Latest news with #HashiCorp
Globe and Mail
03-06-2025
- Business
- Globe and Mail
HashiCorp Expands Unified Lifecycle Management for Hybrid Cloud Operations
LONDON, June 03, 2025 (GLOBE NEWSWIRE) -- Today at HashiDays London, its first international user conference as an IBM company, HashiCorp unveiled the vision for partnering with IBM to shape the future of hybrid cloud automation. Despite widespread adoption, most enterprises have not reached cloud maturity — out of the 94% using cloud services, only 20% are receiving full ROI. IBM estimates that one billion new AI applications will emerge by 2028, driving greater cloud complexity and forcing enterprises to make critical decisions about their hybrid cloud strategies. Together with IBM's software automation portfolio, HashiCorp is delivering the automated hybrid cloud platform that unifies infrastructure and security workflows, reduces complexity, and enhances visibility and control. At HashiDays London, HashiCorp announced new products and integrations that expand the capabilities of its Infrastructure Cloud across Infrastructure and Security Lifecycle Management (ILM and SLM) to help organizations automate hybrid infrastructure delivery, reduce operational risk, and improve security posture throughout the entire application lifecycle. "I'm excited to welcome our global community to HashiDays 2025, where we are sharing our vision for how HashiCorp and IBM will work together to build an automated hybrid cloud platform,' said Armon Dadgar, CTO and Co-Founder, HashiCorp. 'With this vision, we'll deliver a unified control plane that powers hybrid applications, embedding policy, automation, and observability into every layer of the stack, so enterprises can modernize securely, streamline operations, and unlock AI-driven automation at scale.' For more than 10 years, HashiCorp has helped thousands of customers across every geography and industry do cloud right. At HashiDays, customers from EMEA and APAC, including BT Group, Helvetia Insurance, HTX, InfoCert, shiftavenue, Trust Bank, SPH Media, and more, are sharing stories of how they manage cloud infrastructure and security with HashiCorp. Infrastructure Lifecycle Management As customers scale their hybrid strategies with IBM and HashiCorp, Infrastructure Lifecycle Management (ILM) continues to be a foundational priority. From building landing zones to enabling secure Day 2+ automation, organizations are using ILM to drive faster delivery and infrastructure resilience across teams and environments. Helvetia Insurance | How Terraform supported an ambitious cloud migration Founded in 1858 and headquartered in St. Gallen, Switzerland, Helvetia Insurance Group is a major player in the European insurance market. A few years ago, the cloud enablement team started a complete migration from on-premises datacenters to the public cloud. The ambitious goal: move 200 applications to AWS and Azure within one year. Using HashiCorp Terraform, Helvetia's cloud enablement team created landing zones — fully configured cloud accounts with connectivity and policies — for its internal product teams. They then collaborated with a partner to build modules for hardened virtual machines and other critical resources allowing them to follow a lift-and-shift approach, expediting the migration without sacrificing security or governance. "Terraform was instrumental in achieving our migration goals. Without it, moving 200 applications in about a year would have been impossible. Our teams now have the tools to work faster and with greater confidence," said Matthias Mertens, Cloud Solution Architect, Helvetia Insurance. HashiCorp's ILM capabilities help platform and operations teams accelerate delivery, enforce policy, and optimize infrastructure from Day 0 to Day N. Today's announcements expand support for secure, policy-enforced infrastructure delivery with new features across Terraform, Packer, Nomad, and Waypoint. These updates automate critical workflows that improve team productivity and infrastructure resilience throughout the full lifecycle. Build: Define and provision infrastructure in a standardized, scalable way to avoid configuration drift and manual rework. Terraform ephemeral resources (GA): Protect sensitive values from persisting in state files Sentinel policy library for AWS (GA): Enforce secure-by-default configurations with pre-written policies Terraform + Red Hat Ansible Automation Platform: Enable orchestration of complex infrastructure workflows with end-to-end infrastructure as code Deploy: Enable repeatable, secure, and policy-aligned delivery of applications and environments. HCP Waypoint actions (GA): Offer Day 2+ lifecycle workflows like rollback and restart, exposed through UI or CLI, to provide an internal developer platform that shields users from the underlying infrastructure complexity Manage: Monitor, update, and