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The end of an IT era: 109 year old IBM will split into two companies

2020-12-07 20:25:22 The smile is pure

author | Nuka Cola 、 Xiaoxu

planning | Yuying

Introduction : According to the latest news from Reuters ,IBM Will split managed infrastructure services , Become a new public company , In order to be able to focus on hybrid cloud services including red hat . After this round of splitting ,IBM The company's software and solutions portfolio will account for the majority of its total revenue .  

1 IBM: Spin off the managed Infrastructure Division and become a new company

According to the latest report ,IBM Is starting to split itself into two listed companies . This is undoubtedly in response to the development of cloud technology over the years , Hope to be separated from traditional business , Focus on the more profitable area of Cloud Computing .

IBM The split object is its own IT Infrastructure services , After the split , The division will continue to serve the world as an independent manufacturer 115 Countries and regions 4600 Customers provide technical support 、 The total amount completed is as high as 600 A billion dollar backlog , And in 2021 Officially complete the name change before the end of the year .


IBM Chief financial officer of the company James Kavanaugh He said in an interview , The new public company will be launched as the world's largest provider of managed infrastructure services , The new company will have 9 10000 employees , The leadership structure plan is set in the next few months .IBM At present, the total number of employees exceeds 35 ten thousand 2 A thousand , It is expected that the divestiture will bring close to 50 Billion dollars in operating expenses .

IBM The current CEO Arvind Krishna It was last year that 340 The key planner of the $100 million acquisition of red hat , The acquisition is also widely recognized in the investment market , Help the company's share price rise to 7%.IBM Aspect representation , Its revenue is expected to reach... In the third quarter of this year 176 Billion dollars , Adjusted earnings per share 2.58 dollar , It's roughly in line with Wall Street forecasts .

Krishna On an analyst conference call ,“ We spun off our network business in the 1990s , In the first decade of the new century PC Business , And in about 5 The semiconductor business was spun off a year ago , It's all about helping IBM Have a consistent value proposition .”

In a blog post ,Krishna Call this split IBM company 109 In the course of the development of “ Major business model changes ”.

Wedbush Securities Company Analyst Moshe Katri The commentary said ,“ Considering the rapid encroachment of automation and cloud services on the market ,IBM The company will take this opportunity to basically get rid of the business scope that continues to shrink and has limited profit space , Focus on the strong performance of high growth business .”

To compensate for the slowdown in software sales growth and clear seasonal demand fluctuations in the mainframe server business ,IBM Aspect said it would focus on open hybrid cloud and AI Solution level , Focus on improving this part of the business which accounts for more than half of its recurrent income .

2 Big changes at the top 、 Spin off listing : Can the road to hybrid clouds work ?

This year, 4 month , IBM There's a change in the top of the house , primary Red Hat CEO Jim Whitehurst Become IBM The new president , Leader IBM Strategy and cloud computing and cognitive software business , Responsible for monitoring the basic technologies that drive the digital transformation of customers ;Howard Boville Become IBM Cloud business leader , Previously at Bank of America ;IBM New post CEO Arvind Krishna It used to be IBM Head of cloud computing and cognitive Software . It's not hard to see. ,IBM This high-level change shows that it attaches great importance to hybrid cloud business .

in fact , Whether it's Ginni Rometty, still Arvind Krishna, They all think that hybrid clouds are IBM The second chance of .Ginni Rometty Once said :“ Cloud computing has entered the second period . To 2020 year , The hybrid cloud will have 1 Trillion dollars of market demand , But there are still 80% Of enterprise data has not yet been migrated to the cloud , The main reason is the lack of a consistent and high security cloud management mechanism , This is also IBM The reason why we like hybrid cloud .”

and Arvind Krishna In order to develop hybrid cloud business , After taking office, he took several measures . First , The name calling hybrid cloud business is IBM The top priority of business , said “ Now it's time to build hybrid cloud as the fourth platform ”; secondly , by Red Hat A new assignment has been arranged ; Last , Strong foreign aid is invited to take charge of the cloud business department .

Arvind Krishna The first day in office , to IBM All employees sent emails , In mail ,Arvind Krishna Specifically emphasized that the hybrid cloud business is the whole IBM The top priority of the company :

IBM It's already on the mainframe 、 The service and middleware fields establish a persistent platform , These three platforms continue to serve our customers . I believe it's time to build hybrid cloud as the fourth platform . Our customers will rely on this essential 、 The ubiquitous hybrid cloud platform to do the most critical work of this century . This is a platform that is more persistent than other platforms .

According to market research organization Canalys released 2018 From the data of global public cloud market in ,IBM Obviously behind , Market share is less than 4%. Many people think that IBM In the cloud business, it's not just a missed opportunity , I didn't even know how to play ? until 340 $100 million Red Hat,IBM It seems that I want to understand , Hybrid clouds may be a chance to overtake in a curve .

Some people have summed up the current understanding of the main players in the field of Cloud Computing :“ Amazon's cloud business is dedicated to meeting the hosting needs of e-commerce businesses ; Microsoft's cloud computing route is “ Software + service ”; Google is more focused on providing users with high-quality services through cloud computing ; The value of Alibaba cloud computing lies in the combination of mobility and cloud computing IT Service “ Online ”.”

by comparison ,IBM Our main business is hardware , It doesn't have an advantage in understanding Cloud Computing . And acquisition Red Hat It's a better move ,Red Hat Accumulation in the enterprise market , by IBM Our market and business expansion has brought ready-made benefits , Also give IBM It provides core competitive value against other cloud service providers .

After the split up , The new company, made up of its hosting infrastructure, will continue to own 《 Wealth 》100 Surpass in strength 75% The customer , as well as 600 A billion dollar backlog , The future of this company will also be IBM Partners of , And work with all cloud providers .

future ,IBM From a company with more than half of its sales coming from services to more than half of its revenue coming from hybrid clouds and AI Companies that are waiting for solution revenue , I have to sigh : One IT The era is coming to an end .

Reference reading :

https://www.infoq.cn/article/QgV4IQfpJ8GwzCjjQiRQ

https://newsroom.ibm.com/2020-10-08-IBM-To-Accelerate-Hybrid-Cloud-Growth-Strategy-And-Execute-Spin-Off-Of-Market-Leading-Managed-Infrastructure-Services-Unit

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