ServiceNow CEO Bill McDermott gets closer to IBM

Market-Cap Madness: ServiceNow Jumps to $100 Billion, IBM Slumps to $104 Billion

October 21, 2020
Just when you started to think 2020 couldn’t get any more bizarre, try this on for size: as of this morning, ServiceNow's market cap had jumped to $100 billion while that of its new AI partner IBM had slumped to $104 billion. The power of positioning Yes, in today’s wacky world, investors have determined that
IBM CEO Arvind Krishna

Why Does IBM Have 4 Huge Zero-Growth Businesses in Today’s Booming Market?

October 20, 2020
In the midst of one of the greatest enterprise-tech markets ever, why does IBM have 4 zero-growth businesses with tenuous or even flimsy connections to its core future strategy of hybrid-cloud platform? (In my weekly Cloud Wars Top 10 rankings, IBM is #7.) Hey—in a way, I get it. We’ve all got that ugly old
Cloud Wars advice to IBM CEO Arvind Krishna ahead of Q3 earnings announcement

IBM Q3 Earnings: 5 Key Issues CEO Arvind Krishna Should Address

October 16, 2020
IBM releases its Q3 financial results on Monday and I’m hoping that CEO Arvind Krishna, who’s been in that top spot for 6-1/2 turbulent months, will use that public forum to clarify some key issues essential to IBM’s future. First, some quick perspective: on my Cloud Wars Top 10 weekly rankings, IBM is #7. And
An open letter to IBM CEO Arvind Krishna

An Open Letter to IBM CEO Arvind Krishna: Keep Swinging that Axe!

October 9, 2020
Dear Arvind: I was delighted to see the news about your decision to cut loose IBM’s managed-services infrastructure business so it can become a separate company.  And I’m hoping that with your bold move, you’re just getting started in turning IBM into a customer-centric AI and data powerhouse unencumbered with moribund businesses that drain resources,
Oracle, IBM, and Microsoft battle in the hybrid cloud market

Can Oracle Snatch Trillion-Dollar Hybrid Market from Microsoft and IBM?

September 30, 2020
It’s both ironic and perfectly fitting that three so-called “legacy” vendors are battling for leadership in the oh-so-modern and very massive hybrid-cloud market.  (On my Cloud Wars Top 10 rankings, Microsoft is #1, Oracle is #6, and IBM is #7.) It’s fitting because, after all, to really do hybrid right, you need enormous expertise in
Microsoft Cloud business presentation

Cloud Revenue: Microsoft Bigger than Amazon + Google, 2X Bigger than IBM

August 20, 2020
While Azure deservedly receives the lion’s share of focus regarding Microsoft’s cloud business, one of the primary reasons that Microsoft is #1 on the Cloud Wars Top 10 is that its cloud products and services extend well beyond Azure. In that context, I found it compelling that during Microsoft’s July 22 earnings call, CEO Satya

What Does Larry Ellison Know that Salesforce, ServiceNow & IBM Don’t?

August 10, 2020
As Salesforce, ServiceNow and IBM have all recently fervently embraced the red-hot “platform company” position in the cloud market, Larry Ellison and Oracle have all but banished “platform” from their public presentations. So what the heck is going on here? My overriding reaction is that it’s great to see the industry moving beyond the early-days
Google Cloud logo in a conference setting

Google Remains Fastest-Growing Cloud Vendor, Thumping Microsoft, Amazon, IBM

August 3, 2020
In the COVID-challenged quarter ended June 30, Google Cloud continued to be the fastest-growing major cloud vendor as its 43% revenue-growth rate was much higher than those of its much-larger rivals. That marketplace dynamic here in mid-2020 triggers four thoughts:  Although Google Cloud should certainly be commended for growing much more rapidly than its primary
IBM CEO Arvind Krishna

Why IBM CEO Arvind Krishna Earned an A+ for His Debut Quarter

July 24, 2020
On Jan. 30—before the world had even a thought about masks, social distancing, ventilators and WFH—IBM announced that longtime top technologist Arvind Krishna would take over as CEO on April 6. But when that date arrived, Krishna had much more to deal with than COVID’s repercussions as the low-growth tech icon’s all-in bet on Red
IBM and SAP logos matched up to represent their partnership

SAP and IBM Team Up to Help Customers Avoid Extinction

June 26, 2020
As the pace of change continues to soar and the timetable to transformation shrinks, SAP and IBM are rolling out a broad array of data-driven services to help customers innovate and thrive rather than stagnate and go away. Building on a partnership launched half a century ago, IBM and SAP are calling this new initiative