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.

RALEIGH, N.C.--(BUSINESS WIRE)--Red Hat, Inc., the world's leading provider of open source solutions, today announced Red Hat OpenShift Platform Plus, a new edition of the industry's leading enterprise Kubernetes platform designed to provide a holistic solution to help customers adopt DevSecOps across the entirety of the hybrid cloud. Offering a complete Kubernetes stack out of the box, Red Hat OpenShift Platform Plus brings together everything needed to build, deploy and run nearly any applica

Red Hat Offers Complete Kubernetes Stack with Red Hat OpenShift Platform Plus

RALEIGH, N.C.--(BUSINESS WIRE)--Red Hat introduces the latest version of Red Hat Enterprise Linux, the world's leading enterprise Linux platform, tailored for edge computing.

Red Hat Powers the Next Wave of Edge Computing with Latest Version of the World's Leading Enterprise Linux Platform

RALEIGH, N.C.--(BUSINESS WIRE)--Red Hat announces intent to deliver a continuously-certified Linux operating system for road vehicles.

Red Hat Sets Sights on Delivering the First Continuously Certified Linux Platform for Road Vehicles

ARMONK, N.Y., April 27, 2021 /PRNewswire/ -- IBM (NYSE: IBM) today announced major innovations across its storage portfolio designed to improve the access to, and management of, data across increasingly complex hybrid cloud environments for greater data availability and resilience.

IBM Launches Advanced Storage Solutions Designed to Simplify Data Accessibility & Availability Across Hybrid Clouds

RALEIGH, N.C. — RED HAT SUMMIT--(BUSINESS WIRE)--Leading organizations deploy managed cloud services from Red Hat to reduce operational complexity and speed time-to-value for their cloud-native apps.

Leading Organizations Reduce Complexity and Unlock Innovation with Red Hat Managed Cloud Services

ARMONK, N.Y.--(BUSINESS WIRE)---- $ibm #ibm--The IBM (NYSE: IBM) board of directors today declared an increase in the regular quarterly cash dividend to $1.64 per common share, payable June 10, 2021 to stockholders of record as of May 10, 2021. This is the 26th year in a row that IBM has increased its quarterly cash dividend. IBM has paid consecutive quarterly dividends since 1916. Arvind Krishna, IBM chairman and chief executive officer, said: "Client adoption of our hybrid cloud and AI technologies, strong

IBM Board Approves Increase in Quarterly Cash Dividend for the 26th Consecutive Year

IBM reported its first revenue growth (excluding currency effects) in four quarters as its hybrid cloud effort grows. The company is improving capital allocation by deleveraging and has stated that they are committed to the dividend.

IBM: Things Are Changing

CAMBRIDGE, Mass., April 27, 2021 /PRNewswire/ -- IBM (NYSE: IBM) Watson Health today announced its 2021 Fortune/IBM Watson Health 100 Top Hospitals® and 15 Top Health Systems award winners, naming the top-performing hospitals and health systems in the U.S. This year's ranking of top hospitals introduces a measure of hospitals' contributions to community health with a focus on equity, along with measures of clinical outcomes, operational efficiency, patient experience, and financial health.

Fortune and IBM Watson Health Recognize Top-Performing U.S. Hospitals and Health Systems

ARMONK, N.Y., April 27, 2021 /PRNewswire/ -- Today IBM (NYSE:IBM) Security announced it has collaborated with HCL Technologies (HCL) to help unify and streamline threat management for clients via a modernized security operation center (SOC) platform.

HCL Technologies and IBM Collaborate to Modernize Security Operations

Advanced Micro Devices

ASML Hld

CACI

Intel

Lam Research

Netflix

NVIDIA

Plexus

Snap

Tech earnings appear to be tracking above expectations so far, while revenues lag.

4 Buy-Ranked Tech Companies That Reported Solid Earnings

Oracle

Both stocks are cheap, but one is clearly a better value.

Better Buy: IBM vs. Oracle

RALEIGH, N.C. – RED HAT SUMMIT--(BUSINESS WIRE)--Red Hat open hybrid cloud technologies and services help Snam shorten application deployment while developing more sustainable business models

Red Hat and Snam Collaborate to Deliver Energy Solutions at the Edge

RALEIGH, N.C — RED HAT SUMMIT--(BUSINESS WIRE)-- #OpenSource--Medifé worked with Red Hat to implement a new digital application architecture to better respond to the COVID-19 pandemic.

