The IBM Q4 results do not mention LinuxONE at all.
If it would be reported as z revenue, it should be there, but:
Systems gross margin was up year to year due to
-*both improvement in z margins, and**
**-**the relative strength in that higher margin business.**
*That does not look like LinuxONE.
Interestingly you do not find * * * ANY * * * customer reference on an
IBM page.
So it is either bad marketing or no customers...
https://www.ibm.com/investor/att/pdf/IBM-4Q16-Earnings-Prepared-Remarks.pdf
Systems Segment
Our Systems revenue reflects growth in z Systems, offset by declines in
Power and storage as we continue to address shifting markets. Systems
gross margin was up year to year due to both improvement in z margins,
and the relative strength in that higher margin business. In z Systems,
we delivered 4 percent revenue growth, double-digit growth in MIPs, and
we expanded our margins. These results reflect our continued success in
driving innovation in our core systems. The mainframe is optimized for
mobile and security, and is constantly being redesigned to drive new
workloads, including instant payments and the emerging blockchain. Eight
quarters into the cycle, we added 8 new clients in the quarter, 29 for
the year and 80 since inception. New client adoption at this stage in
our cycle further validates our clients’ perceived value and their
ongoing commitment to the IBM platform. Clients are investing heavily to
meet the demands for future growth. I mentioned earlier the strength we
had in China. We closed significant z Systems deals in the quarter,
including two large Chinese banks migrating their mainframe install base
to our latest z13 technology. And in Europe we are helping our clients
manage new requirements in the rapidly evolving area of financial
services modernization. We had four wins in the quarter on instant
payments. Given the critical nature of the European financial services
backbone, TARGET2-Securities, or T2S, has been deployed on IBM z Systems
to provide the necessary reliability, scalability and IT security.
Overall, the mainframe continues to deliver a high value, secure and
scalable platform that is critical in managing our clients’ complex
environments.
system z - success stories do not mention LinuxONE:
http://www-03.ibm.com/systems/z/success/
*******
* BUT *
*******
I found * * * ONE * * * customer reference in JAPAN:
https://www.finextra.com/pressarticle/67491/japans-aplus-selects-ibm-linuxone-for-credit-card-processing
and another one from China:
https://mainframedebate.com/2016/04/14/linuxone-china-and-trains-a-winning-combination/
IBM should display them on their website... if they want to sell real
systems (instead of unclear visions)
And SUSE has some references (e.g. Air India):
https://www.suse.com/success/
(maybe Mark Post can comment on them)
Red Hat does not seem to have LinuxONE references.
The same seems to be true for Canonical/Ubuntu.
Mike
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