Interview with IBM CFO Jim Kavanaugh

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 1 March 2026

⏱️ 28 minutes

🔗️ Recording | iTunes | RSS

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Summary

AI, hybrid cloud, and quantum - three big shifts happening at IBM. Motley Fool co-founder Tom Gardner and Motley Fool contributor Matt Frankel recently talked with IBM CFO Jim Kavanaugh about the new IBM. Host: Tom Gardner, Matt Frankel Guest: Jim Kavanaugh Producer: Bart Shannon, Mac Greer Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Over the last three plus years, we've created more value for our shareholders than the prior
0:14.4	hundred and eleven years combined. That was IBM CFO Jim Cavanaugh.
0:27.8	I'm Motleyful producer Matt Greer.
0:30.0	Now, Motleyful co-founder and CEO Tom Gardner
0:32.5	and Motleyful contributor Matt Frankel recently talked with Kavanaugh
0:36.2	about the new IBM and about what AI
0:39.4	means for IBM's future. Now, I should note that this interview was recorded on February 10th,
0:45.9	prior to the big decline in IBM stock price over concerns about Anthropics' new cobal coding tool.
0:53.6	Hope you enjoy the conversation.
0:56.0	Well, hello, fools.
0:57.2	We're so excited to spend the next half hour or so
1:00.4	with the chief financial officer of IBM, Jim Kavanaugh,
1:03.9	and Matt Frankel, our Hidden Gems,
1:06.1	investment analysts helping out throughout.
1:08.1	Jim, thank you so much for this time.
1:10.0	Great.
1:10.6	Thank you, Tom. I appreciate you
1:12.3	having us here and looking forward to an engaging discussion with both of you. Let's hope we don't
1:17.4	let you down. We're so excited about this. I will say for investors of the Molly Fool, we have eight
1:22.1	recommendations of IBM. Those investments have done quite well for us. We take a very long-term perspective with our
1:28.6	investment strategy, so we're always looking to hold our investments for at least five years.
1:33.0	Obviously, there's so many transactions in the marketplace and so much excitement about
	...

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