This Company Continues to Show Unexpected Strength in the Cloud

Motley Fool2022-03-29

KEY POINTSIBM lags only Amazon in IaaS and PaaS vendor market share.It has become the fifth-largest cloud infrastructure company.IBM stock offers a generous dividend and sports a relatively low ...

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Comment（10）

JosHi5
·2022-03-29
Think AWS will still be clouds leader
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1
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DiAngel
·2022-03-29
AWS is more well known to big corporate company
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rogerl
·2022-03-29
Good
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1
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MBE
·2022-03-29
Let's monitor its performance.
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RT_SG
·2022-03-29
Am surprised that are no 2.
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seojun
·2022-03-29
Nice!!!
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HENRYCSC
·2022-03-29
Good
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2
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Yugeshwran
·2022-03-29
Microsoft is a good long term investment
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Larry Wong
·2022-03-29
Ok..
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KLS
·2022-03-29
Buy
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While much of the overall attention seems to focus on big players like Amazon Web Services and Microsoft's Azure, numerous other companies have built successful niches in this growing tech sector.For instance, two segments within the cloud sector -- infrastructure-as-a-service (IaaS) and platform-as-a-service (PaaS) -- have seen the vendor market share concentrate with longtime tech giant International Business Machines. Let's take a closer look at how IBM is showing surprising strength in the cloud and what it could mean for investors.IBM's place in the cloudAccording to market research firm ITCandor, IBM made up about 15% of vendor revenue share in 2021. Though that still lags Amazon at 26%, it leads competitors such as Microsoft, Alphabet's Google Cloud, and Alibaba.Image source: StatistaUnder Arvind Krishna, who took the CEO job two years ago, IBM has built on its acquisition of Red Hat and spun off the infrastructure services part of the company into a separate entity that now operates as Kyndryl.These moves have helped IBM become much more of a cloud company focused especially on the hybrid cloud, a product that allows public and private clouds to communicate with one another. Its hybrid cloud revenue grew 20% in 2021 and accounted for just over one-third of IBM's overall revenue. This emphasis has also made it the world's fifth-largest infrastructure cloud player, even when considering exclusively infrastructure-related revenue.Image source: StatistaDon't forget the financialsThe market may not fully appreciate IBM's cloud opportunity. After years of negligible revenue growth, revenue increased 7% in Q4, the quarter when the Kyndryl spinoff took place. Moreover, the company forecasts mid-single-digit growth going forward and $35 billion in free cash flow in the three-year period between 2022 and 2024. This should finance the dividend, which cost the company $5.9 billion in 2021.This dividend pays shareholders $6.56 per share annually, a cash yield of 5% at current prices. Additionally, since it is a Dividend Aristocrat, IBM will likely choose to increase its dividend every year to hold on to that status, making it a safe bet regardless of market conditions.IBM stock sells at a P/E ratio of about 21, which suggests it's trading at a discount to the market average and much lower than many tech stocks. This is likely due to the lackluster revenue and stock performance over the past decade. However, with revenue growth increasing and a significant growth obstacle removed, IBM's fortunes could experience a long-awaited turnaround.Is cloud strength a reason to consider IBM?Despite its substantial cloud revenue share, IBM has just begun to benefit from its image as a cloud company. It has gained increased recognition in the cloud industry and has long accounted for a considerable share of the vendor revenue in IaaS and PaaS. With a relatively low earnings multiple and a generous, rising dividend, IBM could become the cloud stock of choice for income and possibly growth-oriented investors.","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":9019138882,"gmtCreate":1648555069119,"gmtModify":1676534353104,"author":{"id":"4106523430743480","authorId":"4106523430743480","name":"JosHi5","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"hat":"https://static.tigerbbs.com/f84d87792f02cf78e80ee34979fd31e5","crmLevel":4,"crmLevelSwitch":1,"idStr":"4106523430743480","authorIdStr":"4106523430743480"},"htmlText":"Think AWS will still be clouds leader","listText":"Think AWS will still be clouds leader","text":"Think AWS will still be clouds leader","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019138882","repostId":2222978658,"repostType":4,"repost":{"id":"2222978658","kind":"highlight","pubTimestamp":1648536453,"share":"https://ttm.financial/m/news/2222978658?lang=&edition=fundamental","pubTime":"2022-03-29 14:47","market":"us","language":"en","title":"This Company Continues to Show Unexpected Strength in the Cloud","url":"https://stock-news.laohu8.com/highlight/detail?id=2222978658","media":"Motley Fool","summary":"By one measure, IBM is already a major cloud player.","content":"<html><head></head><body><p>KEY POINTS</p><ul><li>IBM lags only Amazon in IaaS and PaaS vendor market share.</li><li>It has become the fifth-largest cloud infrastructure company.</li><li>IBM stock offers a generous dividend and sports a relatively low valuation.</li></ul><p>Cloud computing remains a fragmented industry with multiple players. While much of the overall attention seems to focus on big players like <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> Web Services and <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>&#39;s Azure, numerous other companies have built successful niches in this growing tech sector.</p><p>For instance, two segments within the cloud sector -- infrastructure-as-a-service (IaaS) and platform-as-a-service (PaaS) -- have seen the vendor market share concentrate with longtime tech giant <a href=\"https://laohu8.com/S/IBM\">International Business Machines</a>. Let&#39;s take a closer look at how IBM is showing surprising strength in the cloud and what it could mean for investors.</p><p>IBM&#39;s place in the cloud</p><p>According to market research firm ITCandor, IBM made up about 15% of vendor revenue share in 2021. Though that still lags Amazon at 26%, it leads competitors such as Microsoft, <b>Alphabet</b>&#39;s Google Cloud, and <b>Alibaba</b>.</p><p><img src=\"https://static.tigerbbs.com/3a9b5135627cdd6d25b5ad0de9c2cd2d\" tg-width=\"700\" tg-height=\"520\" referrerpolicy=\"no-referrer\"/>Image source: Statista</p><p>Under Arvind Krishna, who took the CEO job two years ago, IBM has built on its acquisition of Red Hat and spun off the infrastructure services part of the company into a separate entity that now operates as <b><a href=\"https://laohu8.com/S/KD\">Kyndryl</a></b>.</p><p>These moves have helped IBM become much more of a cloud company focused especially on the hybrid cloud, a product that allows public and private clouds to communicate with <a href=\"https://laohu8.com/S/AONE.U\">one</a> another. Its hybrid cloud revenue grew 20% in 2021 and accounted for just over one-third of IBM&#39;s overall revenue. This emphasis has also made it the world&#39;s fifth-largest infrastructure cloud player, even when considering exclusively infrastructure-related revenue.</p><p><img src=\"https://static.tigerbbs.com/67446a2ac4fb46d5fcac8def51074306\" tg-width=\"700\" tg-height=\"700\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Image source: Statista</p><p>Don&#39;t forget the financials</p><p>The market may not fully appreciate IBM&#39;s cloud opportunity. After years of negligible revenue growth, revenue increased 7% in Q4, the quarter when the Kyndryl spinoff took place. Moreover, the company forecasts mid-single-digit growth going forward and $35 billion in free cash flow in the three-year period between 2022 and 2024. This should finance the dividend, which cost the company $5.9 billion in 2021.</p><p>This dividend pays shareholders $6.56 per share annually, a cash yield of 5% at current prices. Additionally, since it is a Dividend Aristocrat, IBM will likely choose to increase its dividend every year to hold on to that status, making it a safe bet regardless of market conditions.</p><p>IBM stock sells at a P/E ratio of about 21, which suggests it&#39;s trading at a discount to the market average and much lower than many tech stocks. This is likely due to the lackluster revenue and stock performance over the past decade. However, with revenue growth increasing and a significant growth obstacle removed, IBM&#39;s fortunes could experience a long-awaited turnaround.</p><p>Is cloud strength a reason to consider IBM?</p><p>Despite its substantial cloud revenue share, IBM has just begun to benefit from its image as a cloud company. It has gained increased recognition in the cloud industry and has long accounted for a considerable share of the vendor revenue in IaaS and PaaS. With a relatively low earnings multiple and a generous, rising dividend, IBM could become the cloud stock of choice for income and possibly growth-oriented investors.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>This Company Continues to Show Unexpected Strength in the Cloud</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThis Company Continues to Show Unexpected Strength in the Cloud\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-29 14:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/28/company-show-unexpected-strength-cloud/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSIBM lags only Amazon in IaaS and PaaS vendor market share.It has become the fifth-largest cloud infrastructure company.IBM stock offers a generous dividend and sports a relatively low ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/28/company-show-unexpected-strength-cloud/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4576":"AR","BK4573":"虚拟现实","BK4567":"ESG概念","BK4525":"远程办公概念","BK4097":"系统软件","BK4524":"宅经济概念","AMZN":"亚马逊","BK4561":"索罗斯持仓","BK4574":"无人驾驶","BK4535":"淡马锡持仓","BK4581":"高盛持仓","MSFT":"微软","BK4528":"SaaS概念","BK4507":"流媒体概念","BK4559":"巴菲特持仓","IBM":"IBM","BK4122":"互联网与直销零售","BK4554":"元宇宙及AR概念","BK4077":"互动媒体与服务","BK4575":"芯片概念","BK4579":"人工智能","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4548":"巴美列捷福持仓","BK4503":"景林资产持仓","BK4514":"搜索引擎","GOOGL":"谷歌A","BK4577":"网络游戏","BK4566":"资本集团","BK4134":"信息科技咨询与其它服务","BK4516":"特朗普概念","BK4550":"红杉资本持仓","BK4538":"云计算","GOOG":"谷歌","BK4553":"喜马拉雅资本持仓","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4551":"寇图资本持仓","BK4504":"桥水持仓","BK4532":"文艺复兴科技持仓"},"source_url":"https://www.fool.com/investing/2022/03/28/company-show-unexpected-strength-cloud/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2222978658","content_text":"KEY POINTSIBM lags only Amazon in IaaS and PaaS vendor market share.It has become the fifth-largest cloud infrastructure company.IBM stock offers a generous dividend and sports a relatively low valuation.Cloud computing remains a fragmented industry with multiple players. While much of the overall attention seems to focus on big players like Amazon Web Services and Microsoft's Azure, numerous other companies have built successful niches in this growing tech sector.For instance, two segments within the cloud sector -- infrastructure-as-a-service (IaaS) and platform-as-a-service (PaaS) -- have seen the vendor market share concentrate with longtime tech giant International Business Machines. Let's take a closer look at how IBM is showing surprising strength in the cloud and what it could mean for investors.IBM's place in the cloudAccording to market research firm ITCandor, IBM made up about 15% of vendor revenue share in 2021. Though that still lags Amazon at 26%, it leads competitors such as Microsoft, Alphabet's Google Cloud, and Alibaba.Image source: StatistaUnder Arvind Krishna, who took the CEO job two years ago, IBM has built on its acquisition of Red Hat and spun off the infrastructure services part of the company into a separate entity that now operates as Kyndryl.These moves have helped IBM become much more of a cloud company focused especially on the hybrid cloud, a product that allows public and private clouds to communicate with one another. Its hybrid cloud revenue grew 20% in 2021 and accounted for just over one-third of IBM's overall revenue. This emphasis has also made it the world's fifth-largest infrastructure cloud player, even when considering exclusively infrastructure-related revenue.Image source: StatistaDon't forget the financialsThe market may not fully appreciate IBM's cloud opportunity. After years of negligible revenue growth, revenue increased 7% in Q4, the quarter when the Kyndryl spinoff took place. Moreover, the company forecasts mid-single-digit growth going forward and $35 billion in free cash flow in the three-year period between 2022 and 2024. This should finance the dividend, which cost the company $5.9 billion in 2021.This dividend pays shareholders $6.56 per share annually, a cash yield of 5% at current prices. Additionally, since it is a Dividend Aristocrat, IBM will likely choose to increase its dividend every year to hold on to that status, making it a safe bet regardless of market conditions.IBM stock sells at a P/E ratio of about 21, which suggests it's trading at a discount to the market average and much lower than many tech stocks. This is likely due to the lackluster revenue and stock performance over the past decade. However, with revenue growth increasing and a significant growth obstacle removed, IBM's fortunes could experience a long-awaited turnaround.Is cloud strength a reason to consider IBM?Despite its substantial cloud revenue share, IBM has just begun to benefit from its image as a cloud company. It has gained increased recognition in the cloud industry and has long accounted for a considerable share of the vendor revenue in IaaS and PaaS. With a relatively low earnings multiple and a generous, rising dividend, IBM could become the cloud stock of choice for income and possibly growth-oriented investors.