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Information technology services industry

Epoch Partners Issues Research Commentary on Ariba, Commerce One and Corio

Strategic Insights

— 1 min read

Epoch Partners, a member of the National Association of Securities Dealers, issued a Research Commentary previewing earnings in the Software sector, highlighting key takeaways for Ariba, Commerce One, and Corio. The commentary is a comprehensive analysis of the sector, providing investors with a complete and up-to-date viewpoint on the companies and their valuation drivers. The commentary, issued by Mark Verbeck, Senior Analyst, Software with Epoch Partners, provides insights into the companies' quarterly performances and expectations.

Key Takeaways:

  • Ariba is expected to post strong results this quarter, with a focus on the progress of its i2/IBM relationship.
  • Commerce One is expected to surpass expectations, but may experience another backseat quarter compared to Ariba. Upside could come from marketplaces generating revenue faster than expected.
  • Corio is expected to have a solid quarter, but it may not be enough to dispel wider pessimism about the ASP model.
  • Epoch's research covers other companies in the software sector, including Ariba, Inc., Commerce One, Inc., Corio, Inc., Project Software & Development, Inc., and Pivotal Corporation.
  • Epoch's unique approach to investment banking includes using technology to provide superior market intelligence to issuers and investors.
  • Epoch's industry-leading venture capital partners include Benchmark Capital, Kleiner Perkins Caufield & Byers, Trident Capital, and Reuters Venture Capital.

Statistics:

  • Over 10 million investor accounts, with combined investable assets of over $1 trillion, have access to Epoch's research platform.
  • Epoch's research platform provides comprehensive industry analysis and in-depth coverage on individual company stocks.
  • Epoch's analysts aggregate, filter, and comment on raw information available on stocks, providing investors with a complete and up-to-date viewpoint on a company and its valuation drivers.
  • Over 50% of all online assets are accounted for by the electronically connected investor base that Epoch has through partnerships with Charles Schwab, Ameritrade, and TD Waterhouse.

Sources:

  • Epoch Partners, Inc.
  • Epoch Research
  • Epoch's Web site (www.epoch.com)

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