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Chronicles

The story behind the story

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IBM reports Q4 revenue of $20.37B, down 6% YoY, vs $20.67B est., Cloud and Cognitive Software revenue, which includes Red Hat, was $6.84B, down 5% YoY

Jordan Novet / CNBC :

CNBC Jordan Novet

Context & Ripple Effects

IBM entered this quarter after a prolonged run of declining sales: Q1 2019 marked its third straight year-over-year revenue decline, while Cloud and Cognitive Software had been positioned as a relative source of resilience.

That resilience had weakened by late 2020, even as Red Hat revenue rose 17% in Q3. The Q4 decline in the broader software unit therefore makes the gap between Red Hat's growth and IBM's overall software performance more consequential.

First-order effects

  • IBM missed the reported revenue estimate as both total revenue and its Cloud and Cognitive Software unit declined year over year, putting immediate pressure on the company’s software-led growth narrative.
  • Red Hat remains embedded in a software segment whose reported revenue fell, limiting its ability to offset declines elsewhere in IBM’s portfolio.

Second-order effects

  • IBM’s cloud and software rivals gain a clearer comparison point: IBM must demonstrate that Red Hat-led growth can translate into expansion for the full Cloud and Cognitive Software unit.
  • Customers weighing IBM’s cloud and software offerings face a vendor reporting a contracting segment, increasing the importance of IBM’s execution in converting its software portfolio into broader revenue growth.

Third-order effects

  • The results underscore a structural challenge in enterprise technology: acquiring a high-growth software asset does not by itself reverse a legacy vendor’s overall revenue trajectory unless growth spreads across the surrounding portfolio.
  • IBM’s subsequent return to year-over-year growth in Q2 2021 suggests the key longer-term measure is whether software growth becomes durable enough to stabilize company-wide revenue rather than appearing as an isolated quarter.

The trend: IBM is attempting to shift its revenue base toward cloud and software, but the transition is judged by whether growth in assets such as Red Hat can outweigh declines across the broader business.

Discussion

  • @samantar Sam E. Antar on x
    Congratulations to IBM! The lowest effective income tax rate that Crazy Eddie accomplished after skimming cash was 0%. 👏👏👏👏 👏👏👏👏 👏👏 https://twitter.com/...