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La Classifica Delle TOP100 Software E Servizi IT Coglie Con Uno Sguardo

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La Classifica Delle TOP100 Software E Servizi IT Coglie Con Uno Sguardo La Classifica delle TOP100 Software e Servizi IT coglie con uno sguardo complessivo le tensioni dinamiche che scuotono il settore IT in Italia, attraverso l’aggregazione dei risultati dei principali attori sul mercato. IDC stima che i dati aggregati della Classifica vadano sostanzialmente a intercettare circa i due terzi del valore complessivo del settore in Italia. Sebbene sia opportuno ricordare che la Classifica rappresenta una parte importante del comparto Software e Servizi IT in Italia, di fatto copre in misura prevalente la componente Grandi Imprese, presentando un minore grado di risoluzione sullo scenario PMI. Il fatturato prodotto dall’aggregato delle società presenti in Classifica si concentra in un numero ristretto di grandi attori multinazionali (Tab.1, Fig.1). Le società con un fatturato superiore ai 500 milioni di euro, le prime cinque posizioni nella Classifica, rappresentano il 39,2% dei ricavi complessivi nella Top100 (circa 4,9 miliardi di euro), mentre le imprese con un fatturato inferiore ai 500 milioni (le restanti 95 posizioni) totalizzano complessivamente il 60,8% (circa 7,69 miliardi di euro). Come già rilevato lo scorso anno, rispetto al 2012 prosegue e accelera la tendenza a uno spostamento dei risultati dal vertice del mercato verso la restante parte degli operatori, con una riduzione di quasi un punto e mezzo percentuale del valore complessivo riconducibile alle prime cinque posizioni. Nel corso dell’ultimo anno, l’indice di Herfindahl (HHI), calcolato sullo spazio competitivo rappresentato dalla Classifica Top100, è andato incontro a una progressiva riduzione, passando dal HHITOP100, 2011=0,047 al HHITOP100, 2012=0,045 a HHITOP100, 2013=0,043: i dati dell’ultimo triennio mettono in evidenza un processo di trasformazione della struttura competitiva del settore che prosegue in modo irriducibile senza dare segni di inversione. Confrontando l’aggregato Top100 della presente edizione con quella dell’anno precedente, si evidenzia un appiattimento della crescita allo 0,5% su base annua, evidenziando che le tensioni generali dell’economia, oltre ai processi di ristrutturazione endogeni al settore, hanno ormai raggiunto le fasce più elevate del comparto, con risultati di segno negativo evidenziati nei bilanci anche dei principali operatori del settore. Analizzando a livello aggregato le dinamiche dei risultati Software e Servizi rispetto all’Edizione 2013, emergono alcune differenze importanti (Fig.2): diminuisce nettamente il numero delle imprese che si muovono su un terreno negativo (erano 40 l’edizione precedente, ammontano a 29 nella presente edizione); aumenta il numero delle