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9019102883,"gmtCreate":1648549403466,"gmtModify":1676534352662,"author":{"id":"4100833454173050","authorId":"4100833454173050","name":"DiAngel","avatar":"https://community-static.tradeup.com/news/f7c2ee91188421bf874cdbc97fb77886","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4100833454173050","authorIdStr":"4100833454173050"},"htmlText":"AWS is more well known to big corporate company&nbsp;","listText":"AWS is more well known to big corporate company&nbsp;","text":"AWS is more well known to big corporate company","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019102883","repostId":2222978658,"repostType":4,"repost":{"id":"2222978658","kind":"highlight","pubTimestamp":1648536453,"share":"https://ttm.financial/m/news/2222978658?lang=&edition=fundamental","pubTime":"2022-03-29 14:47","market":"us","language":"en","title":"This Company Continues to Show Unexpected Strength in the Cloud","url":"https://stock-news.laohu8.com/highlight/detail?id=2222978658","media":"Motley Fool","summary":"By one measure, IBM is already a major cloud player.","content":"<html><head></head><body><p>KEY POINTS</p><ul><li>IBM lags only Amazon in IaaS and PaaS vendor market share.</li><li>It has become the fifth-largest cloud infrastructure company.</li><li>IBM stock offers a generous dividend and sports a relatively low valuation.</li></ul><p>Cloud computing remains a fragmented industry with multiple players. While much of the overall attention seems to focus on big players like <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> Web Services and <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>&#39;s Azure, numerous other companies have built successful niches in this growing tech sector.</p><p>For instance, two segments within the cloud sector -- infrastructure-as-a-service (IaaS) and platform-as-a-service (PaaS) -- have seen the vendor market share concentrate with longtime tech giant <a href=\"https://laohu8.com/S/IBM\">International Business Machines</a>. Let&#39;s take a closer look at how IBM is showing surprising strength in the cloud and what it could mean for investors.</p><p>IBM&#39;s place in the cloud</p><p>According to market research firm ITCandor, IBM made up about 15% of vendor revenue share in 2021. Though that still lags Amazon at 26%, it leads competitors such as Microsoft, <b>Alphabet</b>&#39;s Google Cloud, and <b>Alibaba</b>.</p><p><img src=\"https://static.tigerbbs.com/3a9b5135627cdd6d25b5ad0de9c2cd2d\" tg-width=\"700\" tg-height=\"520\" referrerpolicy=\"no-referrer\"/>Image source: Statista</p><p>Under Arvind Krishna, who took the CEO job two years ago, IBM has built on its acquisition of Red Hat and spun off the infrastructure services part of the company into a separate entity that now operates as <b><a href=\"https://laohu8.com/S/KD\">Kyndryl</a></b>.</p><p>These moves have helped IBM become much more of a cloud company focused especially on the hybrid cloud, a product that allows public and private clouds to communicate with <a href=\"https://laohu8.com/S/AONE.U\">one</a> another. Its hybrid cloud revenue grew 20% in 2021 and accounted for just over one-third of IBM&#39;s overall revenue. This emphasis has also made it the world&#39;s fifth-largest infrastructure cloud player, even when considering exclusively infrastructure-related revenue.</p><p><img src=\"https://static.tigerbbs.com/67446a2ac4fb46d5fcac8def51074306\" tg-width=\"700\" tg-height=\"700\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Image source: Statista</p><p>Don&#39;t forget the financials</p><p>The market may not fully appreciate IBM&#39;s cloud opportunity. After years of negligible revenue growth, revenue increased 7% in Q4, the quarter when the Kyndryl spinoff took place. Moreover, the company forecasts mid-single-digit growth going forward and $35 billion in free cash flow in the three-year period between 2022 and 2024. This should finance the dividend, which cost the company $5.9 billion in 2021.</p><p>This dividend pays shareholders $6.56 per share annually, a cash yield of 5% at current prices. Additionally, since it is a Dividend Aristocrat, IBM will likely choose to increase its dividend every year to hold on to that status, making it a safe bet regardless of market conditions.</p><p>IBM stock sells at a P/E ratio of about 21, which suggests it&#39;s trading at a discount to the market average and much lower than many tech stocks. This is likely due to the lackluster revenue and stock performance over the past decade. However, with revenue growth increasing and a significant growth obstacle removed, IBM&#39;s fortunes could experience a long-awaited turnaround.</p><p>Is cloud strength a reason to consider IBM?</p><p>Despite its substantial cloud revenue share, IBM has just begun to benefit from its image as a cloud company. It has gained increased recognition in the cloud industry and has long accounted for a considerable share of the vendor revenue in IaaS and PaaS. With a relatively low earnings multiple and a generous, rising dividend, IBM could become the cloud stock of choice for income and possibly growth-oriented investors.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>This Company Continues to Show Unexpected Strength in the Cloud</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThis Company Continues to Show Unexpected Strength in the Cloud\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-29 14:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/28/company-show-unexpected-strength-cloud/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSIBM lags only Amazon in IaaS and PaaS vendor market share.It has become the fifth-largest cloud infrastructure company.IBM stock offers a generous dividend and sports a relatively low ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/28/company-show-unexpected-strength-cloud/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4576":"AR","BK4573":"虚拟现实","BK4567":"ESG概念","BK4525":"远程办公概念","BK4097":"系统软件","BK4524":"宅经济概念","AMZN":"亚马逊","BK4561":"索罗斯持仓","BK4574":"无人驾驶","BK4535":"淡马锡持仓","BK4581":"高盛持仓","MSFT":"微软","BK4528":"SaaS概念","BK4507":"流媒体概念","BK4559":"巴菲特持仓","IBM":"IBM","BK4122":"互联网与直销零售","BK4554":"元宇宙及AR概念","BK4077":"互动媒体与服务","BK4575":"芯片概念","BK4579":"人工智能","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4548":"巴美列捷福持仓","BK4503":"景林资产持仓","BK4514":"搜索引擎","GOOGL":"谷歌A","BK4577":"网络游戏","BK4566":"资本集团","BK4134":"信息科技咨询与其它服务","BK4516":"特朗普概念","BK4550":"红杉资本持仓","BK4538":"云计算","GOOG":"谷歌","BK4553":"喜马拉雅资本持仓","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4551":"寇图资本持仓","BK4504":"桥水持仓","BK4532":"文艺复兴科技持仓"},"source_url":"https://www.fool.com/investing/2022/03/28/company-show-unexpected-strength-cloud/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2222978658","content_text":"KEY POINTSIBM lags only Amazon in IaaS and PaaS vendor market share.It has become the fifth-largest cloud infrastructure company.IBM stock offers a generous dividend and sports a relatively low valuation.Cloud computing remains a fragmented industry with multiple players. While much of the overall attention seems to focus on big players like Amazon Web Services and Microsoft's Azure, numerous other companies have built successful niches in this growing tech sector.For instance, two segments within the cloud sector -- infrastructure-as-a-service (IaaS) and platform-as-a-service (PaaS) -- have seen the vendor market share concentrate with longtime tech giant International Business Machines. Let's take a closer look at how IBM is showing surprising strength in the cloud and what it could mean for investors.IBM's place in the cloudAccording to market research firm ITCandor, IBM made up about 15% of vendor revenue share in 2021. Though that still lags Amazon at 26%, it leads competitors such as Microsoft, Alphabet's Google Cloud, and Alibaba.Image source: StatistaUnder Arvind Krishna, who took the CEO job two years ago, IBM has built on its acquisition of Red Hat and spun off the infrastructure services part of the company into a separate entity that now operates as Kyndryl.These moves have helped IBM become much more of a cloud company focused especially on the hybrid cloud, a product that allows public and private clouds to communicate with one another. Its hybrid cloud revenue grew 20% in 2021 and accounted for just over one-third of IBM's overall revenue. This emphasis has also made it the world's fifth-largest infrastructure cloud player, even when considering exclusively infrastructure-related revenue.Image source: StatistaDon't forget the financialsThe market may not fully appreciate IBM's cloud opportunity. After years of negligible revenue growth, revenue increased 7% in Q4, the quarter when the Kyndryl spinoff took place. Moreover, the company forecasts mid-single-digit growth going forward and $35 billion in free cash flow in the three-year period between 2022 and 2024. This should finance the dividend, which cost the company $5.9 billion in 2021.This dividend pays shareholders $6.56 per share annually, a cash yield of 5% at current prices. Additionally, since it is a Dividend Aristocrat, IBM will likely choose to increase its dividend every year to hold on to that status, making it a safe bet regardless of market conditions.IBM stock sells at a P/E ratio of about 21, which suggests it's trading at a discount to the market average and much lower than many tech stocks. This is likely due to the lackluster revenue and stock performance over the past decade. However, with revenue growth increasing and a significant growth obstacle removed, IBM's fortunes could experience a long-awaited turnaround.Is cloud strength a reason to consider IBM?Despite its substantial cloud revenue share, IBM has just begun to benefit from its image as a cloud company. It has gained increased recognition in the cloud industry and has long accounted for a considerable share of the vendor revenue in IaaS and PaaS. With a relatively low earnings multiple and a generous, rising dividend, IBM could become the cloud stock of choice for income and possibly growth-oriented investors.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9019108906,"gmtCreate":1648548872020,"gmtModify":1676534352547,"author":{"id":"3572005079747641","authorId":"3572005079747641","name":"rogerl","avatar":"https://static.tigerbbs.com/70a75678cb06207361b08aa8e42a9ecd","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3572005079747641","authorIdStr":"3572005079747641"},"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019108906","repostId":2222978658,"repostType":4,"repost":{"id":"2222978658","kind":"highlight","pubTimestamp":1648536453,"share":"https://ttm.financial/m/news/2222978658?lang=&edition=fundamental","pubTime":"2022-03-29 14:47","market":"us","language":"en","title":"This Company Continues to Show Unexpected Strength in the Cloud","url":"https://stock-news.laohu8.com/highlight/detail?id=2222978658","media":"Motley Fool","summary":"By one measure, IBM is already a major cloud player.","content":"<html><head></head><body><p>KEY POINTS</p><ul><li>IBM lags only Amazon in IaaS and PaaS vendor market share.</li><li>It has become the fifth-largest cloud infrastructure company.</li><li>IBM stock offers a generous dividend and sports a relatively low valuation.</li></ul><p>Cloud computing remains a fragmented industry with multiple players. While much of the overall attention seems to focus on big players like <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> Web Services and <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>&#39;s Azure, numerous other companies have built successful niches in this growing tech sector.