Analyst's Research
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Henry D. Morris
Senior Vice President, Worldwide Software, Services, and Sales and Marketing Executive Advisory Research Groups

Team:
Big Data/Analytics
Business Intelligence and Analytics
Cloud Computing
Directions 2012 (U.S) Participating Analysts
Dynamic IT
IDC Predictions Team
Worldwide Services Research
Worldwide Software BuyerPulse Deals Database
Worldwide Software Research
SAP Begins 2013 with Mixed Regional Results, Though Boosted by Cloud, HANA, and Mobile
Henry D. Morris, Bo Lykkegaard, Christine Dover, Daniel-Zoe Jimenez
Apr 2013 - Doc # lcUS24083413      IDC Link
SAP announced its first-quarter 2013 results with a headline that software and cloud subscription revenue increased by 23%, or 25% at constant currencies. This was ahead of SAP's guidance of 14–20% growth in this compound category. Cloud su ...
Big Data Ecosystems: Where Is the Value?
Henry D. Morris
Mar 2013 - Doc # DR2013_T7_HM      Event Proceeding
The following was presented at the IDC Directions conferences in Santa Clara and Boston in March 2013.

IDC Predictions 2013: The Next Frontier for Applications, AD&D, and Software Business Strategies
Henry D. Morris, Stephen D. Hendrick, Michael Fauscette
Feb 2013 - Doc # WC20130131      Event Proceeding
This IDC Web Conference presents IDC's forecast for software markets in 2013 and beyond, specifically highlighting the best opportunities in applications, application development and deployment (AD&D), and information access. The four fo ...
SAP Finishes a Strong 2012 Driven by Cloud, HANA, and Mobile
Henry D. Morris, Bo Lykkegaard, Christine Dover, Daniel-Zoe Jimenez, Ruediger Spies
Jan 2013 - Doc # lcUS23920413      IDC Link
Looking back at 2012, SAP exceeded their guidance for software and software-related services (SSRS) revenue, growing 13% in constant currency. SAP delivered impressive performance across each region.Looking ahead to 2013, SAP provided more ...
Assessing IBM's Software Portfolio and Strategy: What Partners Need to Know
Philip Carter, Henry D. Morris
Jan 2013 - Doc # EP51V      Insight
This IDC Insight provides an assessment of IBM's software portfolio based on its recent acquisitions, announcements, and activities in this space but with a specific focus on the implications of these for its partners in the European reg ...
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CMO Advisory Service Best Practice Series: Predictive Analytics for Marketing
Gerry Murray, Henry D. Morris
Jan 2013 - Doc # 238417      Survey
This IDC study provides insight into how analytic models are being applied to marketing and sales processes to increase conversion rates, improve productivity, and provide enhanced customer experiences. Analytics is a rapidly emerging ar ...
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Analytics Education — Does One Size Fit All?
Henry D. Morris, Dan Vesset
Dec 2012 - Doc # lcUS23882612      IDC Link
At BI Congress 3 in Orlando ("Driving Innovation through Big Data Analytics"), college faculty, graduate students, and tech industry representatives gathered to exchange ideas on addressing the skills gap in analytics and to present researc ...
Worldwide Big Data Technology and Services 2012–2016 Forecast
Dan Vesset, Ashish Nadkarni, Carl W. Olofson, David Schubmehl, Maureen Fleming, Mary Wardley, Brian McDonough, Jean S. Bozman, Steve Conway, Rob Brothers, Rohit Mehra, Melissa Webster, Richard L. Villars, Henry D. Morris, Ali Zaidi, Mukesh Dialani
Dec 2012 - Doc # 238746      Market Analysis
This IDC study examines the Big Data technology and services market for 2012–2016. The study describes IDC's definition of Big Data and the criteria and methodology for sizing the market. Further, the study segments the Big Data market i ...
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Key Takeaways from SAPPHIRE NOW, Madrid 2012: SAP's HANA Journey Continues
Philip Carter, Henry D. Morris, Bo Lykkegaard, Raymond Boggs, Ranjit Rajan, Spencer Izard, Tomasz Sloniewski, Alex Kwiatkowski, Lorenzo Veronesi, David Bradshaw, Christine Bardwell, Silvia Piai, Matthias Zacher, Kimberly Knickle, Massimiliano Claps, Alys Woodward
Dec 2012 - Doc # LC58U      Insight
This IDC Insight examines the recent SAPPHIRE NOW event from November 12–16, 2012, in Madrid, Spain. It aims to provide an overview of SAP's key announcements at the event, how these fit into its ongoing technology and go-to-market strat ...
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SAP Posts a Strong Quarter and Deepens Commitments to HANA, Cloud, and Mobility
Henry D. Morris, Bo Lykkegaard, Daniel-Zoe Jimenez, Ruediger Spies
Oct 2012 - Doc # lcUS23761112      IDC Link
The ResultsSAP reported its best ever third quarter with 12% software license growth (constant currency).The company registered double-digit growth (constant currency) for software and software-related services (SSRS) in the Americas (29%) ...
SAP Posts Strong Results Across Geographies for an Outstanding Quarter
Henry D. Morris, Daniel-Zoe Jimenez, Philip Carter, Thomas Vavra
Jul 2012 - Doc # lcUS23624812      IDC Link
SAP announced a record FYQ2 with 19% software license growth and 15% software and software-related services (SSRS) growth in constant currency. This is a rebound from Q1, putting SAP back on track to meet its annual guidance of 10–12% SSRS ...
CSC Innoventure 2012: Reinvention Ahead?
Rebecca Segal, Marianne Kolding, Henry D. Morris, Alexander Motsenigos
Jul 2012 - Doc # 235936      Insight
This IDC Insight provides IDC's perspective on CSC's strategic direction and objectives as detailed at the company's Innoventure event held June 2012. CSC's new CEO Mike Lawrie spoke, as did several CSC customers and service line executi ...
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SAPPHIRE NOW: SAP Ramps Up Its Commitment to Cloud, In Memory, and Mobility
Henry D. Morris, Darren Bibby, Gard Little, Stacy K. Crook, Simon Ellis, Leslie Hand, Raymond Boggs, Scott Lundstrom, Mary Wardley
May 2012 - Doc # 235116      Insight
This IDC Insight examines SAP's product and market strategies per SAP's recent SAPPHIRE NOW 2012 conference in Orlando.

