Intel Corp (INTC)

[chipguy]

Servers sales slightly down in Q1

http://www.idc.com/getdoc.jsp?containerId=prUS41424716

According to the International Data Corporation (IDC) Worldwide Quarterly Server Tracker, vendor revenue in the worldwide server market decreased 3.6% year over year to $12.4 billion in the first quarter of 2016 (1Q16). This ended a seven quarter streak of year-over-year revenue growth as server market demand slowed due to a pause in hyperscale server deployments as well as a clear end to the enterprise refresh cycle. Worldwide server shipments decreased 3.0% to 2.2 million units in 1Q16 when compared with the same year-ago period.

Demand for x86 servers improved in 1Q16 with revenues increasing 2.6% year over year in the quarter to $10.6 billion worldwide while unit shipments declined 2.9% to 2.2 million servers. HPE led the market with 29.7% revenue share based on 5.5% revenue growth over 1Q15. Dell retained second place, securing 21.5% revenue share following a 1.8% year-over-year revenue decline.
Non-x86 servers experienced a revenue decline of 28.7% year over year to $1.8 billion, representing 14.7% of quarterly server revenue. IBM leads the segment with 62.7% revenue share despite a 32.9% revenue decline when compared with the first quarter of 2015. IDC also continued to track falling revenue from ARM server sales in 1Q16, with the HP Moonshot system deployments representing the largest single component.

ARM server sales also dropped in 4Q15

http://www.idc.com/getdoc.jsp?containerId=prUS41076116

ARM server sales fell in 4Q15 compared to the same time in 2014

So ARM server sales fell the last two quarters in a row, LOL. :-P