</p><p>For instance, two segments within the cloud sector -- infrastructure-as-a-service (IaaS) and platform-as-a-service (PaaS) -- have seen the vendor market share concentrate with longtime tech giant <a href=\"https://laohu8.com/S/IBM\">International Business Machines</a>. Let&#39;s take a closer look at how IBM is showing surprising strength in the cloud and what it could mean for investors.</p><p>IBM&#39;s place in the cloud</p><p>According to market research firm ITCandor, IBM made up about 15% of vendor revenue share in 2021. Though that still lags Amazon at 26%, it leads competitors such as Microsoft, <b>Alphabet</b>&#39;s Google Cloud, and <b>Alibaba</b>.</p><p><img src=\"https://static.tigerbbs.com/3a9b5135627cdd6d25b5ad0de9c2cd2d\" tg-width=\"700\" tg-height=\"520\" referrerpolicy=\"no-referrer\"/>Image source: Statista</p><p>Under Arvind Krishna, who took the CEO job two years ago, IBM has built on its acquisition of Red Hat and spun off the infrastructure services part of the company into a separate entity that now operates as <b><a href=\"https://laohu8.com/S/KD\">Kyndryl</a></b>.</p><p>These moves have helped IBM become much more of a cloud company focused especially on the hybrid cloud, a product that allows public and private clouds to communicate with <a href=\"https://laohu8.com/S/AONE.U\">one</a> another. Its hybrid cloud revenue grew 20% in 2021 and accounted for just over one-third of IBM&#39;s overall revenue. This emphasis has also made it the world&#39;s fifth-largest infrastructure cloud player, even when considering exclusively infrastructure-related revenue.</p><p><img src=\"https://static.tigerbbs.com/67446a2ac4fb46d5fcac8def51074306\" tg-width=\"700\" tg-height=\"700\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Image source: Statista</p><p>Don&#39;t forget the financials</p><p>The market may not fully appreciate IBM&#39;s cloud opportunity. After years of negligible revenue growth, revenue increased 7% in Q4, the quarter when the Kyndryl spinoff took place. Moreover, the company forecasts mid-single-digit growth going forward and $35 billion in free cash flow in the three-year period between 2022 and 2024. This should finance the dividend, which cost the company $5.9 billion in 2021.</p><p>This dividend pays shareholders $6.56 per share annually, a cash yield of 5% at current prices. Additionally, since it is a Dividend Aristocrat, IBM will likely choose to increase its dividend every year to hold on to that status, making it a safe bet regardless of market conditions.</p><p>IBM stock sells at a P/E ratio of about 21, which suggests it&#39;s trading at a discount to the market average and much lower than many tech stocks. This is likely due to the lackluster revenue and stock performance over the past decade. However, with revenue growth increasing and a significant growth obstacle removed, IBM&#39;s fortunes could experience a long-awaited turnaround.</p><p>Is cloud strength a reason to consider IBM?</p><p>Despite its substantial cloud revenue share, IBM has just begun to benefit from its image as a cloud company. It has gained increased recognition in the cloud industry and has long accounted for a considerable share of the vendor revenue in IaaS and PaaS. With a relatively low earnings multiple and a generous, rising dividend, IBM could become the cloud stock of choice for income and possibly growth-oriented investors.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>This Company Continues to Show Unexpected Strength in the Cloud</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThis Company Continues to Show Unexpected Strength in the Cloud\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-29 14:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/28/company-show-unexpected-strength-cloud/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSIBM lags only Amazon in IaaS and PaaS vendor market share.It has become the fifth-largest cloud infrastructure company.IBM stock offers a generous dividend and sports a relatively low ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/28/company-show-unexpected-strength-cloud/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4576":"AR","BK4573":"虚拟现实","BK4567":"ESG概念","BK4525":"远程办公概念","BK4097":"系统软件","BK4524":"宅经济概念","AMZN":"亚马逊","BK4561":"索罗斯持仓","BK4574":"无人驾驶","BK4535":"淡马锡持仓","BK4581":"高盛持仓","MSFT":"微软","BK4528":"SaaS概念","BK4507":"流媒体概念","BK4559":"巴菲特持仓","IBM":"IBM","BK4122":"互联网与直销零售","BK4554":"元宇宙及AR概念","BK4077":"互动媒体与服务","BK4575":"芯片概念","BK4579":"人工智能","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4548":"巴美列捷福持仓","BK4503":"景林资产持仓","BK4514":"搜索引擎","GOOGL":"谷歌A","BK4577":"网络游戏","BK4566":"资本集团","BK4134":"信息科技咨询与其它服务","BK4516":"特朗普概念","BK4550":"红杉资本持仓","BK4538":"云计算","GOOG":"谷歌","BK4553":"喜马拉雅资本持仓","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4551":"寇图资本持仓","BK4504":"桥水持仓","BK4532":"文艺复兴科技持仓"},"source_url":"https://www.fool.com/investing/2022/03/28/company-show-unexpected-strength-cloud/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2222978658","content_text":"KEY POINTSIBM lags only Amazon in IaaS and PaaS vendor market share.It has become the fifth-largest cloud infrastructure company.IBM stock offers a generous dividend and sports a relatively low valuation.Cloud computing remains a fragmented industry with multiple players. While much of the overall attention seems to focus on big players like Amazon Web Services and Microsoft's Azure, numerous other companies have built successful niches in this growing tech sector.For instance, two segments within the cloud sector -- infrastructure-as-a-service (IaaS) and platform-as-a-service (PaaS) -- have seen the vendor market share concentrate with longtime tech giant International Business Machines. Let's take a closer look at how IBM is showing surprising strength in the cloud and what it could mean for investors.IBM's place in the cloudAccording to market research firm ITCandor, IBM made up about 15% of vendor revenue share in 2021. Though that still lags Amazon at 26%, it leads competitors such as Microsoft, Alphabet's Google Cloud, and Alibaba.Image source: StatistaUnder Arvind Krishna, who took the CEO job two years ago, IBM has built on its acquisition of Red Hat and spun off the infrastructure services part of the company into a separate entity that now operates as Kyndryl.These moves have helped IBM become much more of a cloud company focused especially on the hybrid cloud, a product that allows public and private clouds to communicate with one another. Its hybrid cloud revenue grew 20% in 2021 and accounted for just over one-third of IBM's overall revenue. This emphasis has also made it the world's fifth-largest infrastructure cloud player, even when considering exclusively infrastructure-related revenue.Image source: StatistaDon't forget the financialsThe market may not fully appreciate IBM's cloud opportunity. After years of negligible revenue growth, revenue increased 7% in Q4, the quarter when the Kyndryl spinoff took place. Moreover, the company forecasts mid-single-digit growth going forward and $35 billion in free cash flow in the three-year period between 2022 and 2024. This should finance the dividend, which cost the company $5.9 billion in 2021.This dividend pays shareholders $6.56 per share annually, a cash yield of 5% at current prices. Additionally, since it is a Dividend Aristocrat, IBM will likely choose to increase its dividend every year to hold on to that status, making it a safe bet regardless of market conditions.IBM stock sells at a P/E ratio of about 21, which suggests it's trading at a discount to the market average and much lower than many tech stocks. This is likely due to the lackluster revenue and stock performance over the past decade. However, with revenue growth increasing and a significant growth obstacle removed, IBM's fortunes could experience a long-awaited turnaround.Is cloud strength a reason to consider IBM?Despite its substantial cloud revenue share, IBM has just begun to benefit from its image as a cloud company. It has gained increased recognition in the cloud industry and has long accounted for a considerable share of the vendor revenue in IaaS and PaaS. With a relatively low earnings multiple and a generous, rising dividend, IBM could become the cloud stock of choice for income and possibly growth-oriented investors.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9019101640,"gmtCreate":1648548463119,"gmtModify":1676534352545,"author":{"id":"3586406638423368","authorId":"3586406638423368","name":"MBE","avatar":"https://static.tigerbbs.com/819dcae50fc62e5a41b7d625052bd116","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3586406638423368","authorIdStr":"3586406638423368"},"htmlText":"Let's monitor its performance.","listText":"Let's monitor its performance.","text":"Let's monitor its performance.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019101640","repostId":2222978658,"repostType":4,"repost":{"id":"2222978658","kind":"highlight","pubTimestamp":1648536453,"share":"https://ttm.financial/m/news/2222978658?lang=&edition=fundamental","pubTime":"2022-03-29 14:47","market":"us","language":"en","title":"This Company Continues to Show Unexpected Strength in the Cloud","url":"https://stock-news.laohu8.com/highlight/detail?id=2222978658","media":"Motley Fool","summary":"By one measure, IBM is already a major cloud player.","content":"<html><head></head><body><p>KEY POINTS</p><ul><li>IBM lags only Amazon in IaaS and PaaS vendor market share.</li><li>It has become the fifth-largest cloud infrastructure company.</li><li>IBM stock offers a generous dividend and sports a relatively low valuation.</li></ul><p>Cloud computing remains a fragmented industry with multiple players. While much of the overall attention seems to focus on big players like <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> Web Services and <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>&#39;s Azure, numerous other companies have built successful niches in this growing tech sector.</p><p>For instance, two segments within the cloud sector -- infrastructure-as-a-service (IaaS) and platform-as-a-service (PaaS) -- have seen the vendor market share concentrate with longtime tech giant <a href=\"https://laohu8.com/S/IBM\">International Business Machines</a>. Let&#39;s take a closer look at how IBM is showing surprising strength in the cloud and what it could mean for investors.</p><p>IBM&#39;s place in the cloud</p><p>According to market research firm ITCandor, IBM made up about 15% of vendor revenue share in 2021. Though that still lags Amazon at 26%, it leads competitors such as Microsoft, <b>Alphabet</b>&#39;s Google Cloud, and <b>Alibaba</b>.</p><p><img src=\"https://static.tigerbbs.com/3a9b5135627cdd6d25b5ad0de9c2cd2d\" tg-width=\"700\" tg-height=\"520\" referrerpolicy=\"no-referrer\"/>Image source: Statista</p><p>Under Arvind Krishna, who took the CEO job two years ago, IBM has built on its acquisition of Red Hat and spun off the infrastructure services part of the company into a separate entity that now operates as <b><a href=\"https://laohu8.com/S/KD\">Kyndryl</a></b>.</p><p>These moves have helped IBM become much more of a cloud company focused especially on the hybrid cloud, a product that allows public and private clouds to communicate with <a href=\"https://laohu8.com/S/AONE.U\">one</a> another. Its hybrid cloud revenue grew 20% in 2021 and accounted for just over one-third of IBM&#39;s overall revenue. This emphasis has also made it the world&#39;s fifth-largest infrastructure cloud player, even when considering exclusively infrastructure-related revenue.</p><p><img src=\"https://static.tigerbbs.com/67446a2ac4fb46d5fcac8def51074306\" tg-width=\"700\" tg-height=\"700\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Image source: Statista</p><p>Don&#39;t forget the financials</p><p>The market may not fully appreciate IBM&#39;s cloud opportunity. After years of negligible revenue growth, revenue increased 7% in Q4, the quarter when the Kyndryl spinoff took place. Moreover, the company forecasts mid-single-digit growth going forward and $35 billion in free cash flow in the three-year period between 2022 and 2024. This should finance the dividend, which cost the company $5.9 billion in 2021.</p><p>This dividend pays shareholders $6.56 per share annually, a cash yield of 5% at current prices. Additionally, since it is a Dividend Aristocrat, IBM will likely choose to increase its dividend every year to hold on to that status, making it a safe bet regardless of market conditions.</p><p>IBM stock sells at a P/E ratio of about 21, which suggests it&#39;s trading at a discount to the market average and much lower than many tech stocks. This is likely due to the lackluster revenue and stock performance over the past decade. However, with revenue growth increasing and a significant growth obstacle removed, IBM&#39;s fortunes could experience a long-awaited turnaround.