Analyst Commentary

Tepid results within IBM’s software business fail to diminish its fundamental role in IBM’s long-term cloud aspirations



IBM focuses on extracting more value from cloud environments with its evolving software portfolio led by Watson and Bluemix

IBM’s (NYSE: IBM) software business experienced flat year-to-year revenue growth, reaching approximately $5.4 billion in 1Q17. Software performance was once again driven by IBM’s Solutions Software segment, which improved 4% year-to-year driven by analytics, Watson and security growth. However, declines in Transaction Processing Software, Integration Software and Operating Systems Software illu...

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