Artificial Intelligence PotentialIBM's AI capabilities are underappreciated, with significant potential similar to the Internet, and deployments are picking up with notable productivity gains.
Leadership ImpactIBM's growth profile has improved materially since Arvind Krishna took over as CEO, and as a result, the company deserves a higher multiple than it has received historically.
Strategic PartnershipsIBM is now a top partner for most of the hyperscalers and largest ISVs, expected to continue to outperform IT services peers over the next 12 months, including Accenture.