What value is IBM providing without RedHat? Are they going anywhere in Public Cloud? Never heard of IBM when Public Cloud is discussed, only AWS, Azure and Google Cloud to some extent.
What is IBM providing in Cloud? Some hybrid cloud? Or simply providing services and no product of relevance?
Can someone please explain what and how IBM is trying to execute it's hybrid cloud strategy? What exactly is IBM doing in Cloud? Whats is the Cloud revenue in Public Cloud as well as hybrid Cloud?
Few companies that have tried to dabble in Public Cloud like HP and RackSpace and failed now are trying to stir the pot by saying they are working on Hybrid Cloud.
Openstack just did not pick up as anticipated.
@1ddd - The plan is to repackage all the old legacy software on OpenShift, call them Cloudpak For XYZ, and market it as something you can deploy on prem or in any public cloud. You remember Java in the 1990s and "write once, run anywhere"? This is a riff on that, "package once, deploy anywhere". It's not a bad strategy, but the markets for K8s distros and managed K8s services are becoming extremely crowded - Google, Microsoft, Amazon, VMWare, and a dozen smaller players. It's really more about keeping IBM's database and middleware software relevant for a few more years than a growth play.
A better question what value is it providing with red hat? Considering all of the major cloud players have their own linux distro and the other low level cloud players like att, verizon etc who use red hat are all getting out of cloud services. Red hat management was smart to sell they found a s—er and got way more money than they should have :)
@jxz: Please spell out what IBM is good at?
Public cloud =NO.
Watson = just hype mostly, some revenue
Executives say Cloud = What has IBM done in Cloud? Just provide services like a system integrator? Any Product to be proud about in Cloud?
Changing CEOs = YES. Last CEO hung around without delivering anything tangible
New Indian CEO= Start with layoffs, offshoring, H1B etc, making company nimble during pandemic
Only time will tell if the Red Hat acquisition will have lasting strategic value to enable IBM to become a much stronger player in Public Cloud. Paying $ 34 billion for $ 3 billion in revenue seems like they may have overpaid for Red Hat.
Right now, AWS and Azure are running away with the market share in Public Cloud. They both have a major advantage over IBM: AWS in terms of market share leadership and perception and Azure in terms of having all Corporations using them already for Office365 SaaS. Google is also becoming a major player although they are less of a powerhouse Only time will tell if IBM can execute on it's hybrid cloud strategy. Being late to the game on public cloud and not in the leaders section of the Gartner 2019 Magic Quadrant (IBM was in the Niche section), represents a big mountain to climb.
The OP sounds negative like they're saying "what good is IBM to begin with, only RedHat has any value". There was a LOT of really good people laid off and for someone from Red Hat to come here and strut is unacceptable. And how great is it for the one reply to tell us all the good that Red Hat provides but nothing of IBM. Its amazing that IBM paid over 34bil to be stabbed like that.
What RedHat provides:
RedHat (IBM) is not a cloud provider but more of a cloud integration solution provider. I am not sure if this is what IBM wanted when they bought RedHat. It is unfair to criticize RedHat they are great at what they do.