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Transcripts For BLOOMBERG Bloomberg West 20240622

Earnings tomorrow. We will have everything you need to know. Taylor swift teqams teams up with jd. Com. All that ahead. Ibm shares are lower after a 13th straight corner quarter of declining revenue. Sales came in below the estimate. The company did beat on earningspershare. Joining me to break down the numbers, anurag, james and tim. Anurag, i want to start with you. Its great to see you here in person. It seems like investors are split over ibms future. You have people who are very optimistic and say that if ibm can transition into a mobile cloud social company, things look a lot better. Which side are you on . Anurag they are both accurate in a way. The question is how long should you wait for it to happen. Cloud is a small portion of the revenue for them. Emily what numbers are standing out to you right now . Ken a couple of things. This is a Company Still in transition. If you look at the numbers today where they have a backlog of 122 billion orders, services are up 17 you could s

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