Jefferies: Creating Shareholder Value with AI? Not so Elementary, My Dear Watson

by Volker Weber

Our checks suggest that while IBM offers one of the more mature cognitive computing platforms today, the hefty services component of many AI deployments will be a hindrance to adoption. We also believe IBM appears outgunned in the war for AI talent and will likely see increasing competition. Finally, our analysis suggests that the returns on IBM's investments aren't likely to be above the cost of capital. Reiterate Underperform.

IBM from a financial analyst perspective.

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Comments

That is a really well written report.

sean cull, 2017-07-14

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I explain difficult concepts in simple ways. For free, and for money. Clue procurement and bullshit detection.

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