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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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
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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
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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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