IBM Starts to See Growth in the Cloud Business

The video discusses IBM's growth drivers, including cloud and cognitive sectors, and the impact of currency fluctuations on revenue. It highlights the performance of IBM's mainframe and the strategic role of Red Hat in driving growth. The discussion also covers IBM's position in the hybrid cloud market, emphasizing its niche role compared to larger competitors like Google and Amazon.

What are the expectations for revenue growth and margin expansion moving into 2020?

In what way does the company position itself among competitors in the hybrid cloud strategy?