IBM CEO Ginni Rometty

Ginni Rometty’s Last Stand: A 5-Point Plan to Reignite IBM’s Growth

January 22, 2020
While IBM’s Q4 cloud revenue jumped 23% and its $33-billion bet on Red Hat is looking good in these early days, CEO Ginni Rometty cannot afford another post-Q4 dropoff paired with promises of turnarounds looming somewhere down the road. To prevent another such slump, it’s clear that IBM must make some fundamental and structural changes
Cloud Wars analyzes the challenge for IBM in 2020 - growth

Can IBM Crush its Silos and Behave Like Customer-Obsessed Startup?

January 15, 2020
(Seventh in a series on the top challenge facing each vendor in the Cloud Wars Top 10.)   Two years ago, when IBM reported cloud revenue of $5.5 billion for the 3 months ended Dec. 31, 2017, it became for that quarter the world’s largest cloud-computing vendor—bigger than Microsoft, bigger than Amazon, bigger than everyone.
IBM Red Hat cloud innovation

Look Who’s Driving Disruptive Innovation in the Cloud: IBM!

November 25, 2019
Rejuvenated by Red Hat and finally willing to fuse traditional strengths with powerful innovations, IBM is redefining the booming cybersecurity market with cloud-based solutions optimized for today’s hybrid cloud and multicloud environments. While IBM’s introduction last week of the Cloud Pak for Security platform is definitely intriguing from the perspective of products and solutions, I
An update on Bank of America and its move to the private cloud

Bank of America Uses Cloud to Slash Billions in IT Costs

November 8, 2019
Bank of America has slashed billions of dollars in IT infrastructure costs during a massive migration from on-premises data centers to the private cloud, according to The Wall Street Journal. In a recent article about Bank of America’s involvement in IBM’s new and compelling public-cloud platform for financial institutions, the CIO Journal section of The

IBM Cloud Unleashes its True Competitive Advantage: Tech Plus Industry Expertise

November 7, 2019
Blending technological and industry prowess that few if any competitors can match, IBM is fully exploiting its financial-services expertise by creating that industry’s first public-cloud platform with Bank of America as an anchor tenant. This superior combination of extensive cloud-computing capabilities with several decades of experience in managing mission-critical workloads for financial institutions across the
Microsoft Amazon and others are battling for AI leadership in the Cloud Wars

The Battle for AI Leadership: #1 Microsoft, #2 Amazon, #6 Google, #7 IBM Step Up

November 6, 2019
As AI and ML become mainstream business tools in the digital economy, four of the world’s most-influential companies with combined revenue of about $550 billion are each aggressively rolling out new AI-driven solutions that will change how the world works. Those four companies have a longstanding presence on my weekly Cloud Wars Top 10 rankings.
Amazon and Google should be worried about Microsoft Azure AI numbers

Attention, Amazon and Google: Here’s the Microsoft Q3 Number You Should Focus On

November 1, 2019
While it’s striking to see that Microsoft’s Q3 cloud revenue of $11.6 billion exceeded that of both Amazon and Google combined, and that Azure revenue grew 59% while AWS’s grew 35%, the most-stunning of all of Microsoft’s big Q3 numbers reveals the vast scope of its Azure AI business. CEO Satya Nadella shared these remarkable
Analyzing IBM Q3 earnings

IBM Cloud Grows 14% and Drives Sweeping Internal Transformation

October 18, 2019
As IBM transforms itself to move at the speed of the cloud-based digital economy, the Red Hat acquisition has boosted the company’s third-quarter cloud revenue 14% to $5 billion. It's true that 14% cloud-revenue growth in today’s high-growth Cloud Wars is not exactly a cause for party hats and celebration. But for IBM it represents
IBM CEO Ginni Rometty talks with Red Hat leadership ahead of Q3 results announcement.

IBM’s $33-Billion Bet on Red Hat: The Stakes Are Enormous

October 9, 2019
A few months ago, in a piece headlined IBM’s $19-Billion Cloud Business: Where Did the Growth Go?, I pulled together some numbers revealing that the slowest-growth cloud business in the Cloud Wars Top 10 is clearly IBM’s. That piece also touched on the high hopes—the extremely high hopes—IBM is pinning on its $33-billion acquisition of
New Cloud Wars Q&A with IBM explores what it means to be the "most-open" cloud

IBM Says We’re #1 With “Most Open” Cloud

August 15, 2019
Betting that its $34-billion acquisition of Red Hat will trigger new growth, IBM says its two-year overhaul of its vast cloud portfolio plus Red Hat gives it the “most open” cloud in the industry precisely as customers are demanding open-source solutions. But is IBM truly the “most open” cloud? Is it more open than Google,