• The Power Systems And System z Mainframe Cycles Start Anew

  April 25, 2022 Timothy Prickett Morgan

  If you listen to Big Blue a lot, like we do at The Four Hundred, you know IBM spends a lot of its time yammering about hybrid cloud and artificial intelligence, and how it has domain expertise to help develop applications for very precise problems in very specific businesses and markets. And sometimes in its quarterly financial reports, it can go through the whole hour and not mention Power Systems at all.

  But thanks to the beginning of the Power10 product cycle last September with the high-end “Denali” Power E1080 server and the launch of the “Telum” z16 mainframe …

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• How Kyndryl’s IBM i Customer Base Benefits from the Big Blue Split

  March 30, 2022 Alex Woodie

  Now that IBM is done with the spin-out of its Global Technology Services (GTS) business, the company that resulted from that spin-out, Kyndryl, is free to pursue its own strategy. For Kyndryl’s considerable IBM i installed base, that freedom will result in a much broader array of technological options and services engagements becoming available to them.

  With 500 employees dedicated to supporting its IBM i customers, Kyndryl has one of the biggest IBM i services practices in the world, says Nicolas Le Van Dé, Kyndryl’s IBM i global offering manager.

  “I think we are the leader in terms of IBM …

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• No Kyndryl Involved in IBM i Tech Support, Jarman Says

  February 2, 2022 Alex Woodie

  The org chart has been on an extended spin cycle lately at IBM, with the spin out of the Global Technology Services (GTS) business into Kyndryl as well as the merging of IBM Lab Services and the Services and Support Group. But unless you’re signed up for its IBM i cloud service or had some other arrangement with GTS, you likely won’t be calling on Kyndryl for technical support.

  The question of Kyndryl’s current role with the IBM i customer base came up during the recent webinar HelpSystems held to discuss its 2022 IBM i Marketplace Report. Ian Jarman, …

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• IBM Says Nothing About Power Systems In Q4

  January 31, 2022 Timothy Prickett Morgan

  In the wake of its spinout of the Kyndryl managed services business, which represented about a third of the company’s revenues and employees, Big Blue has changed the way it organizes its groups and divisions which, generally speaking, more accurately reflects what it sells and the underlying systems business that is International Business Machines.

  Which is great. We have been kvetching about this since 2016, the last time IBM reorganized its business and its financials, so hooray. And we did a preview of the new financial reporting segments, and how IBM backcast them into 2020, with our own revenue …

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• A Proper Accounting Of The Power Business

  October 25, 2021 Timothy Prickett Morgan

  Big Blue might be preparing for the spinout of its Kyndryl managed services company, now slated for early November, and its new financial presentations, which we reviewed two weeks ago, but that task is not yet done and until it is we are still getting the same financial view of IBM in the third quarter of 2021 ended in June. It was not a particularly memorable quarter when it came to IBM Systems group.

  But it is looking like IBM is going to be able to pad a better 2022, with Kyndryl taking on a huge amount of software …

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• The Shape Of The IBM To Come

  October 11, 2021 Timothy Prickett Morgan

  Big Blue is getting ready to spin off its managed services businesses, which represents about a third of its revenue stream and a big chunk of its employee base, into the separate company called Kyndryl and hopes to have this task done by the end of the year. Last week, IBM’s top brass had a virtual meeting with Wall Street to host its Investor Day, and IBM’s chief executive officer, Arvind Krishna, and the rest of the team unveiled a new segment and financial reporting structure that will be put into effect once the Kyndryl spinout is done.

  At that …

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• Awaiting The Power10 Rollout And The New Sales Cycle

  July 26, 2021 Timothy Prickett Morgan

  It is difficult to be patient but before too long IBM will begin shipping Power10-based systems and the product line, which has been bumping along at the tail end of the Power9 cycle, will start growing again. With IBM having a new microarchitecture as well as a new foundry partner, Samsung Electronics, which is making its very first server chip with the Power10 and implementing its first large-scale chip with a 7 nanometer process, the stakes are high and IBM is being a little extra cautious in getting the Power10 chip out the door.

  Enterprise customers are risk averse, and …

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• IBM: The Elder Statesman Of Semiconductors

  May 17, 2021 Timothy Prickett Morgan

  Big Blue may be a lot smaller than it used to be, and it is going to get a lot smaller after its spins off its managed services and hosting business into a new company to be called Kyndryl, which will have about $19 billion in sales, about 4,600 customers, and about 90,000 employees. That will leave the remaining part of IBM, focused on its Power Systems and System z platforms and its whole push into hybrid cloud, artificial intelligence, and quantum computing.

  That remaining business will have about $59 billion in sales, about 260,000 employees, and something on the …

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• IBM Grows, Power Systems Slows

  April 26, 2021 Timothy Prickett Morgan

  The good news, if you are a customer of IBM who wants Big Blue to stick around in the systems business, is that IBM actually saw some growth in its overall business for the first time in two years. This growth was driven in large part by its System z mainframe line, in the first quarter of 2021. The less than good news – but not unexpected – is that the Power Systems business continued to shrink as customers await high-end Power10 systems later this year and low-end Power10 machines early next year.

  In the quarter ended in March, IBM’s …

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• Every Day Has To Be Earth Day

  April 19, 2021 Timothy Prickett Morgan

  Every day is Earth Day at IBM, as it has become for many companies that are trying to lessen their environmental impact and increase the sustainability of their businesses and of our planet at the same time.

  But that does not mean that we don’t celebrate the real Earth Day, which is on April 22 this year and which was first held on that day in 1970. Back then, at the birth of the environmental movement, 10 percent of the population of the United States took to the streets to demonstrate peacefully against the environmental and health impacts of a …

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