AI And Hybrid Cloud InitiativesIBM is making a push into hybrid cloud, as well as newer technologies such as artificial intelligence, machine learning, quantum computing and others.
Generative AI OpportunitiesThe introduction of generative AI represents a significant business opportunity for IBM, especially impacting its consulting and software segments.
Mainframe Cycle ImpactOne key pillar of next year’s strength is that IBM will have a new mainframe, which historically has added 150-200 bps to overall company revenue growth.