deprecate infrastructure components securely and efficiently across teams and environments. HCP module revocation: Prevent use of revoked modules in HCP Terraform as part of module lifecycle management HCP Terraform Premium SKU: Unlock advanced governance and private VCS support Dynamic host volumes (Nomad): Enable more flexible, scalable provisioning of persistent storage across Nomad clients, essential for stateful workloads that require resilient storage operations in dynamic environments Terraform provider for IBM Z: Empower organizations to integrate their mainframe platforms into modern workflows and hybrid cloud strategies Security Lifecycle Management As organizations modernize their infrastructure, their security surface area grows, along with the need to continuously inspect, protect, and govern sensitive data. Security Lifecycle Management (SLM) ensures that identity-based security, secrets management, and access governance are built directly into hybrid workflows, rather than bolted on after deployment. IG Group | Strengthened security while accelerating delivery with HCP Vault 'As a security leader, my job is to reduce risk for my company without slowing down our development teams,' said Andrew Blooman, Platform Security Team Lead, IG Group. 'Over the past few years, HashiCorp has helped us achieve these goals as we adopted multiple products for a number of use cases. We started with Community Edition versions of Vault, Nomad, and Consul, used HashiCorp Professional Services to accelerate this deployment, and added HCP Vault this year. We now have 63 teams onboarded to HCP Vault, with a centralized GitOps workflow allowing for version control, change approvals, and an audit log of newly onboarded teams.' HashiCorp's SLM capabilities help security and compliance teams safeguard sensitive data, enforce access policies, and maintain governance from Day 0 through Day N. These updates provide proactive tools for visibility, access control, and cryptographic assurance across hybrid environments, and reflect continued investment in helping teams move faster without compromising control. Inspect: Identify and address potential security gaps before infrastructure or applications reach production. HCP Vault Radar (GA): Detect and remediate unmanaged secrets and credential sprawl across environments Consul 1.21 (GA): Simplify external service monitoring architecture for enhanced observability and service registration in complex environments Protect: Enforce identity-based access and secure application communication across environments. Boundary transparent sessions (GA): Provide secure access to systems without altering user workflows Vault and Consul integrations for Red Hat OpenShift: Streamline secure access across containerized workloads Bring your own DNS to HCP Vault Dedicated: Improve connectivity and security posture in regulated environments, available now in AWS and coming soon to Azure Govern: Automate governance of credentials, policies, and encryption standards across systems and teams. Vault Enterprise 1.19: Includes post-quantum cryptography updates, constrained certificate authorities, and automated root password rotation Together with IBM, HashiCorp is delivering the unified lifecycle foundation that modern enterprises need to scale securely and confidently in a hybrid world. Recent announcements, including Terraform Enterprise support for IBM Z and Vault Enterprise support for IBM Z and LinuxONE, bring HashiCorp's ILM and SLM expertise to the mainframe, further enabling hybrid cloud automation that stretches from on-premises to private and public cloud. For more information and detailed coverage of all Infrastructure and Security Lifecycle Management announcements at HashiDays 2025, please visit the HashiCorp blog. About HashiDays HashiDays is taking place in London on June 3 and Singapore on July 22. During the multi-city event, attendees will hear from community members, partners, and customers about the latest advances in HashiCorp's cloud infrastructure products. The HashiDays London keynote and morning sessions will be available to watch via live stream. The live stream link will be shared on the HashiDays homepage 30 minutes before the keynote begins at 9:30 a.m. BST. About HashiCorp HashiCorp, an IBM company, helps organizations automate hybrid cloud environments with Infrastructure and Security Lifecycle Management. HashiCorp offers The Infrastructure Cloud on the HashiCorp Cloud Platform (HCP) for managed cloud services, as well as self-hosted enterprise offerings and community source-available products. For more information, visit All product and company names are trademarks or registered trademarks of their respective holders. Red Hat, the Red Hat logo, OpenShift and Ansible are trademarks or registered trademarks of Red Hat, Inc. or its subsidiaries in the U.S. and other countries.
