IBM Archives -

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

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: 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

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

The CEOs of Oracle, IBM, and Amazon - which will acquire Zoom?

Who Will Acquire Zoom: Amazon, Oracle, or IBM?

June 5, 2020

As the story of Zoom’s phenomenal growth spreads, and as the video-conferencing services it provides become not just mainstream but essential, which company in the Cloud Wars Top 10 will snap up Zoom to become more relevant in the digital future? Cloud Wars Top 10 Rankings — June 1, 2020 1. Microsoft — Its Top 10

A supercomputer, which is key to IBM's coronavirus response

IBM Battles COVID-19: $200 Million Worth of AI, Analytics & Computing Power

April 24, 2020

While brand-new CEO Arvind Krishna had a slew of urgent business messages to convey during IBM’s Q1 earnings call this week, he also wisely made time to outline the iconic company’s response to the COVID-19 crisis. Based in the northern suburbs of New York but with a large presence in the city as well, IBM

IBM CEO Arvind Krishna, who recently spoke on the company's Q1 earnings call

IBM CEO Arvind Krishna Shares Powerful Vision for $1.2 Trillion Hybrid Cloud

April 21, 2020

IBM CEO Arvind Krishna yesterday laid out a clear and compelling strategy for how and why IBM’s $22-billion cloud business has become not only IBM’s engine for growth but also its strategic foundation for the next decade. Two weeks into his new role, Krishna used yesterday’s Q1 earnings call to address two enormous issues. First,

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