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Internet/Managed Services - U.S.
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Companies Competing in the Market
(Guide to all Company Ratings)
Company Current Perspective Vision
Akamai Positive Positive
AT&T Positive Positive
BT Managed Security Solutions Group Positive Neutral/Positive
Equinix Positive Positive
Getronics Negative/Neutral Neutral
IBM Positive Positive
Internap Neutral/Positive Neutral/Positive
Level 3 Neutral/Positive Neutral/Positive
Limelight Neutral/Positive Neutral/Positive
Mirror Image Neutral Neutral
NaviSite Neutral/Positive Positive
Perimeter eSecurity Positive Positive
Qwest Neutral/Positive Neutral
Rackspace Managed Hosting Neutral/Positive Neutral/Positive
SAVVIS Positive Positive
Sprint Nextel Neutral Neutral/Positive
Symantec Positive Very Positive
Verio Neutral/Positive Neutral/Positive
VeriSign Negative Negative
Verizon Business Positive Positive
Web.com Neutral Negative/Neutral
Company Advisor Report Excerpt
(List of available reports)
Company
Report Updated
Equinix 11/10/2008
Company Strengths and Weaknesses
Excerpt from Company Strengths
• Equinix offers access to most of the top networks – over 300 – and direct access to more than 90% of the world’s Internet routes, as well as top network customers and partners (e.g., AT&T, IBM, Google, France Telecom, and Yahoo!).
Excerpt from Company Weaknesses
• Equinix should partner with select integrators to add another level of service to its overall portfolio. While the company already offers integration and consulting services, it would be well-served by partnering with solution providers that would attract customers looking for in addition to its own services, and provide its customers a more expansive integrated services solution.
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Akamai
Akamai faces a competitive market for its CDN services, with new entrants such as AT&T, but with its international percentage of revenue growing, it is better prepared than most. (8/22/2008)

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AT&T
AT&T has been pushing in new directions to capture client demand for content support with storage and CDN Services. Given the current economic roller coaster, AT&T maybe seen as the solid choice for customers. (10/29/2008)

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BT Managed Security Solutions Group
BT Managed Security Solutions Group maintains a solid reputation in the MSSP space. However, in a dynamic and highly competitive market, the company needs to do more to distinguish itself from its rivals or risk slipping under the radar. (6/19/2008)

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Equinix
Equinix is on an ambitious track, opening a third data center in Paris and creating a new exchange with European exchange DE – CIX within its Munich data center. But global economic instability could put pressure on future expansion plans. (11/10/2008)

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Getronics
Getronics’ future is uncertain this month. Its parent, KPN, announced plans to sell off its North American unit to CompuCom, less than a year after the company acquired it. (6/23/2008)

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IBM
IBM maintains a unique leadership role in managed services, bolstered by the breadth and depth of its product portfolio and partner ecosystem. Even facing an uncertain economic climate, the company is likely to weather the financial storm well. (11/4/2008)

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Internap
Internap expands its capacity in Europe as the company looks to boost its global efforts in a tough economy, and while colocation is still good business for the company, its streaming media/CDN services face a competitive marketplace. (10/23/2008)

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Level 3
Level 3 has made moves to expand beyond its traditional carrier wholesale base, and with the company’s CDN assets, it can capitalize on the combination of network, hosting, and content distribution to deliver new revenue solutions for customers. (10/15/2008)

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Limelight
(2/11/2008)

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Mirror Image
Mirror Image is looking to its new Mirror Image Media Management Platform to enhance its offering and capture clients looking for more of a one-stop shop for CDN and streaming media solutions. (10/23/2008)

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NaviSite
NaviSite needs to increase its brand awareness and look at ways to create new stickiness for the company’s services, or risk falling prey to larger players moving down-market into its zone. (10/1/2008)

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Perimeter eSecurity
Perimeter eSecurity’s acquisition strategy continues at pace as the company picks up new businesses that not only add to its services portfolio, but also bring customers to which it can cross-market its 50+ services. (8/25/2008)

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Qwest
Qwest’s investment in its data services business is paying big dividends for the carrier as the company continues to build its customer base around its Internet services. (8/20/2008)

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Rackspace Managed Hosting
Rackspace continues its hunt in the hosting market, expanding its managed solutions in an effort to go beyond the price-competitive entry-level market and make its mark in the growing managed services space. (8/13/2008)

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SAVVIS
SAVVIS continues to benefit from its proximity to the major financial markets as it builds its hosting business, and with it, the momentum the company needs to compete in a hotly contested market. (6/12/2008)

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Sprint Nextel
Sprint is looking to regain some of its lost momentum by building on its existing strengths in security and bandwidth optimization to better differentiate its services. This may just help the company regain some of its lost luster. (10/30/2008)

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Symantec
Smaller rivals and larger competitors alike are stealing some of Symantec’s fire in both the managed security and managed storage spaces. The company needs to get aggressive with its SaaS offerings or risk losing critical momentum. (8/20/2008)

