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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.
Table of Contents
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
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