International Business Machines

International Business Machines

International Business Machines Jonathan Poland

International Business Machines Corporation (IBM) provides integrated solutions and services to clients across the globe. The company consists of four segments: Software, Consulting, Infrastructure, and Financing. The Software segment offers a range of hybrid cloud platform and software solutions, such as enterprise open-source solutions, business automation software, AIOps and management, integration, and application servers, data and artificial intelligence solutions, and security software and services. It also provides transaction processing software for banking, airline, and retail industries. The Consulting segment offers business transformation services, technology consulting services, and application and cloud platform services. The Infrastructure segment provides on-premises and cloud-based server and storage solutions, as well as support services and solutions for hybrid cloud infrastructure, and remanufacturing and remarketing services for used equipment. The Financing segment offers leasing, installment payment, loan financing, and short-term working capital financing services. International Business Machines Corporation was incorporated in 1911 and is headquartered in Armonk, New York.

as of February 14, 2023

Remember Watson? The AI that crushed Jeopardy? Yeah, neither do ChatGPT users. IBM is a consulting firm, not a technology firm,. It’s closer to Accenture than Apple or Google. That’s the biggest problem it has. That is why the firm only gets $190k per employee on the top line and about $6,000 in bottom line net profit. That’s horrific. Apple generates 100x more per employee. Yet, with a $120 billion market cap, for some reason IBM looks cheap. I want to cheer for this company, but they’ve got to figure out how to become a technology company again.

Learn More
MSCI Inc. Jonathan Poland

MSCI Inc.

MSCI Inc. (MSCI) and its subsidiaries offer investment decision support tools worldwide to help clients manage their investment processes. MSCI…

Albemarle Corp Jonathan Poland

Albemarle Corp

Albemarle Corporation (ALB) is a global developer, manufacturer, and marketer of engineered specialty chemicals. The company operates through three divisions:…

Suzano S.A. Jonathan Poland

Suzano S.A.

Suzano S.A. (SUZ) is a Brazilian company that operates both domestically and internationally. The company specializes in producing and selling…

Intrepid Potash Jonathan Poland

Intrepid Potash

Intrepid Potash, Inc. (IPI) is an American producer of potash and langbeinite, two essential minerals used primarily as fertilizers in…

Ero Copper Jonathan Poland

Ero Copper

Ero Copper Corp. (ERO) is a Canadian-based mining company primarily focused on the production and exploration of copper. The company’s…

Rio Tinto Jonathan Poland

Rio Tinto

Rio Tinto Group (RIO) is a multinational mining and metals corporation, widely regarded as one of the world’s largest and…

Warrior Met Coal Jonathan Poland

Warrior Met Coal

Warrior Met Coal, Inc. (HCC) is a leading producer and exporter of non-thermal metallurgical coal, specifically catering to the steel…

Intel Corporation Jonathan Poland

Intel Corporation

Intel Corporation (INTC) is an American multinational technology company that designs and manufactures computer processors and other related products. It…

United Microelectronics Jonathan Poland

United Microelectronics

United Microelectronics Corporation (UMC) is a leading semiconductor wafer foundry, offering a range of services from circuit design and mask…

Jonathan Poland (“JP”) is a publisher, not a registered investment advisor, and nothing on this website is intended, and it should not be construed, to be investment advice. Under no circumstances does any information posted on this website represent a recommendation to buy or sell a security. The information on this site is not intended to be, nor does it constitute investment advice or recommendations. In no event shall JP be liable to any visitor or third party for any damages of any kind arising out of the use of any content or other material published or available on this site, or relating to the use of, or inability to use, any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. Past performance does not guarantee future results. Read the full legal disclaimer.

Content Database

Substitution Pricing Jonathan Poland

Substitution Pricing

A substitution price is the price at which a customer will choose to switch to a different product or service…

Decoy Effect Jonathan Poland

Decoy Effect

The decoy effect is a cognitive bias that occurs when people make choices based on the relative attractiveness of options.…

Creative Services Jonathan Poland

Creative Services

Creative services refer to a range of services that involve the use of creativity and innovative thinking. These services often…

Economic Security Jonathan Poland

Economic Security

Economic security refers to the ability of an individual or a household to meet their basic needs, such as food,…

What is Feasibility? Jonathan Poland

What is Feasibility?

Feasibility refers to the extent to which something is practical or achievable. It can be evaluated on a scale ranging…

Product Quality Jonathan Poland

Product Quality

Product quality refers to the inherent characteristics of a product that determine its value to customers. It can include factors…

Premiumization Jonathan Poland

Premiumization

Premiumization is the strategy of offering higher-quality products or services that consumers perceive as having greater value. This is in…

Sales Skills Jonathan Poland

Sales Skills

Sales skills are the abilities, knowledge, and personal characteristics that enable an individual to succeed in a sales role. These…

Microsoft Corporation Jonathan Poland

Microsoft Corporation

Microsoft Corporation (MSFT) is a multinational technology company headquartered in Redmond, Washington, United States. It was founded in 1975 by…