Slide 1: IBM Investor Briefing 2016
IBM Investor Briefing 2016
Slide 2: Technology Services & Cloud Platforms
IBM Technology Services Investor Briefing & Cloud Platforms 2016 Robert LeBlanc Martin Jetter Senior Vice President, Senior Vice President, IBM Cloud Global Technology Services ©2016 IBM Corporation 2
Slide 3: Enterprises Realize New Value with Hybrid Cloud
IBM Enterprises Realize Investor Briefing New Value with Hybrid Cloud 2016 Robert LeBlanc Senior Vice President, IBM Cloud ©2016 IBM Corporation 3
Slide 4: IBM Cloud Transformation Progress
IBM Cloud Transformation Progress $10.2B 2015 Revenue as-a-Service Built full as-a-service cloud stack across IaaS, $5.3B exit run rate PaaS, SaaS, BPaaS—over $5B run-rate Expanded cloud footprint with 46 cloud data centers IBM Cloud Revenue worldwide $10 $8 Scaled Bluemix platform to over 1M develo
Slide 5: Cloud is enabling new value for enterprises
Cloud is enabling new value for enterprises New business Digital business Hybrid Cloud models transformation is the enabler 30% 75% +80% of large enterprises will of large enterprises will have of enterprises will be impacted by business digital transformation at the commit to Hybrid Cloud model dis
Slide 6: Hybrid Cloud is the 'fast path' to new value for Enterprises
Hybrid Cloud is the ‘fast path’ to new value for Enterprises Hybrid Cloud is the fastest growing piece of the cloud Hybrid Cloud Definition opportunity, outpacing contraction in Traditional IT by The connection of one or more clouds more than 200%.4 to on-premises systems and/or the connection of on
Slide 7: IBM Cloud progress in 2015
IBM Cloud progress in 2015 100% of relevant IBM software is now on IBM Cloud 65 new cloud services in 2015 8 new datacenters, 46 in total +20,000 new developers per week on Bluemix Recent acquisitions: Data & Analytics Cloud Technology Video Strategic relationships with 10 major GSIs Assets from: ©2
Slide 8: We have also made several key announcements this week
We have also made several key announcements this week. Unlocking Billions of Value in Enterprise Speeding Development & Innovation: Applications & Data: Strategic relationship with VMware—enabling Enabling 11 million Apple SWIFT mobile a half million VMware customers to extend developers to unleash
Slide 9: Enterprises Realize New Value with Hybrid Cloud
IBM Enterprises Realize Investor Briefing New Value with Hybrid Cloud 2016 Don Rippert GM Strategy and Technology, IBM Cloud ©2016 IBM Corporation 9
Slide 10: IBM differentiates with a focus on Enterprise customers
IBM differentiates with a focus on Enterprise customers 46 data centers The open cloud 100% of relevant Cognitive solution- on six continents for enterprises IBM software ready data and on IBM Cloud analytics Supporting enterprise Native support Providing new value A rich portfolio of Data, performa
Slide 11: IBM is helping WebSphere clients to unlock billions in new value
IBM is helping Websphere clients to unlock billions in new value. Create: New cloud apps connect to WebSphere Java, Node.js and Swift Runtimes Mobile & Application Services Whisk – Connect Serverless Applications to Websphere Connect: WebSphere apps use cloud services API, App & Data Connect Service
Slide 12: The most comprehensive cloud analytics platform
The most comprehensive cloud analytics platform Open by Design Data Science in Action Hybrid Data Services Leading open source technology Portfolio of analytics services and Integrated solutions that connect on a common platform that allows available data for data scientists and move data across the
Slide 13: IBM's hybrid capability is resonating with existing and new customers
IBM’s hybrid capability is resonating with existing and new customers. Existing Clients New Clients Westpac is launching a service Thomson Reuters is building new Etihad is transforming their revolution to act like a 200-year-old revenue-generating cognitive apps. infrastructure into a flexible star
Slide 14: Westpac is using IBM's Hybrid Cloud for Digital Transformation
Westpac is using IBM’s Hybrid Cloud to deliver its Digital Transformation Westpac datacenter The Challenge: delivering on digital transformation and being an agile 200-year old company. Traditional Public 70% Westpac plans to migrate 70% Infrastructure Cloud of its applications to hybrid cloud. Priv
