rsscloudcomputing

IBM Earnings 1Q26

Rick Villars, Lars Goransson, Chris Drake, Devin Pratt — Sat, 02 May 2026 04:00:00 GMT

IBM delivered a strong start to 2026, with revenue up 6% Y/Y in constant currency to $15.9 billion. All references in this doc are in constant currency. The increase was led by Software growth of 8% and Infrastructure growth of 12%, while Consulting grew 1%. Results were supported by continued AI momentum across software, data, automation, and infrastructure, including stronger demand for GenAI products, IBM Z, and storage. IBM also expanded margin, grew free cash flow 13% to $2.2 billion, and reaffirmed its full-year growth and cash flow outlook.

IBM Software delivered a strong AI-led quarter, with ARR reaching $24.6 billion, up 10% Y/Y. The clearest AI signal came from Data, which grew 16%, driven by a rebranding and re-platforming of IBM data products within the watsonx.data portfolio, stronger partnerships, and contributions from DataStax and Confluent. Management also pointed to ongoing GenAI innovation across the portfolio, AI editions of core software, and the growing relevance of automation as enterprises build and govern multi-model, agent-based environments. Red Hat grew 10%, reinforcing IBM’s position in the hybrid AI platform layer.

Gemini Enterprise Agent Platform and the Convergence of AI Platforms and PaaS Take Center Stage at Google Cloud Next ‘26

Adam Reeves — Fri, 01 May 2026 04:00:00 GMT

Announced at Google Cloud Next ’26, Gemini Enterprise Agent Platform consolidates AI and application platform capabilities into a single environment for building and operating agent-based applications. The approach reflects a broader market shift where AI-native platforms are increasingly delivering the core functions of PaaS, making developer enablement and integrated data and governance capabilities central to adoption.

IDC Survey Spotlight: What IT Investments Are Asia/Pacific Organizations Prioritizing Because of the Conflict in the Middle East?

Yih Khai Wong — Thu, 30 Apr 2026 04:00:00 GMT

This IDC Survey Spotlight summarizes findings from IDC's Future Enterprise Resiliency & Spending Survey, Wave 2 on IT investments, highlighting how the conflict in the Middle East has affected the investment priorities of Asia/Pacific organizations.

The survey was conducted among 303 organizations in the region, and this report focuses on answers to the following question: "Which IT investment priorities is your organization most likely to increase in the next 6–12 months because of the situation in the Middle East?"

Oracle and AWS Expand Multicloud Networking

Adam Reeves — Thu, 30 Apr 2026 04:00:00 GMT

Oracle and AWS are extending their multicloud partnership by integrating their networking frameworks to enable private, high-performance connectivity across cloud environments. The announcement underscores Oracle’s continued focus on open multicloud and highlights the growing importance of network-level integration as enterprises scale distributed, AI-driven workloads across multiple clouds.

2H25 and 2025 Worldwide ODM Direct Market Update — In the Viewpoint of Final Assembly

Leon Kao — Wed, 29 Apr 2026 04:00:00 GMT

This IDC Market Presentation provides an overview of the worldwide ODM direct infrastructure market development in terms of final assembly in the second half and whole year of 2025.

Accounts Payable Banner Book: SaaS and Agent Path 2026

Nadia Ballard, Frank Della Rosa, Eric Newmark, Mickey North Rizza — Wed, 29 Apr 2026 04:00:00 GMT

This IDC Pivot Table banner book includes data for the accounts payable (AP) application category in the IDC's SaaS and Agent Path 2026 program. Coverage includes SaaS and AI agents adoption, deployment models, budget plans and replacement cycle timing, purchasing preferences and attitudes toward SaaS buying channels, packaging and pricing options, and in-depth vendor ratings and spend and advocacy scores for this functional application market.

Accounts Receivable Banner Book: SaaS and Agent Path 2026

Nadia Ballard, Mickey North Rizza, Eric Newmark, Frank Della Rosa — Wed, 29 Apr 2026 04:00:00 GMT

This IDC Pivot Table banner book includes data for the accounts receivable (AR) application category in the IDC's SaaS and Agent Path 2026 program. Coverage includes SaaS and AI agents adoption, deployment models, budget plans and replacement cycle timing, purchasing preferences and attitudes toward SaaS buying channels, packaging and pricing options, and in-depth vendor ratings and spend and advocacy scores for this functional application market.

Asset Life-Cycle Management Banner Book: SaaS and Agent Path 2026

Nadia Ballard, Mickey North Rizza, Eric Newmark, Frank Della Rosa — Wed, 29 Apr 2026 04:00:00 GMT

This IDC Pivot Table banner book includes data for the asset life-cycle management (EAM/ALM) application category in IDC's SaaS and Agent Path 2026 program. Coverage includes SaaS and AI agents adoption, deployment models, budget plans and replacement cycle timing, purchasing preferences and attitudes toward SaaS buying channels, packaging and pricing options, and in-depth vendor ratings and spend and advocacy scores for this functional application market.

Collaboration Applications Banner Book: SaaS and Agent Path 2026

Nadia Ballard, Frank Della Rosa, Eric Newmark, Mickey North Rizza — Wed, 29 Apr 2026 04:00:00 GMT

This IDC Pivot Table banner book includes data for the collaboration application category in IDC's SaaS and Agent Path 2026 program. Coverage includes SaaS and AI agents adoption, deployment models, budget plans and replacement cycle timing, purchasing preferences and attitudes toward SaaS buying channels, packaging and pricing options, and in-depth vendor ratings and spend and advocacy scores for this functional application market.

Contract Life-Cycle Management Banner Book: SaaS and Agent Path 2026

Nadia Ballard, Frank Della Rosa, Eric Newmark, Mickey North Rizza — Wed, 29 Apr 2026 04:00:00 GMT

This IDC Pivot Table banner book includes data for the contract life-cycle management (CLM) application category in IDC's SaaS and Agent Path 2026 program. Coverage includes SaaS and AI agent adoption, deployment models, budget plans and replacement cycle timing, and purchasing preferences, as well as attitudes toward SaaS buying channels, packaging and pricing options, and in-depth vendor ratings and spend and advocacy scores for this functional application market.