IBM in 2009 to 2013: A Strategic Analysis

How IBM will prosper following the current financial crisis and the opportunities that this will create for other companies.

Publication Date	September 2009
Publisher	Fuji-Keizai
Product Type	Report
Pages	210
ISBN Number	not applicable
Product Code	FUJ00073

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Summary

This report discusses how the current global financial crisis will affect IBM and the rest of the IT industry. Will IBM's position in the market be strengthened or weakened by this crisis? What new business strategies and tactics will IBM create? How will it respond to the collapse of major industry segments, high levels of unemployment, and historically low level of consumer confidence? On the other hand, how will IBM's competitors fare? Will they gain or lose ground?

This report takes a detailed look at IBM and its strategies and its market position based on a comparison to its major competitors. It provides a historical view that covers the period 2004 to 2008 along with a projection for 2009. It also provides a forecast for the years 2010 through 2013 and describes new business strategies.

These comparisons are made for four enterprise products and services categories:

Enterprise Services includes enterprise consulting services that are generally oriented toward IT but may also include general business consulting as provided by IBM and its competitors included in this report.
Outsourcing Services includes the operation of systems and applications to support enterprises from IBM or its competitors' data centers or at customers' facility.
Application Software includes the middleware, data management, and application software products that are provided to enterprise customers.
Enterprise Systems includes the hardware computing and storage systems that include supercomputers, mainframes, servers, and storage systems. It also includes retail point of sale (POS) systems.
Global Financing includes the financing of computer systems and software along with the disposal of systems that are being replaced.

The report exmines IBM's key strategies, including its "smart" business strategies, its environmental sustainability and energy efficiency strategies, and its global emerging country strategies. It discusses IBM's position compared to its competition in addressing the important global and emerging country markets. The report includes a discussion of how IBM serves more than 50 of its most important customers.

The report also defines strategies that companies can use to compete with IBM that include taking IBM head on along with niche and regional strategies that focus on specific opportunity areas. The report also discusses the strategies that IBM/s competitors in Japan can use to improve their competitiveness against IBM.

Section 10 includes a description of 21 of IBM's major competitors. The companies included were selected because they were identified by IBM or Fuji-Keizai as major competitors in the enterprise IT market.