</p><p>Is cloud strength a reason to consider IBM?</p><p>Despite its substantial cloud revenue share, IBM has just begun to benefit from its image as a cloud company. It has gained increased recognition in the cloud industry and has long accounted for a considerable share of the vendor revenue in IaaS and PaaS. With a relatively low earnings multiple and a generous, rising dividend, IBM could become the cloud stock of choice for income and possibly growth-oriented investors.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>This Company Continues to Show Unexpected Strength in the Cloud</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThis Company Continues to Show Unexpected Strength in the Cloud\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-29 14:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/28/company-show-unexpected-strength-cloud/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSIBM lags only Amazon in IaaS and PaaS vendor market share.It has become the fifth-largest cloud infrastructure company.IBM stock offers a generous dividend and sports a relatively low ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/28/company-show-unexpected-strength-cloud/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4576":"AR","BK4573":"虚拟现实","BK4567":"ESG概念","BK4525":"远程办公概念","BK4097":"系统软件","BK4524":"宅经济概念","AMZN":"亚马逊","BK4561":"索罗斯持仓","BK4574":"无人驾驶","BK4535":"淡马锡持仓","BK4581":"高盛持仓","MSFT":"微软","BK4528":"SaaS概念","BK4507":"流媒体概念","BK4559":"巴菲特持仓","IBM":"IBM","BK4122":"互联网与直销零售","BK4554":"元宇宙及AR概念","BK4077":"互动媒体与服务","BK4575":"芯片概念","BK4579":"人工智能","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4548":"巴美列捷福持仓","BK4503":"景林资产持仓","BK4514":"搜索引擎","GOOGL":"谷歌A","BK4577":"网络游戏","BK4566":"资本集团","BK4134":"信息科技咨询与其它服务","BK4516":"特朗普概念","BK4550":"红杉资本持仓","BK4538":"云计算","GOOG":"谷歌","BK4553":"喜马拉雅资本持仓","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4551":"寇图资本持仓","BK4504":"桥水持仓","BK4532":"文艺复兴科技持仓"},"source_url":"https://www.fool.com/investing/2022/03/28/company-show-unexpected-strength-cloud/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2222978658","content_text":"KEY POINTSIBM lags only Amazon in IaaS and PaaS vendor market share.It has become the fifth-largest cloud infrastructure company.IBM stock offers a generous dividend and sports a relatively low valuation.Cloud computing remains a fragmented industry with multiple players. While much of the overall attention seems to focus on big players like Amazon Web Services and Microsoft's Azure, numerous other companies have built successful niches in this growing tech sector.For instance, two segments within the cloud sector -- infrastructure-as-a-service (IaaS) and platform-as-a-service (PaaS) -- have seen the vendor market share concentrate with longtime tech giant International Business Machines. Let's take a closer look at how IBM is showing surprising strength in the cloud and what it could mean for investors.IBM's place in the cloudAccording to market research firm ITCandor, IBM made up about 15% of vendor revenue share in 2021. Though that still lags Amazon at 26%, it leads competitors such as Microsoft, Alphabet's Google Cloud, and Alibaba.Image source: StatistaUnder Arvind Krishna, who took the CEO job two years ago, IBM has built on its acquisition of Red Hat and spun off the infrastructure services part of the company into a separate entity that now operates as Kyndryl.These moves have helped IBM become much more of a cloud company focused especially on the hybrid cloud, a product that allows public and private clouds to communicate with one another. Its hybrid cloud revenue grew 20% in 2021 and accounted for just over one-third of IBM's overall revenue. This emphasis has also made it the world's fifth-largest infrastructure cloud player, even when considering exclusively infrastructure-related revenue.Image source: StatistaDon't forget the financialsThe market may not fully appreciate IBM's cloud opportunity. After years of negligible revenue growth, revenue increased 7% in Q4, the quarter when the Kyndryl spinoff took place. Moreover, the company forecasts mid-single-digit growth going forward and $35 billion in free cash flow in the three-year period between 2022 and 2024. This should finance the dividend, which cost the company $5.9 billion in 2021.This dividend pays shareholders $6.56 per share annually, a cash yield of 5% at current prices. Additionally, since it is a Dividend Aristocrat, IBM will likely choose to increase its dividend every year to hold on to that status, making it a safe bet regardless of market conditions.IBM stock sells at a P/E ratio of about 21, which suggests it's trading at a discount to the market average and much lower than many tech stocks. This is likely due to the lackluster revenue and stock performance over the past decade. However, with revenue growth increasing and a significant growth obstacle removed, IBM's fortunes could experience a long-awaited turnaround.Is cloud strength a reason to consider IBM?Despite its substantial cloud revenue share, IBM has just begun to benefit from its image as a cloud company. It has gained increased recognition in the cloud industry and has long accounted for a considerable share of the vendor revenue in IaaS and PaaS. With a relatively low earnings multiple and a generous, rising dividend, IBM could become the cloud stock of choice for income and possibly growth-oriented investors.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9019345541,"gmtCreate":1648543503068,"gmtModify":1676534352129,"author":{"id":"3586216759277485","authorId":"3586216759277485","name":"RT_SG","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3586216759277485","authorIdStr":"3586216759277485"},"htmlText":"Am surprised that are no 2.","listText":"Am surprised that are no 2.","text":"Am surprised that are no 2.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019345541","repostId":2222978658,"repostType":4,"repost":{"id":"2222978658","kind":"highlight","pubTimestamp":1648536453,"share":"https://ttm.financial/m/news/2222978658?lang=&edition=fundamental","pubTime":"2022-03-29 14:47","market":"us","language":"en","title":"This Company Continues to Show Unexpected Strength in the Cloud","url":"https://stock-news.laohu8.com/highlight/detail?id=2222978658","media":"Motley Fool","summary":"By one measure, IBM is already a major cloud player.","content":"<html><head></head><body><p>KEY POINTS</p><ul><li>IBM lags only Amazon in IaaS and PaaS vendor market share.</li><li>It has become the fifth-largest cloud infrastructure company.</li><li>IBM stock offers a generous dividend and sports a relatively low valuation.</li></ul><p>Cloud computing remains a fragmented industry with multiple players. While much of the overall attention seems to focus on big players like <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> Web Services and <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>&#39;s Azure, numerous other companies have built successful niches in this growing tech sector.</p><p>For instance, two segments within the cloud sector -- infrastructure-as-a-service (IaaS) and platform-as-a-service (PaaS) -- have seen the vendor market share concentrate with longtime tech giant <a href=\"https://laohu8.com/S/IBM\">International Business Machines</a>. Let&#39;s take a closer look at how IBM is showing surprising strength in the cloud and what it could mean for investors.</p><p>IBM&#39;s place in the cloud</p><p>According to market research firm ITCandor, IBM made up about 15% of vendor revenue share in 2021. Though that still lags Amazon at 26%, it leads competitors such as Microsoft, <b>Alphabet</b>&#39;s Google Cloud, and <b>Alibaba</b>.</p><p><img src=\"https://static.tigerbbs.com/3a9b5135627cdd6d25b5ad0de9c2cd2d\" tg-width=\"700\" tg-height=\"520\" referrerpolicy=\"no-referrer\"/>Image source: Statista</p><p>Under Arvind Krishna, who took the CEO job two years ago, IBM has built on its acquisition of Red Hat and spun off the infrastructure services part of the company into a separate entity that now operates as <b><a href=\"https://laohu8.com/S/KD\">Kyndryl</a></b>.</p><p>These moves have helped IBM become much more of a cloud company focused especially on the hybrid cloud, a product that allows public and private clouds to communicate with <a href=\"https://laohu8.com/S/AONE.U\">one</a> another. Its hybrid cloud revenue grew 20% in 2021 and accounted for just over one-third of IBM&#39;s overall revenue. This emphasis has also made it the world&#39;s fifth-largest infrastructure cloud player, even when considering exclusively infrastructure-related revenue.</p><p><img src=\"https://static.tigerbbs.com/67446a2ac4fb46d5fcac8def51074306\" tg-width=\"700\" tg-height=\"700\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Image source: Statista</p><p>Don&#39;t forget the financials</p><p>The market may not fully appreciate IBM&#39;s cloud opportunity. After years of negligible revenue growth, revenue increased 7% in Q4, the quarter when the Kyndryl spinoff took place. Moreover, the company forecasts mid-single-digit growth going forward and $35 billion in free cash flow in the three-year period between 2022 and 2024. This should finance the dividend, which cost the company $5.9 billion in 2021.</p><p>This dividend pays shareholders $6.56 per share annually, a cash yield of 5% at current prices. Additionally, since it is a Dividend Aristocrat, IBM will likely choose to increase its dividend every year to hold on to that status, making it a safe bet regardless of market conditions.</p><p>IBM stock sells at a P/E ratio of about 21, which suggests it&#39;s trading at a discount to the market average and much lower than many tech stocks. This is likely due to the lackluster revenue and stock performance over the past decade. However, with revenue growth increasing and a significant growth obstacle removed, IBM&#39;s fortunes could experience a long-awaited turnaround.</p><p>Is cloud strength a reason to consider IBM?</p><p>Despite its substantial cloud revenue share, IBM has just begun to benefit from its image as a cloud company. It has gained increased recognition in the cloud industry and has long accounted for a considerable share of the vendor revenue in IaaS and PaaS. With a relatively low earnings multiple and a generous, rising dividend, IBM could become the cloud stock of choice for income and possibly growth-oriented investors.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>This Company Continues to Show Unexpected Strength in the Cloud</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThis Company Continues to Show Unexpected Strength in the Cloud\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-29 14:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/28/company-show-unexpected-strength-cloud/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSIBM lags only Amazon in IaaS and PaaS vendor market share.It has become the fifth-largest cloud infrastructure company.IBM stock offers a generous dividend and sports a relatively low ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/28/company-show-unexpected-strength-cloud/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4576":"AR","BK4573":"虚拟现实","BK4567":"ESG概念","BK4525":"远程办公概念","BK4097":"系统软件","BK4524":"宅经济概念","AMZN":"亚马逊","BK4561":"索罗斯持仓","BK4574":"无人驾驶","BK4535":"淡马锡持仓","BK4581":"高盛持仓","MSFT":"微软","BK4528":"SaaS概念","BK4507":"流媒体概念","BK4559":"巴菲特持仓","IBM":"IBM","BK4122":"互联网与直销零售","BK4554":"元宇宙及AR概念","BK4077":"互动媒体与服务","BK4575":"芯片概念","BK4579":"人工智能","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4548":"巴美列捷福持仓","BK4503":"景林资产持仓","BK4514":"搜索引擎","GOOGL":"谷歌A","BK4577":"网络游戏","BK4566":"资本集团","BK4134":"信息科技咨询与其它服务","BK4516":"特朗普概念","BK4550":"红杉资本持仓","BK4538":"云计算","GOOG":"谷歌","BK4553":"喜马拉雅资本持仓","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4551":"寇图资本持仓","BK4504":"桥水持仓","BK4532":"文艺复兴科技持仓"},"source_url":"https://www.fool.com/investing/2022/03/28/company-show-unexpected-strength-cloud/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2222978658","content_text":"KEY POINTSIBM lags only Amazon in IaaS and PaaS vendor market share.It has become the fifth-largest cloud infrastructure company.IBM stock offers a generous dividend and sports a relatively low valuation.Cloud computing remains a fragmented industry with multiple players. While much of the overall attention seems to focus on big players like Amazon Web Services and Microsoft's Azure, numerous other companies have built successful niches in this growing tech sector.For instance, two segments within the cloud sector -- infrastructure-as-a-service (IaaS) and platform-as-a-service (PaaS) -- have seen the vendor market share concentrate with longtime tech giant International Business Machines. Let's take a closer look at how IBM is showing surprising strength in the cloud and what it could mean for investors.IBM's place in the cloudAccording to market research firm ITCandor, IBM made up about 15% of vendor revenue share in 2021. Though that still lags Amazon at 26%, it leads competitors such as Microsoft, Alphabet's