UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

 

FORM 8-K

 

 

CURRENT REPORT PURSUANT TO SECTION 13 OR 15 (d)

OF THE SECURITIES EXCHANGE ACT OF 1934

 

 

Date of Report: February 7, 2003

(Date of earliest event reported)

 

 

INTERNATIONAL BUSINESS MACHINES CORPORATION

(Exact name of registrant as specified in its charter)

 

 

 

 

 

 

914-499-1900

(Registrant’s telephone number)

 

 

Item 5. Other Events

 

Attachment I of this Form 8-K are charts presented by Doug Elix, Senior Vice President & Group Executive, IBM Global Services, at meetings with securities analysts.  IBM Global Services has signed six transactions over $200 million in the last six weeks.  Two of these six transactions were signed in 2003.

 

IBM’s web site (www.ibm.com) contains a significant amount of information about IBM, including financial and other information for investors (www.ibm.com/investor/). IBM encourages investors to visit its various web sites from time to time, as information is updated and new information is posted.

 

SIGNATURE

 

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, hereunto duly authorized.

Date: February 7, 2003

 

	By:	/s/ Andrew Bonzani
	Name:	Andrew Bonzani
	Title:	Assistant Secretary

 

 

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[LOGO]

 

IBM Global Services

 

IBM Global Services:

Driving Business Value Through IT

 

Doug Elix

Senior VP and Group Executive

IBM Global Services

 

 

© 2002 IBM Corporation

 

 

 

 

IGS 2002 4Q Highlights

 

•      Overall Revenue up 17 Percent

•      Strong growth in Hosting, Federal and Wireless

•      Share Gains in New Signings

•      18B in Signings

•      Winning key deals, aggressive pipeline management

•      Pursuing Growth Opportunities

•      e-business hosting, BTO, Wireless, Federal, Networking Services and Storage Services

•      Financial Discipline

•      Costs actions well executed

•      Launched IBM Business Consulting Services

•      Completed second phase of integration plan

 

 

[PHOTO]

 

 

 

$35 Billion in Signings YTD:

Share Gains in Signings vs. EDS and CSC

 

 

 

 

[CHART]

 

 

 

 

 

 

Industry Portfolio Profit Trends

 

 

 

 

[CHART]

 

 

*2000-05 trend shown                                                                       Source: GMV 2H02, IBM Analysis

 

 

 

 

The Role of Services in IBM’s Strategy

 

 

Business Value

 

·         Delivering business value through process innovation, application enablement and integration

--Business Consulting Services

 

 

Infrastructure Value

Services

Software

Hardware

 

·         Enabling business transformation through the running of advanced, optimized IT environments

--Strategic Outsourcing, Utility Services and Application Management Services

 

 

·         Helping clients architect and run their own infrastructure

 --Integrated Technology Services

 

 

Technology Value

 

 

 

 

 

 

 

Business Consulting Services

 

 

Business Value

 

·         Unrivaled Global Depth in 18 Industries

·         A single, trusted partner - accountable for results

·         New category for growth — BTO

·         Global, industry- focused operating and go-to-market model

·         On track, rapid integration of PwCC Consulting

·         BCS business model objectives

·         Within two years:

·         Double-digit revenue growth

·         Pre-tax profit margins of 10%

·         Business Consulting Services

 

Infrastructure Value

Services

Software

Hardware

 

 

Technology Value

 

 

 

Strategic Outsourcing

 

Business Value

 

·         Unsurpassed Service Delivery Capability

• 234 Data Centers
• 22 e-business hosting centers
• 950 processors with 440 K MIPS
• 4 K terabytes of storage
• 100 K Mid Range Servers
• 2.5 M end user seats supported

·         Sustainable Value Proposition

• Reduce costs
• Focus on core competencies
• Improve stability and effectiveness of IT
• Enable rapid business change
• Gain access to advanced technologies
• Build long-term strategic relationships for competitive advantage
• Strategic Outsourcing, Utility Services and Application Management Services

 

Infrastructure Value

Services

Software

Hardware

 

Technology Value

 

 

 

Sustaining Value in an Evolving Market
Strategic Outsourcing

 

 

Advances in the Intelligent Infrastructure

 

• Pervasive / Wireless
• $ Autonomic Computing
• $ Grid Computing
• $ Infrastructure Utilities

 

Value Creation

 

• $ Industry Specific Thought Leadership
• $ Integration of On-Demand Technologies
• $ Best Practices in Cost Take-out

 

 

[GRAPHIC]

 

 

 

 

 

Competitive Landscape

 

 

[CHART]

 

 

 

All the pieces of the puzzle: IGS strategic intent

…materially improve our clients' business effectiveness through expert application of technology...by delivering services that help clients to reduce operating costs, transform the way they run their business, and expand into new markets.

[GRAPHIC]

 

All the pieces of the puzzle: IGS strategic intent

…materially improve our clients' business effectiveness through expert application of technology...by delivering services that help clients to reduce operating costs, transform the way they run their business, and expand into new markets.

 

“IGS’aggressive sales strategy and technology vision will help it outmaneuver competitors that thought IGS would get distracted with the integration of PwCC.“

                                                                -Christine Ferrusi Ross, December 2002   [LOGO]

 

“IBM is the first company to make public a comprehensive strategy to pursue business by adopting [a utility model] …other IT outsourcers should take this announcement as more than simply an idle threat.”

                                                                - IDC, December 2002   [LOGO]

 

IGS portfolio growth initiatives

·         SO Value Creation

·         Leverage BCS leadership – Drive BTO opportunity

·         Expand hosting and utility services business

·         Increase AMS penetration

·         Drive high-growth ITS markets

·         Gain share in SMB

 

IGS Competitive Advantages

 

·         Technology-inspired business thinking and industry insight

·         Unmatched portfolio of capabilities

·           From innovation to implementation…to managing the entire solution

·         Partnership with IBM Research

·           On Demand Innovation Services

·         Ability to leverage IBM product development

·         Unsurpassed global reach and ability to scale

·         Proven track record

·           To transform businesses and provide superior level of service

·         Strength of IBM Brand

·           Highly skilled workforce, strong customer relationships, IBM financial resources

 

                                IBM Global Services

 

IBM Global Services:
Driving Business Value Through IT

 

                                Doug Elix
                                Senior VP and Group Executive
                                IBM Global Services

 

 

2002 in Review

 

[GRAPHIC]