IBM Q4 Earnings and 2017 Outlook Top Estimates

The transcript discusses IBM's transition to cloud services, highlighting their progress and investor guidance. It provides insights into IBM's global economic impact, noting strong performance in Europe and increased software spending. The discussion shifts to fiscal stimulus and economic growth, with a focus on capital expenditure and global improvements. The potential impacts of Trump policies, including fiscal stimulus, deregulation, and increased confidence, are explored. Finally, the transcript highlights IBM's focus on tech and AI developments, particularly with Watson, and the role of deregulation in driving IT spending.

What role does fiscal stimulus play in the current economic outlook for companies like IBM?

In what ways might deregulation impact IBM's business operations?