Google Cloud, and Alibaba.Image source: StatistaUnder Arvind Krishna, who took the CEO job two years ago, IBM has built on its acquisition of Red Hat and spun off the infrastructure services part of the company into a separate entity that now operates as Kyndryl.These moves have helped IBM become much more of a cloud company focused especially on the hybrid cloud, a product that allows public and private clouds to communicate with one another. Its hybrid cloud revenue grew 20% in 2021 and accounted for just over one-third of IBM's overall revenue. This emphasis has also made it the world's fifth-largest infrastructure cloud player, even when considering exclusively infrastructure-related revenue.Image source: StatistaDon't forget the financialsThe market may not fully appreciate IBM's cloud opportunity. After years of negligible revenue growth, revenue increased 7% in Q4, the quarter when the Kyndryl spinoff took place. Moreover, the company forecasts mid-single-digit growth going forward and $35 billion in free cash flow in the three-year period between 2022 and 2024. This should finance the dividend, which cost the company $5.9 billion in 2021.This dividend pays shareholders $6.56 per share annually, a cash yield of 5% at current prices. Additionally, since it is a Dividend Aristocrat, IBM will likely choose to increase its dividend every year to hold on to that status, making it a safe bet regardless of market conditions.IBM stock sells at a P/E ratio of about 21, which suggests it's trading at a discount to the market average and much lower than many tech stocks. This is likely due to the lackluster revenue and stock performance over the past decade. However, with revenue growth increasing and a significant growth obstacle removed, IBM's fortunes could experience a long-awaited turnaround.Is cloud strength a reason to consider IBM?Despite its substantial cloud revenue share, IBM has just begun to benefit from its image as a cloud company. It has gained increased recognition in the cloud industry and has long accounted for a considerable share of the vendor revenue in IaaS and PaaS. With a relatively low earnings multiple and a generous, rising dividend, IBM could become the cloud stock of choice for income and possibly growth-oriented investors.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9019349734,"gmtCreate":1648541990432,"gmtModify":1676534352006,"author":{"id":"4087771643270940","authorId":"4087771643270940","name":"seojun","avatar":"https://static.tigerbbs.com/3bd9ce06b0a58d0a81582641f6566970","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"4087771643270940","authorIdStr":"4087771643270940"},"htmlText":"Nice!!!","listText":"Nice!!!","text":"Nice!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019349734","repostId":2222978658,"repostType":4,"repost":{"id":"2222978658","kind":"highlight","pubTimestamp":1648536453,"share":"https://ttm.financial/m/news/2222978658?lang=&edition=fundamental","pubTime":"2022-03-29 14:47","market":"us","language":"en","title":"This Company Continues to Show Unexpected Strength in the Cloud","url":"https://stock-news.laohu8.com/highlight/detail?id=2222978658","media":"Motley Fool","summary":"By one measure, IBM is already a major cloud player.","content":"<html><head></head><body><p>KEY POINTS</p><ul><li>IBM lags only Amazon in IaaS and PaaS vendor market share.</li><li>It has become the fifth-largest cloud infrastructure company.</li><li>IBM stock offers a generous dividend and sports a relatively low valuation.</li></ul><p>Cloud computing remains a fragmented industry with multiple players. While much of the overall attention seems to focus on big players like <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> Web Services and <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>&#39;s Azure, numerous other companies have built successful niches in this growing tech sector.</p><p>For instance, two segments within the cloud sector -- infrastructure-as-a-service (IaaS) and platform-as-a-service (PaaS) -- have seen the vendor market share concentrate with longtime tech giant <a href=\"https://laohu8.com/S/IBM\">International Business Machines</a>. Let&#39;s take a closer look at how IBM is showing surprising strength in the cloud and what it could mean for investors.</p><p>IBM&#39;s place in the cloud</p><p>According to market research firm ITCandor, IBM made up about 15% of vendor revenue share in 2021. Though that still lags Amazon at 26%, it leads competitors such as Microsoft, <b>Alphabet</b>&#39;s Google Cloud, and <b>Alibaba</b>.</p><p><img src=\"https://static.tigerbbs.com/3a9b5135627cdd6d25b5ad0de9c2cd2d\" tg-width=\"700\" tg-height=\"520\" referrerpolicy=\"no-referrer\"/>Image source: Statista</p><p>Under Arvind Krishna, who took the CEO job two years ago, IBM has built on its acquisition of Red Hat and spun off the infrastructure services part of the company into a separate entity that now operates as <b><a href=\"https://laohu8.com/S/KD\">Kyndryl</a></b>.</p><p>These moves have helped IBM become much more of a cloud company focused especially on the hybrid cloud, a product that allows public and private clouds to communicate with <a href=\"https://laohu8.com/S/AONE.U\">one</a> another. Its hybrid cloud revenue grew 20% in 2021 and accounted for just over one-third of IBM&#39;s overall revenue. This emphasis has also made it the world&#39;s fifth-largest infrastructure cloud player, even when considering exclusively infrastructure-related revenue.</p><p><img src=\"https://static.tigerbbs.com/67446a2ac4fb46d5fcac8def51074306\" tg-width=\"700\" tg-height=\"700\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Image source: Statista</p><p>Don&#39;t forget the financials</p><p>The market may not fully appreciate IBM&#39;s cloud opportunity. After years of negligible revenue growth, revenue increased 7% in Q4, the quarter when the Kyndryl spinoff took place. Moreover, the company forecasts mid-single-digit growth going forward and $35 billion in free cash flow in the three-year period between 2022 and 2024. This should finance the dividend, which cost the company $5.9 billion in 2021.</p><p>This dividend pays shareholders $6.56 per share annually, a cash yield of 5% at current prices. Additionally, since it is a Dividend Aristocrat, IBM will likely choose to increase its dividend every year to hold on to that status, making it a safe bet regardless of market conditions.</p><p>IBM stock sells at a P/E ratio of about 21, which suggests it&#39;s trading at a discount to the market average and much lower than many tech stocks. This is likely due to the lackluster revenue and stock performance over the past decade. However, with revenue growth increasing and a significant growth obstacle removed, IBM&#39;s fortunes could experience a long-awaited turnaround.</p><p>Is cloud strength a reason to consider IBM?</p><p>Despite its substantial cloud revenue share, IBM has just begun to benefit from its image as a cloud company. It has gained increased recognition in the cloud industry and has long accounted for a considerable share of the vendor revenue in IaaS and PaaS. With a relatively low earnings multiple and a generous, rising dividend, IBM could become the cloud stock of choice for income and possibly growth-oriented investors.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>This Company Continues to Show Unexpected Strength in the Cloud</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThis Company Continues to Show Unexpected Strength in the Cloud\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-29 14:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/28/company-show-unexpected-strength-cloud/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSIBM lags only Amazon in IaaS and PaaS vendor market share.It has become the fifth-largest cloud infrastructure company.IBM stock offers a generous dividend and sports a relatively low ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/28/company-show-unexpected-strength-cloud/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4576":"AR","BK4573":"虚拟现实","BK4567":"ESG概念","BK4525":"远程办公概念","BK4097":"系统软件","BK4524":"宅经济概念","AMZN":"亚马逊","BK4561":"索罗斯持仓","BK4574":"无人驾驶","BK4535":"淡马锡持仓","BK4581":"高盛持仓","MSFT":"微软","BK4528":"SaaS概念","BK4507":"流媒体概念","BK4559":"巴菲特持仓","IBM":"IBM","BK4122":"互联网与直销零售","BK4554":"元宇宙及AR概念","BK4077":"互动媒体与服务","BK4575":"芯片概念","BK4579":"人工智能","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4548":"巴美列捷福持仓","BK4503":"景林资产持仓","BK4514":"搜索引擎","GOOGL":"谷歌A","BK4577":"网络游戏","BK4566":"资本集团","BK4134":"信息科技咨询与其它服务","BK4516":"特朗普概念","BK4550":"红杉资本持仓","BK4538":"云计算","GOOG":"谷歌","BK4553":"喜马拉雅资本持仓","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4551":"寇图资本持仓","BK4504":"桥水持仓","BK4532":"文艺复兴科技持仓"},"source_url":"https://www.fool.com/investing/2022/03/28/company-show-unexpected-strength-cloud/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2222978658","content_text":"KEY POINTSIBM lags only Amazon in IaaS and PaaS vendor market share.It has become the fifth-largest cloud infrastructure company.IBM stock offers a generous dividend and sports a relatively low valuation.Cloud computing remains a fragmented industry with multiple players. While much of the overall attention seems to focus on big players like Amazon Web Services and Microsoft's Azure, numerous other companies have built successful niches in this growing tech sector.For instance, two segments within the cloud sector -- infrastructure-as-a-service (IaaS) and platform-as-a-service (PaaS) -- have seen the vendor market share concentrate with longtime tech giant International Business Machines. Let's take a closer look at how IBM is showing surprising strength in the cloud and what it could mean for investors.IBM's place in the cloudAccording to market research firm ITCandor, IBM made up about 15% of vendor revenue share in 2021. Though that still lags Amazon at 26%, it leads competitors such as Microsoft, Alphabet's Google Cloud, and Alibaba.Image source: StatistaUnder Arvind Krishna, who took the CEO job two years ago, IBM has built on its acquisition of Red Hat and spun off the infrastructure services part of the company into a separate entity that now operates as Kyndryl.These moves have helped IBM become much more of a cloud company focused especially on the hybrid cloud, a product that allows public and private clouds to communicate with one another. Its hybrid cloud revenue grew 20% in 2021 and accounted for just over one-third of IBM's overall revenue. This emphasis has also made it the world's fifth-largest infrastructure cloud player, even when considering exclusively infrastructure-related revenue.Image source: StatistaDon't forget the financialsThe market may not fully appreciate IBM's cloud opportunity. After years of negligible revenue growth, revenue increased 7% in Q4, the quarter when the Kyndryl spinoff took place. Moreover, the company forecasts mid-single-digit growth going forward and $35 billion in free cash flow in the three-year period between 2022 and 2024. This should finance the dividend, which cost the company $5.9 billion in 2021.This dividend pays shareholders $6.56 per share annually, a cash yield of 5% at current prices. Additionally, since it is a Dividend Aristocrat, IBM will likely choose to increase its dividend every year to hold on to that status, making it a safe bet regardless of market conditions.IBM stock sells at a P/E ratio of about 21, which suggests it's trading at a discount to the market average and much lower than many tech stocks. This is likely due to the lackluster revenue and stock performance over the past decade. However, with revenue growth increasing and a significant growth obstacle removed, IBM's fortunes could experience a long-awaited turnaround.Is cloud strength a reason to consider IBM?Despite its substantial cloud revenue share, IBM has just begun to benefit from its image as a cloud company. It has gained increased recognition in the cloud industry and has long accounted for a considerable share of the vendor revenue in IaaS and PaaS. With a relatively low earnings multiple and a generous, rising dividend, IBM could become the cloud stock of choice for income and possibly growth-oriented investors.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9019358140,"gmtCreate":1648539776297,"gmtModify":1676534351656,"author":{"id":"3575091428590185","authorId":"3575091428590185","name":"HENRYCSC","avatar":"https://static.tigerbbs.com/6d47a6dec25b21dc547a5b982674c499","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3575091428590185","authorIdStr":"3575091428590185"},"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019358140","repostId":2222978658,"repostType":4,"repost":{"id":"2222978658","kind":"highlight","pubTimestamp":1648536453,"share":"https://ttm.financial/m/news/2222978658?lang=&edition=fundamental","pubTime":"2022-03-29 14:47","market":"us","language":"en","title":"This Company Continues to Show Unexpected Strength in the Cloud","url":"https://stock-news.laohu8.com/highlight/detail?id=2222978658","media":"Motley Fool","summary":"By one measure, IBM is already a major cloud player.","content":"<html><head></head><body><p>KEY POINTS</p><ul><li>IBM lags only Amazon in IaaS and PaaS vendor market share.