Posts Tagged 'revenue'

IBM Growth Fuels Lotus Momentum Against Microsoft

Although I’m with Lotus Software only a year, reading the latest, very detailed, IBM press release on Lotus 2Q results, was a pure joy. Working for IBM Israel the past 8 years I often hear from customers that we ‘play it safe’, ‘too safe at times’, when it comes to publicizing our success, unlike Microsoft – that glorifies every win, focusing on migration stories even if they are not true.

From the first paragraph you can understand that this press release is different:

Led by strong sales of IBM Lotus Notes and Domino 8 in the second quarter of 2008, IBM’s Lotus software business outgrew Microsoft by winning millions of customer seats worldwide in direct competition with Microsoft, aided by key wins over its Redmond-based rival in emerging markets.

And there is more:

Customers that chose Lotus Notes and Domino over Microsoft in key markets included Max New York Life, Reliance Industries, Vedanta, and Aviva in India; GD Development Bank, Johnson Electric, HKG Environ Protect, CED, DL Cosco Shipyard in China; Affin Bank and Trakando in Singapore; and Russian Railways in Russia.

and more:

Many clients of all sizes are questioning their investments in legacy Microsoft software products. Migrating to new versions of Microsoft Exchange has proven to be a daunting and expensive task. Ferris Research recently published a report (Exchange 2007 Implementation Issues, December 2007) that indicated 70% of Microsoft customers felt that migrating to Exchange 2007 was either “Difficult or Very Difficult.”

The latest report not only states sales numbers and number of sold licenses, but also mentions, by name, 25 recent customer wins:

Other clients who have recently invested in Lotus Notes and other Lotus software over the competition include consumer goods giant Colgate-Palmolive, chemical manufacturer Ineos of Belgium, the U.S. Federal Aviation Administration, NutraFlo, Dutch Railways, Rohm Haas, Imerys and the Salvation Army. Specifically moving to Lotus Notes 8 were CFE Compagnie d’Enterprises of France, Virginia Commonweath University, Winsol International, The U.S. General Services Administration, the U.S. Internal Revenue Service, Standard Insurance, New York Life, Kentucky Baptist Convention, Verizon, Publishers Printing, Hyatt Hotels, Union Pacific and Nationwide Insurance.

Impressive. Very different from what I, and others, are used to. Every customer and business partner needs to read this. My email/FB/ is already on its way.

IBM Growth Fuels Lotus Momentum Against Microsoft

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.

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.