POWER will be gone or carved-up very soon. . .
http://marketrealist.com/2017/07/ibm-was-the-worst-hit-by-the-decline-in-the-server-market/
By: Anne Shields | Jul 13, 2017 6:48 pm EDT
IBM reported the largest decline in its server revenue
Earlier in this series, we discussed how the consistent decline in the server market has impacted IBM’s (IBM) Systems segment, which is likely to report another fall in revenue in fiscal 2Q17.
While all players but Dell EMC reported a decline in their revenue, IBM’s revenue fell the most. IBM reported a 34.6% decline in revenue, and as a result, its market share fell to 6.6% in 1Q17 from 9.7% in 1Q16.
Cisco Systems benefited from this fall in IBM’s market share and improved its position by a minor ten basis points. Despite a ~3% fall in revenue growth—smallest among the top five players—Cisco’s market share stood at 6.6% in 1Q17, compared with 6.5% in 1Q16. It seems smaller players managed to increase their market share in the server market due to larger players losing their share. Smaller players’ market share rose to 37.9% in 1Q17 from 34.7% in 1Q16.
Dell EMC surpasses Hewlett Packard Enterprise in shipments
With $3 billion in revenue and a 24.1% market share, Hewlett Packard Enterprise (HPE) continued to lead in the global server market based on revenue. It was followed by Dell EMC with a 19% market share. Moreover, it was the only player in the top five to register revenue growth in the first quarter of 2017.
However, in terms of server shipments, Dell EMC led the market with a 17.9% market share. IBM, Cisco Systems (CSCO) and Lenovo (LNVGY), with market shares of 6.6%, 6.6%, and 5.8%, respectively, were the other top five players.