Gartner reports server shipments grew 8% (2.3 million units) year-on-year, while revenue more than doubled to 19.5% ($13.2 billion). IDC says shipments were up 8.5% (2.1 million units), but reported the same revenue ($13.2 billion) on a lower revenue growth figure, 17.9%.
Neither shipments nor revenues have returned to to the pre-downturn levels of 2008, says Gartner research VP Jeff Hewitt, but they continue the growth that started last year. x86 servers were up 8.4% in units for the quarter and 17.7% in revenue. RISC/Itanium Unix servers declined 8.5% in shipments but showed a revenue increase of 4.3%, while the "other" CPU category, which is primarily mainframes, turned in a stellar performance, surging 48.8%.
From a revenue perspective, the top five vendors all grew, with HP holding down the top spot (up 11.4% to $3.94 billion), but growing less than half as fast as IBM (up 23.9% to $3.79 billion), says Gartner. Dell came in third ($1.88 billion), followed by Oracle ($936 million) and Fujitsu ($836 million), with the five accounting for 86.1% of the market. Fujitsu showed the biggest growth, up 136.7%, while Oracle was up just 0.8%.
IDC's numbers were similar, but they put IBM in the top spot ($4 billion) over second-place HP ($3.9 billion), and showed similar growth for Fujitsu but better results for Oracle, growing 4.2%. Big Blue was helped by the Unix market, where it grew its revenues 14% in a market that grew only 1.5%, and its System z mainframe revenue that soared 61.1%.