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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IBM's new CEO Arvind Krishna

How IBM’s New CEO Plans to Beat Microsoft, Amazon & Google in Cloud

April 14, 2020
While IBM’s way behind its big cloud rivals in growth rates and perceived status, it can beat bigger and better-positioned cloud rivals Microsoft, Amazon and Google by “winning the architectural wars,” says new IBM CEO Arvind Krishna. In a recent interview with CNBC’s Jon Fortt, Krishna made the case that the deep-tech trio of Linux,
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Will IBM’s New CEO Shake Up the Company or Simply Shuffle the Pieces?

April 8, 2020
As career-lifer Arvind Krishna takes control of 109-year-old IBM, he faces many big questions. The biggest one is this: is he willing to make disruptive changes in the massive company or will he allow bureaucracy, inertia and deadwood to keep the company forever following the leaders? Krishna's long tenure at IBM (via LinkedIn) While IBM’s
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Cloud Wars analyzes the IBM Cloud growth spurt

IBM Cloud’s Big Growth Spurt: 10 Key Numbers

January 23, 2020
While I continue to believe IBM’s cloud resurgence will be short-lived unless CEO Ginni Rometty makes some sweeping changes, the company was certainly able to share some impressive Q4 results. Yesterday, in a piece called Ginni Rometty’s Last Stand: A 5-Point Plan to Reignite IBM’s Growth, I argued that IBM is hamstrung by a corporate
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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
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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.
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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
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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
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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
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