IBM (IBM) UBS Global Technology Conference summary

Portfolio transformation and growth

• Software now represents over 45% of total revenue, up from 25% five years ago, with growth accelerating from 2% to 8–9% and aiming for double digits.

• Strategic acquisitions like HashiCorp and webMethods have expanded automation and API management capabilities.

• Automation and productivity are key growth drivers, with investments in RPA, workflow automation, and developer productivity tools like Project Bob.

• AI and generative AI are infused across the portfolio, enhancing both internal productivity and customer-facing products.

• Security, data, and quantum readiness are additional focus areas, with new offerings in secrets management and quantum-safe solutions.

AI and quantum integration

• AI is embedded in product development and customer solutions, focusing on task completion and operational efficiency rather than just code generation.

• Generative AI is used to automate tasks in products like Db2, reducing manual effort and enabling predictive maintenance.

• Quantum investments include Qiskit for open source adoption and Quantum Safe for preparing applications against future quantum threats.

• Cross-functional teams are working to integrate quantum capabilities into software, focusing on current security needs and future readiness.

Automation and HashiCorp synergy

• HashiCorp acquisition enables a platform approach, combining Terraform with Turbonomic, Apptio, and Concert for hybrid cloud optimization.

• InfraGraph, announced at HashiConf, visualizes deployment environments to identify bottlenecks and optimize resources.

• Terraform serves as an entry point for broader software adoption, allowing incremental value through IBM’s portfolio.

• Automation growth is driven by integrated solutions that address deployment, cost, and resiliency in hybrid environments.