Content

Foreword
1. Executive Summary
- 1.1 Business and Strategies
  - 1.1.1 "Smart" Business Strategies
  - 1.1.2 Environmental Sustainability and Energy Efficiency
  - 1.1.3 Global and Emerging Country Strategies
- Figure 1-1: IBM's Global Business
  - 1.1.4 Strategies for Economic Crisis
  - 1.1.5 Focus on Open Technologies and High Value Solutions
- 1.2 Business Structure
- 1.3 Enterprise Services
- 1.4 Outsourcing Services
- 1.5 Application Software
- 1.6 Enterprise Systems
- 1.7 Global Financing
- 1.8 Performance and Forecasts
- Figure 1-2: IBM's Revenues by Business Unit 2004-2009
- Figure 1-3: IBM's Revenues by Market Segment 2004-2009
- Figure 1-4: IBM's Revenues by Region 2004-2009
- Figure 1-5: Enterprise Revenue Forecast 2004-2013
- 1.9 Market Position
- Table 1-1: IBM's Historical Market Position IT Market 2004 - 2009
- Table 1-2: IBM's Forecast Market Position IT Market 2008 - 2013
- 1.10 Findings
  - 10.1.1 Business Strategies
  - 10.1.2 Forecasts
- 1.11 Strategies for Beating IBM
2. Business and Strategies
- 2.1 "Smart" Business Strategies
- Table 2-1: Smart Business Strategy Development Status
- 2.2 Environmental Sustainability and Energy Efficiency
- Table 2-2: IBM's Environment Conversation Efforts in 2008
- Table 2-3: IBM's Spending on Environmental Activities 2004-2008
- Table 2-4: IBM's Environmental Expenses and Savings in 2008
- Table 2-5: IBM's Contribution to Meeting Sustainability Requirements
- Table 2-6: IBM's Energy Management Portfolio
- Figure 2-1: IBM's Green Certification Mark
- 2.3 Global and Emerging Country Strategies
- Figure 2-2: IBM's Global Business
- Figure 2-3: Presence in Emerging Markets
- Figure 2-4: Presence in International Markets
- Table 2-7: Presence in Emerging Markets
- 2.4 Strategies for the Economic Crisis
- 2.5 Focus on Open Technologies and High Value Solutions
  - 2.5.1 Cloud Computing Initiatives
- Table 2-8: IBM's Cloud Computing Offerings
- 2.6 IBM's Business Structure
  - 2.6.1 Global Business Services
  - 2.6.2 Global Technology Services
  - 2.6.3 Software
- Table 2-11: Software Recent Financials
  - 2.6.4 Systems and Technology
- Table 2-12: Systems and Technology Recent Financials
  - 2.6.5 Global financing
- Table 2-13: Global Financing Recent Financials
- 2.7 Financial Results and Market Position
  - 2.7.1 IBM's Financial Results
- Figure 2-5: IBM's Revenues by Business Unit 2004-2009
- Table 2-14: IBM's Revenues by Business Unit 2004-2009
- Figure 2-6: IBM's Revenues by Market Segment 2004-2009
- Table 2-15: IBM's Revenues by Market Segment 2004-2009
- Figure 2-7: IBM's Revenues by Region 2004-2009
- Table 2-16: IBM's Revenues by Region 2004-2009
- Table 2-17: IBM's Key Performance Indicators 2004-2009
  - 2.7.2 Market Position Based on Enterprise Revenues
- Figure 2-8: Enterprise Revenues 2004-2009
- Table 2-18: Enterprise Revenues 2004-2009
- Table 2-19: Enterprise Revenue Market Position 2004-2009
  - 2.7.3 Market Position Based on Total Revenues
- Figure 2-9: Consolidated Revenues 2004-2009
- Table 2-20: Consolidated Revenues 2004-2009
- Table 2-21: Total Revenue Market Position 2004-2009
3. Enterprise Services
- Table 3-1: Enterprise Services Recent Financials
- 3.1 Service Strategy
- 3.2 Customers
- Table 3-2: IBM Enterprise Services Customers
- 3.3 Competition
- Table 3-3: IBM's Enterprise Services Competitors
  - 3.3.1 Major Competitors
  - 3.3.2 Japanese Competitors
  - 3.3.3 Emerging Competitors
  - 3.3.4 Niche and Other Competitors
  - 3.3.5 IBM's Strategies for Responding to Competition
- Table 3-4: IBM's Enterprise Services Strategies
- 3.4 Performance and Outlook 2004 - 2009
- Figure 3-1: Enterprise Services Revenues 2004-2009
- Table 3-5: Enterprise Services Revenues 2004-2009
- Table 3-6: Enterprise Services Market Position 2004-2009
  - 3.4.1 Outlook
4. Outsourcing Services
- Table 4-1: Outsourcing Services Recent Financials
- 4.1 Service Strategy
- 4.2 Customers
- Table 4-2: IBM Outsourcing Services Customers
- 4.3 Competition
- Table 4-3: IBM's Outsourcing Services Competitors
  - 4.3.1 Major Competitors
  - 4.3.2 Japanese Competitors
  - 4.3.3 Emerging Competitors
  - 4.3.4 Other Competitors
  - 4.3.5 IBM's Strategies for Responding to Competition
- Table 4-4: IBM's Enterprise Services Strategies
- 4.4 Performance and Outlook 2004 - 2009
- Figure 4-2: Outsourcing Services Revenues 2004-2009
- Table 4-5: Outsourcing Services Revenues 2004-2009
- Table 4-6: Outsourcing Services Market Position 2004-2009
  - 4.4.1 Outlook
5. Applications Software
- Table 5-1: Application Software Recent Financials
- 5.1 Product and Service Strategy
- 5.2 Customers
- Table 5-2: IBM Applications Software Customers
- 5.3 Competition
