Henceforth IBM has to assume its new orientation towards cloud, big data analytics, social, mobile and security: stakes and opportunities.
As you can observe, Lenovo is a gateway for IBM to shift aggressively to its
new strategic areas including cloud, big data analytics, social, mobile and
security. Between Lenovo and IBM, this is a longstanding alliance. Lenovo focuses
successfully on hardware (Smartphone, tablets, servers, workstations and more)
while IBM is struggling to invade the service industry including cloud, big
data analytics, social, mobile and security.
In this schema, Lenovo has lot of luck to generate an exceptional growth
from the emerging markets, where most investments focus on infrastructures,
while in the mature economies , the growth is drawn by a shift to services and counseling including cloud,
big data analytics, social, mobile and security.
As a must-attend landmark for the end-to-end digital transformation for the
companies of all sizes, Connectikpeople.co encourages to continue taking pragmatic
actions to transform parts of the business, pending to see the benefits from
these actions.
Connectikpeople.co recalls that, first-quarter net income was $2.4 billion,
down 21 percent year-to-year. Total revenues for the first quarter of 2014
of $22.5 billion were down 4 percent from the first quarter of 2013.
The Americas’ first-quarter revenues were $9.6 billion, a decrease of 4 percent
from the 2013 period. Revenues from Europe/Middle East/Africa were $7.6
billion, up 4 percent (up 1 percent, adjusting for currency).
Asia-Pacific revenues decreased 12 percent (down 6 percent, adjusting for
currency) to $5.0 billion. OEM revenues were $355 million, down 17
percent compared with the 2013 first quarter. Revenues in the BRIC countries
including Brazil, Russia, India and China, decreased 11 percent (down 6
percent, adjusting for currency).
Global Technology Services segment
revenues were down 3 percent (down 1 percent, adjusting for currency) to
$9.3 billion.
Revenues from the Software segment
were up 2 percent to $5.7 billion compared with
the first quarter of
2013.
Revenues from IBM’s key middleware
products, which include WebSphere, Information Management, Tivoli,
Workforce Solutions and Rational products, were $3.7 billion, up 4 percent versus
the first quarter of 2013.
Bad news comes
from:
Operating
systems revenues of $519 million were down 10 percent compared with the prior-year quarter.
Revenues
from WebSphere increased 12 percent year over year.
Information Management software revenues increased 1 percent. Revenues
from Tivoli software increased 7 percent. Revenues from Workforce
Solutions software decreased 4 percent, and Rational software increased 1
percent.
Revenues from the Systems and
Technology segment totaled $2.4 billion for the quarter, down 23 percent from
the first quarter of 2013.
Total systems revenues decreased 24 percent. Revenues from System z
mainframe server products decreased 40 percent compared with the year-ago
period. Total delivery of System z computing power, as measured in MIPS decreased
19 percent. Revenues from Power Systems were down 22 percent compared with
the 2013 period. Revenues from System x were down 18 percent.
Revenues from System Storage decreased 23 percent. Revenues from
Microelectronics OEM decreased 16 percent.
