Posts Tagged 'תוצאות עסקיות'

2Q Results: Lotus Software revenues up 21%

Yes folks, it’s that time of the month, when the corporate giants are reporting 2Q earnings.
IBM (IBM) just reported its results, with total revenues of $26.8B, up 13%, with EPS beating the market by 28%, to $1.98.

The quarter in numbers:
Total revenues of $26.8B, up 13% Y/Y;
Software revenues of $5.6B, up 17%;
Lotus Software revenues increased by a whopping 21% Y/Y !

The rest is available at the official press release, at Yahoo! Finance or at the nearest Google.

And final thanks to, for consolidating all the info into one spot.

Lotus Software up 17% in 1Q 2008

IBM released its financial results for the first-quarter, ended March 31st 2008.
Couple of important points from the report, which is available at

  • Diluted earnings of $1.65 per share, up 36 percent;
  • Total revenues of $24.5 billion, up 11 percent;
  • Software revenues up 14 percent; pre-tax income up 22 percent;
  • 65 percent of revenues from outside the U.S.; E/ME/A revenues up 16 percent; Asia Pacific up 14 percent; U.S. up 6 percent;

Software revenues were $4.8B, up 14%, with all 5 brands showing Y/Y growth.
Lotus delivered another growth quarter, rising 17% compared to 1Q 2007.
“… revenues for Lotus software, which allows collaborating and messaging by clients in real-time communication and knowledge management, increased 17 percent year over year.”

Sam Palmisano, IBM CEO:
IBM had a very good quarter, and a good start to 2008. These results reinforce our confidence in IBM’s ability to perform well in a dynamic global economy. Our performance is a tribute to the way we have repositioned our company over the past several years, as well as the hard work of IBMers across the globe.

Lotus sales up 7%; IBM revenue at $98.8B

IBM released its 4Q and full year results for 2007. You can tune in for Mark Loughridge remarks, SVP and CFO, over at Investor Relations website. A podcast is also available (24MB, mp3 format). Analyzing the Software business, we can see an increase across the board: Lotus sales in 4Q were up 7% compared to 2006, whereas the entire Software revenues in that period were up 12%, to $6.3B. IBM revenue in 4Q was $28.9B, up 10% Y/Y.

“IBM had a terrific fourth quarter and full year with record revenue, profit and cash. The broad scope of our global business — led by strong operational performance in Asia, Europe and emerging countries — as well as continued growth in services and software drove these outstanding results. As we begin 2008, IBM is well-positioned as a result of our global business reach, solid recurring revenue and profit streams, and strong financial position. We are on track to achieve our long-term earnings-per-share roadmap objective in 2010.” Samual J. Palmisano, IBM Chairman, President and CEO.

Obviously I can’t comment on my own country or region performance, other than saying we had a good year, both at Lotus and Software, landed some new customers, upgraded others. Our larger geography, EMEA (Europe, Middle East and Africa) was accountable for $10.8B in 4Q (+16%), and was the 2nd largest contributer to IBM’s full year results, with $34.7B (+14%).

You can read the complete press release at the site.

Lotus Notes is here to stay… 12% Y/Y increase

IBM has released it financial results for 2Q, that exceeded the analysts expectations.
Revenues in 2Q has increased 9% to a level of $23.8B, with gross profit of $2.26B – the 12th consecutive quarter of growth, and the best one since 2001.
NY Times are saying “Profit at IBM Rises 12% on Strength of Its Software”.

Software has a strong impact on the results, with growth in all 5 brands.
“For the WebSphere family of software products, which facilitate customers’ ability to manage a wide variety of business processes using open standards to interconnect applications, data and operating systems, revenues increased 28 percent. Revenues for Information Management software, which enables clients to leverage information on demand, increased 21 percent. Revenues from Tivoli software, infrastructure software that enables clients to centrally manage networks including security and storage capability, increased 33 percent, and revenues for Lotus software, which allows collaborating and messaging by clients in real-time communication and knowledge management, increased 12 percent year over year. Revenues from Rational software, integrated tools to improve the processes of software development, increased 11 percent compared with the year-ago quarter.”

It’s good to know that Lotus brand had, and still has, a strong contribution to the results. I hear customers asking me about the future of Lotus, and will it still be there in couple of years.
I think recent results speak for themselves.

Mobile & Media Consultant. I help startup companies launch products to the consumer market. Reach out: dvir.reznik [at]



This is my personal blog. The postings here do not represent the thoughts, intentions, plans or strategies of my past employers or of my clients. It is solely my opinion.