Link: The Contradictions Of IBM’s Platform Strategy

“IBM is a systems company with a very large portion of its revenues and an even larger part of its profits coming from these two platforms, the System z mainframe and the Power Systems – now sometimes called the Cognitive Systems – line. The core systems business – meaning the servers, storage, and networking hardware and the operating systems and transaction processing software plus any financing needed for it – comprises about a third of IBM’s revenues and more than half of its gross profits, by our estimates. Various database and middleware stacks up on top of this, generating even more platform revenues and profits, but this is tougher to peel away.”
Original source: The Contradictions Of IBM’s Platform Strategy

Link: The Contradictions Of IBM’s Platform Strategy

“IBM is a systems company with a very large portion of its revenues and an even larger part of its profits coming from these two platforms, the System z mainframe and the Power Systems – now sometimes called the Cognitive Systems – line. The core systems business – meaning the servers, storage, and networking hardware and the operating systems and transaction processing software plus any financing needed for it – comprises about a third of IBM’s revenues and more than half of its gross profits, by our estimates. Various database and middleware stacks up on top of this, generating even more platform revenues and profits, but this is tougher to peel away.”
Original source: The Contradictions Of IBM’s Platform Strategy

Link: The Improbable Rise of the Daily News Podcast

Turns out there’s money in enclosure tags. Who knew? “In recent weeks, The Daily announced that it was becoming a national radio show. In doing so, it proved that scale can generate millions of dollars in new revenue, as well as (potentially) a hugely valuable spot on the national FM radio dial. That radio slot, in turn, will do wonders not only for The New York Times’ income statement, but also for its standing as a national brand. To put it another way: The Daily’s radio show won’t just make money on its own right, it will sell subscriptions to the newspaper and the website while doing so.”
Original source: The Improbable Rise of the Daily News Podcast

Link: WSO2: Our 2017 Results and 2018 Plan

2% profit margin is much better than no- or negative-percent.

“In 2017, we will exit our Annualized Recurring Revenue (ARR) between $24.5 — $25.5M, a growth of 52%, up from 46% growth the previous year. Our gross margin for the recurring business is 88%, and will increase in coming years. In 2017, we will turn our first profit with $603K EBITDA and generate $2.7M cash from operations.”
Original source: WSO2: Our 2017 Results and 2018 Plan