Buy Confluent For The Attractive Arbitrage Spread, Buy IBM For Potential Hybrid Cloud Dominance [Seeking Alpha]
International Business Machines Corporation (IBM)
Last international business machines corporation earnings: 4/20 04:08 pm
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Source: Seeking Alpha
Confluent adds a crucial data layer to IBM's hybrid cloud and AI stack which could help unlock the full potential of Red Hat, HashiCorp, and watsonx. IBM's go-to-market scale combined with growing demand for data streaming platforms, such as offered by Confluent, could help rapidly accelerate IBM's software growth. IBM's high Fortune 500 penetration rate and international footprint creates massive opportunities for operating leverage, which could see Confluent contribute positively to IBM's EPS in the second year post deal. I'm estimating Confluent's revenues to grow 2.1 times in the first 5 years post deal while generating a 26% EBIT margin and 20.8% profit margin in the fifth year post deal. akinbostanci/E+ via Getty Images Earlier this week, International Business Machines Corporation ( IBM ) made a significant move by acquiring Confluent, Inc. ( CFLT ) in an all-cash deal. From Confluent's perspective, the deal offers an attractive low-risk opportunity to secure an annu
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