Posts in "BigCo"

Betting against IBM

Indeed, the numbers may back him up—cloud computing sure seems to be squeezing the vendor’s hardware business. The most recent evidence is clear: In Q3 2013, IBM’s systems revenue fell 19 percent, with its Power line falling 38 percent, System x sliding 18 percent and storage falling 11 percent. Among its hardware platforms, only System z mainframe server products showed some life, with a 6 percent uptick. Betting against IBM

Betting against IBM

Indeed, the numbers may back him up—cloud computing sure seems to be squeezing the vendor’s hardware business. The most recent evidence is clear: In Q3 2013, IBM’s systems revenue fell 19 percent, with its Power line falling 38 percent, System x sliding 18 percent and storage falling 11 percent. Among its hardware platforms, only System z mainframe server products showed some life, with a 6 percent uptick. Betting against IBM

Betting against IBM

Indeed, the numbers may back him up—cloud computing sure seems to be squeezing the vendor’s hardware business. The most recent evidence is clear: In Q3 2013, IBM’s systems revenue fell 19 percent, with its Power line falling 38 percent, System x sliding 18 percent and storage falling 11 percent. Among its hardware platforms, only System z mainframe server products showed some life, with a 6 percent uptick. Betting against IBM

Dell IR: we're going to go hang with the nerds now

One of the more significant changes is that our financial results will be restricted to current institutional debt investors, prospective institutional debt investors and debt research analysts. The financials will only be disclosed under non-disclosure agreement (NDA). Given the restrictions on our financial disclosure, we will not be discussing our financial results with broad audiences at large equity conferences as we have done in the past. You will see us more active and participating in technology-focused conferences where we will provide updates on our progress as a technology leader and discuss our latest innovations and solutions we are delivering for customers around the world.

Dell IR: we're going to go hang with the nerds now

One of the more significant changes is that our financial results will be restricted to current institutional debt investors, prospective institutional debt investors and debt research analysts. The financials will only be disclosed under non-disclosure agreement (NDA). Given the restrictions on our financial disclosure, we will not be discussing our financial results with broad audiences at large equity conferences as we have done in the past. You will see us more active and participating in technology-focused conferences where we will provide updates on our progress as a technology leader and discuss our latest innovations and solutions we are delivering for customers around the world.

Dell IR: we're going to go hang with the nerds now

One of the more significant changes is that our financial results will be restricted to current institutional debt investors, prospective institutional debt investors and debt research analysts. The financials will only be disclosed under non-disclosure agreement (NDA). Given the restrictions on our financial disclosure, we will not be discussing our financial results with broad audiences at large equity conferences as we have done in the past. You will see us more active and participating in technology-focused conferences where we will provide updates on our progress as a technology leader and discuss our latest innovations and solutions we are delivering for customers around the world.

SAP cloud revenue to reach ~€20B by 2017

Hagemann-Snabe reckoned any change would hit the company’s revenue for 2015 but it would have reclaimed any losses by 2017, such is growth in demand. He’s reported to have predicted cloud would lead to sales of more than 20bn Euro by that date. Greater focus on cloud comes after SAP reported a five per cent drop in sales of its bread-and-butter on premises software business by five per cent to €975m ($1.