IBM: chmura amortyzuje spadki
Biznes chmurowy IBM rośnie. Choć nie zrekompensował topniejącej sprzedaży w innych segmentach, przyczynił się do większych zysków korporacji.

W III kw. br. przychody IBM zmniejszyły się o 3 proc., do 17,6 mld dol. Zysk netto był natomiast wyższy o 2 proc., sięgając niemal jednej dziesiątej obrotów (1,7 mld dol.). Firma wypracowała 48 proc. marży brutto.
Spadek sprzedaży w tradycyjnych segmentach, jak serwery, złagodziły większe wpływy z usług chmurowych, które dla IBM są perspektywicznym biznesem. Otóż w III kw. br. wzrosły one o 20 proc. (segment Cloud & Data Platforms), głównie dzięki Red Hat, który poprawił się o 17 proc. W sumie przychody z cloud, jak podaje firma, zwiększyły się o ponad 60 proc. w III kw.
Przykładowo na sprzęcie (serwery, storage plus systemy operacyjne) dołek był 15-procentowy.
Podział do końca 2021 r.
W tym miesiącu IBM poinformowało o zamiarze odcięcia działu usług infrastrukturalnych, skoncentrowanego na lokalnych instalacjach.
Cały segment usługowy IBM, do którego należy ten dział (Global Business Services), odnotował 5-procentowy spadek przychodów.
Podział ma przyspieszyć rozwój kluczowych obecnie obszarów dla IBM, jakimi są chmura hybrydowa oraz AI. Możliwości na tym rynku CEO ocenia globalnie na 1 bln dol.
„Klienci widzą dwa i pół raza większą wartość w chmurze hybrydowej niż tylko w chmurze publicznej” – utrzymuje CEO Arvind Krishna.
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IBM wydaje miliony na specjalistów od chmury hybrydowej
Inżynieria cyfrowa ma kluczowe znaczenie - twierdzi przedstawiciel przejmowanej firmy.
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IBM dołączył do polskiego związku branżowego
Zajmie się m.in. cyfrową transformacją lokalnych organizacji i cyberbezpieczeństwem.
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Poziom nasycenia sztuczną inteligencją
Zachód daleko za Wschodem. Jednak samo wdrożenie SI nie oznacza jeszcze efektywnego jej wykorzystania.