International Business Machines Corporation · NYSE:IBM
International Business Machines — Investor Day (2012)
53 slides from International Business Machines's investor day presentation, 2012
Slide 1: Integrated Systems
Integrated Systems Steve Mills Senior Vice President and Group Executive, Software and Systems © 2012 International Business Machines Corporation
Slide 2: Total Software and Systems
Total Software and Systems On track to deliver 2015 roadmap objective IBM Systems Model through continued investment in high-growth Pre-Tax Income areas Systems ~$2B Software contributes half of IBM’s segment PTI Smarter Computing that fundamentally changes the economics of IT 2010-2015 Software
Slide 3: Software 2015 roadmap objective
Software is well positioned to reach its 2015 roadmap objective through continued organic and inorganic investment in new markets IBM Software Pre-Tax Income Software 2015 Roadmap Objective ~$17B Software to deliver ~$17B and half of IBM’s segment PTI by 2015 2010-2015 Base revenue growth Model
Slide 4: Hardware PTI growth through share gains and differentiation
Hardware will deliver PTI growth by share gains and continued value capture through systems differentiation, integration and open choice IBM Systems Pre-Tax Income Hardware 2015 Roadmap Objective Capture new growth opportunities with ~$2B PureSystems Drive Systems leadership initiatives 2010-201
Slide 5: Key Investments & Shifts
Key Investments & Shifts Systems Software Middleware Software Solutions Design Matters in the New Era of Making & Leading New Transforming Computing Computing Markets Expert Integrated Optimized Workloads Smarter Analytics Systems Growth Markets Big Data Analytics Smarter Commerce Cloud Cloud Smarte
Slide 6: Optimize Workloads
Optimize Workloads Volume, Velocity and Variety of Information Drives the Requirements of Diverse Workloads Workload Optimized Workload 1. Drive System Attributes Requirements Best in Class Performance 3. Optimize 2. Impact Better Automation / Lower Cost Optimal System Design © 2012 Internatio
Slide 7: IBM Workload Optimized Systems
IBM Workload Optimized Systems WebSphere DataPower Family PureFlex WebSphere zEnterprise Power7 Family PureApplication Netezza CloudBurst IBM System z IBM Power Systems IBM PureSystems Appliances Optimized from the Silicon to the Software © 2012 International Business Machines Corporation
Slide 8: IBM PureSystems Family
IBM PureSystems Family Infrastructure System: Platform System: Expert at sensing and Expert at optimally anticipating resource deploying and running needs to optimize applications for rapid infrastructure time-to-value Over $2B in R&D and acquisitions; millions of development hours © 2012 Internatio
Slide 9: Design Matters in the New Era of Computing
Design Matters in the New Era of Computing Rod Adkins Senior Vice President, Systems and Technology Group
Slide 10: Systems & Technology
Systems & Technology Growth from share gains and margin expansion Continuing to invest in innovation Providing broadest differentiated portfolio Delivering Expert Integrated Systems for improved economics © 2012 International Business Machines Corporation
Slide 11: Systems & Technology continues to invest in innovation for growth
Systems & Technology continues to invest in innovation for growth Delivering greater client value through systems differentiation, integration and open choice Research Technology Systems Supply Chain Next generation core Integrated device and Integration and optimization Manages $35B IBM spe
Slide 12: The industry's broadest systems portfolio
The industry’s broadest systems portfolio… Power Systems System z System x PureSystems Appliances Systems Storage Superior system Unmatched Industry standard Leading data Integrated with Single purpose management & performance & extended through efficiency & built-in expert for most lifecycle cost o
Slide 13: Systems design matters, overall server share leader
Systems design matters… System z Power Systems Multi-architecture, real-time analytics and Portfolio breadth, complex analytics (Watson) built-in security and secure virtualization for private clouds #1 revenue share in >$250K servers #1 Unix revenue share, with 16 consecutive New clients:
Slide 14: IBM PureFlex: Expert integrated infrastructure system
IBM PureFlex: Expert integrated infrastructure system Built-in Expertise Integration by Design Infrastructure patterns and self- A complete system that is optimizing technology for lower cost, cloud-ready, more secure based on the experience of managing and designed from the start tens of thousands
Slide 15: IBM PureFlex improves the economics of IT
IBM PureFlex improves the economics of IT with flexible design and open choice Built-in Integration Simplified Expertise by Design Experience Infrastructure patterns ‘Scale in’ design Single pane of glass management ─ Networking Integrated Cloud technology Open Choice: Architectures, OS, ─
Slide 16: Ecosystem of optimized ISV applications
Delivers economic benefit, efficiency through ecosystem of optimized ISV applications Built-in Integration Simplified Expertise by Design Experience 10X VM throughput and 6X faster speed of deployment 3 weeks to 15 minutes server 2X application performance and 60% greater VM density provisioning tim
Slide 17: Design Matters: anatomy of IBM PureFlex
Design Matters The anatomy of the IBM PureFlex System What’s inside? © 2012 International Business Machines Corporation
Slide 18: Design Matters: integrated infrastructure
Design Matters Integrated infrastructure designed for future generations of technology Single system for compute, storage and scale-in networking Hardware, firmware, hypervisors based on ‘clean slate’ design, with zero setup time for security Start small & grow ─ Up to 4 chassis per rack and u
Slide 19: Integrated compute nodes
Design Matters Integrated compute nodes designed for openness and flexibility Support for multiple architectures ─ POWER7 or x86 ─ 4 operating systems ─ 4 hypervisors Shared resources across POWER7 and x86 applications Supports tens of thousands of applications © 2012 International Business Ma
Slide 20: Integrated storage
Design Matters Integrated storage designed with built-in data placement patterns Smart data placement across ‘Flash’ to HDDs ─ Up to 98% time savings in storage provisioning 1/10 Gbps iSCSI 8Gbps Fibre Channel Connect to and virtualize existing storage ─ IBM’s or competitor’s Estimated Results.
