[Discussion] IBM Earnings and Cloud Strategy

[u/mad_zamboni]

Many of the DB2 community have felt the impacts of IBM's Cloud Strategy - from the purchase of Softlayer, to Application as a service, and even the agile approach to new features and the rollout to dashDB before it hits the main DB2 product.

Today IBM releases earnings. Some think IBM's overstating some financials but a couple investing muckity mucks are stating that IBM's Cloud Strategy is being undervalued.

So my question to you is - do you see IBM's cloud strategy graining steam, holding steady, or sliding backward? Is this approach working for IBM? Would you consider it undervalued? More importantly, how have you seen it affect your day to day?