Meanwhile, IBM claims the z17 was "the strongest start to a mainframe program in our history". Reports out of POK belie that, of course.
Meanwhile, they're killing the zPDT that many, many vendors rely on. At least two long-time vendors who have Z products are getting out of the market because of this. (Note that I don't say "IBM Z vendors", i.e., these vendors have products for other platforms as well.) -----Original Message----- From: IBM Mainframe Discussion List <[email protected]> On Behalf Of [email protected] Sent: Thursday, July 30, 2026 6:26 PM To: [email protected] Subject: Re: IBM Earnings Earnings were down because they didn't sell enough boxes. Software was up 5% YoY. Hardware (aka Infrastructure) was down 7%. That's what Arvind got blasted over. Best regards, Tony Perri, CEO/Co-Founder [email protected]<mailto:[email protected]> www.linkedin.com/in/tonyperri/<http://www.linkedin.com/in/tonyperri/> ________________________________ From: IBM Mainframe Discussion List <[email protected]> on behalf of Dick Williams <[email protected]> Sent: Wednesday, July 15, 2026 2:14 AM To: [email protected] <[email protected]> Subject: IBM Earnings IBM earnings were a disaster. Because software sales were slow. Exactly what I'd expect because of AI and confirmed by CEO Arvind Krishna. Stock tanked 25%. Software companies are getting squeezed. Many will go away entirely. NVIDIA & other chip companies are thriving. The AI ramp up is only in the 2nd or 3rd inning. Should run to at least 2030 or longer. Funny that troll strategy. It hasn't worked for at least 5 years. Plus, the pattern is repeated time after time. Reminds me of this cliche. Insanity is doing the same thing over and over again and expecting different results. Often attributed to Einstein but he never said it.Sent from Yahoo Mail for iPhone ---------------------------------------------------------------------- For IBM-MAIN subscribe / signoff / archive access instructions, send email to [email protected] with the message: INFO IBM-MAIN ---------------------------------------------------------------------- For IBM-MAIN subscribe / signoff / archive access instructions, send email to [email protected] with the message: INFO IBM-MAIN ---------------------------------------------------------------------- For IBM-MAIN subscribe / signoff / archive access instructions, send email to [email protected] with the message: INFO IBM-MAIN
