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.

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Each of the big cloud platforms has its own methodology for passing on security information to logging and security platforms, leaving it to the vendors to find proprietary ways to translate that into a format that works for their tool. The Cloud Security Notification Framework (CSNF), a new working group that includes Microsoft, Google and […]

Emerging open cloud security framework has backing of Microsoft, Google and IBM

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Dividend stocks continue to amaze. If the goal is to produce a passive income stream that will one day cover our expenses, making sure that income stream grows is critical.

6 Dividend Increases Expected In May 2021

RALEIGH, N.C.--(BUSINESS WIRE)--Red Hat announces new capabilities across its portfolio of developer tools for building Kubernetes applications.

Red Hat Breaks Down Barriers to Building Applications for Kubernetes Environments with Developer Sandbox for Red Hat OpenShift

CAMBRIDGE, Mass., May 5, 2021 /PRNewswire/ -- IBM (NYSE: IBM) Security today introduced a new Software as a Service (SaaS) version of IBM Cloud Pak for Security, designed to simplify how organizations deploy a zero trust architecture across the enterprise.

IBM Helps Customers Adopt a Zero Trust Approach to Security

Archer is building a world-first qubit processor technology for quantum computing operation that could potentially operate at room temperature and integrate into modern electronics.

Archer Materials shares rise after signing quantum computing agreement with IBM

Is (IBM) Outperforming Other Computer and Technology Stocks This Year?

Is International Business Machines (IBM) Stock Outpacing Its Computer and Technology Peers This Year?

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7 Value Stocks to Put Your Faith In If Rough Times Are Ahead

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This weekly article series provides a summary of dividend changes. A summary table presents relevant data and key statistics of dividend increases.

Dividend Increases: April 24-30, 2021

IBM exceeded analyst expectations for earnings and revenue when it reported results last month, making it worth a closer look. In the earnings call, newish CEO Arvind Krishna set out an impressive strategy for growth, accentuating hybrid cloud and AI, both capabilities that IBM has an edge in.

IBM: A Buy For The Bold

RALEIGH, N.C.--(BUSINESS WIRE)--Red Hat, Inc., the world's leading provider of open source solutions, today announced the general availability of OpenShift GitOps and OpenShift Pipelines, new features of Red Hat OpenShift, the industry's leading enterprise Kubernetes platform. These capabilities help organizations to further reduce friction between development and operations teams by streamlining application development and deployment across the hybrid cloud. DevOps methodologies promote a cult

Red Hat Makes DevOps a Reality with OpenShift GitOps and OpenShift Pipelines

IBM has acquired Turbonomic, a Boston-based application resource management (ARM) and network performance management software provider. The company said in an announcement on Friday (April 30) that the deal makes IBM the “only company able to provide customers with AI-powered automation capabilities that span from AIOps (the use of AI to automate IT operations) to […]

IBM's Journey To Hybrid Cloud Territory Continues With Turbonomic Deal

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7 Tech Stocks to Buy on Any Dip

IBM is acquiring Turbonomic to extend the scope of its AIOps portfolio. This follows a series of acquisitions over the last several months.

IBM is acquiring Turbonomic to advance AIOps agenda

A small dividend raise makes this high-yield tech stock even better.

IBM Is Now a Slightly Better Dividend Stock

IBM today made another acquisition to deepen its reach into providing enterprises with AI-based services to manage their networks and workloads. It announced that it is acquiring Turbonomic, a company that provides tools to manage application performance (specifically resource management), along with Kubernetes and network performance, part of its bigger strategy to bring more AI […]

IBM is acquiring cloud app management firm Turbonomic, valued at $963M in 2019

- Addition of Turbonomic  will enable businesses to assure application performance using AI and cut costs by optimizing the deployment of IT resources across development, test and production environments - Complements IBM's recent acquisition of Instana and launch of IBM Cloud Pak for Watson AIOps to address AI-driven automation of IT; Powered by Red Hat OpenShift to run applications on any cloud ARMONK, N.Y., April 29, 2021 /PRNewswire/ -- IBM (NYSE: IBM ) today announced a definitive agreement to acquire Turbonomic, an Application Resource Management (ARM) and Network Performance Management (NPM) software provider based in Boston, MA.

IBM to Acquire Turbonomic Building Industry's Most Comprehensive AIOps Capabilities for Hybrid Cloud

IBM has agreed to acquire Turbonomic, a provider of software that helps companies monitor the performance of their business applications, people familiar with the matter said on Thursday.

Exclusive: IBM to acquire software provider Turbonomic - sources

NEW YORK, April 29, 2021 /PRNewswire/ -- IBM (NYSE: IBM) today announced the expansion of IBM Watson Advertising Accelerator for OTT and video, designed to help marketers move beyond contextual relevance alone. Accelerator aims to leverage artificial intelligence to dynamically optimize OTT ad creative for improved campaign outcomes at scale, not dependent on traditional advertising identifiers.

IBM Watson Advertising Accelerator Expands to Bring AI to Fast-Growing OTT Media and Streaming Landscape

International Business Machines has been named to the Dividend Channel ''S.A.F.E. 25'' list, signifying a stock with above-average ''DividendRank'' statistics including a strong 4.6% yield

International Business Machines A Top Ranked SAFE Dividend Stock With 4.6% Yield

It's only a $0.01 bump, but investors are welcoming it.

IBM Maintains Dividend Aristocrat Status With New Raise; Yield is 4.6%

Red Hat CEO Paul Cormier runs the centerpiece of IBM's transformation hopes. When Big Blue paid $34 billion for his company in 2018, it was because it believed it could be the linchpin of the organization's shift to a focus on hybrid computing.

Red Hat CEO looks to maintain double-digit growth in second year at helm

RALEIGH, N.C.--(BUSINESS WIRE)--The Fedora Project, a Red Hat, Inc. sponsored and community-driven open source collaboration, today announced the general availability of Fedora Linux 34, the latest version of the fully open source Fedora operating system. Fedora Linux 34 further improves the overall user experience with key updates like GNOME 40, while still providing a foundation for new use cases, like edge computing, with improved support for hardware watchdogs for automated system recovery.

Fedora Linux 34 Now Generally Available

International Business Machines Corp. said Tuesday it will raise its quarterly dividend by a penny, to $1.64 a share from $1.63. The new dividend will be payable June 10 to shareholders of record on May 10.

IBM lifts quarterly dividend by a penny, as yield increases to more than triple the S&P 500

RALEIGH, N.C. — RED HAT SUMMIT--(BUSINESS WIRE)--Red Hat announces new managed app, data and platform cloud services to bolster cloud-native application development across hybrid cloud environments.

Red Hat Unveils New Managed Cloud Services to Help Fuel the Next Wave of Cloud-Native Application Innovations

RALEIGH, N.C.—RED HAT SUMMIT--(BUSINESS WIRE)--Red Hat, Inc., the world's leading provider of open source solutions, today announced that it has expanded Red Hat Insights, its predictive analytics offering, across the open hybrid cloud with the launch of Red Hat Insights for Red Hat OpenShift and Red Hat Ansible Automation Platform and with expanded capabilities for Red Hat Enterprise Linux (RHEL). With enhanced visibility from on-premises environments to multiple public clouds included in thei

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