- Table 5-3: IBM's Application Software Competitors
- 5.3.1Major Competitors
  - 5.3.2 Japanese Competitors
  - 5.3.3. Other Competitors
  - 5.3.4. IBM's Strategies for Responding to Competition
- Table 5-4: IBM's Enterprise Services Strategies
- 5.4 Performance and Outlook (2004 - 2009)
- Figure 5-1: Applications Software Revenues 2004-2009
- Table 5-5: Applications Software Revenues 2004-2009
- Table 5-6: Applications Software Market Position 2004-2009
  - 5.4.1. Outlook
6. Enterprise Systems
- Table 6-1: Enterprise Systems Recent Financials
- 6.1 Product and Service Strategy
- 6.2 Customers
- Table 6-2: IBM Enterprise Systems Customers
- 6.3 Competition
- Table 6-3: IBM's Enterprise System Competitors
  - 6.3.1 Major Competitors
  - 6.3.2 Japanese Competitors
  - 6.3.3 Other Competitors
  - 6.3.4 IBM's Strategies for Responding to Competition
- Table 6-4: IBM's Enterprise Services Strategies
- 6.4 Performance and Outlook 2004 - 2009
- Figure 6-1: Enterprise Systems Revenues 2004-2009
- Table 6-5: Enterprise Systems Revenues 2004-2009
- Table 6-6: Enterprise Systems Market Position 2004-2009
  - 6.4.1 Outlook
7. Global Financing
- Table 7-1: Global Financing Recent Financials
- 7.1 Service Strategy
- 7.2 Customers
- Table 7-2: IBM Global Financing Customers
- 7.3 Competition
- 7.4 Performance and Forecast 2004 - 2013
- Figure 7-1: Global Financing Revenues 2004-2009
- Table 7-3: Global Financing Revenues 2004-2009
- Figure 7-2: Global Financing Revenue Forecast 2004-2013
- Table 7-4: Global Financing Revenues
  - 7.4.1 Outlook
8. Forecasts - by Segment and Consolidated
- 8.1 Enterprise Services Forecast 2004 - 2013
  - 8.1.1 Forecast
- Table 8-1: Enterprise Services Revenue Forecast - IBM and 13 Competitors 2004-2013
- Table 8-2: Enterprise Services Market Position - IBM and 13 Competitors 2004-2013
  - 8.1.2 IBM's Prospects for Recovery and Growth: Researcher's Analysis
- 8.2 Outsourcing Services Forecast 2004 - 2013
  - 8.2.1 Forecast
- Figure 8-2: Outsourcing Services Revenue Forecast 2004-2013
- Table 8-3: Outsourcing Services Revenue Forecast - IBM and 13 Competitors 2004-2013
- Table 8-4: Outsourcing Services Market Position - IBM and 13 Competitors 2004-2013
  - 8.2.2 IBM's Prospects for Recovery and Growth: Researcher's Analysis
- 8.3 Application Software Forecast 2004 - 2013
  - 8.3.1 Forecast
- Figure 8-3: Application Software Revenue Forecast 2004-2013
  - 8.3.2 IBM's Prospects for Recovery and Growth: Researcher's Analysis
- Table 8-5: Application Software Revenue Forecast, IBM and 7 Competitors 2004-2013
- Table 8-6: Application Software Market Position - IBM and 7 Competitors 2004-2013
- 8.4 Enterprise Systems Forecast 2004 - 2013
  - 8.4.1 Forecast
- Figure 8-4: Enterprise Systems Revenue Forecast 2004-2013
- Table 8-7: Enterprise Systems Revenue Forecast - IBM and 9 Competitors 2004-2013
- Table 8-8: Enterprise Systems Revenue Market Position - IBM and 9 Competitors 2004-2013
  - 8.4.2 IBM's Prospects for Recovery and Growth: Researcher's Analysis
- 8.5 Enterprise Revenue Forecast 2004 - 2013
  - 8.5.1 Forecast
- Figure 8-5: Enterprise Revenue Forecast 2004-2013
- Table 8-9: Enterprise Revenue Forecast - IBM and 18 Competitors 2004-2013
- Table 8-10: Enterprise Revenue Market Position - IBM and 18 Competitors 2004-2013
  - 8.5.2 IBM's Prospects for Recovery and Growth: Researcher's Analysis
- 8.6 Consolidated Forecast 2004 - 2013
- Figure 8-6: Consolidated Revenue Forecast 2004-2013
- Table 8-11: Consolidated Revenue Forecast - IBM and 18 Competitors 2004-2013
- Table 8-12: Consolidated Revenue Market Position - IBM and 18 Competitors 2004-2013
- 8.7 Effectiveness of IBM's Strategies
- 8.8 How IBM Will Emerge from the Financial Crisis
9. Findings and Strategies for Beating IBM
- 9.1 Important Findings
  - 9.1.1 Business Strategies
  - 9.1.2 Enterprise Services
  - 9.1.3 Outsourcing Services
  - 9.1.4 Applications Software
  - 9.1.5 Enterprise Systems
  - 9.1.6 Global Financing
  - 9.1.7 Forecasts
- 9.2 Strategies for Beating IBM
10. IBM Competitor's Activities
- Table 10 1: IBM's Competitors
- Common Research Item -Table & Figure:
- Figure: Revenues by Market Segment 2004-2009
- Table: Revenues by Market Segment 2004-2009
- Figure: Revenues by Region 2004-2009
- Table: Revenues by Region 2004-2009
- Table: Key Performance Indicators 2004-2009
- 10.1 Accenture
- 10.2 ADP
- 10.3 Computer Associates
- 10.4 Computer Sciences
- 10.5 Dell
- 10.6 EDS
- 10.7 EMC
- 10.8 Fujitsu
- 10.9 Hitachi
- 10.10 HP
- 10.11 Infosys Consulting
- 10.12 Microsoft
- 10.13 NEC
- 10.14 NTT Data
- 10.15 Oracle
- 10.16 Satyam
- 10.17 Sun Microsystems
- 10.18 Tech Mahindra
- 10.19 Toshiba
- 10.20 Unisys
- 10.21 Wipro