Earlier today IBM announced Q2 2013 financial results.
The number of most interest to me is a 22% year over year increase in revenue in the Social Workforce Solutions (formerly Lotus ) division.
In August of 2012 IBM acquired Human Resources vendor Kenexa for ~$1.3B. That company is now part of Social Workforce Solutions. Accord to Kenexa's Q2 2012 financial report revenue for that period was $86M. Assuming that Kenexa's revenue has remained at approximately that level, then an added ~$90M would account for a large percentage of the 22% YoY increase.
Since IBM does not report product specific numbers, it's not possible to determine the gain or loss of specific products like Notes/Domino, Connections, Sametime, or others.
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