Yahoo
03-06-2025
- Business
- Yahoo
HashiCorp Expands Unified Lifecycle Management for Hybrid Cloud Operations
HashiCorp commits to deeper integration across the IBM and Red Hat portfolios, including integrations with Red Hat Ansible Automation Platform and Red Hat OpenShift, and support for the IBM Z Mainframe LONDON, June 03, 2025 (GLOBE NEWSWIRE) -- Today at HashiDays London, its first international user conference as an IBM company, HashiCorp unveiled the vision for partnering with IBM to shape the future of hybrid cloud automation. Despite widespread adoption, most enterprises have not reached cloud maturity — out of the 94% using cloud services, only 20% are receiving full ROI. IBM estimates that one billion new AI applications will emerge by 2028, driving greater cloud complexity and forcing enterprises to make critical decisions about their hybrid cloud strategies. Together with IBM's software automation portfolio, HashiCorp is delivering the automated hybrid cloud platform that unifies infrastructure and security workflows, reduces complexity, and enhances visibility and control. At HashiDays London, HashiCorp announced new products and integrations that expand the capabilities of its Infrastructure Cloud across Infrastructure and Security Lifecycle Management (ILM and SLM) to help organizations automate hybrid infrastructure delivery, reduce operational risk, and improve security posture throughout the entire application lifecycle. "I'm excited to welcome our global community to HashiDays 2025, where we are sharing our vision for how HashiCorp and IBM will work together to build an automated hybrid cloud platform,' said Armon Dadgar, CTO and Co-Founder, HashiCorp. 'With this vision, we'll deliver a unified control plane that powers hybrid applications, embedding policy, automation, and observability into every layer of the stack, so enterprises can modernize securely, streamline operations, and unlock AI-driven automation at scale.' For more than 10 years, HashiCorp has helped thousands of customers across every geography and industry do cloud right. At HashiDays, customers from EMEA and APAC, including BT Group, Helvetia Insurance, HTX, InfoCert, shiftavenue, Trust Bank, SPH Media, and more, are sharing stories of how they manage cloud infrastructure and security with HashiCorp. Infrastructure Lifecycle Management As customers scale their hybrid strategies with IBM and HashiCorp, Infrastructure Lifecycle Management (ILM) continues to be a foundational priority. From building landing zones to enabling secure Day 2+ automation, organizations are using ILM to drive faster delivery and infrastructure resilience across teams and environments. Helvetia Insurance | How Terraform supported an ambitious cloud migration Founded in 1858 and headquartered in St. Gallen, Switzerland, Helvetia Insurance Group is a major player in the European insurance market. A few years ago, the cloud enablement team started a complete migration from on-premises datacenters to the public cloud. The ambitious goal: move 200 applications to AWS and Azure within one year. Using HashiCorp Terraform, Helvetia's cloud enablement team created landing zones — fully configured cloud accounts with connectivity and policies — for its internal product teams. They then collaborated with a partner to build modules for hardened virtual machines and other critical resources allowing them to follow a lift-and-shift approach, expediting the migration without sacrificing security or governance. "Terraform was instrumental in achieving our migration goals. Without it, moving 200 applications in about a year would have been impossible. Our teams now have the tools to work faster and with greater confidence," said Matthias Mertens, Cloud Solution Architect, Helvetia Insurance. HashiCorp's ILM capabilities help platform and operations teams accelerate delivery, enforce policy, and optimize infrastructure from Day 0 to Day N. Today's announcements expand support for secure, policy-enforced infrastructure delivery with new features across Terraform, Packer, Nomad, and Waypoint. These updates automate critical workflows that improve team productivity and infrastructure resilience throughout the full lifecycle. Build: Define and provision infrastructure in a standardized, scalable way to avoid configuration drift and manual rework. Terraform ephemeral resources (GA): Protect sensitive values from persisting in state files Sentinel policy library for AWS (GA): Enforce secure-by-default configurations with pre-written policies Terraform + Red Hat Ansible Automation Platform: Enable orchestration of complex infrastructure workflows with end-to-end infrastructure as code Deploy: Enable repeatable, secure, and policy-aligned delivery of applications and environments. HCP Waypoint actions (GA): Offer Day 2+ lifecycle workflows like rollback and restart, exposed through UI or CLI, to provide an internal developer platform that shields users from the underlying infrastructure complexity Manage: Monitor, update, and deprecate infrastructure components securely and efficiently across teams and environments. HCP module revocation: Prevent use of revoked modules in HCP Terraform as part of module lifecycle management HCP Terraform Premium SKU: Unlock advanced governance and private VCS support Dynamic host volumes (Nomad): Enable more flexible, scalable provisioning of persistent storage across Nomad clients, essential for stateful workloads that require resilient storage operations in dynamic environments Terraform provider for IBM Z: Empower organizations to integrate their mainframe platforms into modern workflows and hybrid cloud strategies Security Lifecycle Management As organizations modernize their infrastructure, their security surface area grows, along with the need to continuously inspect, protect, and govern sensitive data. Security Lifecycle Management (SLM) ensures that identity-based security, secrets management, and access governance are built directly into hybrid workflows, rather than bolted on after deployment. IG Group | Strengthened security while accelerating delivery with HCP Vault 'As a security leader, my job is to reduce risk for my company without slowing down our development teams,' said Andrew Blooman, Platform Security Team Lead, IG Group. 