IBM's system business units achieve $ 1.7 billion revenue, reduced by 10% from the same period last year. The system hardware revenue is 1.3 billion US dollars, in which operating system software contributes $ 400 million.
z Systems - 33% in the year revenue
Power - 3% of the same period last year
Storage - Annual Camp increased by 8%, we estimate $ 592 million
IBM CFO Martin Schroeter pointed out that "the growth rate of POWER service is improved, but the overall revenue is still declining. The improvement of growth speed reflects that our transition we have continued to achieve results, but has high value space The UNIX market continues to shrink. Our Linux on Power business camp has improved, and we have also got a more considerable market share. "
"In UNIX, the revenue fell mainly from the low-end and mid-end systems of them. The high-end system remains growing."
Storage Business Recovery is mainly promoted by a full-flash array product of up to two digits. Flash has become a catalyst for our mid-end and high-end storage product revenue, while storage hardware profit margin is increasing year by year. "IBM The company's current flash has been maintained in two quarters year-on-year.
IBM company issued flash business performance, NAND achieved growth in the second consecutive quarter
IBM's seed quarterly storage hardware revenue number, including the last two quarters of revenue growth.
IBM emphasizes that the performance of Z Systems reflects the product issuance cycle of the mainframe - the latest product Z14 has been officially launched at the end of the quarter. The recovery of storage business revenue for two consecutive quarters is mainly driven by flash, and the gross profit margin of Z Systems and storage services is also improved; but the overall profit margin of the two is still declining (down 3.9%, currently 52.7% ).
IBM believes that the core of storage revenue is gradually turning to software level, while the growth section of internal storage hardware is mainly concentrated in the field of flash memory - this is also proved in its performance results. In addition, cloud data storage is in growth, IBM itself is steadily expanding, and there is currently nearly 60 data centers around the world.
Lloyd Bank (signed a decade agreement) and the US airlines and other customers have recently signed the IBM Cloud Service Cooperation Agreement.
Schroter explained that "We will migrate the bank's business to IBM cloud, and ensure that the application suite matches the infrastructure ... US Airlines announced that it will be fully turned to IBM Cloud, while using cloud resources as it The foundation of digital transformation. It will migrate key applications including AA.com, facing customers' mobile applications, and global information network. "
"Focus on the entire industry and even around the world, our customers are aware of data - especially their own data, has become the key to all companies to win competitive advantage. It is necessary to emphasize that 80% of the world is held by enterprises. "
According to our understanding, IBM is planning to gradually migrate a portion of the local workload (including x86, power and mainframe) to its cloud data center, while providing internal deployment with IBM public cloud mixed solution - this is Will Amazon, Azure, and Google CLOUD Platform's corporate development path?
The IT department requires spontaneous transfer of its customer group to the iBM version to obtain lower capital costs and better flexibility. Once these customers transfer their workloads to IBM cloud, other competitor will be more difficult to sell their own servers, storage and even software products for IBM customer groups.
Schroete describes this for IBM's corporate customer data: "This part of the data cannot be searched through the global network. These include customer data, patient data, clinical data, supply chain data, and transaction data. Enterprises wish to unlock and use These data. Because of this, enterprises have a willingness to contact cloud computing through their trust, and use the advanced tools and industry expertise provided by the latter. In addition, corporate customers will have to obtain data models that meet their own goals. Business model - this is the advantage of IBM Yunau Susen portfolio. "
Original link: https://www.eeboard.com/news/ibm-10/
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