Recently we posited that IBM could easily fix its habitually declining revenue woes with a systematic acquisition strategy focused on Information Services companies. The benefit to IBM in targeting the Information Services sector goes beyond the obvious immediate-term revenue relief and operating margin accretion.
The key strategic benefit is that the Info Services companies are rich with data and information that could serve as grist for the mill with respect to IBM’s advanced analytics initiative – Watson.
Here is the Information Services M&A shopping list which we previously published some weeks ago: Info Services M&A Shopping List
Further, here is our recent podcast covering the subject: Ep.6: How to Fix IBM: M&A and More M&A
Finally – our podcast show notes presentation may be found here: Show Notes Preso