'Over the past few years, HashiCorp has helped us achieve these goals as we adopted multiple products for a number of use cases. We started with Community Edition versions of Vault, Nomad, and Consul, used HashiCorp Professional Services to accelerate this deployment, and added HCP Vault this year. We now have 63 teams onboarded to HCP Vault, with a centralized GitOps workflow allowing for version control, change approvals, and an audit log of newly onboarded teams.' HashiCorp's SLM capabilities help security and compliance teams safeguard sensitive data, enforce access policies, and maintain governance from Day 0 through Day N. These updates provide proactive tools for visibility, access control, and cryptographic assurance across hybrid environments, and reflect continued investment in helping teams move faster without compromising control. Inspect: Identify and address potential security gaps before infrastructure or applications reach production. HCP Vault Radar (GA): Detect and remediate unmanaged secrets and credential sprawl across environments Consul 1.21 (GA): Simplify external service monitoring architecture for enhanced observability and service registration in complex environments Protect: Enforce identity-based access and secure application communication across environments. Boundary transparent sessions (GA): Provide secure access to systems without altering user workflows Vault and Consul integrations for Red Hat OpenShift: Streamline secure access across containerized workloads Bring your own DNS to HCP Vault Dedicated: Improve connectivity and security posture in regulated environments, available now in AWS and coming soon to Azure Govern: Automate governance of credentials, policies, and encryption standards across systems and teams. Vault Enterprise 1.19: Includes post-quantum cryptography updates, constrained certificate authorities, and automated root password rotation Together with IBM, HashiCorp is delivering the unified lifecycle foundation that modern enterprises need to scale securely and confidently in a hybrid world. Recent announcements, including Terraform Enterprise support for IBM Z and Vault Enterprise support for IBM Z and LinuxONE, bring HashiCorp's ILM and SLM expertise to the mainframe, further enabling hybrid cloud automation that stretches from on-premises to private and public cloud. For more information and detailed coverage of all Infrastructure and Security Lifecycle Management announcements at HashiDays 2025, please visit the HashiCorp blog. About HashiDaysHashiDays is taking place in London on June 3 and Singapore on July 22. During the multi-city event, attendees will hear from community members, partners, and customers about the latest advances in HashiCorp's cloud infrastructure products. The HashiDays London keynote and morning sessions will be available to watch via live stream. The live stream link will be shared on the HashiDays homepage 30 minutes before the keynote begins at 9:30 a.m. BST. About HashiCorpHashiCorp, an IBM company, helps organizations automate hybrid cloud environments with Infrastructure and Security Lifecycle Management. HashiCorp offers The Infrastructure Cloud on the HashiCorp Cloud Platform (HCP) for managed cloud services, as well as self-hosted enterprise offerings and community source-available products. For more information, visit All product and company names are trademarks or registered trademarks of their respective holders. Red Hat, the Red Hat logo, OpenShift and Ansible are trademarks or registered trademarks of Red Hat, Inc. or its subsidiaries in the U.S. and other countries. Media and analyst contactmedia@ in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Forbes
15-05-2025
- Business
- Forbes
Has IBM's IT Automation Software Gotten Better?
IBM Instana dashboard IBM There are two ways to answer the question posed in the headline. The simple answer is yes, IBM has continued to invest in acquisitions including HashiCorp and DataStax, leading to a more robust portfolio of products for enterprise IT shops. But, after attending IBM's Think conference in 2024, I walked away with concerns about this emerging portfolio of software. In particular, it seemed that IBM was struggling to develop an integrated product and go-to-market strategy. I was left scratching my head in terms of what advice I could give customers on how to engage with IBM and get some joint value out of these related but different solutions. Heading into last week's Think 2025, I wanted to be convinced that things were different despite more acquisitions. For the most part, I got what I was hoping for. (Note: IBM is an advisory client of my firm, Moor Insights & Strategy.) Last year I didn't think that IBM's software wasn't good or that it was lacking features. My concern was that IBM did not have a clear message about what made a number of point-products better together. For example, why would a longtime Apptio (IBM) customer consider switching to Instana (IBM) when they were perfectly happy with Instana competitor Dynatrace? Additionally, at Think last year IBM announced a new product called Concert that sounded kind of like Instana in some ways. So even if I did not already use a competing product, which IBM product should I buy? This year was quite different, and IBM was very clear about what it needed to change and what it ended up doing. I walked away from Think 2025 feeling much better than the previous year. But, I also think that for anyone evaluating IBM's IT Automation software, all factors need to be considered. Three of these stand out to me. As I stated earlier, I feel that a year has made a big difference in IBM's IT Automation software. And I think IBM gets what it needs to do to attract and satisfy customers. There were many more demos this year. The conversations were frank about how customers are using the technology in the real world. And I heard quite a bit about how much IBM has learned from these acquisitions, suggesting (I hope) that newer acquisitions may go smoother. On that front, I'm excited to see where we stand in another year with HashiCorp — which I'll be writing more about soon.
