IBM is winning in cloud.

IBM gIrL06
May 8, 2018 38 Comments

Why does no one acknowledge the fact that IBM is third in the cloud business behind AWS and Azure. The media always says AWS Microsoft and Google are the 3 major cloud providers but that's wrong. Google did about 3 billion in cloud sales in 2017 while IBM did about 17 billion. Makes no sense to me.

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TOP 38 Comments
  • Amazon / Eng asdzxc
    Lol op your an idiot!
    May 8, 2018 4
    • Uber / Design
      Ribot44

      Uber Design

      BIO
      Ribbit robot
      Ribot44more
      *you’re
      May 8, 2018
    • Amazon / Eng asdzxc
      Same as you are, bur hey... I guess it’s 1990 so thank you for being an Internet troll and thinking that you are a somebody when you are a nobody! Jesus, you work for uber ffs!
      May 8, 2018
    • Microsoft grillman
      Ok ok hold ur horses Amazon person and get back to work
      May 8, 2018
    • Amazon KwTk33
      This thread.
      May 11, 2018
  • Honeywell kmMR63
    IBM financial report for the last quarter is a joke. Check how many times they referenced block chain bullshit.
    It’s like Genx desperately trying to look cool by using wrong memes.

    To answer your question, there is no common accepted definition of cloud. May be that ambiguity gave IBM some room to adjust its revenues by adding not so cloud businesses to cloud?
    Also AWS, Azure and GCloud’s variable cost is less. That’s why they are trading with higher revenue multiples as they have higher expected gross margins if their revenue increases but I don’t think I can say the same to IBM. If IBM employs five employees for each cloud customer for tier 1 support, it may have difficulties in scaling like the other three.
    May 9, 2018 1
    • IBM is the r/fellowkids of tech.

      And yeah, the only real heroes at IBM are their magic accountants.
      May 25, 2018
  • Amazon lonzoball
    Ibm is funny. Only ibm people think this. Ibm is dead
    May 8, 2018 1
    • IBM gIrL06
      OP
      I don't understand. What I said is facts.
      May 8, 2018
  • Expedia / Other Thfrxu
    LOL IBM.
    May 8, 2018 3
    • IBM gIrL06
      OP
      What am I missing? Everything I said is true check the reports if you don't believe me.
      May 8, 2018
    • Capital One / Eng TvMp82
      How ibm classifies cloud is a little mixed up.. didn’t they put their middleware (webshpere, iib, etc) in the cloud group? Think that was done to show more revenue. Bluemix is not making that type of revenue, and I’m not sure ibm knows what a cloud is.. just look at bluemix
      Jul 28, 2018
    • Literally all companies do the same crap.
      Jul 28, 2018
  • Amazon / Mgmt JeffBaizos
    IBM defines anything even remotely related to the internet as cloud. If the company was truly a contender, it wouldn’t have decreasing revenue over the past 6 years.
    May 8, 2018 2
    • IBM gIrL06
      OP
      IBM has decreasing revenue because our legacy business i.e systems and services is declining yes but our cloud business is third among major contenders. That's all I'm saying and it's true and can't be denied lol. The point of this post was to bring attention to it. Why is Google labeled third in cloud when IBM is significantly larger.
      May 8, 2018
    • Quora thebumble
      That's a good question ^

      These rankings are done by Gartner and revenue is not the only factor. Feature completeness, variety of services, speed of iteration, customer's trust etc are also taken into account. I think one or more of those factors might have given Google the edge.
      May 9, 2018
  • Quora thebumble
    16 billion?! Please hold your horses. That's yearly projected at current run rate. IBM would be a trillion dollars business or close if it were really making ~64b yearly in cloud revenue given market size and margins of profitability in this business.
    May 8, 2018 1
    • IBM gIrL06
      OP
      Actually 17 billion in 2017 while Google did 3 billion. Idk what the margin is somewhere around 20% I think.
      May 8, 2018
  • New iucnd
    Is it cheaper than azure, aws, gc, baba, oracle?
    May 8, 2018 3
    • IBM gIrL06
      OP
      No its not.
      May 8, 2018
    • New iucnd
      Why is it popular then?
      May 8, 2018
    • Expedia / Other Thfrxu
      It’s not.
      May 8, 2018
  • IBM Brb.
    We have a serious branding issue.
    May 8, 2018 0
  • Microsoft miXH37
    Because they are perceived as being a dinasaur. They need a rebranding face lift. But, you're right about the market share stack ranking.
    May 8, 2018 0
  • Salesforce / Eng TrieHard
    That must be good news for your RSU grant
    May 8, 2018 0
  • MuleSoft txCi08
    Really
    May 8, 2018 3
    • IBM gIrL06
      OP
      Yes really check financial reports.
      May 8, 2018
    • MuleSoft txCi08
      Ask a simple question to yourself...have you heard any of your colleagues / friends doing cloud certification from IBM
      May 8, 2018
    • Great point. Developer community is tiny when compared to AWS, Azure, or Google.
      Jun 2, 2018
  • Microsoft HjHz70
    Ibm combined analytics into its cloud group to inflate their numbers, along with converting onetime software licenses to pay-as-you-go model which also helped inflate their numbers, so while they are high it’s not because of new customers, it’s just transitioning its business model from one way of consuming its software to another. Used to be the CTL for one of their top accounts.
    Jul 5, 2018 1
    • IBM wzxg71
      All businesses do that kind of account tricks. Many IBM enterprise softwares used to be on IBM mainframes or other servers. Now, IBM migrates many of them to cloud (private cloud, hybrid cloud) and customers like it. New customers, probably not; but they are still paying for it.
      Aug 8, 2018
  • MuleSoft txCi08
    Hey what happened to their AI platform...Watson...at least that was good...
    Jun 1, 2018 1
    • Watson = great marketing.
      Jun 2, 2018
  • Nope!
    Jun 2, 2018 0
  • The IBM Cloud is rife with quality issues. Don’t see how they can assume market leading position when the product literally does not work half the time.
    Jun 2, 2018 0
  • Microsoft
    Skejdb

    Microsoft

    PRE
    HP Inc, IBM, Philips, Nestle
    Skejdbmore
    Ibm is not winning as a whole. So do not care...
    May 27, 2018 0
  • IBM fTaY55
    Lol
    May 8, 2018 0

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