[Flawed analysis: says Oracle's maintenance is services, but IBM's is software?!? -DBM]
As you can see, Software is now the biggest contributor to IBM’s profit. And it is expected to grow to more than 50% of profit over the next few years:
IBM segment profit
How does IBM’s software businesses compare to those at other big software and IT companies?
It’s in the big leagues.
IBM generated about $25 billion of software revenue last year.
IBM operating margin
Oracle, meanwhile, known as a software company, generated only $26 billion–and the majority of that was for updated licenses and “support,” which is also known as “services.”
(Curated by Dennis Moore. Read the complete article here)