Geek Wire
14-05-2025
- Business
- Geek Wire
HashiCorp co-founder donates $3M to alma mater, University of Washington computer science school
University of Washington Allen School alum Armon Dadgar, left, and Joshua Kalla. (UW Photo) Armon Dadgar, co-founder of HashiCorp and a University of Washington graduate, and his partner, Joshua Kalla, are giving $3 million to the UW's Paul G. Allen School of Computer Science & Engineering. Dadgar launched HashiCorp in 2012 with co-founder Mitchell Hashimoto, shortly after the two graduated from the UW with computer science degrees. The San Francisco-based HashiCorp reached unicorn status in 2018 with a $1.9 billion valuation. In February, IBM acquired the cloud company for $6.4 billion. Dadgar and Kalla, who live in Seattle, are directing their gift to two efforts: They're giving $1 million to establish the Armon Dadgar & Joshua Kalla Endowed Professorship in Computer Science & Engineering, which is intended to help the Allen School lead at the intersection of systems and AI. The remaining $2 million goes to the Allen School Student Success Fund, which supports prospective and current students and has a focus on first-generation college students and K-12 students in Washington with limited access to computing education. 'Education has always been an incredible driver of economic mobility,' Dadgar said in a statement. 'Our goal is to broaden the pathways into computer science and technology, and particularly to focus on first-generation college students where we can have a multi-generational impact on both the individual and their families.' Dadgar and Kalla gave the UW $3.6 million in a 2019 gift that helped fund scholarships to undergraduate students who participate in the UW's Educational Opportunity Program. The effort has supported 35 scholars to date. Dadgar credited the Allen School for exposing him to wide-ranging research in operating systems, virtualization, networking and other technologies, providing the background needed to launch HashiCorp. The company builds technology to automate cloud infrastructure. Kalla is an associate professor of political science at Yale University with a secondary appointment in statistics and data science.
Yahoo
26-04-2025
- Business
- Yahoo
IBM Q1 Earnings Call: AI, Software, and Productivity Initiatives Drive Outperformance
Technology and consulting giant IBM (NYSE:IBM) reported Q1 CY2025 results beating Wall Street's revenue expectations , but sales were flat year on year at $14.54 billion. The company expects next quarter's revenue to be around $16.56 billion, close to analysts' estimates. Its non-GAAP profit of $1.60 per share was 12% above analysts' consensus estimates. Is now the time to buy IBM? Find out in our full research report (it's free). Revenue: $14.54 billion vs analyst estimates of $14.39 billion (flat year on year, 1% beat) Adjusted EPS: $1.60 vs analyst estimates of $1.43 (12% beat) Adjusted EBITDA: $3.18 billion vs analyst estimates of $2.81 billion (21.9% margin, 13.1% beat) Revenue Guidance for Q2 CY2025 is $16.56 billion at the midpoint, roughly in line with what analysts were expecting Operating Margin: 10%, up from 8.2% in the same quarter last year Free Cash Flow Margin: 13.5%, similar to the same quarter last year Market Capitalization: $211.4 billion IBM's first quarter results were shaped by the company's ongoing focus on hybrid cloud and artificial intelligence solutions, with management highlighting broad-based strength in its software segment—particularly in automation, Red Hat, and data products. CEO Arvind Krishna specifically attributed the quarter's performance to IBM's ability to address clients' cost-saving and productivity needs, emphasizing strong demand for generative AI and hybrid cloud offerings. Krishna also pointed to the company's history of delivering mission-critical solutions and its trusted relationships with enterprise clients as central to IBM's resilience amid shifting market conditions. Looking ahead, management stated that IBM's full-year growth outlook remains intact, supported by continued momentum in software, new product launches like the z17 mainframe, and recent acquisitions such as HashiCorp. While the company maintained its revenue and free cash flow targets, CFO Jim Kavanaugh noted a more cautious stance on consulting services due to macroeconomic uncertainty and potential discretionary pullbacks. Krishna affirmed, 'We are maintaining our full-year guidance for accelerating revenue growth to 5% plus, and above $13.5 billion of free cash flow.' IBM's management emphasized the role of its software portfolio and productivity initiatives as key drivers of the quarter's results, while acknowledging ongoing macroeconomic uncertainty and segment-specific trends. Software Segment Momentum: Growth in software was led by automation, Red Hat, and data products, with Red Hat OpenShift annual recurring revenue