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Tom Gardner

๐Ÿ‘ค Speaker
See mentions of this person in podcasts
849 total appearances

Appearances Over Time

Podcast Appearances

Motley Fool Hidden Gems Investing
Interview with IBM CFO Jim Kavanaugh

Jim, how does,

Motley Fool Hidden Gems Investing
Interview with IBM CFO Jim Kavanaugh

How does organizational disruption from agentic AI compare with earlier technology shifts like cloud or mobile, where the tools evolve but headcount and core roles largely stayed the same at companies?

Motley Fool Hidden Gems Investing
Interview with IBM CFO Jim Kavanaugh

And now here's where we're getting the blended question.

Motley Fool Hidden Gems Investing
Interview with IBM CFO Jim Kavanaugh

So how is this disruption different than cloud or mobile?

Motley Fool Hidden Gems Investing
Interview with IBM CFO Jim Kavanaugh

And are clients finding that effective AI adoption requires rethinking their team structures and their roles rather than just layering in AI onto existing workflows?

Motley Fool Hidden Gems Investing
Interview with IBM CFO Jim Kavanaugh

And if so, third part,

Motley Fool Hidden Gems Investing
Interview with IBM CFO Jim Kavanaugh

What share of IBM's consulting engagements include AI-driven workforce transformation or change management?

Motley Fool Hidden Gems Investing
Interview with IBM CFO Jim Kavanaugh

How does that all weave together, if you can, three questions into one?

Motley Fool Hidden Gems Investing
Interview with IBM CFO Jim Kavanaugh

Just a quick follow-up.

Motley Fool Hidden Gems Investing
Interview with IBM CFO Jim Kavanaugh

Let's just take these four factors, and if you have a formula for them or how you evaluate them from one quarter to the next, one year to the next, and that would just be share buybacks, dividends, acquisitions, and R&D.

Motley Fool Hidden Gems Investing
Interview with IBM CFO Jim Kavanaugh

So taking those four different games you can play, how do you think about each dollar that comes in of cash flow and where to deploy it?

Motley Fool Hidden Gems Investing
Interview with IBM CFO Jim Kavanaugh

Final question is like the ski jump in the Olympics.

Motley Fool Hidden Gems Investing
Interview with IBM CFO Jim Kavanaugh

It's not gonna be a long runway to the question, but we're gonna give you the opportunity to stick it quickly, because we know we need to respect your time.

Motley Fool Hidden Gems Investing
Interview with IBM CFO Jim Kavanaugh

So be as succinct as you'd like to be.

Motley Fool Hidden Gems Investing
Interview with IBM CFO Jim Kavanaugh

I'd just like to hear from you.

Motley Fool Hidden Gems Investing
Interview with IBM CFO Jim Kavanaugh

You have a 30-year history at IBM.

Motley Fool Hidden Gems Investing
Interview with IBM CFO Jim Kavanaugh

Arvind has a 35-year history.

Motley Fool Hidden Gems Investing
Interview with IBM CFO Jim Kavanaugh

You came in as, I believe, stepped in as CFO in 2018, Arvind as CEO in 2020.

Motley Fool Hidden Gems Investing
Interview with IBM CFO Jim Kavanaugh

We've heard about it through your points in this conversation, so I could probably answer this, but anything special you'd like to give us about what the Arvind Krishna years mean as distinct from what came before at IBM?

Motley Fool Hidden Gems Investing
Interview with IBM CFO Jim Kavanaugh

And maybe if you wanted to go in this direction also, I'd love to hear transformation culture, how you're fair to every employee in this time of great change while relentlessly pursuing