AI’s momentum, red hat acceleration, and update of a lotion are one of the most likely topics.
The momentum of artificial intelligence. Acceleration of red hat business. Updated to close the $ 7 billion of Hashikop.
These are the most likely subjects that covers the quarterly, which ended on December 31, reported that IBM leadership reported the revenue of the fourth quarter of vendors in New York.
IBM may be considering $ 17.5 billion in the fourth quarter, and if you come under only $ 17.5 billion of Wall Street forecast for foreign exchange rates, Bank of America Was described in this month’s report.
(Related: IBM aims to purchase Oracle Consultancy in the scrutiny of the Hashikope).
IBM Q2 revenue
According to Bank of America, IBM CEO’s Arvind KrishNA and his leadership team have predicted the $ 14.6 billion revenue in the next quarter.
However, in 2025, IBM, according to the US Bank, ignores foreign exchange rates prior to Wall Street expectations, and sees 7 % of the growth of 2025 in 2025. There is.
The following shows that this week’s IBM’s latest quarterly revenue reports can be expected.
AI momentum
On Wednesday, IBM executives may renew for analysts on vendors in the artificial intelligence field. The IBM solution provider plays an important role.
Vendor’s Enterprise AI Business has books related to the AI of $ 3 billion, from quarter to quarter to quarter, from quarter to quarter, from quarter to quarter. Analysts are waiting for more news about the increase in the excitement of IBM AI from customers.
Recent AI News from IBM supports IBM -equipped business processes and cooperates with AI HyperScaler Coreweave to train the next generation of IBM granite AI models, Rise of IBM Power Virtual Server. Includes the future release of with SAP.
2025 Product cycle
The PC seller is paying attention to the latest mass device updates with the end of Windows 10 support, but the IBM partner is expected this year. I have.
One of the most notable release is Z17, which promotes the main frame update cycle. However, at least one analyst company predicts the short -term pain of the Z16 partner.
According to Bank of America, the profit of the IBM infrastructure in the fourth quarter has declined with the Z16 main frame cycle of IBM and the Z17 is scheduled to be released in the middle of 2025, so it is possible to decrease by 9 % year -on -year. I have sex. The company predicts that the revenue of IBM infrastructure will fall 5 % year -on -year in the first quarter.
The remaining part of 2025 is modeled on the IBM infrastructure of the IBM infrastructure in FY2025 6 % year -on -year, so this segment should look better.
According to a Morgan Stanley report this month, the refresh cycle could promote 5 % of the year -on -year growth in the 2025 IBM infrastructure business. Late 2025 IBM Enterprise license agreement (ELA) activity can promote 8 % of the previous year in the IBM software business.
According to Morgan Stanley reports, VARS was ranked into the highest performance hardware vendor at the growth rate of 2025, which is expected to grow 2.6 % year -on -year.
For comparison, Dell Vars expects 3.1 % to grow 3.1 % year -on -year, Logitech Vars expects 2.8 %, and HP VAR is expected to grow 1.4 % year -on -year.
Hashicorp update
Analysts may be asked to update the IBM leadership by closing nearly $ 7 billion acquisitions of vendor TERRAFORM CREATOR and Cloud Provider Hashicorp announced in April.
IBM had a plan to terminate the transaction last year. However, the transaction was scrutinized by the British Competition Market Bureau early in 2025. On January 21, the Australian Competition Consumer Committee (ACCC) was closed on February 4 and published a letter to publish information on the acquisition. The date of the submission and the result of the ACCC is provisionally set in March.
Bank of America seems to be optimistic on IBM, immediately closed Hashicorp transactions, and in 2025 IBM software as part of the 7 % profit growth rate expected compared to the previous year, Hashicorp -Plus Red Hat and Transaction. Considering the strength of Processing Business.
In December, Hashikaul reported the results of the third quarter, revealing $ 173.4 million in quarterly, increasing 19 % year -on -year.
Hashikaep has a general -accepted accounting principle (GAAP) of $ 143.6 million, using $ 29.9 million operating losses compared to $ 55.6 million operating losses compared to the previous year. I got 46 % improvement.
Vendor’s GAAP net loss was $ 13 million in the third quarter, improving 67 % than the $ 39.5 million net loss experienced in the previous year.
According to Hashicorp, the remaining performance duty (RPO) in the third quarter using GAAP was $ 7754 million, an increase of 14 % year -on -year.
Acceleration of red hat
Speaking of RED HAT, there is an eye on whether this IBM subsidiary is riding a wave of momentum from a VMware customer looking for another vendor from AI and VMware customers.
Red Hat announced on Monday, including IBMS, including the future “build” module for Red Hat System Integrators and Technology Partners and the integrated marketing (GTM) activity in the partner program module. did.
The Red Hat is closed this month with the Genai Incerfure Workloads Accelerator Neural Magic, and the introduction of Red Hat OpenShift for virtualized engine Improved portfolio.
According to Morgan Stanley’s January report, VARS is expected to have a higher growth rate of 3.3 % compared to the previous year in 2025. That expectation indicates that it will promote growth from 2024.
Based on the expected powerful reservations, the trends in the AI industry and Red Hat may have a market share from VMware, so this month’s Bank of America will increase the revenue of IBM subsidiary this month in mid -October. I am expecting it.
IBM consulting improvement?
IBM Consulting -No. 6 CRN’s 2024 solution provider 500 -SAW flat growth may have been faced in the quarter and the last quarter of 2024.
Earlier this month, IBM states that the purchase of global consulting application software technology will be closed in this quarter, and has enhanced Oracle Cloud’s IBM consulting function, especially for customers in the public sector.
The AST trading is done immediately after purchasing another Oracle Services Provider of Verbecue -based ACCELALPHA. Last year, IBM’s consulting -oriented purchase contained the UK software and service provider ADVANCED -based Amazon Web Service Consultant Sky Claire Networks and assets.
At least one analyst company pointed out the potential threat to IBM’s business from the crowd and AI co -eating. According to a Morgan Stanley report this month, a survey by the highest information manager (CIO) show that IBM could lose its market share over the next three years as IBM shifts to the cloud. It was done.
In addition to the cloud cannibalism, the company in the report states that the IBM leadership states that “it is still necessary to alleviate concerns about AI consolidation spending on IBM consulting,” AI consulting reservations will eat discretionary expenditures. There is a possibility.
According to Bank of America’s report this month, the discretionary spending pressure in the fourth fiscal year may mean that IBM consulting revenue decreased by 2 % year -on -year. Profits may decrease further in the first quarter of 2025.
According to Bank of America, the rise of AI, the conversion of backlogs, the acquisition activity, and the better expenditure environment can improve the property of consulting through 2025. The company predicts 2 % growth year -on -year in the second fiscal year, and then grows 5 % year -on -year in the third and fourth quarters.
