From the earnings release:
Software — revenues of $7.8 billion, up 5 percent:
- Hybrid Cloud (Red Hat) up 11 percent
- Automation up 4 percent, up 3 percent at constant currency
- Data up 19 percent, up 18 percent at constant currency
- Transaction Processing down 8 percent, down 9 percent at constant currency
$M
Hybrid Cloud 1,998
Automation 1,951
Data 1,782
Transaction Processing 2,030
Obviously Hybrid Cloud = Red Hat and Transaction Processing = all the old legacy mainframe SW like IMS, CICS, TPF, etc. But where do some of the other recent large SW acquisitions go? I assume Turbonomic and Apptio go under Automation? Datastax and Confluent go under Data? Where does Hashicorp go?
My sense is that pretty much ALL of the reported SW growth is coming from those 6 relatively recent acquisitions, not anything actually developed at IBM. But I'm curious which of those acquisitions are contributing most.