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Context is everything.
Detailed stories on technology startups, business and economic current affairs.
Detailed stories on technology startups, business and economic current affairs.
Editor's note: Welcome to the first edition of Oversize, a fortnightly newsletter on big tech in India and around the world, only for subscribers of The Morning Context. Do let us know what you think (you can email feedback at newsletters@themorningcontext.com). The 2010s did not go well for IBM. Its market capitalization peaked at a little over $240 billion in 2012; today, it’s less than $110 billion. Now, Big Blue has a new cloud-savvy CEO and is fresh off one of the biggest tech acquisitions of all time. But can it reverse a decade of declining revenues and shed off its image as a boring, old tech enterprise? The story of big tech over the past decade has been the meteoric rise of cloud computing and software-as-a-service, or SaaS. (And also artificial intelligence/machine learning, which means a lot of things to a lot of people.) In 2010, the then IBM CEO—Sam Palmisano—famously dismissed SaaS and cloud as fashion trends. Palmisano’s successor, Ginni Rommetty, presided over an era in which IBM annual revenue declined from $104 billion in 2012 to $77 billion in …
Editor's note: Welcome to the first edition of Oversize, a fortnightly newsletter on big tech in India and around the world, only for subscribers of The Morning Context. Do let us know what you think (you can email feedback at newsletters@themorningcontext.com). The 2010s did not go well for IBM. Its market capitalization peaked at a little over $240 billion in 2012; today, it’s less than $110 billion. Now, Big Blue has a new cloud-savvy CEO and is fresh off one of the biggest tech acquisitions of all time. But can it reverse a decade of declining revenues and shed off its image as a boring, old tech enterprise? The story of big tech over the past decade has been the meteoric rise of cloud computing and software-as-a-service, or SaaS. (And also artificial intelligence/machine learning, which means a lot of things to a lot of people.) In 2010, the then IBM CEO—Sam Palmisano—famously dismissed SaaS and cloud as fashion trends. Palmisano’s successor, Ginni Rommetty, presided over an era in which IBM annual revenue declined from $104 billion in 2012 to $77 billion in …
India’s leading tech hardware distribution company is making the most of the unprecedented rise in global prices of laptops and other tech hardware. There’s just one problem.
The Indian mother and baby products retailer has been slow to grow in the two largest markets of the Gulf. What gives?
After a year of big investments, growing capabilities and uneven adoption, how companies use artificial intelligence will be a key focus in 2026.
India’s leading tech hardware distribution company is making the most of the unprecedented rise in global prices of laptops and other tech hardware. There’s just one problem.
The Indian mother and baby products retailer has been slow to grow in the two largest markets of the Gulf. What gives?
After a year of big investments, growing capabilities and uneven adoption, how companies use artificial intelligence will be a key focus in 2026.
