Futurum lead analyst Shelly Kramer shares thoughts on the recently announced global strategic alliance between Kyndryl and Microsoft Cloud. While it’s an impressive way to come out of the gate for Kyndryl immediately post IBM spinoff, more importantly, this strategic partnership is centered on both companies serving enterprise customers and facilitating the building and deployment of both cloud solutions, as well as addressing the need for augmented IT expertise at the enterprise level.
IBM Hits a Growth Snag, But The Place to Look is Forward
IBM hits a growth snag as shares fell 5% in extended trading on Wednesday, but Futurum’s Daniel Newman thinks the focus should be on looking forward.
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.
IBM to Acquire BoxBoat, Doubles Down on Hybrid Cloud Services
Futurum’s Steven Dickens provides his insight on news coming out of IBM yesterday 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.
IBM Returns to Revenue Growth During its Fiscal Q1
IBM returned to a slim 1% YoY growth during its first quarter of the fiscal year giving reason for encouragement.
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