Krishna Arvind IBM smug 23IBM: an Inverted
Business Model?

Software growth improves
Can it compete in AI/Cloud?


IBM continued its 16yrs long slide in Q3'26 delivering slow growth in a rapidly growing market. Outspoken ceo Arvind Krishna continues to disappoint. "Our clients are deploying AI to transform entire operating models". Sales volume down -20% on 2015 (exc inflation)? Full analysis here, first...

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