Analyst Commentary

IBM appears poised for market leadership in digital transformation services with its unique combination of consulting, technology and scale



The clock is ticking faster for IBM to realize the benefits of its long-term services transformation

IBM (NYSE: IBM) delivered its expected sequential improvement in its 3Q17 services business results, but progress remains slow. Year-to-year revenue declines shrank in both Global Technology Services ([GTS]; down 3.4%) and Global Business Services ([GBS]; down 2.3%) compared to 2Q17. GBS performance reflects the success of the new practice model instituted by SVP Mark Foster, with growth in the “tip of the spear” Di...

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