百年IBM再度迎来历史性变革 拆分基础设施服务部门全力押宝云计算

财联社(上海,编辑 史正丞)讯,当地时间周四,IBM宣布将基础设施服务部门拆分成独立的子公司,以便IBM专注于加强开放式混合云平台和AI能力。

百年IBM再度迎来历史性变革 拆分基础设施服务部门全力押宝云计算

(来源:IBM官网)

IBM表示,这次拆分的部门涉及约9万名员工,在2019年总共取得190亿美元的营收。作为参考,IBM在2019年报报告了771.5亿美元的营收和35.26万名员工。公司预计此次拆分将会在2021年底前完成。

虽然在过去十五年里IBM曾经做出出售PC和半导体业务的决定,但从规模来说完全无法与周四做出的决定相比较。涉及剥离的部分IT服务业务正是上世纪90年代时任CEO Lou Gerstner带领公司从硬件巨头转型成为软件服务业龙头的关键。但受到近年来云计算蓬勃发展的影响,公司营收在过去八年里下降25%。

Nucleus Research分析师Daniel Elman表示,在公司客户改用云计算的背景下,剥离表现不佳的旧业务可能是明智的选择。IBM加入云计算“聚会”的时机其实已经晚了,所以现在他们正在加倍努力并表示这是公司未来的发展方向。

截至发稿,IBM拆分公司的举动受到投资者的欢迎,公司股价上涨5.88%,这也使得公司年初至今股价走势回正。作为对比,云计算赛道竞品微软和亚马逊年初至今股价分别上涨34%和72%。

(责任编辑:张洋 HN080)
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