Automation -3%, they are next on the chopping block… get ready!
I heard Expert Labs had a really bad quarter.
18 replies (most recent on top)
@cw app integration is part of automation, no?
Bob is just a wrapper over (Claude, OpenAI, open weight model of your choice). There are hundreds of wrappers out there, most of them are free downloads. This isn't 2023, there's no money to be made in building wrappers over someone else's model anymore.
@ht those who pushed and promoted it should be held accountable. Please look back at LinkedIn posts to gather names
@he Bob never had a chance and we all knew it even before his release
@ge Bob is hard to monetize in a meaningful way to a company like IBM, who’s ethos is enterprise solutions. Bob is an entry point, not an end game.
Especially since competitors have stepped up their game in the space.
If Bob is "externally dead, buried, cremated...", then internally Bob will get cancelled very shortly. My expectation is that Bob will not survive 2027.
Note something not in AK's Q3 results message: not a word about Bob. Internally useful, externally dead, buried, cremated..an ex-Parrot.
Excuse my ignorance; I left years ago. What, exactly is "automation?" Is that that RH "ansible" stuff? (Which, BTW, makes zero sense on Z but whatever.)
@dh ibm is in maintenance mode, slow death.
The results weren’t bad, BUT they were not good either. Revenue and profit came in from 2nd q deals spilling over implying 3rd q wasn’t as strong as the results showed. BUT worse Transaction Processing is forecast to go lower in 4th vs 3rd q. That’s a red flag saying mainframe and SW are going into their business cycle stall. The second red flag is stagnant consulting. We’ve grown to expect flat consulting but when you compare to Accenture’s growth this quarter it should be a flashing warning that IBM is not keeping up
@cw sounds like they are playing games and doing tricks to cook the books
I thought Confluent was in Automation but I guess one can argue it is part of data integration. One can also argue it is part of application integration. Customers could care less where it resides
@ac whose going to tell him?
https://lnkd.in/p/gikzpKJU
@a4 - All these categories are made up and they just move parts of the SW portfolio to whatever segment they need to show growth in this quarter. The Data growth is all from the Confluent acquisition, for example, but where is Hashicorp? You'd assume Automation but I have a hunch some was shuffled somewhere else they didn't want to show a decline instead.
@a3 Keep dreaming ....
Isn't automation part of AI ?
We are so back baby! Su-k rotten eggs haters! No layoffs now!
Isn’t automation part of the much lauded AI ?
Surprise, surprise…