Pack analyst btn         PAC        
 
Report 30 Mar 2026

IBM - Vendor Profile - US

Overview:

This PAC (SITSI) vendor profile reviews IBM’s US business and strategy following its strategic reset toward hybrid cloud and artificial intelligence (AI). It covers the company background, positioning, portfolio, vertical expertise, and 2025 performance estimates.

 

Key points:

Company background: Century-old tech leader; spun out Kyndryl (2021); >100,000 US employees; US lead: Neil Dhar.

Strategic positioning: Focus on hybrid cloud, generative/agentic AI (watsonx), open-source models, and long-term bets like quantum. Major acquisitions include Red Hat (cloud) and HashiCorp (automation); Confluent (real-time data) is highlighted.

Go-to-market & partnerships: Shift from proprietary-first to ecosystem play; strategic alliances with Microsoft, AWS, Adobe, Salesforce, etc.; emphasis on consulting-as-code via IBM Consulting Advantage.

PAC’s view: IBM is an attractive digital transformation partner for large enterprises, strong in application services and infrastructure software/platforms; ranked in top positions across several verticals (banking, utilities, public sector).

Financial/market snapshot (PAC estimates, 2025): Total SITS revenue ~$24.5bn; largest shares in infrastructure software & platforms (28%), SaaS (14%), and application project/services segments

 

Recommended advisory: PAC Leadership Session – AI in Business Transformation

profile-image
Tom Reuner

SHARE :

Related Content

View all reports >

Comp Group - Vendor Profile - Poland

Comp Group is an IT services provider in Poland, specializing in cybersecurity, IT infrastructure, and retail solutions. Established in 1990 and ...

Event Date : September 26, 2025

Read more >

IT Services - Preliminary Vendor Rankings - UK

This Excel document positions and ranks the major IT services suppliers by revenue in the UK

Event Date : May 05, 2026

Read more >

M&A - Deal Tracker - Germany

This Excel document lists M&A deals in the software & IT services industry in Germany since 2013.

Event Date : July 03, 2026

Read more >

SAP Services - NTT DATA - Vendor Profile - Worldwide

As a Global Strategic Partner of SAP, NTT DATA offers end-to-end services that span consulting, implementation, cloud migration, and managed ...

Event Date : October 06, 2025

Read more >

Expert View: Is Wi-Fi 6 obsolete, and will Wi-Fi 7 be the next big step?

Every technological advancement raises the question of whether and when it should be implemented in a company. This also applies to Wi-Fi. Wi-Fi 6 ...

Event Date : March 27, 2024

Read more >

Latest Publications report

View latest publications Reports >

Free reports & webinars

View All Free Reports & Webinars >