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Verio
Verio continues to make a play for small and mid-sized businesses looking to step up their game with more advanced hosting solutions tailored to meet their budgets. This is helping Verio stand out in a hotly contested market. (9/15/2008)

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VeriSign
With VeriSign’s managed security and CDN businesses both still up for sale, customers and staffers alike continue to wonder what the future holds for the units. Last month’s fast exit of the company’s CEO William Roper added even more questions. (7/30/2008)

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Verizon Business
Verizon Business is becoming a major powerhouse on the managed services front, particularly in key areas such as managed security and hosted applications such as messaging. This helps the company attract and retain very lucrative accounts. (8/26/2008)

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Web.com
Web.com adds a partnership with MerchantCircle hoping to capitalize on the business social networking element for its services. This is a good move for the company, which is looking to capture more SME customers. (10/7/2008)

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. Company Advisor Report Contents
  • Sections
    • -Company Description
    • -Current Perspective
    • -Company Market/Sales Strategy
    • -Company Strength
    • -Company Weaknesses
    • -Recommended Competitor Action
    • -Recommended End User/Customer Actions

    Page count: 5-6 pages

  • Publication date: See date at end of summary.
          Reports are updated three times a year

  • Description of Sections
  • Company Description
    • Up-to-date look at what markets the company competes in and what it brings to those markets. Coverage includes: main product lines, important partnerships, key clients, recent sales wins.
  • Current Perspective
    • Our analysts give their assessment on whether or not the company has the technology, products & services and management team needed to compete in its markets.
  • Company Market/Sales Strategy
    • What are the company’s value proposition and key differentiators. How it positions itself in the market, and against its competitors. And what are its target audiences.
  • Company Strengths & Weaknesses
    • Unique tactical competitive analysis based on the specific tactics that a company is using, and in-depth analysis of its products and capabilities
  • Recommended Competitor Actions
    • Who are the company's main competitors, and what actions we can expect from each competitor or the market at large.
  • Recommended End User/Customer Actions
    • How customers (either end users or purchasers of this product for resale/bundling) should view the company. Should customers consider purchasing products/services from this company? What specific actions or questions should the customer pursue during negotiation phase?

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. Guide to Company Ratings

Current Perspective

Overall company assessment relative to competitors across all markets in which they compete.

Very Positive: Company has strong position now, or on way to certain success if continue to execute as planned. Leader in multiple areas (e.g., product quality, market share, distribution channels, lower cost)
Positive: Positive opinion on firm, technology, products/services and/or management team. Well-positioned now and could be strong competitor in the near future.
Neutral: No strong opinions regarding the company. Can occupy niche or segment that is relatively stable.
Negative: Losing ground in multiple areas, must take corrective actions immediately in order to prevent total failure (e.g., bankruptcy).
Very Negative: Decreasing sales, slipping market share, delayed product or services cycles. Can’t overcome current problems within the next 12 months.
Status

Relative position of the company against its competitors.

Mature: In business long enough to have legacy product/ service base, and stable customer base.
Established: Stable product and/or service base – and stable customer base – can survive market turmoil.
Emerging: Delivering actual product but still a relatively small player in the market.
Startup: Pre-product or service.
Momentum

General direction of the company relative to others in the industry.

Very Positive: Quickly establishing a market-leading position in both sales and industry-buzz.
Positive: Gaining market share, gaining positive perception among market watchers (investors, customers).
Neutral: Holding steady, no real gain or decline in market movement.
Negative: Beginning to lose market share and market leadership (perceived or actual).
Very Negative: Steep decline in market share or industry leadership (perceived or actual).
Future Vision

How well the company understands the direction of the market, including customer requirements, business and social changes and innovation.

Very Positive: When company talks, market listens carefully. Offers innovations consistently and management team respected for ability to shape markets.
Positive: Clearly communicates overall vision and plans for the market, occasionally offers ground-breaking direction to the overall market.
Neutral: Neither market leader nor follower, company’s communication of vision is uninspiring.
Negative: Poor communication and/or execution of strategic vision. Changes “vision story” frequently, appears indecisive on how to approach market(s).
Very Negative: Consistently follows the market leaders, fails to communicate strategic vision, very little understanding of customer and market requirements.

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All Markets
Telecom Infrastructure
Broadband Infrastructure
Carrier Infrastructure
Digital Media Infrastructure
IP Services Infrastructure
Optical Infrastructure
Telecom Infrastructure Services
Wireless Infrastructure
Enterprise Technology and Software
Data Center
Enterprise Communications
Enterprise Network Systems
Enterprise Security
Contact Center Solutions
Application Infrastructure
Business Telecom Services
Business Network Services - U.S.
Internet/Managed Services - U.S.
Business Telecom Services - Europe
Wholesale Telecom Services
Telecom Services - Asia
Enterprise Mobility - U.S.
Enterprise Mobility - Europe
Consumer Telecom Services
U.S. Wireless Research Portal
Wireless Services - U.S.
Mobile Devices
Digital Home - U.S.
Consumer Broadband Services - Europe
Wireless Services - Europe

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