Cloud revenue increased 30% to $6.3 billion in the period ended June 30, helping to offset revenue declines in the tech support units Global Business Services and Global Technology Services, which account for about 56% of IBM’s total revenue.
At first glance, it may seem that there's little impact, but containers make applications more portable, making infrastructure less "sticky."
Of late, IBM hasn't been the strongest supporter of the open source OpenStack cloud platform, but with Red Hat that is changing.
Desktop in the cloud would seem like a good solution for remote workers, but there are still many drawbacks to the DaaS model.
The new BigQuery Omni solution can analyze data across multiple cloud platforms, but few companies are likely to store their data that way.