im- Legenda categoria di valutazione: S1 = Stime basate su comunicazioni ufficiali verificate attraverso i bilanci pubblicamente disponibili; S2 = Stime basate su rielaborazione di dati ufficiali e/o non verificabili attraverso i bilanci ufficiali; S3 = Stime basat e su valutazioni indipendenti di IDC prese che segnalano un tasso di crescita annuale superiore al 15% (da 10 a 15 operatori), mentre rimane sostanzialmente stabile il gruppo di imprese che segnala un tasso di crescita tra il 10% e il 15% (7 operatori, la scorsa edizione erano 6). Tabella 1 – Classifica TOP100 Software e Servizi It in Italia 2012-2013 (dati in milioni di euro) Risultati Risultati Ranking Categoria 2012 2013 Variazione Aziende 2013 valutazione Software e Software e 2012/2013 Servizi It Servizi It 1 S2 Gruppo IBM Italia 1.684,91 1.498,12 -11,1% 2 S3 Accenture (2) 958,94 978,18 2,0% 3 S3 HEWLETT PACKARD ITALIANA SRL (25) 944,96 875,84 -7,3% 4 S3 MICROSOFT Italia (30) 889,00 868,00 -2,4% 5 S2 Gruppo Engineering (18) 720,00 740,15 2,8% 6 S2 SELEX ES 449,37 464,80 3,4% 7 S3 ORACLE ITALIA (32) 434,93 433,22 -0,4% 8 S2 Gruppo Reply 373,10 410,62 10,1% 9 S2 Gruppo SIA (22) 348,26 380,34 9,2% 10 S3 Gruppo Almaviva 359,54 371,26 3,3% 11 S3 SAP ITALIA SPA 320,48 324,70 1,3% 12 S3 NTT DATA ITALIA SPA 275,11 282,75 2,8% 13 S2 GRUPPO ZUCCHETTI (24) 240,00 273,00 13,8% 14 S2 Gruppo Cedacri (16) 266,00 246,80 -7,2% 15 S1 Bassilichi Spa 262,29 241,84 -7,8% 16 S2 Capgemini Italia spa 214,00 222,00 3,7% 17 S2 DEDAGROUP SPA 96,70 173,00 78,9% 18 S3 Gruppo TeamSystem (23) 145,00 171,00 17,9% 19 S1 Gruppo Atos in Italia 141,57 147,70 4,3% 20 S2 Vitrociset Spa 137,75 147,55 7,1% 21 S2 Exprivia Spa 109,10 113,33 3,9% 22 S2 Gruppo ADP (3) 108,41 106,33 -1,9% 23 S3 EMC 97,51 98,43 0,9% 24 S3 IT WAY 93,11 89,44 -3,9% 25 S3 Var Group (38) 87,00 89,02 2,3% 26 S3 Altran Italia Spa 80,63 83,22 3,2% 27 S3 SAS INSTITUTE Srl 83,26 80,92 -2,8% 28 S3 Corvallis 58,03 72,09 24,2% 29 S3 NCR Italia srl 70,32 71,93 2,3% 30 S2 PHOENIX INFORMATICA BANCARIA SPA 64,98 71,45 10,0% 31 S3 WAVE GROUP 69,83 71,21 2,0% 32 S1 Avanade Italy Srl (6) 64,00 70,00 9,4% 33 S2 MAGGIOLI SPA 65,86 68,36 3,8% 34 S1 SISTEMI Spa (36) 64,60 67,60 4,6% 35 S1 Gruppo SCAI (21) 62,36 65,33 4,8% 36 S2 Gruppo Data Management (17) 70,40 62,00 -11,9% 37 S3 Elmec Informatica 58,99 58,75 -0,4% 38 S1 Indra Italia Spa 57,35 58,41 1,9% 39 S3 DEDALUS SPA 60,28 57,47 -4,7% 40 S3 Tecnonet Spa 56,40 56,95 1,0% 41 S1 LUTECH SPA 54,27 54,75 0,9% 42 S2 24 ORE Software SpA (15) 44,81 52,12 16,3% 43 S2 Aubay Research & Technologies Spa 40,31 51,70 28,3% 44 S3 Siemens Industry Software SRL 44,36 50,28 13,3% 45 S2 UNISYS ITALIA Srl (37) 51,86 48,40 -6,7% 46 S3 WINCOR NIXDORF ITALIA (39) 34,40 47,63 38,4% 47 S2 Gruppo PRESENT (20) 46,50 47,50 2,2% 48 S3 CAD IT Spa 50,94 47,47 -6,8% 49 S1 Gruppo RGI 41,13 45,20 9,9% 50 S1 Sopra Group Spa 39,50 44,30 12,2% 51 