An article going a little deeper specifically on IBM's Systems unit, espousing a less than rosy view.
"The real IBM systems business – including not just servers, operating systems, and storage, but also the middleware, database, and development tools for these platforms – is, as we have always pointed out, much larger than this. But it is still in decline, and that is IBM’s real problem. No amount of chanting Watson will fix that. Getting the Power9 platform into the field this summer, in volume, would have helped. And having it out late last year, as it should have been, would have been even better."
https://www.nextplatform.com/2017/07/19/trials-tribulations-ibm-systems/