now at $1.5 billion and strong double-digit growth across several sub-segments. Management noted that approximately 80% of software revenue is recurring, providing stability. Generative AI Adoption: The company reported a generative AI book of business exceeding $6 billion, with about 20% from software and the remainder from consulting. Management described early enterprise adoption, particularly as clients seek to realize productivity gains and cost savings through AI-enabled solutions. Productivity and Cost Discipline: IBM achieved margin expansion and improved free cash flow by embedding AI and automation into more than 70 internal workflows—ranging from HR to finance—and reducing vendor spend by over $1 billion through supply chain optimization. Infrastructure Cycle Dynamics: The infrastructure segment declined due to the conclusion of the z16 mainframe cycle, but management expects the newly launched z17 to drive renewed growth, citing client interest in enhanced AI acceleration and security features. Consulting Segment Variability: Consulting revenue was flat, with management attributing this to delayed decision-making and discretionary project pullbacks, especially in federal and government-related contracts. IBM remains cautious on the outlook for consulting due to its sensitivity to macroeconomic factors. IBM's outlook for the remainder of the year centers on software-driven growth, new infrastructure products, and ongoing productivity initiatives, while recognizing risks in consulting and external conditions. Software Recurring Revenue: Management believes that the high proportion of recurring revenue in software, bolstered by ongoing innovation and mid-teens growth in Red Hat, will continue to support overall revenue acceleration and margin expansion. Mainframe Product Cycle: The recent introduction of the z17 mainframe is expected to shift the infrastructure segment from a headwind to a tailwind, with client demand for AI acceleration and security features likely to drive uptake in the second half of the year. Consulting Sensitivities: IBM acknowledged that consulting results may remain variable, as discretionary projects are vulnerable to shifts in economic conditions and government spending patterns. Management is taking a prudent approach to forecasting this segment's contribution. James Schneider (Goldman Sachs): Asked about potential macro impacts on software and consulting segments. Management replied that software consumption and transaction processing remain stable, but consulting is more sensitive to discretionary pullbacks, particularly in government contracts. Wamsi Mohan (Bank of America): Sought clarity on how IBM expects to achieve its full-year growth target given segment trends. CFO Jim Kavanaugh outlined that the new mainframe launch, Red Hat momentum, and acquisitions like HashiCorp are expected to offset consulting caution. Amit Daryanani (Evercore ISI): Inquired about the impact of federal consulting volatility and the rationale for providing quarterly revenue guidance. Management explained that federal consulting is less than 10% of the consulting segment and cited increased transparency due to currency volatility. Ben Reitzes (Melius Research): Questioned the sequential deceleration in Red Hat growth and drivers behind future acceleration. Management highlighted strong bookings and the role of virtualization and containerization as key growth levers for Red Hat. Erik Woodring (Morgan Stanley): Asked why higher revenue from currency tailwinds isn't reflected in increased free cash flow guidance. Management responded that they are maintaining a conservative posture early in the year, focusing on durable EBITDA growth and disciplined execution. In the quarters ahead, the StockStory team will be tracking (1) the market reception and adoption rate of IBM's z17 mainframe and its impact on infrastructure revenue, (2) sustained momentum in Red Hat and recurring software revenue to confirm the durability of software-led growth, and (3) consulting backlog trends and client decision-making patterns as indicators of broader enterprise IT spending. Progress in integrating recent acquisitions and expanding generative AI client deployments will also be important markers. IBM currently trades at a forward P/E ratio of 21.3×. At this valuation, is it a buy or sell post earnings? The answer lies in our free research report. Donald Trump's victory in the 2024 U.S. Presidential Election sent major indices to all-time highs, but stocks have retraced as investors debate the health of the economy and the potential impact of tariffs. While this leaves much uncertainty around 2025, a few companies are poised for long-term gains regardless of the political or macroeconomic climate, like our Top 6 Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 175% over the last five years. 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