AI IntegrationIBM utilizes Red Hat’s offerings of RHEL AI and OpenShift AI to enable AI integration for enterprises in the most cost-efficient manner possible.
Consulting And AIMany parts of consulting will be less impacted by generative AI, which favors IBM and Accenture.
Software Revenue GrowthIBM raised its expectations of Software revenue growth in FY24F to high-single digits due to early traction in GenAI and strength in the recurring revenue base, which is above consensus expectations.