Slide 15: IBM Investor Briefing 2016
IBM Investor Briefing 2016
Slide 16: References
FootReferences 1. IDC Futurescape, Worldwide Social Business 2016 Predictions 2. IDC FutureScape: Worldwide IT Industry 2016 Top 10 Predictions 3. Economist Intelligence Unit, The cloud grows up, Feb 2015 4. 1. Opportunity Data: IBM Market Development & Insights - Planning Annual Cloud Market View i
Slide 17: IBM Investor Briefing 2016
IBM Investor Briefing 2016
Slide 18: Transforming Global Technology Services for Continued Leadership
IBM Transforming Global Technology Investor Briefing Services for Continued Leadership 2016 Martin Jetter Senior Vice President, Global Technology Services ©2016 IBM Corporation 18
Slide 19: Technology Services and Cloud Platforms
Technology Services and Cloud Platforms Transforming our business – from systems $35.1B 2015 Revenue integration to services integration 2015 • Reinvented the portfolio for hybrid and as-a-service $5.7B Pre-tax Income • Re-engineered delivery model through cognitive, analytics and automation Continu
Slide 20: GTS continues to transform as our industry goes through waves of change
GTS continues to transform as our industry goes through waves of change 2016+ 1980s 1990s 2000s 2010s Cognitive Era Centralized Distributed E-Business Smarter Planet Mainframes Computing Personal Client/Server Internet Big Data & Analytics Mobile Social Cloud Cognitive Computer Business Systems Inte
Slide 21: Enterprises are shifting from traditional to hybrid environments
Enterprises are shifting from traditional to hybrid environments Hybrid is the “New Norm” GTS Opportunity Growth +1% 7 in 10 Decision-makers report they will always have a blend of traditional IT and cloud * Total GTS GTS Market Opportunity +34% Hybrid Infrastructure Services $344B GTS Market -8% Te
Slide 22: Reinventing the GTS Services model: Systems to Services Integration
We are reinventing the GTS Services model – shifting from a Systems Integration to a Services Integration approach to IT in the Enterprise From: Systems Integration… …To: Services Integration IT as a Service Server Brokerage Storage IBM Services 3rd Party Services IT Orchestration Mainframe Manageme
Slide 23: Transforming our portfolio for Hybrid and as a Service
We are transforming our portfolio for Hybrid and “as a Service” to drive growth by aligning GTS to our clients’ consumption preferences Our offerings are built for hybrid… …to address the needs of forward-thinking Enterprises Examples Mac at Work (Managed Mobility Services) Brokerage Services (Hybri
Slide 24: Investments in cognitive, automation, analytics, talent and simplification
Investments in cognitive, automation, analytics, talent and simplification initiatives improve the quality and productivity of our services delivery Cognitive, Analytics Talent Simplification and Automation and Optimization End-to-end automation of Investment in our practitioners Continuous streamli
Slide 25: One billion dollar partnership to help Nordic enterprises accelerate Cloud
One billion dollar long-term partnership to help enterprises in Nordic countries to accelerate Cloud adoption and business transformation • EVRY—a leading IT services company headquartered in Oslo, Norway • Running EVRY’s IT services on IBM’s flexible and scalable hybrid cloud infrastructure to supp
Slide 26: Mr. Björn Ivroth, CEO, EVRY
Mr. Björn Ivroth CEO, EVRY ©2016 IBM Corporation 26 26
Slide 27: Summary
Summary Strategy Portfolio Execution Investing to enable new and Offering the full value of IBM’s Scaling an ecosystem and existing clients to scale their capabilities through the cloud continuing to transform to a digital transformations through for consumption “as a Service” next-generation servic
Slide 28: IBM Investor Briefing 2016
IBM Investor Briefing 2016
Slide 29: Non-GAAP and presentation notice
These charts and the associated remarks and comments are integrally related, and they are intended to be presented and understood together. In an effort to provide additional and useful information regarding the company’s financial results and other financial information as determined by generally a