IBM Cloud Growth Rate Chart

IBM Shocker: Q4 Cloud Growth Plummets to 8%

January 27, 2021
While Microsoft and Amazon are likely to report Q4 cloud-revenue growth rates of 30% or more, and while red-hot Google Cloud could come in at 40% or above, IBM last week said the growth rate for its cloud business plummeted in Q4 to 8%. And in the wickedly competitive Cloud Wars, 8% growth means you’re
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IBM CEO Arvind Krishna

Can IBM Soar in 2021? 10 Big Opportunities, 4 Very Tough Challenges

December 9, 2020
IBM’s cloud business is in a terrific position to have a breakout year in 2021, but that all depends on its willingness and ability to fully commit its full resources to the cloud rather than just repeating “Red Hat!” and hoping that does the trick. To get the full story, please check out our in-depth
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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
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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,
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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
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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
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