International Business Machines Corporation · NYSE:IBM
International Business Machines — Investor Day (2016)
22 slides from International Business Machines's investor day presentation, 2016
Slide 1: IBM Investor Briefing 2016
IBM Investor Briefing 2016
Slide 2: Driving Systems Competitive Advantage through Collaborative Innovation
IBM Driving Systems Competitive Advantage Investor Briefing through Collaborative Innovation 2016 Tom Rosamilia Senior Vice President, IBM Systems ©2016 IBM Corporation 2
Slide 3: Systems Transformation Progress
Systems Transformation Progress $9.5B 2015 Revenue Scaling new capabilities for cognitive workloads and cloud 2015 Pre-tax $1.7B Income Engaging new clients with new workloads on z13 and Linux Replacing spinning disk with IBM FlashSystem Revenue Pre-tax Growth Income Displacing competitors with IBM
Slide 4: Growth opportunities are playing to our strengths
Growth opportunities are playing to our strengths ($6K+) Linux Servers 6% CAGR3 ~$9B3 Flash Storage 9% CAGR1 $14B1 Hyperscale Data Center 14% CAGR4 $9B4 Private Cloud 13% CAGR2 Infrastructure $13B2 2015 Opportunity 2019 Opportunity % CGR Growth from 2015-2019 ©2016 IBM Corporation 4 Notes 1–4
Slide 5: Engaging new clients with new workloads on z Systems
Engaging new clients with new workloads on z Systems z13 LinuxONE 500 new patents5 Scales up to 8K virtual machines7 Processes 2.5B transactions / day Performs up to 30B web interactions / day8 >30% lower TCO over 3 years vs. x866 Fastest processor in the industry9 450+ installed at 150+ clients in
Slide 6: Accelerating shifts in Storage to capture growth and displace competition
Accelerating shifts in Storage to capture growth and displace competition IBM FlashSystem IBM Spectrum Storage Object Storage Strong double-digit growth Manages 300+ different Acquired Cleversafe in rate in 2015 storage devices and yottabytes 2015, a leader in of data11 Object-Based Storage12 50x be
Slide 7: Fueling ecosystem innovation with OpenPOWER
Fueling ecosystem innovation with ©2016 IBM Corporation 7
Slide 8: OpenPOWER Foundation: 180+ Members, 24 Countries, 6 Continents
Fueling ecosystem innovation with 180+ Members 24 Countries 6 Continents 30+ Hardware and technology providers 100+ Collaborative innovations under way …IN LESS THAN 2 YEARS ©2016 IBM Corporation 8 ©2016 IBM Corporation 8
Slide 9: Transformation of IBM Power Systems
IBM Transformation of Investor Briefing IBM Power Systems 2016 Doug Balog General Manager, IBM Power Systems ©2016 IBM Corporation 9
Slide 10: Fundamental forces are accelerating change in our industry
Fundamental forces are accelerating change in our industry IT innovation can no longer come from IT consumption models just the processor are expanding Moore’s Law Cognitive Price/Performance Technology and Custom Hyperscale Processors Firmware / OS Data Centers Accelerators Software Full Stack Stor
Slide 11: Transforming IBM Power Systems for growth
Transforming IBM Power Systems for growth Designed for cognitive era Cloud delivery Power technology designed for Hyperscale or hybrid cloud big data and analytics workloads with improved economics Open, collaborative innovation platform Enabling cognitive business and cloud economics through Linux
Slide 12: An open innovation platform is critical in the new era
An open innovation platform is critical in the new era Linux and Open Source OpenPOWER Drives unique and competitive Delivers new POWER-based collaborative solutions with broad ecosystem solutions from members to the marketplace leveraging licensing model 100K+ open source packages, Cognitive demand
Slide 13: Monetization of OpenPOWER
Monetization of OpenPOWER License intellectual Sell chips into Integrate property hyperscale OpenPOWER innovations into IBM Power Systems ©2016 IBM Corporation 13
Slide 14: POWER is designed for the cognitive era
POWER is designed for the cognitive era Analytics Cognitive Platform Delivering leadership business insights Optimized for cognitive workloads with an ecosystem of software vendors running on Watson ~2X more query results per core / Watson runs nearly 2X faster with per hour than x86 servers15 OpenP
Slide 15: Guest speaker: SAP Global Partnerships
Kyle Garman SVP Managing Director Global Partnerships, SAP
Slide 16: POWER and OpenPOWER accelerating digital business in the cloud
POWER and OpenPOWER accelerating digital business in the cloud Hybrid Custom Hyperscale Deliver seamless integration, Offering market-leading price points via management and security for the OpenPOWER innovation broad POWER install base Only OpenStack converged OpenPOWER-based systems provide infras
Slide 17: Bold moves continue to transform IBM Systems
Bold moves continue to transform IBM Systems Scaling new capabilities for Engaging new clients with new cognitive workloads and cloud workloads on z13 and Linux Replacing spinning disk with Displacing competitors with IBM FlashSystem IBM Spectrum Storage Managing unstructured data in the Innovating
Slide 18: IBM Investor Briefing 2016
IBM Investor Briefing 2016
Slide 19: Footnotes
Footnotes 1. Flash: Worldwide and U.S. Enterprise Storage Systems Forecast Update, 2015–2019; November 2015, IDC #US40560715 2. Private Cloud Infrastructure: IDC Cloud Infrastructure HW Forecast Dec2015, IDC #US40380015 3. Linux $6K+: IDC, WW Quarterly Server Forecast, 2015Q3Forecast Release, Public
Slide 20: IBM Investor Briefing 2016
IBM Investor Briefing 2016
Slide 21: Non-GAAP information 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
Slide 22: IBM Investor Briefing 2016
IBM Investor Briefing 2016
International Business Machines — Investor Day (2016) on 6ix