Slide 21: Integrated scale-in networking
Design Matters Integrated ‘scale-in’ networking designed for virtualization usage patterns and superior cloud performance Built-in, high-bandwidth systems networking ─ Up to 50% latency improvement for Ethernet 40Gb uplinks faster application performance 10Gb, 1Gb Core Layer FCoE Wide Area Network
Slide 22: Integrated management
Design Matters Integrated management designed for simplified experience across all physical and virtual resources Wizards for complete lifecycle management ─ Up to 70% faster setup time Single management console for all resources ─ Up to 50% improvement in administrator productivity Flex System
Slide 23: Integrated provisioning patterns
Design Matters Integrated provisioning patterns designed for efficient cloud deployments Automatic and dynamic resource pool optimization ─ Up to 2X application density in same floor space Consolidation of workloads without migration System Pools / Cloud Compute Network Storage Estimated Results
Slide 24: Integrated, scalable system
Design Matters Integrated, scalable system with a single point of management Keep growing ─ Up to 4 racks, interconnected Architected up to: 896 cores 1792 cores 2688 cores 3584 cores 43 TB memory 86 TB memory 129 TB memory 172 TB memory 480 TB storage 960 TB storage 1440 TB storage 1920 TB stor
Slide 25: IBM PureFlex: Design Matters
IBM PureFlex: Design Matters Expert at sensing and anticipating resource needs to optimize infrastructure Flexibility and open choice ─ Multiple architectures, operating systems, hypervisors ─ Thousands of ISV applications, with 100+ optimized Patterns of expertise ─ Smart data placement across
Slide 26: Systems & Technology
Systems & Technology Growth from share gains and margin expansion Continuing to invest in innovation Providing broadest differentiated portfolio Delivering Expert Integrated Systems for improved economics © 2012 International Business Machines Corporation
Slide 27: Transforming Computing
Transforming Computing Robert LeBlanc Senior Vice President, Middleware Software
Slide 28: IBM Middleware Platforms
IBM Middleware Platforms Helping clients effectively manage infrastructure, applications and data Optimized Mobile Big Data Security Workloads Enterprise Analytics Intelligence & Cloud • Device management • Analyzing a variety of data • Security intelligence and analytics at enormous volumes and com
Slide 29: IBM PureApplication System
IBM PureApplication System The expert integrated platform system Built-in Expertise Integration by Design Patterns of expertise built from Resource and workload optimized decades of experience extend with complete platform-as-a-service business value cloud capabilities built in Simplified Experience
Slide 30: PureApplication System optimizes the complete solution stack
IBM PureApplication System Optimizes the complete solution stack Built-in Integration Simplified Expertise by Design Experience Pre-optimized for enterprise Repeatable self-service Open ecosystem; easy to integrate application workloads provisioning and deploy JAVA, PHP, Ruby, etc… Applicati
Slide 31: Mobile Enterprise Platform
Mobile Enterprise Platform Delivering comprehensive end-to-end mobile solutions for the enterprise Build mobile Manage mobile Extend applications devices and capabilities to applications mobile Connect to, and run mobile Secure my Transform the support systems mobile business business IBM Endpoint M
Slide 32: Big Data
Big Data New possibilities for optimized outcomes and competitive differentiation 17billion daily events such as phone calls, text 50 updates/second collected from 1000 GPS-enabled buses 2.8 petabytes of public and private weather data analyzed messages and data surfing collected Volume Velocity Var
Slide 33: IBM's Big Data Platform
IBM’s Big Data Platform Integrated capabilities for analytics applications Big Data The Big Data Platform requires Web Apps capabilities beyond Hadoop… (WebSphere) • Scalable Stream Analytics • Governance & Integration • Visualization & Discovery Transactions (CICS) IBM Big Data Investments • 200+ c
Slide 34: Security Intelligence Platform
Security Intelligence Platform Applying Big Data capabilities and gaining momentum in the market IBM Security Systems Domains IBM Security Momentum • IBM Security Systems Division Security Intelligence, • Analyst recognition in every domain Analytics, and GRC* • Leader in 5 of 7 Gartner Magic Quadra
Slide 35: IBM Security Demonstration
IBM Security Demonstration Key Takeaways A big data challenge: IBM Security Intelligence Platform: Billions of events cross an • Integrates the breadth and depth of IBM’s threat organization’s network each research day, making security a big data challenge • Analyzes data to reduce massive numbers o
Slide 36: IBM Middleware Platforms: high-growth areas
IBM Middleware Platforms Unparalleled capabilities to transform computing in high-growth areas High-growth areas: Delivering market-leading capabilities: Optimized • Expert integrated systems with built-in expertise that Workloads & are integrated by design and are simple to deploy Cloud and manage
Slide 37: Making and Leading New Markets
