Analyst Commentary

IBM’s worldwide cognitive and AI leadership drives accelerating HITS growth

The depth of IBM’s health capabilities, particularly in artificial intelligence and cognitive computing, is unrivaled, highly differentiating and a driver of IBM's continued expansion in global healthcare IT markets

By TBR estimates, IBM’s (NYSE: IBM) HITS group increased revenue 4.9% on a year-to-year basis in 4Q17, up from 4.0% year-to-year growth in 3Q17 and 2.8% year-to-year growth in 2Q17. Driven largely by the ongoing globalization of Watson Health, the performance of IBM’s HITS business is helping buoy t...

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