• Added 35 new clients, the top 10 clients grew 5.9%.
• Revenue increase sequentially, volumes increased sequentially, pricing stable, utilization improved.
• Net increase in employees this quarter.
• Expect the budgets to be flat next year
• Better traction in BFSI, retail, and energy and utilities.
• Better traction in business process management, infrastructure management and in system integration.
• Consulting and package implementation has come down marginally this quarter.
• US has gone up and Europe has marginally come down.
• Pricing stable. It increased by 0.4%, but in terms of constant currency, it declined by 1.1%.
• For the next two quarters, the upper end of the guidance assumes 1% revenue growth.

More details are here.

Source: Bespoke Investment Group

Andrew McAfee, the Harvard professor who coined the term "Enterprise 2.0" writes about the positive impact of social media technologies on the Intelligence community. Andrew makes a case that while massive computing power continues to be important, rich social connections between people in the intelligence community would enable better leverage of human pattern recognition.

I feel these two aspects are interdependent and self reinforcing. Picture this: Possibly, hundreds of terabytes of raw data flows into the US intelligence system on a daily basis. Thousands of "agents", both human and machine are responsible for the data. The data is then sliced and diced by super computers and the "intelligence" is dished out to analysts.

Why not enrich the data "socially" at the source and at the edges of massive computing? I don't for a minute imply that this would make computers any more human that they are. But the intelligence that comes out of the data would have more social context that would reinforce human pattern recognition. The intelligence could be further massaged at the edge to blend in with Ent 2.0 networks within the intelligence community. The results of human analysts collaborating over social networks could further be fed back in to the computers and create a virtuous cycle.

Another interesting application could be the area of psych ops. The old fashioned way is to drop pictures of a 5000 pound bomb with Bin Laden's face on it and scare people. The Ent 2.0 is to leverage the natural trust and high influence social networks have to influence and shape young people in vulnerable communities and prevent them from becoming prey to the bad guys.

What do you think ?