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SAP Acquires Ariba for $4.3 Billion
Scott Guinn, Bo Lykkegaard, Henry D. Morris, Michael Fauscette, Robert P. Mahowald
May 2012 - Doc # lcUS23509512      IDC Link
Adds to Cloud Portfolio, Builds Out Commerce Platform StrategyOn May 22, SAP announced its intent to acquire Ariba (Nasdaq: ARBA) for approximately $4.3 billion. At $45 per share, a 20% premium over the closing price of May 21, the deal rep ...
Moving Beyond Just Defining Big Data: Considerations for Successful Big Data Deployments
Dan Vesset, Jean S. Bozman, Henry D. Morris, Carl W. Olofson, Benjamin Woo
May 2012 - Doc # WC20120510      Event Proceeding
Big Data is not just about data collection, it's not just about analytics, it's not just about Hadoop. There is a growing number of organizations that are beginning to address the opportunities and challenges of ever growing volumes of m ...
SAP Q1 — A Bump in the Road, But Reaffirming Strategy and Guidance
Henry D. Morris, Bo Lykkegaard, Daniel-Zoe Jimenez, Scott Guinn
Apr 2012 - Doc # lcUS23456412      IDC Link
SAP continued their streak of nine consecutive quarters of double-digit growth in software and software-related services (SSRS) at 10% in constant currency for the quarter. But software license growth worldwide was only 1%. There was a diff ...
IBM Launches PureSystems; Introduces New Architecture for Managing Multiworkload Infrastructure and Cloud Deployments
Matthew Eastwood, Jed Scaramella, Jean S. Bozman, Vernon Turner, Henry D. Morris
Apr 2012 - Doc # 234432      Insight
This IDC Insight discusses an important sea change happening in IT: the development of converged infrastructures and integrated systems. Converged systems, which combine hardware and software, are becoming increasingly important in the s ...
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Business Analytics as a Key Practice Area for Services
Henry D. Morris, Mukesh Dialani, Brian McDonough, Ali Zaidi
Mar 2012 - Doc # DR2012_T2_HM      Event Proceeding
The following was presented at the IDC Directions conferences in San Jose and Boston in March 2012.

Worldwide Big Data Technology and Services 2012–2015 Forecast
Dan Vesset, Benjamin Woo, Henry D. Morris, Richard L. Villars, Gard Little, Jean S. Bozman, Lucinda Borovick, Carl W. Olofson, Susan Feldman, Steve Conway, Matthew Eastwood, Natalya Yezhkova
Mar 2012 - Doc # 233485      Market Analysis
This IDC study examines Big Data technology and services market for 2010–2015. The study describes IDC's definition of Big Data and the criteria and methodology for sizing the market. Further, the study segments the Big Data market into ...
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Lotusphere 2012: A Social Business Evolution
Connor G Sullivan, Robert P. Mahowald, Michael Fauscette, Melissa Webster, Henry D. Morris, Stacy K. Crook, Vanessa Thompson, Stephen D. Drake
Feb 2012 - Doc # 233222      Insight
This IDC Insight summarizes our analysis of key themes presented at Lotusphere 2012, IBM's worldwide customer and partner event held in Orlando, Florida, in January 2012.

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IDC Software Predictions 2012: Sustaining Software Growth in an Uncertain Economy
Henry D. Morris, Michael Fauscette, Stephen D. Hendrick
Feb 2012 - Doc # WC20120216      Event Proceeding
2011 was a strong year for software despite a debt crisis in Europe and sustained high unemployment levels in the United States. The question now becomes, "Can this growth be sustained in 2012?" Though growth in GDP, employment, and soft ...
SAP Excels Across All Regions for a Record 2011
Henry D. Morris, Daniel-Zoe Jimenez, Philip Carter, Bo Lykkegaard
Jan 2012 - Doc # lcUS23288112      IDC Link
(Scott Guinn also contributed to this link.)SAP wrapped up 2011 with a strong quarter to finish up a banner 2011, preannouncing the results 10 days early, as the company exceeded the preestablished guidance. Highlights were:· Software and s ...
SAP Influencer Summit: Closing Out a Strong Year and Arming for the Cloud Wars to Come
Henry D. Morris, Mary Wardley, Raymond Boggs, Scott Guinn, Justin Jaffe, Stacy K. Crook, Michael Fauscette, Lisa Rowan, Melinda-Carol Ballou
Dec 2011 - Doc # 232455      Insight
This IDC Insight describes and analyzes major developments coming out of SAP's Influencer Summit in Boston, held December 13–14, 2011.

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SAP Acquires SuccessFactors for $3.4 Billion
Lisa Rowan, Scott Guinn, Henry D. Morris, Connor G Sullivan, Robert P. Mahowald
Dec 2011 - Doc # lcUS23189711      IDC Link
On December 3, SAP announced its intention to acquire SuccessFactors (SFSF) for $40 per share or a total of $3.4 billion, a 52% premium over the closing share price of $26.25 from Friday, December 2. While the exact details were unexpected, ...