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On July 14, IBM released preliminary second-quarter results a full week ahead of schedule. Revenue up 1 per cent. Software up 5 per cent. Infrastructure down 7 per cent as the strongest mainframe launch in the company's history wrapped, and…
Read More Panic Has A Shelf Life: Why Greyhound Research Remains Bullish On IBM After July 14
There are seasons in enterprise technology when the landscape shifts quietly. Then there are moments like this one when the ground moves in full view of the industry. IBM’s decision to acquire Confluent sits in the latter category. It marks…
Read More Streaming, Sovereignty, And The New AI Stack: Decoding The IBM–Confluent Deal
