Latest / Boardroom Conversations with Fexingo: CEOs, Strategy, and Corporate Leadership Explained
How the IBM Board Turned Around the Company with Red Hat
In 2019, IBM's board made a stunning bet: pay $34 billion for Red Hat, the biggest software acquisition in history. It was a bet that many analysts called desperate. But in the years since, the board's patient stewardship and focus on hybrid cloud and AI have rebuilt IBM's relevance, doubling its cloud revenue to $27 billion by 2025. In this episode, Lucas and Luna break down the boardroom discussions, the strategic logic, and the quiet culture shift that let Arvind Krishna execute the turnaround. They explore how the board managed legacy businesses, navigated a…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.