In another of IBM's Lotusphere announcements, the company claimed: "From 3Q 2008 to 3Q 2009, IBM's social collaboration software install base grew by 34 per cent."
But by simply checking back to it's third-quarter earnings report, the company said that tevenues from Lotus software - "which allows collaborating and messaging by clients in real-time communications and knowledge management" - dropped 9 per cent over that same period.
Has IBM been giving the software away for free? When asked to explain how Lotus revenue shrunk while its user base grew by double-digits, IBM said the 34 per cent growth number was actually only counting Lotus Connections and Quickr software - which accounts for less than 20 per cent of the overall breadth of the Lotus portfolio.
"It's about the total size of the pie," the same IBM spokesman claimed. "The IBM collaboration segment overall is either holding or gaining market share in each of its submarkets against the competition. The problem is the whole pie is shrinking. Microsoft is losing more seats than IBM is."
OK, I understand the logic of what is being said here regarding market segments (sales of Connections are good but sales of Notes are bad), but what does this 'pie is shrinking' comment refer to? Notes seats might be moving to LotusLive but isn't that all considered as part of the same email pie?
Anyone got any ideas on this one?