</li><li>It has become the fifth-largest cloud infrastructure company.</li><li>IBM stock offers a generous dividend and sports a relatively low valuation.</li></ul><p>Cloud computing remains a fragmented industry with multiple players. While much of the overall attention seems to focus on big players like <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> Web Services and <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>&#39;s Azure, numerous other companies have built successful niches in this growing tech sector.</p><p>For instance, two segments within the cloud sector -- infrastructure-as-a-service (IaaS) and platform-as-a-service (PaaS) -- have seen the vendor market share concentrate with longtime tech giant <a href=\"https://laohu8.com/S/IBM\">International Business Machines</a>. Let&#39;s take a closer look at how IBM is showing surprising strength in the cloud and what it could mean for investors.</p><p>IBM&#39;s place in the cloud</p><p>According to market research firm ITCandor, IBM made up about 15% of vendor revenue share in 2021. Though that still lags Amazon at 26%, it leads competitors such as Microsoft, <b>Alphabet</b>&#39;s Google Cloud, and <b>Alibaba</b>.</p><p><img src=\"https://static.tigerbbs.com/3a9b5135627cdd6d25b5ad0de9c2cd2d\" tg-width=\"700\" tg-height=\"520\" referrerpolicy=\"no-referrer\"/>Image source: Statista</p><p>Under Arvind Krishna, who took the CEO job two years ago, IBM has built on its acquisition of Red Hat and spun off the infrastructure services part of the company into a separate entity that now operates as <b><a href=\"https://laohu8.com/S/KD\">Kyndryl</a></b>.</p><p>These moves have helped IBM become much more of a cloud company focused especially on the hybrid cloud, a product that allows public and private clouds to communicate with <a href=\"https://laohu8.com/S/AONE.U\">one</a> another. Its hybrid cloud revenue grew 20% in 2021 and accounted for just over one-third of IBM&#39;s overall revenue. This emphasis has also made it the world&#39;s fifth-largest infrastructure cloud player, even when considering exclusively infrastructure-related revenue.</p><p><img src=\"https://static.tigerbbs.com/67446a2ac4fb46d5fcac8def51074306\" tg-width=\"700\" tg-height=\"700\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Image source: Statista</p><p>Don&#39;t forget the financials</p><p>The market may not fully appreciate IBM&#39;s cloud opportunity. After years of negligible revenue growth, revenue increased 7% in Q4, the quarter when the Kyndryl spinoff took place. Moreover, the company forecasts mid-single-digit growth going forward and $35 billion in free cash flow in the three-year period between 2022 and 2024. This should finance the dividend, which cost the company $5.9 billion in 2021.</p><p>This dividend pays shareholders $6.56 per share annually, a cash yield of 5% at current prices. Additionally, since it is a Dividend Aristocrat, IBM will likely choose to increase its dividend every year to hold on to that status, making it a safe bet regardless of market conditions.</p><p>IBM stock sells at a P/E ratio of about 21, which suggests it&#39;s trading at a discount to the market average and much lower than many tech stocks. This is likely due to the lackluster revenue and stock performance over the past decade. However, with revenue growth increasing and a significant growth obstacle removed, IBM&#39;s fortunes could experience a long-awaited turnaround.</p><p>Is cloud strength a reason to consider IBM?</p><p>Despite its substantial cloud revenue share, IBM has just begun to benefit from its image as a cloud company. It has gained increased recognition in the cloud industry and has long accounted for a considerable share of the vendor revenue in IaaS and PaaS. With a relatively low earnings multiple and a generous, rising dividend, IBM could become the cloud stock of choice for income and possibly growth-oriented investors.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>This Company Continues to Show Unexpected Strength in the Cloud</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThis Company Continues to Show Unexpected Strength in the Cloud\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-29 14:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/28/company-show-unexpected-strength-cloud/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSIBM lags only Amazon in IaaS and PaaS vendor market share.It has become the fifth-largest cloud infrastructure company.IBM stock offers a generous dividend and sports a relatively low ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/28/company-show-unexpected-strength-cloud/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4576":"AR","BK4573":"虚拟现实","BK4567":"ESG概念","BK4525":"远程办公概念","BK4097":"系统软件","BK4524":"宅经济概念","AMZN":"亚马逊","BK4561":"索罗斯持仓","BK4574":"无人驾驶","BK4535":"淡马锡持仓","BK4581":"高盛持仓","MSFT":"微软","BK4528":"SaaS概念","BK4507":"流媒体概念","BK4559":"巴菲特持仓","IBM":"IBM","BK4122":"互联网与直销零售","BK4554":"元宇宙及AR概念","BK4077":"互动媒体与服务","BK4575":"芯片概念","BK4579":"人工智能","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4548":"巴美列捷福持仓","BK4503":"景林资产持仓","BK4514":"搜索引擎","GOOGL":"谷歌A","BK4577":"网络游戏","BK4566":"资本集团","BK4134":"信息科技咨询与其它服务","BK4516":"特朗普概念","BK4550":"红杉资本持仓","BK4538":"云计算","GOOG":"谷歌","BK4553":"喜马拉雅资本持仓","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4551":"寇图资本持仓","BK4504":"桥水持仓","BK4532":"文艺复兴科技持仓"},"source_url":"https://www.fool.com/investing/2022/03/28/company-show-unexpected-strength-cloud/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2222978658","content_text":"KEY POINTSIBM lags only Amazon in IaaS and PaaS vendor market share.It has become the fifth-largest cloud infrastructure company.IBM stock offers a generous dividend and sports a relatively low valuation.Cloud computing remains a fragmented industry with multiple players. While much of the overall attention seems to focus on big players like Amazon Web Services and Microsoft's Azure, numerous other companies have built successful niches in this growing tech sector.For instance, two segments within the cloud sector -- infrastructure-as-a-service (IaaS) and platform-as-a-service (PaaS) -- have seen the vendor market share concentrate with longtime tech giant International Business Machines. Let's take a closer look at how IBM is showing surprising strength in the cloud and what it could mean for investors.IBM's place in the cloudAccording to market research firm ITCandor, IBM made up about 15% of vendor revenue share in 2021. Though that still lags Amazon at 26%, it leads competitors such as Microsoft, Alphabet's Google Cloud, and Alibaba.Image source: StatistaUnder Arvind Krishna, who took the CEO job two years ago, IBM has built on its acquisition of Red Hat and spun off the infrastructure services part of the company into a separate entity that now operates as Kyndryl.These moves have helped IBM become much more of a cloud company focused especially on the hybrid cloud, a product that allows public and private clouds to communicate with one another. Its hybrid cloud revenue grew 20% in 2021 and accounted for just over one-third of IBM's overall revenue. This emphasis has also made it the world's fifth-largest infrastructure cloud player, even when considering exclusively infrastructure-related revenue.Image source: StatistaDon't forget the financialsThe market may not fully appreciate IBM's cloud opportunity. After years of negligible revenue growth, revenue increased 7% in Q4, the quarter when the Kyndryl spinoff took place. Moreover, the company forecasts mid-single-digit growth going forward and $35 billion in free cash flow in the three-year period between 2022 and 2024. This should finance the dividend, which cost the company $5.9 billion in 2021.This dividend pays shareholders $6.56 per share annually, a cash yield of 5% at current prices. Additionally, since it is a Dividend Aristocrat, IBM will likely choose to increase its dividend every year to hold on to that status, making it a safe bet regardless of market conditions.IBM stock sells at a P/E ratio of about 21, which suggests it's trading at a discount to the market average and much lower than many tech stocks. This is likely due to the lackluster revenue and stock performance over the past decade. However, with revenue growth increasing and a significant growth obstacle removed, IBM's fortunes could experience a long-awaited turnaround.Is cloud strength a reason to consider IBM?Despite its substantial cloud revenue share, IBM has just begun to benefit from its image as a cloud company. It has gained increased recognition in the cloud industry and has long accounted for a considerable share of the vendor revenue in IaaS and PaaS. With a relatively low earnings multiple and a generous, rising dividend, IBM could become the cloud stock of choice for income and possibly growth-oriented investors.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9019351006,"gmtCreate":1648539503756,"gmtModify":1676534351621,"author":{"id":"3571310554141451","authorId":"3571310554141451","name":"Yugeshwran","avatar":"https://static.tigerbbs.com/3949d78b0c94a8c083801653cb482499","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3571310554141451","authorIdStr":"3571310554141451"},"htmlText":"Microsoft is a good long term investment","listText":"Microsoft is a good long term investment","text":"Microsoft is a good long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019351006","repostId":2222978658,"repostType":2,"repost":{"id":"2222978658","kind":"highlight","pubTimestamp":1648536453,"share":"https://ttm.financial/m/news/2222978658?lang=&edition=fundamental","pubTime":"2022-03-29 14:47","market":"us","language":"en","title":"This Company Continues to Show Unexpected Strength in the Cloud","url":"https://stock-news.laohu8.com/highlight/detail?id=2222978658","media":"Motley Fool","summary":"By one measure, IBM is already a major cloud player.","content":"<html><head></head><body><p>KEY POINTS</p><ul><li>IBM lags only Amazon in IaaS and PaaS vendor market share.</li><li>It has become the fifth-largest cloud infrastructure company.</li><li>IBM stock offers a generous dividend and sports a relatively low valuation.</li></ul><p>Cloud computing remains a fragmented industry with multiple players. While much of the overall attention seems to focus on big players like <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> Web Services and <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>&#39;s Azure, numerous other companies have built successful niches in this growing tech sector.</p><p>For instance, two segments within the cloud sector -- infrastructure-as-a-service (IaaS) and platform-as-a-service (PaaS) -- have seen the vendor market share concentrate with longtime tech giant <a href=\"https://laohu8.com/S/IBM\">International Business Machines</a>. Let&#39;s take a closer look at how IBM is showing surprising strength in the cloud and what it could mean for investors.</p><p>IBM&#39;s place in the cloud</p><p>According to market research firm ITCandor, IBM made up about 15% of vendor revenue share in 2021. Though that still lags Amazon at 26%, it leads competitors such as Microsoft, <b>Alphabet</b>&#39;s Google Cloud, and <b>Alibaba</b>.</p><p><img src=\"https://static.tigerbbs.com/3a9b5135627cdd6d25b5ad0de9c2cd2d\" tg-width=\"700\" tg-height=\"520\" referrerpolicy=\"no-referrer\"/>Image source: Statista</p><p>Under Arvind Krishna, who took the CEO job two years ago, IBM has built on its acquisition of Red Hat and spun off the infrastructure services part of the company into a separate entity that now operates as <b><a href=\"https://laohu8.com/S/KD\">Kyndryl</a></b>.</p><p>These moves have helped IBM become much more of a cloud company focused especially on the hybrid cloud, a product that allows public and private clouds to communicate with <a href=\"https://laohu8.com/S/AONE.U\">one</a> another. Its hybrid cloud revenue grew 20% in 2021 and accounted for just over one-third of IBM&#39;s overall revenue. This emphasis has also made it the world&#39;s fifth-largest infrastructure cloud player, even when considering exclusively infrastructure-related revenue.</p><p><img src=\"https://static.tigerbbs.com/67446a2ac4fb46d5fcac8def51074306\" tg-width=\"700\" tg-height=\"700\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Image source: Statista</p><p>Don&#39;t forget the financials</p><p>The market may not fully appreciate IBM&#39;s cloud opportunity. After years of negligible revenue growth, revenue increased 7% in Q4, the quarter when the Kyndryl spinoff took place. Moreover, the company forecasts mid-single-digit growth going forward and $35 billion in free cash flow in the three-year period between 2022 and 2024. This should finance the dividend, which cost the company $5.9 billion in 2021.