This is what we could call a defining moment. IBM will stumble twice on its results this quarter. First, IBM (IBM) global revenue should be now slightly smaller than the one from HP (HPQ), check Link to HP passes IBM as IT leader. HP’s revenue for its 2006 fiscal is surging to $91.7 billion and IBM is expected to finish his at $90 billion on December 31st. Then Accenture (ACN) took the integration services crown from IBM according to an IDC report, read more about it in Accenture tops IBM as leading systems integrator, NetworkWorld. IDC started tracking systems integrators back in early 90’s and mainly attributes this success to the explosion of SOA related services. Accenture announced back in July that they planned to invest $450 million in SOA services over the next 3 years.
What a change! To give IBM another food for thoughts, Google (GOOG) market capitalization is $140 billion with its 5,700 employees, exactly the same as IBM’s one with its 329,000 employees. Track the stock comparison chart between IBM, HP, Accenture, Google and Dell here. It is not yet reflecting HP successes, but gives already Accenture ahead of IBM. Of course, as we already noticed in Marketing 2.0 in Is your brand relevant on line, some new Marketing 2.0 elements are influencing the stock value. In HP’s case, its recent turmoil at the company’s top could have started a negative buzz about the company’s legendary ethical values. When is HP starting its corporate blog? Come on, fellow marketers at HP, take a chance on Marketing 2.0. Wait, they’ve started several of them. Here they are. But where is Mark Hurd’s? Eric, that is Eric Kintz HP Vice President Global Marketing Strategy & Excellence, as you seem to be a Web 2.0 savvy marketer — read his blog all about marketing — couldn’t you have more influence on your CEO?