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The purchase of Red Hat is the largest acquisition ever made by IBM. With about 310 billion SEK, the computer giant spits, making it one of the biggest acquisitions of the information technology industry.
Why this massive business of IBM? Of course, it's important to fight against Amazon Web Services, Microsoft and Google, because businesses are increasingly using the cloud, both to save money and also, which is becoming more and more common. , to take advantage of the benefits of the cloud.
Read more: IBM buys Red Hat for 310 billion euros – "a game changer"
Phil Dawson, an analyst at Gartner, tells Computer Sweden:
"I am actually very surprised at this acquisition.If I had guessed, I thought rather that they would buy Susa.Not only because they are smaller, but also because they would have been able to gain Red Hat's market share in on-premise (custom data halls) while developing their cloud business, so the fact that they are buying Red Hat shows that this is part of their cloud strategy; there they will develop.
"But it's clear that this acquisition is about on-premise services and the cloud, they need to defend their business on-premise while developing cloud commerce, and they can do it in parallel, it can be successful." , says Phil Dawson.
When it comes to the cloud, IBM uses a hybrid strategy: they want to act as a neutral force for companies that are reluctant to remain stuck at one of the major suppliers and therefore want to work as a link between different platforms and their own. datacenters. For example, many companies want particularly sensitive data in their own data centers or in a private cloud, but use public cloud services like AWS or Azure for other data.
The Barclay analyst writes in a comment that the Reuters news agency pointed out that it was important for IBM to get that job, to maintain Red Hat's neutrality with respect to the platforms and their multilayer strategy . "This agreement is the culmination of the existing partnership between IBM and Red Hat, and we believe that IBM has a very strategic asset to promote its hybrid dollar efforts," writes the analyst. Barclay.
Red Hat will also become a unit of IBM's hybrid cloud business, and their CEO, Jim Whithurst, will be part of IBM's senior management team.
IDC analyst Martin Sundblad says IBM is working hard to absorb market share in cloud services. At the global level and in Sweden, Amazon and Microsoft dominate:
"IBM has implemented an organic growth strategy, which it now complements with an acquisition to acquire land, and with this acquisition, IBM is acquiring a more complete stack of orchestration and integration software.
Martin Sundblad continues:
"Red Hat has been very active with open source developers and has worked hard to become a developer community, and is also a target group for Amazon, Microsoft, and Google, offering development platforms and micro-platforms. IBM wants to associate its company size with the appeal of Red Hat and its ability to renew open source, which should be seen as an opportunity for the Swedish market, but it remains to be seen. see if this will succeed – the first comments from the developer community are naturally skeptical.
Read more: Red Hat smart move to buy Core operating system
IBM CEO Ginni Rometty comments on the deal:
– The acquisition of Red Hat changes the game. This changes the entire cloud market.
"Most companies have only made 20% of their journey in the cloud, so they use computers to reduce costs. The remaining 80% is related to creating real value for business and growth. This is the next chapter of the cloud. This means that their applications are more focused on the hybrid cloud, extracting more data and optimizing every part of the organization, from the supply chain to sales.
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