New data from Synergy Research Group shows that IBM’s share of the cloud infrastructure equipment market hit a two-year high in the fourth quarter, reaching just over 19% thanks to a year-end jump in sales.
HP has seen its fortunes in the market gradually declining, but it too saw a year-end jump in sales and pushed its market share back to nearly 16%. Conversely, Cisco has been steadily increasing market share but lost some momentum in the final quarter
Full-year 2012 cloud infrastructure revenues passed the $40 billion mark, 4% up on 2011, with fourth quarter revenues coming in at just over $11 billion. The three main segments of the market are servers (51% of fourth quarter revenues), storage (21%) and networking infrastructure (23%).
In the fourth quarter, IBM’s share of the server segment climbed to over 30%, while it also maintained second-placed ranking in the storage segment behind EMC despite seeing its storage revenues decrease 9% from the third quarter.