Einige Berichte zu IBM und den aktuellen (und vor uns liegenden zu erwartenden) Quartalsergebnissen. Zum Status:
IBM has now recorded 20 consecutive quarters of declining year-on-year revenues, taking it back to a level it hasn’t touched for almost 20 years. In its heyday, IBM was roughly twice as big as every other computer company added together.
Vom ehemaligen IBM’er Jason Perlow kommt harsche Kritik an Top- und Mittelmanagement:
But IBM has too many aging employees, in particular middle management types that do not significantly contribute to the company’s bottom line and are essentially waiting for their stock to vest before they retire.
Und er sieht die Migration bestehender Legacy-Anwendungen von Big Blue durchaus auch als Chance für IBM und eine IBM Cloud:
Sure, a lot of new application development went into Open Source and to Wintel, but there are still tons of legacy workloads running on the mainframe and AIX. Those workloads aren’t going to leave where they are sitting or without being completely or partially re-written, and that is a monumental task.
… Only IBM can do it. The problem is nobody wants to buy new mainframes or big iron UNIX boxes. …
So, IBM needs to build a Big Iron Cloud and position it as the target destination for aging System z and AIX workloads that would otherwise be too expensive to re-write or re-implement.
Überraschend seine weiteren Aussagen zum Thema Cloud. Statt eine eigene Cloud aufzubauen, solle man Partnerschaften. Vor allem eine Partnerschaft mit … Microsoft … mache Sinn:
In addition to treating its employees like human beings again, and returning morale to levels where identifying as an IBMer is again associated with pride and respect, I believe IBM needs to get its best architects, system engineers, and programmers trained on Microsoft technologies.
Damit dies möglich werde, fordert er einen Managementwechsel:
In order for this to happen, however, there needs to be a regime change at IBM. Just as Microsoft underwent a painful transformation that upended its long-standing senior leadership and moved toward a cloud-first strategy led by a much younger, tech-savvy CEO, IBM now has to do the exact same thing.
Optimistischer zur jetzigen Strategie der IBM ist Thomas Pangia, er auf Seeking Alpha detailliert die IBM Geschäftszahlen analysiert, traditionelles Geschäft und die propagierten Wachstumsfelder nebeneinander stellt und kommt zu folgender Aussage kommt:
This combined revenue projection indicated that IBM’s revenue might continue its year over year declining trend into 2017, however the trend could reverse in 2018 and beyond.
Und in seiner Zusammenfassung schreibt er:
The turnaround may take more patience, which the market doesn’t have much of.
- IBM’s five years of falling revenues have left it smaller than Apple, Microsoft and Google – By Jack Schofield for Jack’s Blog | April 24, 2017 | ZDNet
- How IBM can avoid the abyss – If Big Blue still has a future, it’s in cloud. – By Jason Perlow for Tech Broiler | April 26, 2017 | ZDNet
- Could IBM’s falling revenues turn around next year? – By Jack Schofield for Jack’s Blog | April 30, 2017 | ZDNet
- IBM’s Price Is Going In The Wrong Direction – International Business Machines Corporation (NYSE:IBM) | Seeking Alpha