Sector
Copyright © 2012 Branham Group Inc.
ICT HW & Infr Sector: Canadian Leaders
Rank
2011
Rank
2010
Company
2011 Revenues
($Thousands)
*% +/-
1 1 Research In Motion $20,245,419 A 33
2 2 Celestica $7,335,621 A 11
3 3 CAE $1,629,000 A 7
4 7 SMART Technologies $803,486 A 22
5 5 Aastra Technologies $689,353 C -4
» RIM’s fiscal 2011 results strengthens position as sector leader● Fiscal 2012 results already in – Sales of US$18.44B, down
7%● Revenues expected to continue to slow over next 8-12
months
» SMART Technologies surged into the 4th spot in 2011● Strengthened leadership position in interactive
whiteboard market● However, growth has stalled (down 4%) through 3Q’s of
fiscal 2012
Copyright © 2012 Branham Group Inc.
ICT HW & Infr Sector: Revenues
ICT Hardware & Infrastructure Sector:Revenue Breakdown (2010-2011)
$29,119,420$28,225,267
$35,103,994$34,211,149
$0
$5,000,000
$10,000,000
$15,000,000
$20,000,000
$25,000,000
$30,000,000
$35,000,000
$40,000,000
Top 25 Hardware & InfrastructureCompanies
All Hardware & InfrastructureCompanies
+2 1 %
20112010
+21 %
20112010
Copyright © 2012 Branham Group Inc.
2012 Branham300
Canadian x ServiceProvider Sector
Copyright © 2012 Branham Group Inc.
x Service Provider Sector: Canadian Leaders
Rank
2010
Rank
2009
Company
2010 Revenues
($Thousands)
*% +/-
1 1 BCE (wireless and Internet) $9,050,900 C 2
2 2 Rogers Communications (wireless and Internet) $7,989,760 C 2
3 3 TELUS (wireless and Internet) $7,980,667 C 9
4 4 Shaw Communications (Internet) $2,586,520 C 10
5 5 MTS Allstream (wireless and Internet) $840,026 C 6
» Top 5 xSP firms maintained their leadership positions in 2011● Big Three – BCE, Rogers & Telus – continue to dominate● Shaw Communications only player to generate >10%
growth
» Impending wireless spectrum auction could shakeup sector● Rules cap how much spectrum Big Three can buy● Also relaxes foreign investment restrictions
Copyright © 2012 Branham Group Inc.
x Service Provider Sector: Revenues
x Service Providers Sector:Revenue Breakdown (2010-2011)
$29,886,594$29,374,627$31,652,514$31,153,858
$0
$5,000,000
$10,000,000
$15,000,000
$20,000,000
$25,000,000
$30,000,000
$35,000,000
Top 10 xSP Companies All xSP Companies
+6 %
20112010
+6 %
20112010
Copyright © 2012 Branham Group Inc.
2012 Branham300
Top 25 Up and Comers
Copyright © 2012 Branham Group Inc.
Top 25 Up and Comers
» Comprised of firms established within the past three years
» Companies are not ranked; selected based on innovation, creativity and long-term potential
» Represents the innovative companies that will lead the industry forward
ON52%
QC12%
BC16%
AB8%
NB4% NS
8%
Copyright © 2012 Branham Group Inc.
Top 25 Up and Comers
Copyright © 2012 Branham Group Inc.
2012 Branham300
Top 25 ICT Multinationals
Copyright © 2012 Branham Group Inc.
Top 25 ICT Multinationals
Copyright © 2012 Branham Group Inc.
Top 10 ICT Security Companies
Copyright © 2012 Branham Group Inc.
Identity Management
Identity management is a
Key Issuein information
securityGovernments & Corporations are using to Provide
and Control access to places and services (bank
accounts, buildigs and computer applications)
Identity management has become a key issue in information security
Governments and businesses are using identity management systems
to provide and control access to places and services such as bank accounts, buildings and computer
applications.
Copyright © 2012 Branham Group Inc.
Identity Management
Identity management is a
Key Issuein information
securityGovernments & Corporations are using to Provide
and Control access to places and services (bank
accounts, buildigs and computer applications)
Identity theft is increasing
With it, the risk intensifies that not only data but an individual's privacy and
reputation might be compromised.
Copyright © 2012 Branham Group Inc.
Identity Management
An individual's identity arises in two ways: biologically
& socially
Biometric identity relates to things we
inherit from our parents, such as DNA,
fingerprints, retina patterns
Digitized biometric identity management interesting to
state agencies such as immigration, police,
healthcare, others that need to determine an individual's
identity accurately and quickly.
We also have a wide range of social
identities. These arise from our interaction
with others.
Copyright © 2012 Branham Group Inc.
Identity Management
Creating a social identity requires an authority to accept
liability for certifying that the person concerned is in fact the individual they say they are.
That requires a verifiable audit trail
Parents register the birth of a child & medical records should confirm the mother's pregnancy & the child's birth
Only a match of the baby's DNA with that of both its parents will prove to a court a child's identity and who his or
her parents are
Identity management has led governments to seek joining
together an individual's social & biometric identities.
The aim - greater certainty about the authenticity of an
identity..
Example – UK Government’s
controversial intention to introduce biometric-based identity cards to
all citizens
Copyright © 2012 Branham Group Inc.
Identity Management
In the workplace, companies are increasingly using a person's role plus their identity to provide
access to a firm's information system, but to limit that access to only those systems to which
the individual needs access.
In the past, information depended on a physical device, such as a
magnetic card, or a logical key, such as a password. These single factor
authentication models are Increasingly being replaced by two, three or even four factors, or credentials, to authenticate the user's identity and allow access.
There is a vibrant industry devoted to identity authentication
and access technologies (fingerprint readers, retina
scanners, palm readers). There is an equally vibrant criminal
fraternity devoted to finding ways around such systems.
Overall, more technology innovation will help - huge
opportunityUser education has to
increase people still supplier individual security data for a
chocolate bar.
Copyright © 2012 Branham Group Inc.
2012 Branham300
Key Industry Trends
Copyright © 2012 Branham Group Inc.
Key ICT Industry Trends
Market conditions improving,
but are still fragile.
Copyright © 2012 Branham Group Inc.
Key ICT Industry Trends
The buy-side remains slow, with very long sales-cycles
Copyright © 2012 Branham Group Inc.
Key ICT Industry Trends
ICT Industry is facing a skills shortage,
we need top talent to succeed.
Copyright © 2012 Branham Group Inc.
ICT Industry Trends
The Canadian start-up scene is hot.
Entrepreneurs are rock stars.
Copyright © 2012 Branham Group Inc.
Key Message
A Call To Action:
● Government has acted, but must do more.
● Tech communities build technology hubs, which provide a foundation for an industry.
Copyright © 2012 Branham Group Inc.
Key Message
A Call To Action:
● Young entrepreneurs = tomorrow’s leaders. Invest in them heavily today.
● Be the next $billion-dollar company.
Copyright © 2012 Branham Group Inc.
Key Message
Everything is an ICT process:
Technology is the differentiator.
Copyright © 2012 Branham Group Inc.
Q&A
Copyright © 2012 Branham Group Inc.
Contact
J. Wayne Gudbranson
President & CEOTel: (613) 745-2282 ext 113 [email protected]
www.branhamgroup.com
Copyright © 2012 Branham Group Inc.