PSA IT Services / ERP Software: System Integrators' Earnings Review
The FY23 (Mar yr-end) Q2 earnings season is now over for Japan’s system integrators and network infrastructure companies. Analyst Lindsay Whipp discusses the main takeaways from their results and highlights where it leaves them in relation to their earnings growth potential and valuations.Net One Systems and its affiliates are mainly engaged in the construction of network system as well as the provision of value added services. Co.'s principal business segments are ENT (enterprise), SP (telecom carrier), PUB (public), Partner. Co. sells network infrastructure products, facility products, platform products, security products, unified communications products and network application products. Its principal products include router, switch, optical communications, wireless, server/storage product, firewall product, authentication/quarantine product, IP phone, video conferencing system and load balancing device. Co. also provides operation support and installation services.
NTT Data is an information technology ("IT") company mainly engaged in the provision of system integration and network system services. Along with its affiliates, Co. operates in five business segments: public & social infrastructure, financial, enterprise & solutions, North America, and EMEA & LATAM. Co. provides IT services including system integration, network information, consulting, business solution, and system support services to its customers in various industries both domestic and overseas. Co.'s principal products and services are "Accel-Mart," "Aggregate Master®," "Tableau™," "IMDA®," "IsleLinX®," "BRIMOS®," "RemoteOne®," "WinActor," "ANSER," and "AnserDATAPORT®."
Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods.
PSA produces both company and sector reports. The focus of PSA’s research is to identify winners and losers as new technologies impact the top and bottom lines of corporations. Critical to our research is the clear explanation of how these new technologies work and how they impact companies and industries.
The founding partners have worked closely together for twenty years and the team has more than doubled in size since 2012.
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