Revenue segments as reported by the company.

Software

Consulting

Infrastructure

Financing

Cloud & Cognitive Software

Global Business Services

Global Technology Services

Systems

Global Financing

Other

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

SG&A

Intellectual property and custom development income

Other expense

Interest expense

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

International Business Machines Corp. is an information technology company, which provides integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure and modernize their environments. It includes all software, except operating system software reported in the Infrastructure segment. The Consulting segment provides capabilities in business transformation and technology implementation. Consulting designs and builds open, hybrid cloud architectures and optimizes key workflows and business processes with IBM and ecosystem partner technologies. The Infrastructure segment offers solutions for hybrid cloud, and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. Infrastructure also includes remanufacturing and remarketing of used equipment with a focus on sustainable recovery services. The Financing segment facilitates the acquisition of information technology systems, software and services through its financing solutions. The financing arrangements are predominantly for products or services that are critical to the end users’ business operations and support IBM’s hybrid cloud platform and AI strategy. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

IBM reports strong Q4 earnings, eyes revenue and margin growth

IBM's Q4 2022 performance showcased strong revenue growth and successful client collaborations, despite facing challenges from external factors impacting margins. The company is focused on seizing opportunities through strategic investments and guiding for continued revenue and margin improvements in 2023.

IBM reports solid Q1 results, focuses on hybrid cloud and AI for growth

IBM's Q1 performance reflects growth in revenue, driven by Software and Consulting, with a focus on hybrid cloud and AI. While facing challenges in lower revenue growth projections and pricing dynamics, IBM is optimistic about PTI improvements and cash flow. Opportunities lie in AI initiatives, currency impact, and strategic M&A moves.

IBM reports solid Q2 earnings, eyes growth through strategic AI

IBM's Q2 2023 performance was strong, with revenue growth, margin expansion, and robust free cash flow generation.
The company's strengths lie in its hybrid cloud and AI strategy, strategic collaborations, and focus on enterprise AI.
Challenges include regional AI maturity variations, pricing dynamics, acquisition alignment, and data privacy concerns.
Opportunities abound in IT optimization, international expansion, strategic acquisitions, and AI-driven productivity gains.

IBM reports solid Q3 growth driven by generative AI focus

IBM's Q3 2023 performance reflects strong financial growth, particularly in software and consulting revenue, supported by a focus on generative AI and strategic partnerships.
While challenges exist in deploying generative AI and sustaining growth in certain segments, IBM's financial stability and innovative approach position it well for future opportunities.
Opportunities lie in leveraging generative AI for revenue growth, enhancing client-specific solutions, and expanding market presence through strategic initiatives.
Overall, IBM's performance highlights resilience, adaptability, and a strategic vision for delivering value to enterprise clients in a competitive landscape.

IBM reports solid 2023 performance, eyes growth through AI and partnerships

IBM's strong financial performance in 2023, driven by software and consulting growth, sets the stage for continued success in 2024.
Strategic partnerships, AI initiatives, and cost-saving measures bolster IBM's competitive edge and financial resilience.
Challenges in sustaining growth and revenue recognition require careful management and strategic foresight.
Opportunities in AI, digital transformation, and strategic acquisitions position IBM for growth and market outperformance in 2024.

IBM reports strong Q1 performance driven by cloud and AI

IBM's Q1 2024 performance reflects strength in hybrid cloud and AI, with solid revenue and cash flow growth.
Despite challenges in consulting revenue and software growth targets, opportunities lie in global demand and strategic acquisitions.
Maintaining a balance between addressing challenges and leveraging strengths will be crucial for sustained growth.
IBM's disciplined M&A strategy and focus on innovation position the company for continued success in the software and cloud market.

IBM reports robust Q2 earnings, focuses on AI and hybrid cloud growth

IBM's Q2 2024 earnings call highlighted strong performance in software and infrastructure, with a focus on hybrid cloud and AI strategies. Despite challenges in the consulting segment, the company raised free cash flow expectations and remains disciplined in M&A. Opportunities lie in AI strategy, open-sourcing models, and Red Hat's growth in containerization and hybrid cloud solutions.

IBM reports robust Q3 earnings, focuses on AI solutions

IBM's Q3 earnings call highlighted strong software revenue growth, challenges in consulting and infrastructure, and a focus on enterprise AI solutions. Despite macroeconomic uncertainties, the company remains confident in its ability to drive revenue growth and maintain profitability. IBM's strategic partnerships and innovations position it well for future opportunities.

Revenue

Cost of revenue

Gross profit

Operating expenses

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud, and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

IBM continues to pay a near 5% dividend yield, though their financial trends are not as strong. Revenue declined 4% in 2020 despite many big tech companies emerging as winners of the global pandemic.

IBM: Good Dividend Yield, But Nothing To Be Bullish About Before Earnings

WASHINGTON, July 7, 2021 /PRNewswire/ -- Smallholder coffee and cocoa farmers and their cooperatives in Honduras are harnessing the power of technology to access new markets and make better business decisions through IBM Food Trust and IBM Watson Decision Platform for Agriculture, working with Heifer International and IBM (NYSE: IBM).  Small-scale coffee farmers operate at an average of 46–59% loss, with farmers earning less than 1% of the sale of a cup of coffee at a coffee shop.

Heifer International and IBM Work with Coffee and Cocoa Farmers in Honduras to Increase Access to Data and Global Markets

SAN JOSE, Calif.--(BUSINESS WIRE)-- #cloudmigration--Taos, an IBM Company, Looks to Achieve New Level of Growth with Appointment of Ken Grohe as Chief Revenue Officer

Taos, an IBM Company, Looks to Achieve New Level of Growth With Appointment of Ken Grohe as Chief Revenue Officer

Alibaba

Starbucks

Snap

Snap, IBM, Starbucks and Alibaba were our top stock trades for Wednesday. That said, let's get a look at how the charts are setting up now.

