Panic Has A Shelf Life: Why Greyhound Research Remains Bullish On IBM After July 14

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…

Between Ambition And Accountability: Reading The Airtel–IBM Partnership

Prefer watching instead of reading? Watch the video here. Prefer reading instead? Scroll down for the full text. Prefer listening instead? Scroll up for the audio player. P.S. The video and audio are in sync, so you can switch between…

IBM’s Q3 2023 Results – Evidence Enough That The New IBM Has Arrived

IBM announced its Q3 2023 results on October 25, 2023. As a normal course, we started to pen a research note to document our observations from the quarterly announcement. But something stopped us in our tracks. The timing of the…