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The IBM Pivot: Enterprise Software and AI Monetization
IBM surges on surprisingly strong software growth and upbeat outlook
What happened
IBM beat estimates and showed faster software growth, helping shift the narrative toward “software-led + AI monetisation + improving margins” for legacy tech.
Winners
Enterprise software and IT workflow platforms
IBM’s software strength suggests enterprise spending is holding up, and markets may reward recurring revenue + pricing power.
Names: $IBM (IBM), $ORCL (Oracle), $NOW (ServiceNow)
AI implementation and consulting services
If more companies move from “AI pilots” to “production,” services firms win on…
The skinny
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