S3 GFT Italia Srl (ex Sempla) 42,09 39,34 -6,5% 52 S1 Gruppo NOEMALIFE SPA (19) 38,24 36,26 -5,2% 53 S2 Altea Spa (4) 22,94 36,23 57,9% 54 S2 SOFTLAB 37,00 36,02 -2,6% 55 S1 Fincons Spa 31,67 35,45 11,9% 56 S2 Gruppo NPO SISTEMI 30,57 35,18 15,1% 57 S3 CBT – Cosmic Blue Team 34,20 35,11 2,7% 58 S1 TXT E-SOLUTIONS Spa 29,78 34,98 17,4% 59 S1 TechEdge spa 31,41 34,56 10,0% 60 S2 Eustema 41,53 34,45 -17,0% 61 S2 Gruppo CDM 31,45 34,36 9,3% 62 S2 GPI Spa 31,20 34,31 10,0% 63 S2 I&T Group 32,00 33,50 4,7% 64 S2 INAZ SRL (26) 33,10 33,30 0,6% 65 S1 ALTEN ITALIA Spa 28,56 32,59 14,1% 66 S2 INTECS SPA 34,00 32,40 -4,7% 67 S1 TAS Spa 32,80 32,02 -2,4% 68 S1 Infocert Spa 24,23 31,77 31,1% 69 S3 TD GROUP spa 31,03 31,71 2,2% 70 S2 Horsa spa 31,82 31,51 -1,0% 71 S1 Integra Document Management srl 30,19 30,98 2,6% 72 S3 CSC Italia (10) 24,29 30,45 25,4% 73 S1 ObjectWay Financial Software Spa (31) 23,60 29,70 25,8% 74 S2 Gruppo CONSOFT SISTEMI 24,20 28,20 16,5% 75 S3 PARAMETRIC TECHNOLOGY Italia Srl 25,56 27,35 7,0% 76 S3 SOFITER SPA 26,34 27,31 3,7% 77 S2 GRUPPO ENERGENT (8) 27,00 27,00 0,0% 78 S3 LIST Spa 26,23 26,76 2,0% 79 S2 Gruppo SIDI (35) 25,50 26,20 2,7% 80 S2 Gruppo Multivendor 26,10 26,13 0,1% 81 S2 R1 Spa 19,50 25,85 32,6% 82 S1 Beta 80 Group Srl 27,38 25,83 -5,7% 83 S2 Gruppo SESA NV (34) 26,70 25,67 -3,9% 84 S1 ALETEA Spa 27,65 24,83 -10,2% 85 S2 Gruppo Formula Spa 25,88 24,24 -6,3% 86 S2 AIZOON (40) 23,15 24,09 4,0% 87 S1 BRAIN FORCE SpA (7) 22,50 23,70 5,3% OASI- OUTSOURCING APPLICATIVO E SERVIZI 88 S2 24,38 22,64 -7,1% INNOVATIVI SPA 89 S3 DGS Spa 23,53 22,12 -6,0% 90 S3 Teradata 20,33 20,71 1,9% 91 S2 Tagetik Software Srl 19,89 20,68 4,0% 92 S3 Everis Italia Spa (14) 17,74 20,51 15,6% 93 S3 AUSELDA AED GROUP 19,63 20,40 3,9% 94 S2 AGS Spa 21,44 20,22 -5,7% 95 S2 Gruppo SYSDATA ITALIA 19,62 19,63 0,1% 96 S2 Gruppo Metoda (29) 18,46 18,97 2,7% 97 S3 Finmatica Spa 18,21 18,78 3,1% 98 S3 Sanmarco Informatica Spa 18,18 18,62 2,4% 99 S3 ALDEBRA SPA 18,22 18,53 1,7% 100 S2 Insiel Mercato Spa 19,22 18,52 -3,6% Legenda categoria di valutazione: S1 = Stime basate su comunicazioni ufficiali verificate attraverso i bilanci pubblicamente disponibili S2 = Stime basate su rielaborazione di dati ufficiali e/o non verificabili attraverso i bilanci ufficiali S3 = Stime basate su valutazioni indipendenti di IDC Nel corso del 2013, in base a quanto evidenziato nei limiti della Classifica, la frammentazione del mercato non ha subito particolari accelerazioni nel comparto Software (con un indice sostanzialmente invariato, HHISW-TOP100, 2013= 0,103, anche per effetto di diversi processi di consolidamento e fusione aziendale cha vanno a bilanciare l’ingresso di nuovi attori sul mercato), mentre nel comparto Servizi IT è proseguita limitatamente (da HHIServizi-TOP100, 2012= 0,052 a HHIServizi- TOP100, 2013= 0,051).
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