IBM: Building Watson's Revenue Engine

The transcript discusses IBM's strategic focus on cognitive solutions and innovation accelerators like IoT and AI, particularly Watson, to drive future revenue. It highlights IBM's significant investments in acquisitions to enhance growth in strategic areas, despite challenges in traditional business segments. The discussion also covers IBM's portfolio management and the potential impact of these strategies on revenue growth in the coming years.

What are the key areas that IBM is focusing on for innovation?

How does cognitive solutions impact information management according to the text?

What challenges does IBM face in balancing its portfolio of businesses?

What significant acquisitions has IBM made recently, and how have they affected their growth?

When does the speaker expect to see revenue increases from IBM's strategies?