4 Top Stock Trades for Wednesday: SNAP, IBM, SBUX, BABA

IBM has gone from tech behemoth to tech catcher-upper over the past decade, facing personal computing headwinds as it was slow to adapt to the current market environment.

IBM: Avoid For Growth, Come For Value

IBM has struggled to grow revenues in the past, but revenues are expected to grow over the next 5 years.

IBM: Bright Future Ahead

IBM announced Friday that Jim Whitehurst is no longer president of the company after 14 months at the helm, but will stay on as a senior advisor to the executive leadership team.

IBM's Jim Whitehurst out as president

Shareholders of Big Blue were forced to consider the importance of personnel onboarded as the result of a critical acquisition.

Here's Why IBM Fell Nearly 5% Today

International Business Machines Corporation's (NYSE: IBM) Jim Whitehurst stepped down as president less than two years after joining the company. Shares of the computer hardware firm slid more than 4% on Friday.

IBM stock slips more than 4% as Jim Whitehurst steps down as president

International Business Machines Corp (NYSE: IBM) President Jim Whitehurst is stepping down. Whitehurst was previously the CEO of Red Hat, which IBM had acquired in 2019.

IBM President Jim Whitehurst Exits, Other Management Changes

International Business Machines Inc. shares fell Friday after the company announced that Jim Whitehurst was stepping down as president.

IBM stock worst performer on Dow as Whitehurst steps down as president

Abbott Labs

Becton, Dickinson and Co.

Clorox

Invesco Dow Jones Industrial Average Dividend ETF

Ecolab

Iron Mountain

Markets have become choppy due to inflation and uncertainty. These dividend stocks could provide a safe haven in volatile times for the rest of the year.

The 7 Best Dividend Stocks to Buy for Income Investors In July 2021

ZoomInfo Technologies

IBM vs. ZI: Which Stock Is the Better Value Option?

IBM vs. ZI: Which Stock Should Value Investors Buy Now?

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

Are Investors Undervaluing IBM (IBM) Right Now?

International Business Machines Corp said on Friday President Jim Whitehurst, who played a major role in Big Blue's $34 billion acquisition of Red Hat two years ago, will step down from his position.

IBM's Jim Whitehurst to step down as president

Jim Whitehurst was CEO of Red Hat, which IBM positioned as a key element of its push toward hybrid cloud that goes beyond its own cloud services.

IBM President Jim Whitehurst steps down less than two years after he joined through Red Hat acquisition

In a surprise announcement today, IBM announced that Jim Whitehurst, who came over in the Red deal, would be stepping down as company president just 14 months after taking over in that role. IBM didn't give a lot of details as to why he was stepping away, but acknowledged his key role in helping bring […]

Jim Whitehurst steps down as president at IBM just 14 months after taking role

Cummins

Novavax

Value stocks have a knack for outperforming during the early stages of an economic recovery.

3 Value Stocks That'll Make You Richer in July (and Beyond)

ARMONK, N.Y., July 1, 2021 /PRNewswire/ -- Kyndryl, the independent public company that will be created following the separation of IBM's Managed Infrastructure Services business, today announced that it has appointed Matt Milton as Kyndryl's President in the U.S. Mr.

Kyndryl Names Matt Milton President of U.S. Business

ARMONK, N.Y., July 1, 2021 /PRNewswire/ -- Kyndryl, the independent public company that will be created following the separation of IBM's (NYSE: IBM) Managed Infrastructure Services business, today announced its global leadership model to bring its mission-critical technical expertise to a broader set of core digital technology environments.

Kyndryl Unveils New Operating Model And Global Structure

Crocs

Deere & Company

Hibbett Sports

Pool

Roku

Target

If you're an investor who's a firm believer in Warren Buffett's 'Cash Is King' saying then these seven stocks to buy are meant for you. The post 7 Stocks to Buy That Look Cheap Based on Their Cash Flows appeared first on InvestorPlace.

7 Stocks to Buy That Look Cheap Based on Their Cash Flows

IBM's focus will be on hybrid cloud, helping clients move some cloud infrastructure onto their own servers, and making those systems compatible with public clouds. The post IBM Stock Is a Lot More Attractive as It Refocuses and Trims Down appeared first on InvestorPlace.

IBM Stock Is a Lot More Attractive as It Refocuses and Trims Down

Having grown by 16.6% since the end of 2020 IBM's stock seems to be above its near term potential. The company's stock grew after its earnings release of Q1 2021 as the company beat consensus market estimates for both revenue and earnings.

IBM's Stock Seems To Be Overvalued At $145

RALEIGH, N.C. & NEW YORK--(BUSINESS WIRE)--Red Hat and KPMG LLP today announced an ongoing collaboration to augment the KPMG Ignite AI platform with Red Hat OpenShift as a foundational technology. Building on Red Hat OpenShift, KPMG Ignite provides the agility, scalability and flexibility needed to deploy AI at scale, and enables Ignite to be deployed more consistently across the hybrid cloud. According to the KPMG recent AI study, “Thriving in an AI World”, the rate of AI adoption skyrocketed

KPMG Automates, Accelerates and Enhances Artificial Intelligence Workflows with Red Hat OpenShift

Schlumberger

LONDON & ARMONK, N.Y.--(BUSINESS WIRE)--Schlumberger and IBM announced today the industry's first commercial hybrid cloud Enterprise Data Management Solution for the OSDU Data Platform. The hybrid cloud offering is designed to expand access to customers globally—including those in locations where data residency requirements and local regulations may affect the use of global public cloud—and is engineered to reduce time for analysis and accelerate decision-making, with all workflow data availabl

News for IBM Stock (IBM)