IBM has a lot of headwinds. But I will tell you this, a lot of businesses arround the world still use old ibm systems and it's heck of a task for them to come out of that legacy.
People talk about subscription today, ibm nailed that down decades ago. Being said that all of those subscribers are looking to get out, it just ain't easy. Short term ibm still have it's core businesses intact.
IBM knows this and they have been acting on it but given the old giant, they have lost their touch, too many players in the arena. One good thing they did is to partner with PLTR. I hope something good comes out of that.
IBM cloud have too many compittors. They will stay in cloud but don't expect them to become a relevant name when people talk about cloud.
It will be amzn, msft, googl, ORCL( of they get it right). In that's order mostly.
People talk about subscription today, ibm nailed that down decades ago. Being said that all of those subscribers are looking to get out, it just ain't easy. Short term ibm still have it's core businesses intact.
IBM knows this and they have been acting on it but given the old giant, they have lost their touch, too many players in the arena. One good thing they did is to partner with PLTR. I hope something good comes out of that.
IBM cloud have too many compittors. They will stay in cloud but don't expect them to become a relevant name when people talk about cloud.
It will be amzn, msft, googl, ORCL( of they get it right). In that's order mostly.