Posted on December 10, 2009 by sagecircle
12/10/09 9:35 am PT - Initial post
SageCircle received a credible tip and subsequently confirmed that AMR Research VP Lora Cecere, who managed a team of analysts on how to drive greater value from the supply chain, is leaving AMR. At this point we do not know the circumstances, e.g., whether Lora left voluntarily or was part of a downsizing due to Gartner’s acquisition. SageCircle had received reports that Lora was one of AMR’s top producers. Lora had been at Gartner from 2000-02.
This comes in wake of the Gartner SVP of Research Peter Sondergaard’s announcement that all analysts had been given offer letters to stay with the new AMR. This could be the case of an analyst deciding not to join the new firm or AMR doing some downsizing prior to the official takeover by Gartner to spare the new owners the task of laying off analysts they said they would retain.
If you have tips about analysts who are leaving AMR Research or related research areas at Gartner, please send them to “info [at] sagecircle [dot] com” and we will confirm them before posting them.
Replay of the webinar “SageCircle Analysis of Gartner’s acquisition of AMR Research” is now available. To receive a link Read more »
Filed under: Analyst industry, News | Tagged: acquisition, AMR Research, analyst, analyst relations, AR, Gartner, Lora Cecere, Peter Sondergaard | 6 Comments »
Posted on December 9, 2009 by sagecircle
This information was provided originally as a comment to an existing blog post. It is being promoted to a full blog post to ensure that the news receives proper attention.
Tip o’ the hat to Rob Elliott of ZL Technologies for this update…
On December 4, 2009, ZL Technologies filed an amended complaint against Gartner, Inc. in the United States District Court for the Northern District of California. The Court granted ZL the opportunity to clarify and augment our earlier allegations of defamation and trade libel.
In the first round of ZL’s legal dispute with Gartner, Gartner argued to the Court that its rankings and other statements in the proprietary “Magic Quadrant Reports” are merely opinions that are not based upon fact, and that they are understood as such by the readers of those reports. However, Gartner’s Read more »
Filed under: Analyst industry | Tagged: analyst relations, AR, Gartner, Magic Quadrant, ZL Technologies, lawsuit, ZL Technology | Comments Off
Posted on December 8, 2009 by sagecircle
On December 1, 2009, Forrester Research announced the acquisition of Strategic Oxygen from Monitor. Strategic Oxygen provides marketing professionals with data to help target marketing campaigns more effectively. While of interest to Technology Product Management & Marketing Professionals, it will be a separately-priced offering and not included in that RoleView.
This acquisition is of little interest to analyst relations (AR) teams as Strategic Oxygen does not track IT or telecommunications markets nor does it advise enterprise technology buyers on products from vendors like Accenture, Cisco, IBM, or SAP.
In a case of bad luck from a publicity point-of-view, Forrester announced the acquisition on the same day that Gartner acquired AMR Research. The Gartner acquisition overshadowed the Forrester announcement, but that does not mean that Forrester’s M&A move is less significant. Rather, it provides important insights into Forrester’s strategy.
The first insight is that M&A continues to be an ongoing tool for Forrester even though it has been quiet on that front since the JupiterResearch acquisition in July 2008. Forrester is sitting on approximately a quarter-billion in cash, cash equivalents, and short term investments. It also generates very good cash flow from operations so it definitely has the resources for an aggressive M&A strategy. Forrester simply takes a conservative approach to M&A to ensure a high level of success.
The second insight is that Forrester continues to look beyond the IT organization. Forrester did not have a significant presence in the IT organization prior to closing its acquisition of Giga in early 2003. The Giga acquisition gave it a substantial footprint in the IT organization, likely making it the number two end user advisory firm after Gartner. While Forrester’s end-user clients provide a steady revenue stream, it has done its recent primary investment in expanding its Read more »
Filed under: Analyst industry | Tagged: acquisition, analyst relations, AR, buys, Forrester, Forrester Research, Strategic Oxygen | Comments Off
Posted on December 7, 2009 by sagecircle
There were many excellent questions asked at SageCircle’s webinar where we analyzed Gartner’s acquisition of AMR (click here for our original blog post). Here are a few of the questions and our answers:
Question: Do you think that there will be an examination of this M&A event based on anti-trust considerations?
Answer: SageCircle strategists are not lawyers so we cannot discuss the legal aspects of this particular event. It is true that Gartner is without a doubt the dominate enterprise advisory analyst firm so even the acquisition of a relatively tiny competitor – AMR is about 3% the size of Gartner – does raise questions about competition in the marketplace, pricing power, and so on. However, even though this is a big deal in the analyst ecosystem, overall it is very small and not likely to get the attention of regulators, either in the US or Europe. Of course, some large company or coalition of companies could hire some high-powered law firm to “encourage” the anti-trust regulators to examine the deal, which has happened in other anti-trust cases in the technology marketplace. But who would lead and fund such an effort? Forrester? Unlikely as even CEO George Colony describes his firm’s relationship with Gartner as a duopoly which confers significant advantages to both firms. Maybe a firm like Datamonitor-Ovum might be interested in doing so. A vendor? Most vendors would not want to take up this task for fear of reprisal. Maybe Oracle would because Larry Ellison has gone after Gartner and specific analysts in the press in the past. So while it is not impossible for this M&A event to get the attention of regulators, we do not give it high probability that it will.
Question: Do you believe there will be healthy collaboration between Gartner and AMR analysts? Given that Gartner plans to keep the two teams separate, do you anticipate more of the silo approach as currently exists within Gartner?
Answer: It is very unlikely that there will be collaboration between the various analyst teams at Gartner and AMR. Gartner does not have a history or culture of collaboration, nor has it invested in a knowledge management and collaboration infrastructure. In addition, Gartner analysts are scattered all around the globe with many working out of their homes. This limits the chances for “water cooler” discussions. Finally, there is the point Read more »
Filed under: News | Tagged: AMR, AMR Research, analyst relations, AR, Gartner | 1 Comment »
Posted on December 3, 2009 by sagecircle
Not surprisingly, the acquisition of AMR Research by Gartner is inspiring other analyst firms to launch campaigns to capture AMR clients, sales team members, and even analysts.
Two firms that have already announced client switch campaigns include Ovum (see here) and Ventana Research (click here). For research consumers who are looking for market and product/services insights and advice, rather than access to a firm for influencing purposes, this could be an opportunity to purchase access to analysts at a very competitive rate. At a minimum, enterprises and vendors with AMR contracts coming up for renewal should talk to Ovum and Ventana, if these firms have research relevant to you.
Ovum is also interested in talking with AMR analysts and sales representatives. For more information, please contact Rosemary Masterson (email).
Any analyst firm with special deals for AMR or Gartner clients, sales representatives, or analysts should notify SageCircle at Read more »
Filed under: Analyst industry | Tagged: AMR Research, analyst relations, AR, Gartner, Ovum, Ventana Research | 4 Comments »