https://www.wraltechwire.com/2021/08/18/ibms-red-hat-cloud-play-is-doing-fine-but-analyst-sees-bigger-challenges/
“They’ve been clear their choice is the dividend, but the implication of that is the likelihood they’ll be able to return to meaningful revenue growth is much more limited, this is a business that is just much more likely to kind of tread water, sort of stable modestly declining revenues, and just keep paying the dividend,” she said.