| Stage | IBM | % of rev | HPE | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $17.1B | 100.00% | $12.2B | 100.00% | IBM ×1.40 |
| Gross profit | $9.7B | 56.80% | $4.9B | 40.11% | IBM +16.7pp |
| Operating income | $3.0B | 17.48% | $1.4B | 11.41% | IBM +6.1pp |
| Pre-tax income | $2.5B | 14.60% | $1.8B | 14.43% | IBM +0.2pp |
| Net income | $2.2B | 12.80% | $1.5B | 12.61% | IBM +0.2pp |
| Stage | IBM | HPE | Gap · A − B |
|---|---|---|---|
| Revenue | $17.1B100.00% | $12.2B100.00% | IBM ×1.40 |
| Gross profit | 56.80%$9.7B | 40.11%$4.9B | IBM +16.7pp |
| Operating income | 17.48%$3.0B | 11.41%$1.4B | IBM +6.1pp |
| Pre-tax income | 14.60%$2.5B | 14.43%$1.8B | IBM +0.2pp |
| Net income |
| 12.80%$2.2B |
| 12.61%$1.5B |
| IBM +0.2pp |
IBM · SNX 10-KJan 24 '25
“Our primary OEM suppliers include Apple, Inc., Cisco Systems, Inc., Dell, Inc., Hewlett-Packard Enterprise Company, HP Inc., International Business Machines Corporation, Lenovo Group Ltd., Microsoft Corporation, and Samsung Electronics Co., Ltd.”
HPE · SNX 10-KJan 24 '25
“Our primary OEM suppliers include Apple, Inc., Cisco Systems, Inc., Dell, Inc., Hewlett-Packard Enterprise Company, HP Inc., International Business Machines Corporation, Lenovo Group Ltd., Microsoft Corporation, and Samsung Electronics Co., Ltd.”
IBM · ACIW 10-KFeb 26 '26
“We have alliances with our technology partners Microsoft Corporation, Amazon, HPE, IBM, Red Hat, and Oracle, whose industry-leading hardware, software, and cloud-based infrastructure services are utilized by and in delivery of ACI's products.”
HPE · ACIW 10-KFeb 26 '26
“We have alliances with our technology partners Microsoft Corporation, Amazon, HPE, IBM, Red Hat, and Oracle, whose industry-leading hardware, software, and cloud-based infrastructure services are utilized by and in delivery of ACI's products.”