Making and Leading New Markets Michael Rhodin Senior Vice President, Software Solutions
Slide 38: Organizations Face Complex New Challenges
Organizations Face Complex New Challenges Helping solve clients’ business and IT needs by industry and role of CFOs see a need to 45% improve data integration and risk management.1 Executive Technology Finance CEO CIO CFO of CMOs see a need to 73% invest in technology to manage new content.2 Marketi
Slide 39: Weaving intelligence into organizational processes
We are weaving intelligence into the fabric of organizational processes to help clients build smarter businesses Human Logistics Resources Technology & Customer Product Service Development Sales Finance Marketing © 2012 International Business Machines Corporation
Slide 40: Making New Markets, Reaching New Buyers
Making New Markets, Reaching New Buyers We are applying information technology to new domains and markets Smarter Smarter Social Smarter Watson Analytics Commerce Business Cities Solutions The opportunity is growing: Organizational leaders want integrated solutions to meet industry-specific challeng
Slide 41: Capturing the Total IBM Business Analytics Opportunity
Capturing the Total IBM Business Analytics Opportunity Market-leading analytics services with almost 9,000 consultants, 8 solution centers and expertise from thousands of client engagements Unmatched research investment combined with the world’s largest private math department produced 500+ analytic
Slide 42: Smarter Analytics
Smarter Analytics Analytics has evolved from business initiative to business imperative Transform • Delivers deep capabilities in Business Intelligence; Financial Performance through analytics for Management; Predictive Analytics; Governance, Risk and Compliance breakaway results • Launched new Sign
Slide 43: Smarter Analytics: What if Del Monte did
Smarter Analytics Analytics has evolved from business initiative to business imperative $234 billion $16 billion 20,000 9,000 27,000 in total IT opportunity by 20153 More than $16B in Unmatched Supported by almost Working with acquisitions to build experience 9,000 consultants, 27,000 partners $76 b
Slide 44: Smarter Commerce
Smarter Commerce A smarter approach to the processes of buy, market, sell and service Chief Chief • Maximizes client opportunities by Procurement Marketing targeting new buyers at each stage of the commerce cycle Officer Officer • Integrates IBM capabilities across Buy Market Analytics, B2B Integrat
Slide 45: Smarter Commerce: What if Petco did
Smarter Commerce A smarter approach to the processes of buy, market, sell and service $31 2,000+ 100% 1,000+ #1 billion More than 2,000 of the world’s top Every top 10 global bank, as well as 11 Dedicated GBS practice with 1,000+ IBM was named the leader in in software brands rely on IBM to of the t
Slide 46: Social Business
Social Business A smarter approach to the people-centric processes of an organization Customer Care Product & Service Workforce & Insight Innovation Optimization • IBM’s leading social technologies help clients share knowledge, Social Networking Social Content analyze interactions, and deliver actio
Slide 47: Social Business: What if TD Bank Group did
Social Business A smarter approach to the people-centric processes of an organization $44 #1 80% 33% 400,000+ billion IDC named IBM #1 in Worldwide Social Eight of the top 10 retailers and banks More than one-third of the Fortune 100 400K+ IBMers use the company’s social in software Platforms for us
Slide 48: Watson and Next Generation Analytics
Watson and Next Generation Analytics Combining transformational technologies to drive optimized outcomes Processes Natural Language IBM Watson Generates & Evaluates Hypothesis Adapts & Learns © 2012 International Business Machines Corporation
Slide 49: Putting Watson to Work in Healthcare
Putting Watson to Work in Healthcare The first commercial application of Watson Solutions What if … Wellpoint a doctor could cross-reference empirical medical research with unique patient factors to help drive more accurate diagnosis? is working to do it. Solution focus: • First-of-a-kind deployment
Slide 50: Winning with Clients in a New Era of Computing
Winning with Clients in a New Era of Computing We are helping clients weave intelligence into everything they do • Building new capabilities to capture, lead new markets Industry-aligned Solutions and appeal to new types of IT decision makers Smarter Smarter Social Smarter Watson Embedded Intelligen
Slide 51: © 2012 International Business Machines Corporation
© 2012 International Business Machines Corporation
Slide 52: Forward-looking statements and non-GAAP information
Certain comments made in the presentation may be characterized as forward looking under the Private Securities Litigation Reform Act of 1995. Those statements involve a number of factors that could cause actual results to differ materially. Additional information concerning these factors is containe
Slide 53: © 2012 International Business Machines Corporation
© 2012 International Business Machines Corporation
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