IBM numbers are out: Software Group grows 10% - WebSphere leading with 19.1%
by Volker Weber

Details here. Try to find something missing at the bottom of the page.
Comments
at least there is 1-2-3 :)
OOo? :-)
You certainly mean ODF, ISO/IEC 26300. ;-)
I assume they didn't make less than $20k? What are the units on the table above?
I thought that was obvious. All numbers in millions of dollars.
In a tough market last year, especially in the US, I think those are pretty impressive numbers.
Whilst Lotus missed double-digit growth, for a very mature product set, I reason that 8.7% isn't bad at all. I'd be interested in your view, Volker?
Symphony?
I am very cautious when it comes to interpreting these highly aggregated numbers. Go back to Lotusphere OGS and watch how the different product groups within Lotus claim their growth numbers. Then look at the currencies. The IBM statement is in USD, which lost about 10% against EUR and 7% against JPY in 2007 (and much more since then). Large parts of Lotus' revenue are from overseas. If you factor out the currency fluctuations, the number would look very different. Annual reports are very sound. You get a better grip by just reading it with open eyes than by listening to me. :-)
What I can tell you though is that I met Al Zollar at CeBIT and he was very confident about his Tivoli business.
Reading through the comments: "Lotus Connections,
released in the second quarter, has been rapidly adapted by customers." I'm sure that's true, but I'm guessing they meant "rapidly adopted". Once again, spell-check misses a misplaced word ;-)
Volker,
Does anyone have any idea what the baseline dollar revenue values are for each different IBM software brand? I guess IBM would be holding that type of information fairly confidential.
However, I would expect to see better growth percentages for products that have a lower base line revenue value than for the more established software brands that have a higher annual revenue baseline.
In any rate, 8.7% revenue growth under the current economic conditions for the Lotus brand is not bad for such a mature product line.
I find the results a bit disappointing assuming that the economic climate is the same for all IBM brands. If I subtract the annual average price increase there is not much growth left. On the other side some revenue growth of the other divisions may be the result of acquisitions.
With Connections selling great and many new products and releases the boost may come in 2008.
The report states that it's 4% growth (rate adjusted), not bad considering they had no acquisitions that year.
Post a comment
Recent comments
Andrew Pollack
on Here is your chance to tell IBM what YOU want in Notes/Domino 8.5 at 23:13
Volker Weber
on Here is your chance to tell IBM what YOU want in Notes/Domino 8.5 at 22:55
Bruce Elgort
on Here is your chance to tell IBM what YOU want in Notes/Domino 8.5 at 22:49
Flemming Riis
on Bye bye to two subnets from India at 21:27
Chris Linfoot
on BlackBerry Lotus Connections client scores only 2 out of 5 at 20:09
Philipp Sury
on Free download: The Photoshop Anthology: 101 Web Design Tips, Tricks & Techniques at 17:20
Armin Auth
on Bye bye to two subnets from India at 16:48
Pieterjan Lansbergen
on Brand new Google Reader for iPhone at 16:45
Markus Dierker
on Free download: The Photoshop Anthology: 101 Web Design Tips, Tricks & Techniques at 16:40
Markus Dierker
on Brand new Google Reader for iPhone at 16:35
Ben Rose
on Brand new Google Reader for iPhone at 15:08
Pieterjan Lansbergen
on Brand new Google Reader for iPhone at 14:56
Ben Rose
on Brand new Google Reader for iPhone at 13:04
Pieterjan Lansbergen
on Office 2008 SP1 install causes setup assistant to loop at 12:44
Sven Semel
on Brand new Google Reader for iPhone at 12:43
Gregory Engels
on Office 2008 SP1 install causes setup assistant to loop at 10:09
Alper Iseri
on The Day There Was No News at 09:08
Ragnar Schierholz
on The Day There Was No News at 08:51
Craig Wiseman
on RIM Introduces the BlackBerry Bold Smartphone at 04:15
Volker Weber
on BlackBerry Lotus Connections client scores only 2 out of 5 at 00:52
Chris Miller
on BlackBerry Lotus Connections client scores only 2 out of 5 at 00:47
Martin Hiegl
on The Day There Was No News at 23:29
Martin Hiegl
on The Day There Was No News at 23:26
Nick Daisley
on RIM Introduces the BlackBerry Bold Smartphone at 18:20
Chris Miller
on You can't do that in Notes at 18:10