</p><p>This dividend pays shareholders $6.56 per share annually, a cash yield of 5% at current prices. Additionally, since it is a Dividend Aristocrat, IBM will likely choose to increase its dividend every year to hold on to that status, making it a safe bet regardless of market conditions.</p><p>IBM stock sells at a P/E ratio of about 21, which suggests it&#39;s trading at a discount to the market average and much lower than many tech stocks. This is likely due to the lackluster revenue and stock performance over the past decade. However, with revenue growth increasing and a significant growth obstacle removed, IBM&#39;s fortunes could experience a long-awaited turnaround.</p><p>Is cloud strength a reason to consider IBM?</p><p>Despite its substantial cloud revenue share, IBM has just begun to benefit from its image as a cloud company. It has gained increased recognition in the cloud industry and has long accounted for a considerable share of the vendor revenue in IaaS and PaaS. With a relatively low earnings multiple and a generous, rising dividend, IBM could become the cloud stock of choice for income and possibly growth-oriented investors.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>This Company Continues to Show Unexpected Strength in the Cloud</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThis Company Continues to Show Unexpected Strength in the Cloud\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-29 14:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/28/company-show-unexpected-strength-cloud/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSIBM lags only Amazon in IaaS and PaaS vendor market share.It has become the fifth-largest cloud infrastructure company.IBM stock offers a generous dividend and sports a relatively low ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/28/company-show-unexpected-strength-cloud/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4576":"AR","BK4573":"虚拟现实","BK4567":"ESG概念","BK4525":"远程办公概念","BK4097":"系统软件","BK4524":"宅经济概念","AMZN":"亚马逊","BK4561":"索罗斯持仓","BK4574":"无人驾驶","BK4535":"淡马锡持仓","BK4581":"高盛持仓","MSFT":"微软","BK4528":"SaaS概念","BK4507":"流媒体概念","BK4559":"巴菲特持仓","IBM":"IBM","BK4122":"互联网与直销零售","BK4554":"元宇宙及AR概念","BK4077":"互动媒体与服务","BK4575":"芯片概念","BK4579":"人工智能","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4548":"巴美列捷福持仓","BK4503":"景林资产持仓","BK4514":"搜索引擎","GOOGL":"谷歌A","BK4577":"网络游戏","BK4566":"资本集团","BK4134":"信息科技咨询与其它服务","BK4516":"特朗普概念","BK4550":"红杉资本持仓","BK4538":"云计算","GOOG":"谷歌","BK4553":"喜马拉雅资本持仓","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4551":"寇图资本持仓","BK4504":"桥水持仓","BK4532":"文艺复兴科技持仓"},"source_url":"https://www.fool.com/investing/2022/03/28/company-show-unexpected-strength-cloud/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2222978658","content_text":"KEY POINTSIBM lags only Amazon in IaaS and PaaS vendor market share.It has become the fifth-largest cloud infrastructure company.IBM stock offers a generous dividend and sports a relatively low valuation.Cloud computing remains a fragmented industry with multiple players. While much of the overall attention seems to focus on big players like Amazon Web Services and Microsoft's Azure, numerous other companies have built successful niches in this growing tech sector.For instance, two segments within the cloud sector -- infrastructure-as-a-service (IaaS) and platform-as-a-service (PaaS) -- have seen the vendor market share concentrate with longtime tech giant International Business Machines. Let's take a closer look at how IBM is showing surprising strength in the cloud and what it could mean for investors.IBM's place in the cloudAccording to market research firm ITCandor, IBM made up about 15% of vendor revenue share in 2021. Though that still lags Amazon at 26%, it leads competitors such as Microsoft, Alphabet's Google Cloud, and Alibaba.Image source: StatistaUnder Arvind Krishna, who took the CEO job two years ago, IBM has built on its acquisition of Red Hat and spun off the infrastructure services part of the company into a separate entity that now operates as Kyndryl.These moves have helped IBM become much more of a cloud company focused especially on the hybrid cloud, a product that allows public and private clouds to communicate with one another. Its hybrid cloud revenue grew 20% in 2021 and accounted for just over one-third of IBM's overall revenue. This emphasis has also made it the world's fifth-largest infrastructure cloud player, even when considering exclusively infrastructure-related revenue.Image source: StatistaDon't forget the financialsThe market may not fully appreciate IBM's cloud opportunity. After years of negligible revenue growth, revenue increased 7% in Q4, the quarter when the Kyndryl spinoff took place. Moreover, the company forecasts mid-single-digit growth going forward and $35 billion in free cash flow in the three-year period between 2022 and 2024. This should finance the dividend, which cost the company $5.9 billion in 2021.This dividend pays shareholders $6.56 per share annually, a cash yield of 5% at current prices. Additionally, since it is a Dividend Aristocrat, IBM will likely choose to increase its dividend every year to hold on to that status, making it a safe bet regardless of market conditions.IBM stock sells at a P/E ratio of about 21, which suggests it's trading at a discount to the market average and much lower than many tech stocks. This is likely due to the lackluster revenue and stock performance over the past decade. However, with revenue growth increasing and a significant growth obstacle removed, IBM's fortunes could experience a long-awaited turnaround.Is cloud strength a reason to consider IBM?Despite its substantial cloud revenue share, IBM has just begun to benefit from its image as a cloud company. It has gained increased recognition in the cloud industry and has long accounted for a considerable share of the vendor revenue in IaaS and PaaS. With a relatively low earnings multiple and a generous, rising dividend, IBM could become the cloud stock of choice for income and possibly growth-oriented investors.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9019350176,"gmtCreate":1648538801812,"gmtModify":1676534351567,"author":{"id":"4108229382095710","authorId":"4108229382095710","name":"Larry Wong","avatar":"https://community-static.tradeup.com/news/244eec57372b5681907561855aefebc1","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4108229382095710","authorIdStr":"4108229382095710"},"htmlText":"Ok..&nbsp;","listText":"Ok..&nbsp;","text":"Ok..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019350176","repostId":2222978658,"repostType":2,"repost":{"id":"2222978658","kind":"highlight","pubTimestamp":1648536453,"share":"https://ttm.financial/m/news/2222978658?lang=&edition=fundamental","pubTime":"2022-03-29 14:47","market":"us","language":"en","title":"This Company Continues to Show Unexpected Strength in the Cloud","url":"https://stock-news.laohu8.com/highlight/detail?id=2222978658","media":"Motley Fool","summary":"By one measure, IBM is already a major cloud player.","content":"<html><head></head><body><p>KEY POINTS</p><ul><li>IBM lags only Amazon in IaaS and PaaS vendor market share.</li><li>It has become the fifth-largest cloud infrastructure company.</li><li>IBM stock offers a generous dividend and sports a relatively low valuation.</li></ul><p>Cloud computing remains a fragmented industry with multiple players. While much of the overall attention seems to focus on big players like <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> Web Services and <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>&#39;s Azure, numerous other companies have built successful niches in this growing tech sector.</p><p>For instance, two segments within the cloud sector -- infrastructure-as-a-service (IaaS) and platform-as-a-service (PaaS) -- have seen the vendor market share concentrate with longtime tech giant <a href=\"https://laohu8.com/S/IBM\">International Business Machines</a>. Let&#39;s take a closer look at how IBM is showing surprising strength in the cloud and what it could mean for investors.</p><p>IBM&#39;s place in the cloud</p><p>According to market research firm ITCandor, IBM made up about 15% of vendor revenue share in 2021. Though that still lags Amazon at 26%, it leads competitors such as Microsoft, <b>Alphabet</b>&#39;s Google Cloud, and <b>Alibaba</b>.</p><p><img src=\"https://static.tigerbbs.com/3a9b5135627cdd6d25b5ad0de9c2cd2d\" tg-width=\"700\" tg-height=\"520\" referrerpolicy=\"no-referrer\"/>Image source: Statista</p><p>Under Arvind Krishna, who took the CEO job two years ago, IBM has built on its acquisition of Red Hat and spun off the infrastructure services part of the company into a separate entity that now operates as <b><a href=\"https://laohu8.com/S/KD\">Kyndryl</a></b>.</p><p>These moves have helped IBM become much more of a cloud company focused especially on the hybrid cloud, a product that allows public and private clouds to communicate with <a href=\"https://laohu8.com/S/AONE.U\">one</a> another. Its hybrid cloud revenue grew 20% in 2021 and accounted for just over one-third of IBM&#39;s overall revenue. This emphasis has also made it the world&#39;s fifth-largest infrastructure cloud player, even when considering exclusively infrastructure-related revenue.</p><p><img src=\"https://static.tigerbbs.com/67446a2ac4fb46d5fcac8def51074306\" tg-width=\"700\" tg-height=\"700\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Image source: Statista</p><p>Don&#39;t forget the financials</p><p>The market may not fully appreciate IBM&#39;s cloud opportunity. After years of negligible revenue growth, revenue increased 7% in Q4, the quarter when the Kyndryl spinoff took place. Moreover, the company forecasts mid-single-digit growth going forward and $35 billion in free cash flow in the three-year period between 2022 and 2024. This should finance the dividend, which cost the company $5.9 billion in 2021.</p><p>This dividend pays shareholders $6.56 per share annually, a cash yield of 5% at current prices. Additionally, since it is a Dividend Aristocrat, IBM will likely choose to increase its dividend every year to hold on to that status, making it a safe bet regardless of market conditions.</p><p>IBM stock sells at a P/E ratio of about 21, which suggests it&#39;s trading at a discount to the market average and much lower than many tech stocks. This is likely due to the lackluster revenue and stock performance over the past decade. However, with revenue growth increasing and a significant growth obstacle removed, IBM&#39;s fortunes could experience a long-awaited turnaround.</p><p>Is cloud strength a reason to consider IBM?</p><p>Despite its substantial cloud revenue share, IBM has just begun to benefit from its image as a cloud company. It has gained increased recognition in the cloud industry and has long accounted for a considerable share of the vendor revenue in IaaS and PaaS. With a relatively low earnings multiple and a generous, rising dividend, IBM could become the cloud stock of choice for income and possibly growth-oriented investors.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>This Company Continues to Show Unexpected Strength in the Cloud</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThis Company Continues to Show Unexpected Strength in the Cloud\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-29 14:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/28/company-show-unexpected-strength-cloud/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSIBM lags only Amazon in IaaS and PaaS vendor market share.It has become the fifth-largest cloud infrastructure company.IBM stock offers a generous dividend and sports a relatively low ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/28/company-show-unexpected-strength-cloud/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4576":"AR","BK4573":"虚拟现实","BK4567":"ESG概念","BK4525":"远程办公概念","BK4097":"系统软件","BK4524":"宅经济概念","AMZN":"亚马逊","BK4561":"索罗斯持仓","BK4574":"无人驾驶","BK4535":"淡马锡持仓","BK4581":"高盛持仓","MSFT":"微软","BK4528":"SaaS概念","BK4507":"流媒体概念","BK4559":"巴菲特持仓","IBM":"IBM","BK4122":"互联网与直销零售","BK4554":"元宇宙及AR概念","BK4077":"互动媒体与服务","BK4575":"芯片概念","BK4579":"人工智能","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4548":"巴美列捷福持仓","BK4503":"景林资产持仓","BK4514":"搜索引擎","GOOGL":"谷歌A","BK4577":"网络游戏","BK4566":"资本集团","BK4134":"信息科技咨询与其它服务","BK4516":"特朗普概念","BK4550":"红杉资本持仓","BK4538":"云计算","GOOG":"谷歌","BK4553":"喜马拉雅资本持仓","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4551":"寇图资本持仓","BK4504":"桥水持仓","BK4532":"文艺复兴科技持仓"},"source_url":"https://www.fool.com/investing/2022/03/28/company-show-unexpected-strength-cloud/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2222978658","content_text":"KEY POINTSIBM lags only Amazon in IaaS and PaaS vendor market share.It has become the fifth-largest cloud infrastructure company.IBM stock offers a generous dividend and sports a relatively low valuation.Cloud computing remains a fragmented industry with multiple players. While much of the overall attention seems to focus