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Company: IBM

Steven Dickens

IBM Systems Has A Tough Quarter, But That Is Not The Whole Story

Futurum Research Senior Analyst, Steven Dickens provides his take on the Q2 2021 results for IBM Systems. The headline results on the surface look troubling for Systems, however given the product life cycles of IBM Z and Power, and tough comparisons against Q2 2020, the business did surprisingly well and shows areas of growth and penetration in the marketplace.
Daniel Newman

IBM Posts Strong Quarter With Best Data Found In Between the Lines

IBM posted its best quarter in three years, but its data required a deeper look in between the lines to see where double-digit growth lies.
Steven Dickens

IBM’s Bluetab Acquisition: Tripling Down on Building Cloud Services Business

With yet another acquisition, this time Bluetab, IBM is clearly tripling down on building its cloud services business. Futurum’s Steven Dickens provides his analysis on the spending spree IBM is on to build a post Kyndryl services business that can support the company’s ambitions in hybrid cloud. A pattern is emerging in the acquisition strategy of IBM in the services business to focus on the deployment of hybrid cloud solutions.
Steven Dickens

IBM to Acquire BoxBoat, Doubles Down on Hybrid Cloud Services

Futurum’s Steven Dickens provides his insight on news coming out of IBM today on the acquisition of Kubernetes and container focused services business BoxBoat. This acquisition, although not significant in revenue terms, clearly shows IBM’s strategic intent to build a hybrid cloud focused services business post spinoff of Kyndryl.
Daniel Newman

IBM Shuffles the Executive Deck

Futurum Research Principal Analyst Daniel Newman and Senior Analyst Steven Dickens provide their take on the recent announcements coming out of IBM on the reshuffle of its executive leadership ranks. The announcements need to be seen in the wider context of the holistic transformation IBM is undertaking in all parts of its business as it plans to return to growth and market leadership status.
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