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
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
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,
Hillery Hunter explains IBM's plan for Red Hat

IBM’s $34-Billion Payback Plan for Red Hat

August 9, 2019
Would you spend $34 billion to boost your chances of capitalizing on a $1-trillion market? And if so, how would you turn that expectation into reality? That first question represents the precise motivation behind IBM’s $34-billion acquisition of Red Hat. And details have begun to emerge about how Red Hat’s highly regarded open-source solutions—particularly its
CRM 2019

IBM Cloud Wins Huge Deal with BNP Paribas, Possibly Worth $2 Billion

January 22, 2019

Fresh on the heels of two massive cloud deals with Vodafone and Juniper valued at about $875 million, IBM today said it has deepened its long-time strategic partnership with global bank BNP Paribas in a deal that one analyst believes could be valued at $2 billion. This additional big new win for IBM Cloud will