Medifé Asociación Civil Chooses Red Hat to Modernize and Scale Telemedicine Offering as Demand for Remote Healthcare Services Soars

RALEIGH, N.C. – RED HAT SUMMIT –--(BUSINESS WIRE)-- #OpenSource--The Government of Ireland Department of Agriculture, Food and the Marine (DAFM) is Red Hat's open technologies to develop a machine learning platform.

Ireland's Department of Agriculture, Food and the Marine Teams with Red Hat to Create Real-Time Machine Learning Platform to Digitize Grant Application and Payment Processing for Farmers

RALEIGH, N.C. - RED HAT SUMMIT--(BUSINESS WIRE)--Telcos worldwide meet new data, capacity and service demands, backed by Red Hat's cloud-native solutions including Red Hat OpenShift

Red Hat Helps Drive Telecommunications Modernization Across the Globe with Open Hybrid Cloud Technologies

RALEIGH, N.C.--(BUSINESS WIRE)--Turkcell democratizes data science and drives artificial intelligence innovation with Red Hat OpenShift.

Turkcell Democratizes Data Science and Drives Artificial Intelligence Innovation with Red Hat OpenShift

RALEIGH, N.C. – RED HAT SUMMIT--(BUSINESS WIRE)--Alstom uses Red Hat technologies to drive application modernization and management while delivering new business innovation.

Alstom and Red Hat Team to Transform Railway Communication with Edge Computing and Open Hybrid Cloud

Despite Big Blue's better-than-expected top-line performance during the first quarter, management didn't update its full-year outlook.

Don't Be Fooled by IBM's Surprising Revenue Growth

First-quarter profits may have looked lackluster, but this tech behemoth is finally beefing up its liquidity in a meaningful way.

IBM's So-So Quarter Was Actually Better Than It Seems

Palantir Technologies

Palantir's Double Click software demo highlighted how Foundry is solving major problems across the Industrial and Life Sciences industry.

How To Contextualize Double Click - Understanding Palantir's And IBM's AI Ambitions

Global research reveals majority of consumers are willing to pay to support a sustainable future ARMONK, N.Y., April 22, 2021 /PRNewswire/ -- The COVID-19 pandemic has elevated consumers' focus on sustainability and willingness to pay out of their own pockets – or even take a pay cut – for a sustainable future, according to a new IBM Institute for Business Value (IBV) survey of over 14,000 consumers in nine countries.

IBM Study: COVID-19 Pandemic Impacted 9 in 10 Surveyed Consumers' Views on Sustainability

ARMONK, N.Y., April 22, 2021 /PRNewswire/ -- IBM (NYSE: IBM) today announced that it is working with Parle Products Pvt Ltd (Parle), the largest selling biscuit brand  in India, to help it more quickly and effectively bring its products to market by leveraging IBM Cloud.

Parle Products, World's Largest Selling Biscuit Brand, Teams with IBM to Drive Growth Through Hybrid Cloud

NCR Corporation

Alibaba

Baidu

Dell Technologies

Verizon

Verizon Communications Inc 5.9 % Notes 2014-15.2.54 Sr

Older tech stocks can provide both income and growth while newer disruptive companies are overpriced in the current market. The post 7 Old Tech Stocks Plotting a New Tech Comeback appeared first on InvestorPlace.

7 Old Tech Stocks Plotting a New Tech Comeback

Amgen

American Express

Salesforce

Cisco Systems

Home Depot

Honeywell

Coca-Cola

Microsoft

Only a third of the stocks in the Dow rank as industry leaders according to MSCI's ESG rankings. Fortunately, most of those who do also are favored by Wall Street analysts.

The Best ESG Stocks in the Dow

International Business Machines Corp (NYSE: IBM) announced new abilities for IBM Watson aimed to help businesses build reliable AI (artificial intelligence). The capabilities extended Watson tools intended to help enterprises govern and clarify AI-led decisions, raise insight accuracy, alleviate risks, and accomplish their privacy and compliance requirements.

News for IBM Stock (IBM)