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Does it mean its core revenues are more stable? Are enterprise customers moving away from it?
by Riod 11y ago
Does it mean its core revenues are more stable? Are enterprise customers moving away from it?
- chadcmulligan 11y agoA lot of enterprise software work that I know about that IBM does are things like SAP integration (which was a great disaster in my home land - queensland, australia, have a google). You can see a lot of this sort of stuff moving to the cloud and off the shelf products replacing it, there is certainly consulting work to be had integrating products from this, but it would be easy to argue the amount of money for these things is a lot less. Also in the past IBM had an integrated value stack of hardware and software they provided (AS/400 and so on), these are being replaced by commodity cloud based servers running linux or windows. So their consulting model is being disrupted. There's still money in it, but probably not the amount of money they're used to, same sort of thing is happening in Oracle I'd guess.