Look at this stuff. It's fucking beautiful: https://www.apple.com/business/mobile-enterprise-apps/
Enterprises don't need as much help setting up and running their disappearing data centers. But they do still need help building better software for their business. And more than ever before there's a focus on the ROI of better designed software. Definitely most enterprises don't have that kind of software expertise in house.
I think it would be mistake to advise IBM to try to just focus on competing with Amazon. The margin in enterprise services has moved up the stack and that's where it looks like IBM is moving. Definitely some pain along the way though.