This years’ premier European Analyst event provided a valuable update on IBM’s evolving European partner situation, and topics including Research, AI and Machine Learning, Hybrid Cloud, Security and BlockChain. Instead of (my usual) textual ramblings, I’ve created some brief videos on the event. Special thanks go to my video guests Gary Barnett (@thinkovation) , David Terrar (@DT), Tim Jennings (@tjennings) and Clive Howard (@clivehoward) for their valuable insights!
For more information and highlights of presentations please look at my (and others) posts on Twitter. Search for #IBMAnalystInsights and/or look at my feed via @allanbehrens
Well known as a mainstay of corporate IT departments and data centers, IBM has, over recent past, been redefining itself as a business with leading next-gen technologies (Quantum and AI), hybrid Cloud with a focus on growth segments, dare I say it, some enterprise applications (even though they’re loath to admit it), and a mammoth services business.
This years’ Innovation day in Munich (15th December) reinforced, to me anyway, Siemens’ increasing focus on (industrial) things digital. Siemens’ digital revenues are now at €5.2Bn, and growth rates of 20% in software and services reflects the success (first documented in 2014) of their 2020 vision. Importantly, digital investments (including more than $10Bn software acquisitions over the past 10 years) are showing good return. Siemens PLM Software, being one case in point; CEO Joe Kaeser brags of 29 of the top 30 Automakers using their PLM software, not to mention the fact that Siemens can honestly admit being a company that (successfully) eats their own (digital/PLM/MES/IIoT) dogfood. Continue reading →
I remember a few years ago, speaking on topics of AI and thinking machines, only to be critiqued (by some, not all) of my analyst colleagues for having expectations well beyond accepted realms of timescales and possibility. Visiting IBM’s World of Watson event in November proved that not only was I right, but even (dare I say it) not aggressive enough on my expectations. Continue reading →
IBM, known by many as the world’s IT ‘super tanker’, is transforming their image of former years, to a one that’s more innovative, approachable, cool, connected and industry focused.
The message from both IBM’s PartnerWorld and InterConnect conferences (held a few weeks ago in Las Vegas, NV) is one of change. They (and their partners) are clearly excited by a new era of opportunities. One that will be driven, to a large part, by the dynamics of today’s more connected and insightful world. Continue reading →
The many recent posts (Forbes and Bloomberg for example) noting Cloud size reminds me in many ways of spats in the schoolyard of my youth. Those on whose Dad’s car was bigger or better than another. Continue reading →
The word ‘Cloud’ to me denotes a vision on the evolution of user-centric computing. To some, including a senior party to HP’s strategy (who shall remain nameless for obvious reasons), the expression seems to be abused and over-hyped. Let’s face it; it’s a term that most of us can assimilate. Most of the people I speak with seem to understand its general vision and pretty much its implementation; but let’s not haggle over semantics shall we? What’s important is that it’s a valuable proposition to businesses and users alike.