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.

Tech industry struggles to keep up with demand brought on by the reopening of the world economy

Global shortage of computer chips could last two years, says IBM boss

CME Group

Coinbase

Mastercard

The fintech industry is booming, and these four fintech stocks have solid reasons to be on your portfolio watchlist for these reasons. The post 4 Smart Fintech Stocks To Buy on Hot Deal Speculation appeared first on InvestorPlace.

4 Smart Fintech Stocks To Buy on Hot Deal Speculation

Landbridge Co LLC

Air Lease

3D Systems

Scientific Games

L Brands is one of the top trending stocks today following news that Victoria's Secret will become a publicly traded company. Read about the top picks – and the ratings from our AI models.

IBM And L Brands Among Top Trending Stocks Today

Weyco Group

Exxon Mobil

I discuss 3 Dividend Champion stocks that are yielding about 4.5% or more and are undervalued based on the Gordon Growth Model or P/E ratio. These stocks were all impacted by the COVID-19 pandemic and other operational challenges.

3 Dividend Champions Still Yielding 4.5%

SANTA CLARA, Calif. and PUNE, India, May 12, 2021 /PRNewswire/ -- Persistent Systems (BSE: PERSISTENT) (NSE: PERSISTENT) today announced its intent to join IBM's (NYSE: IBM) ecosystem of partners using IBM's new Automation Foundation and IBM Cloud Paks for Automation to manage and modernize mission-critical workloads across hybrid cloud environments.

Persistent Systems Joins Growing Ecosystem of Partners Using IBM Cloud Paks with Red Hat OpenShift to Modernize Mission-critical Workloads

NEW YORK, May 12, 2021 /PRNewswire/ -- New market research commissioned by IBM (NYSE: IBM ) found that almost one-third of IT professionals surveyed globally say their business is now using artificial intelligence (AI), with 43 percent reporting that their company has accelerated their rollout of AI as a result of the COVID-19 pandemic. While recent advances in the technology are making AI more accessible than ever, the annual survey also found that a lack of AI skills and increasing data complexity are cited as top challenges.

Global Data from IBM Points to AI Growth as Businesses Strive for Resilience

IBM is rolling out new advances in artificial intelligence (AI), hybrid cloud and quantum computing, which will help “its clients and partners accelerate their digital transformations, return to work smarter and build strategic ecosystems that can drive better business outcomes,” according to a press release. AI will be used to help customers access answers to […]

IBM Debuts Cloud, AI Services In Bid To Modernize Business

IBM is on a tear under the leadership of new CEO Arvind Krishna: It created the world's smallest microchip and Tuesday it announced new AI capabilities at its annual Think event.

IBM CEO: America needs a NASA-like agency to prevent future pipeline attacks

International Business Machines Inc. (NYSE: IBM) just released the results of its annual survey in a report titled Global AI Adoption Index 2021 that revealed how the COVID-19 pandemic has accelerated the adoption of Artificial Intelligence (AI). Major findings Amongst the major findings of the report, the survey revealed that 43% of the companies are […] The post 43% of the companies are accelerating AI investments, reveals IBM survey appeared first on Invezz.

43% of the companies are accelerating AI investments, reveals IBM survey

IBM is rolling out innovations in artificial intelligence, hybrid cloud operations and quantum computing as the company that created the personal computer follows through on a roadmap it set out a year ago.

IBM to focus on AI and hybrid cloud in new chapter for Big Blue

At its Think 2021 conference, IBM announced new products across its Cloud Pak for Data and Watson portfolios.

IBM taps AI for new workflow automation and data migration tools

ARMONK, N.Y., May 11, 2021 /PRNewswire/ -- IBM (NYSE: IBM ) announces advances in artificial intelligence (AI), hybrid cloud, and quantum computing at the company's Think conference at 12:00 p.m.

