IBM zSystems grew 9 percent year over year. IBM’s z16 revenue is “well ahead of prior cycles after six quarters of availability,” Kavanaugh said. He cited growing enterprise workload ...
This isn't too surprising. The current generation z16 mainframe is deep into its product cycle, and while IBM hasn't announced its successor, it has detailed the new Telum II processor that will ...
IBM’s mainframe upgrade cycle drew to a juddering halt in the third quarter as sales of the z16, introduced in 2022, fell by 19%. Overall, IBM revenues inched ahead by just 1% to $14.97 billion ...
IBM's mainframe business is cyclical: buyers spend up big when new machines debut. The current generation of z16 generation mainframes launched in 2022, meaning this cycle is winding down.