Nucleus Research Releases Q1 2021 Equity Snapshot for IBM

·2 min read

Analysts cite increased cloud investment and momentum for enterprise AI as key drivers of performance

Nucleus Research, a global provider of ROI-focused technology research and advisory services, today released its Q1 2021 Equity Snapshot for IBM. The snapshot provides an analysis of IBM’s market growth and performance over the last quarter and a competitive outlook for the months ahead.

"IBM continues to increase its cloud investment with the release of industry-specific public cloud solutions for highly regulated markets such as financial services and telecommunications," said Daniel Elman, research manager at Nucleus Research. "IBM’s work to expand its footprint in the most rapidly-growing aspects of technology, namely cloud and AI, positions the company to deliver positive performance in the long-term."

"Over the long-term, we expect strong market performance for IBM as more highly-complex and regulated industries are more likely to increase their cloud footprints with IBM as a partner," said Ian Campbell, CEO of Nucleus Research and primary author of the Equity Snapshot. "Especially as IBM formalizes the recent split of its legacy business into a new company, IBM will be able to center its focus around RedHat, cloud services and capabilities, and Watson AI—its largest growth drivers and the areas with the most customer interest."

To read the full snapshot, go to:

About Nucleus Research

Nucleus Research is a global provider of investigative, case-based technology research and advisory services. The company’s ROI-focused research approach provides unique insight into the actual results technology solutions deliver, allowing organizations to cut through marketing hype to understand real operational value and select or renew the best technology solution for their environment. For more information, visit

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Adam Ouellet