IBM Announces Breakthrough Hybrid Cloud and AI Capabilities to Accelerate Digital Transformation at 2021 Think Conference

Cardinal Health

Canadian Imperial Bank of Commerce

Cisco Systems

Chevron

Genuine Parts

GlaxoSmithKline

Huntington Bancshares

Illinois Tool Works

Johnson & Johnson

Kinder Morgan

Leggett & Platt

Occidental Petroleum

Procter & Gamble

Philip Morris

Schlumberger

Total

ViacomCBS

Each month, we share the amount of dividend income we received and compare the results to the previous year. Until the stock market was stabilized and the first stimulus bill was passed, there were a lot of undervalued dividend stocks that we were able to add to our portfolios.

Dividend Income Summary: Bert's April 2021 Summary

Gilead Sciences

Coca-Cola

Verizon

In this article, we cover five potential dividend growth ideas including Cisco Systems, IBM, Verizon, Gilead, and Coca-Cola.

Highlighting 5 Potential Dividend Yield Plays To Consider

Ping An Insurance Group Co of China Ltd

Choosing stocks with compelling Shiller price-earnings ratios enhances the likelihood of identifying value opportunities, in my opinion. Thus, investors may want to consider the following stocks, as their Shiller price-earnings ratios are standing below the S&P 500 Index's historical average of 16.82 as of Friday, May 7.

A Trio of Stock Picks With a Low Shiller Price-Earnings Ratio

The processor performance improvements could come in 2024 or 2025 -- if IBM finds manufacturers that'll license its approach.

IBM nanosheets promise better speed and battery life for next-gen chips

AbbVie

Aflac

Becton, Dickinson and Co.

Cincinnati Financial

Kimberly-Clark

ProShares S&P 500 Dividend Aristocrats ETF

Realty Income Corp

People's United Financial

AT&T

Dividend Aristocrats can be a great choice for investors looking for reliable income and stocks that can outperform during a recession. Not all Dividend Aristocrats are necessarily attractive at the same time, however.

10 Of The Best Value Picks Among Dividend Aristocrats

IBM announced a milestone in semiconductors. Now, support for the Endless Frontier Act signals increased tech investment in Cloud, AI and IoT.

The New IBM Chip Just Got a Boost from Biden Bill

Moderna

Canaan Inc.

Block

Upland Software

Q.ai runs daily factor models to get the most up-to-date reading on stocks and ETFs. This time, our artificial intelligence systems have identified Moderna and IBM among other trending stocks.

Artificial Intelligence Ranks Moderna And IBM Among Trending Stocks

ARMONK, N.Y., May 7, 2021 /PRNewswire/ -- IBM (NYSE: IBM ) announced today it has extended its IBM Global University Program with historically black colleges and universities (HBCUs) to 40 schools.

IBM Extends HBCU Initiatives Through New Industry Collaborations

The semiconductor industry's constant challenge is to make microchips that are smaller, faster, more powerful and more energy efficient — simultaneously.

IBM says it has created the world's smallest and most powerful microchip

IBM (NYSE: IBM) has introduced the first semiconductor chip with 2-nanometer nanosheet technology. What Happened: The new chip is projected to achieve a 45% higher performance level — or 75% lower energy use — than the most advanced 7 nm node chips now in use, according to IBM.

IBM Unveils 2-Nanometer Semiconductor Chip Technology

For decades, each generation of computer chips got faster and more power-efficient because their most basic building blocks, called transistors, got smaller.

IBM unveils 2-nanometer chip technology for faster computing

IBM promises better speed and battery life with nanosheets chip tech

ALBANY, N.Y., May 6, 2021 /PRNewswire/ -- IBM (NYSE: IBM) today unveiled a breakthrough in semiconductor design and process with the development of the world's first chip announced with 2 nanometer (nm) nanosheet technology.

IBM Unveils World's First 2 Nanometer Chip Technology, Opening a New Frontier for Semiconductors

News for IBM Stock (IBM)