on big players like Amazon Web Services and Microsoft's Azure, numerous other companies have built successful niches in this growing tech sector.For instance, two segments within the cloud sector -- infrastructure-as-a-service (IaaS) and platform-as-a-service (PaaS) -- have seen the vendor market share concentrate with longtime tech giant International Business Machines. Let's take a closer look at how IBM is showing surprising strength in the cloud and what it could mean for investors.IBM's place in the cloudAccording to market research firm ITCandor, IBM made up about 15% of vendor revenue share in 2021. Though that still lags Amazon at 26%, it leads competitors such as Microsoft, Alphabet's Google Cloud, and Alibaba.Image source: StatistaUnder Arvind Krishna, who took the CEO job two years ago, IBM has built on its acquisition of Red Hat and spun off the infrastructure services part of the company into a separate entity that now operates as Kyndryl.These moves have helped IBM become much more of a cloud company focused especially on the hybrid cloud, a product that allows public and private clouds to communicate with one another. Its hybrid cloud revenue grew 20% in 2021 and accounted for just over one-third of IBM's overall revenue. This emphasis has also made it the world's fifth-largest infrastructure cloud player, even when considering exclusively infrastructure-related revenue.Image source: StatistaDon't forget the financialsThe market may not fully appreciate IBM's cloud opportunity. After years of negligible revenue growth, revenue increased 7% in Q4, the quarter when the Kyndryl spinoff took place. Moreover, the company forecasts mid-single-digit growth going forward and $35 billion in free cash flow in the three-year period between 2022 and 2024. This should finance the dividend, which cost the company $5.9 billion in 2021.This dividend pays shareholders $6.56 per share annually, a cash yield of 5% at current prices. Additionally, since it is a Dividend Aristocrat, IBM will likely choose to increase its dividend every year to hold on to that status, making it a safe bet regardless of market conditions.IBM stock sells at a P/E ratio of about 21, which suggests it's trading at a discount to the market average and much lower than many tech stocks. This is likely due to the lackluster revenue and stock performance over the past decade. However, with revenue growth increasing and a significant growth obstacle removed, IBM's fortunes could experience a long-awaited turnaround.Is cloud strength a reason to consider IBM?Despite its substantial cloud revenue share, IBM has just begun to benefit from its image as a cloud company. It has gained increased recognition in the cloud industry and has long accounted for a considerable share of the vendor revenue in IaaS and PaaS. With a relatively low earnings multiple and a generous, rising dividend, IBM could become the cloud stock of choice for income and possibly growth-oriented investors.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9019322131,"gmtCreate":1648537865161,"gmtModify":1676534351469,"author":{"id":"3551655093075927","authorId":"3551655093075927","name":"KLS","avatar":"https://static.tigerbbs.com/60fe00969bbce4cfecf0d17a38c77628","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3551655093075927","authorIdStr":"3551655093075927"},"htmlText":"Buy","listText":"Buy","text":"Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019322131","repostId":2222978658,"repostType":4,"repost":{"id":"2222978658","kind":"highlight","pubTimestamp":1648536453,"share":"https://ttm.financial/m/news/2222978658?lang=&edition=fundamental","pubTime":"2022-03-29 14:47","market":"us","language":"en","title":"This Company Continues to Show Unexpected Strength in the Cloud","url":"https://stock-news.laohu8.com/highlight/detail?id=2222978658","media":"Motley Fool","summary":"By one measure, IBM is already a major cloud player.","content":"<html><head></head><body><p>KEY POINTS</p><ul><li>IBM lags only Amazon in IaaS and PaaS vendor market share.</li><li>It has become the fifth-largest cloud infrastructure company.</li><li>IBM stock offers a generous dividend and sports a relatively low valuation.</li></ul><p>Cloud computing remains a fragmented industry with multiple players. While much of the overall attention seems to focus on big players like <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> Web Services and <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>&#39;s Azure, numerous other companies have built successful niches in this growing tech sector.</p><p>For instance, two segments within the cloud sector -- infrastructure-as-a-service (IaaS) and platform-as-a-service (PaaS) -- have seen the vendor market share concentrate with longtime tech giant <a href=\"https://laohu8.com/S/IBM\">International Business Machines</a>. Let&#39;s take a closer look at how IBM is showing surprising strength in the cloud and what it could mean for investors.</p><p>IBM&#39;s place in the cloud</p><p>According to market research firm ITCandor, IBM made up about 15% of vendor revenue share in 2021. Though that still lags Amazon at 26%, it leads competitors such as Microsoft, <b>Alphabet</b>&#39;s Google Cloud, and <b>Alibaba</b>.</p><p><img src=\"https://static.tigerbbs.com/3a9b5135627cdd6d25b5ad0de9c2cd2d\" tg-width=\"700\" tg-height=\"520\" referrerpolicy=\"no-referrer\"/>Image source: Statista</p><p>Under Arvind Krishna, who took the CEO job two years ago, IBM has built on its acquisition of Red Hat and spun off the infrastructure services part of the company into a separate entity that now operates as <b><a href=\"https://laohu8.com/S/KD\">Kyndryl</a></b>.</p><p>These moves have helped IBM become much more of a cloud company focused especially on the hybrid cloud, a product that allows public and private clouds to communicate with <a href=\"https://laohu8.com/S/AONE.U\">one</a> another. Its hybrid cloud revenue grew 20% in 2021 and accounted for just over one-third of IBM&#39;s overall revenue. This emphasis has also made it the world&#39;s fifth-largest infrastructure cloud player, even when considering exclusively infrastructure-related revenue.</p><p><img src=\"https://static.tigerbbs.com/67446a2ac4fb46d5fcac8def51074306\" tg-width=\"700\" tg-height=\"700\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Image source: Statista</p><p>Don&#39;t forget the financials</p><p>The market may not fully appreciate IBM&#39;s cloud opportunity. After years of negligible revenue growth, revenue increased 7% in Q4, the quarter when the Kyndryl spinoff took place. Moreover, the company forecasts mid-single-digit growth going forward and $35 billion in free cash flow in the three-year period between 2022 and 2024. This should finance the dividend, which cost the company $5.9 billion in 2021.</p><p>This dividend pays shareholders $6.56 per share annually, a cash yield of 5% at current prices. Additionally, since it is a Dividend Aristocrat, IBM will likely choose to increase its dividend every year to hold on to that status, making it a safe bet regardless of market conditions.</p><p>IBM stock sells at a P/E ratio of about 21, which suggests it&#39;s trading at a discount to the market average and much lower than many tech stocks. This is likely due to the lackluster revenue and stock performance over the past decade. However, with revenue growth increasing and a significant growth obstacle removed, IBM&#39;s fortunes could experience a long-awaited turnaround.</p><p>Is cloud strength a reason to consider IBM?</p><p>Despite its substantial cloud revenue share, IBM has just begun to benefit from its image as a cloud company. It has gained increased recognition in the cloud industry and has long accounted for a considerable share of the vendor revenue in IaaS and PaaS. With a relatively low earnings multiple and a generous, rising dividend, IBM could become the cloud stock of choice for income and possibly growth-oriented investors.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>This Company Continues to Show Unexpected Strength in the Cloud</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThis Company Continues to Show Unexpected Strength in the Cloud\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-29 14:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/28/company-show-unexpected-strength-cloud/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSIBM lags only Amazon in IaaS and PaaS vendor market share.It has become the fifth-largest cloud infrastructure company.IBM stock offers a generous dividend and sports a relatively low ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/28/company-show-unexpected-strength-cloud/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4576":"AR","BK4573":"虚拟现实","BK4567":"ESG概念","BK4525":"远程办公概念","BK4097":"系统软件","BK4524":"宅经济概念","AMZN":"亚马逊","BK4561":"索罗斯持仓","BK4574":"无人驾驶","BK4535":"淡马锡持仓","BK4581":"高盛持仓","MSFT":"微软","BK4528":"SaaS概念","BK4507":"流媒体概念","BK4559":"巴菲特持仓","IBM":"IBM","BK4122":"互联网与直销零售","BK4554":"元宇宙及AR概念","BK4077":"互动媒体与服务","BK4575":"芯片概念","BK4579":"人工智能","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4548":"巴美列捷福持仓","BK4503":"景林资产持仓","BK4514":"搜索引擎","GOOGL":"谷歌A","BK4577":"网络游戏","BK4566":"资本集团","BK4134":"信息科技咨询与其它服务","BK4516":"特朗普概念","BK4550":"红杉资本持仓","BK4538":"云计算","GOOG":"谷歌","BK4553":"喜马拉雅资本持仓","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4551":"寇图资本持仓","BK4504":"桥水持仓","BK4532":"文艺复兴科技持仓"},"source_url":"https://www.fool.com/investing/2022/03/28/company-show-unexpected-strength-cloud/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2222978658","content_text":"KEY POINTSIBM lags only Amazon in IaaS and PaaS vendor market share.It has become the fifth-largest cloud infrastructure company.IBM stock offers a generous dividend and sports a relatively low valuation.Cloud computing remains a fragmented industry with multiple players. While much of the overall attention seems to focus on big players like Amazon Web Services and Microsoft's Azure, numerous other companies have built successful niches in this growing tech sector.For instance, two segments within the cloud sector -- infrastructure-as-a-service (IaaS) and platform-as-a-service (PaaS) -- have seen the vendor market share concentrate with longtime tech giant International Business Machines. Let's take a closer look at how IBM is showing surprising strength in the cloud and what it could mean for investors.IBM's place in the cloudAccording to market research firm ITCandor, IBM made up about 15% of vendor revenue share in 2021. Though that still lags Amazon at 26%, it leads competitors such as Microsoft, Alphabet's Google Cloud, and Alibaba.Image source: StatistaUnder Arvind Krishna, who took the CEO job two years ago, IBM has built on its acquisition of Red Hat and spun off the infrastructure services part of the company into a separate entity that now operates as Kyndryl.These moves have helped IBM become much more of a cloud company focused especially on the hybrid cloud, a product that allows public and private clouds to communicate with one another. Its hybrid cloud revenue grew 20% in 2021 and accounted for just over one-third of IBM's overall revenue. This emphasis has also made it the world's fifth-largest infrastructure cloud player, even when considering exclusively infrastructure-related revenue.Image source: StatistaDon't forget the financialsThe market may not fully appreciate IBM's cloud opportunity. After years of negligible revenue growth, revenue increased 7% in Q4, the quarter when the Kyndryl spinoff took place. Moreover, the company forecasts mid-single-digit growth going forward and $35 billion in free cash flow in the three-year period between 2022 and 2024. This should finance the dividend, which cost the company $5.9 billion in 2021.This dividend pays shareholders $6.56 per share annually, a cash yield of 5% at current prices. Additionally, since it is a Dividend Aristocrat, IBM will likely choose to increase its dividend every year to hold on to that status, making it a safe bet regardless of market conditions.IBM stock sells at a P/E ratio of about 21, which suggests it's trading at a discount to the market average and much lower than many tech stocks. This is likely due to the lackluster revenue and stock performance over the past decade. However, with revenue growth increasing and a significant growth obstacle removed, IBM's fortunes could experience a long-awaited turnaround.Is cloud strength a reason to consider IBM?Despite its substantial cloud revenue share, IBM has just begun to benefit from its image as a cloud company. It has gained increased recognition in the cloud industry and has long accounted for a considerable share of the vendor revenue in IaaS and PaaS. With a relatively low earnings multiple and a generous, rising dividend, IBM could become the cloud stock of choice for income and possibly growth-oriented investors.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":112,"commentSize":10,"repostSize":0,"favoriteSize":3,"likeStatus":false,"favoriteStatus":false}}