IBM 4Q2013 Earnings: Big Motivation for a Year of Accelerating Transformation

By Frank Gens – January 23, 2014
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IBM's 4Q2013 earnings - which showed another quarter of disappointing revenue growth - have observers wondering: what's happening at IBM? Will they be able to successfully reorient around the emerging, high-growth "3rd Platform" IT, built on cloud, mobile, social and big data technologies and solutions, or will they become the next DEC or Wang? In this post, IDC Chief Analyst discusses a massive mobilization within IBM - one that started to accelerate 6 months ago - to position the company as a leader in this new IT era. Significantly increased investment scale, a faster pace, and a flurry of moves are underway in 2014; the question is now: how well and how quickly can IBM execute?


About the author

Frank Gens

SVP & Chief AnalystIDC

I take a broad, forward-looking view on IT trends and how IT will really be productively adopted by enterprises - which matches up pretty well with how CIOs, their senior team, and their…


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