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 >

Business Intelligence (BI) by Segments - Market Figures - Rest of Africa

This document provides market volumes, growth rates and forecasts for the business intelligence (BI) market in Rest of Africa for the 2022-2028 ...

Event Date : March 27, 2024

Read more >

Visma - Vendor Profile - Norway

This short vendor profile provides a quick overview of the local portfolio and performance of Visma in Norway.

Event Date : May 22, 2024

Read more >

Investment Topics in Smart Energy - InBrief Analysis - Worldwide

In this report, we focus on the past 14 months to look into the deals that have been signed around smart energy worldwide. We identified 3 key topics ...

Event Date : February 26, 2024

Read more >

Cedacri - Vendor Profile - Italy

Cedacri, part of the ION Investment Group since 2021, provides software and IT services primarily to Italian banks and financial ...

Event Date : August 26, 2025

Read more >

Salesforce - Vendor Profile - Worldwide

Salesforce is the world’s largest enterprise application ISV, focused on front-office applications and building a presence in data. Its priority is ...

Event Date : January 16, 2026

Read more >

Latest Publications report

View latest publications Reports >

Free reports & webinars

View All Free Reports & Webinars >