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.

Mastercard

Saudi Payments selects Mastercard (MA) to assist in unveiling the region's instant payments system, 'sarie'.

Mastercard (MA), IBM to Aid Instant Payments in Saudi Arabia

Saudi Arabia's Saudi Payments Network is teaming up with IBM and Mastercard to launch instant payments in the kingdom. The country's new instant payments system — called "sarie" — aligns with Saudi Vision 2030 and Saudi Arabia's Financial Sector Development Program (FSDP).

Saudi Payments Teams With IBM, Mastercard To Launch Instant Payments

ARMONK, N.Y., April 21, 2021 /PRNewswire/ -- IBM (NYSE: IBM) today announced new capabilities for IBM Watson designed to help businesses build trustworthy AI.

IBM Launches New Watson Capabilities to Help Businesses Build Trustworthy AI

IBM (IBM) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions could translate into further price increase in the near term.

IBM (IBM) Surges 3.8%: Is This an Indication of Further Gains?

It was a solid report from a tech giant that's been trying to turn itself around for years.

5 Things to Know About IBM's Earnings Report

ARMONK, N.Y. and RIYADH, Saudi Arabia, April 21, 2021 /PRNewswire/ -- Saudi Payments, under the supervision of the Saudi Central Bank (SAMA) announced the launch of Saudi Arabia's instant payments system 'sarie' in cooperation with IBM (NYSE: IBM) and Mastercard (NYSE: MA), the leading technology company in the global payments industry.

Saudi Payments Launches Instant Payments System 'sarie' in Cooperation with IBM and Mastercard

The tech giant delivered impressive cloud growth.

Why IBM Stock Popped Today

Johnson & Johnson

Kansas City Southern

Procter & Gamble

United Continental Hlds

United Airlines, Johnson & Johnson, Procter & Gamble, Kansas City Southern and IBM were our top stock trades for Wednesday. The post 5 Top Stock Trades for Wednesday: UAL, JNJ, PG, KSU, IBM appeared first on InvestorPlace.

5 Top Stock Trades for Wednesday: UAL, JNJ, PG, KSU, IBM

Big Blue leveraged fantastic cloud computing and artificial intelligence sales to beat Wall Street's expectations.

IBM Posts Great Results, Shares Jump

International Business Machine Corp.'s (NYSE:IBM) investments in the hybrid cloud platform are beginning to pay off.

IBM's Strategy Begins to Pay off

Benzinga's PreMarket Prep airs every morning from 8-9 a.m. ET. During that fast-paced, highly informative hour, traders and investors tune in to get the major news of the day, the catalysts behind those moves and the corresponding price action for the upcoming session.

PreMarket Prep Stock Of The Day: IBM

For IBM, much of the last 8 years simply posting positive revenue growth was a challenge. In fact, the company had a period between 2013 and 2018 when it experienced an astonishing 22 straight quarters of negative revenue growth.

IBM breaks latest revenue losing streak as cloud revenue shows modest growth

IBM reported its biggest quarterly sales growth in 11 quarters boosted by its bets in the high-margin cloud computing business.

IBM Posts Biggest Sales Growth in 11 Quarters: ETFs to Tap

International Business Machines (IBM) Q1 results gain from the company's strong hybrid cloud business.

IBM's Q1 Earnings & Revenues Surpass Estimates, Stock Up

IBM and intellectual property specialist IPwe are launching a blockchain platform creating non-fungible tokens for corporate patents.

It's not NBA Top Shot, Beeple or a tweet, but IBM thinks patents should be NFTs

Apple

Should you follow Warren Buffett's lead and dump IBM stock to buy Apple?

Better Buy: Apple vs. IBM

Shares of International Business Machines Corp. rose 3.0% in premarket trading, to pace just the handful of Dow Jones Industrial Average components that were gaining ground ahead of the open, in the wake of upbeat first-quarter results. IBM stock's implied price gain would add about 26 points to the Dow's price, while Dow futures fell 156 points, or 0.5%.

IBM's stock rally would add about 26 points to the Dow's price, while the Dow drops

International Business Machines Corporation's (IBM) CEO Arvind Krishna on Q1 2021 Results - Earnings Call Transcript

IBM's cloud strategy pays off as Big Blue returns to sales growth after a year of declines. Q1 revenue was $17.7B, up 1% on the year.

Cloud strength pushes IBM to sales growth after a year of declines

IBM (IBM) delivered earnings and revenue surprises of 5.99% and 1.65%, respectively, for the quarter ended March 2021. Do the numbers hold clues to what lies ahead for the stock?

IBM (IBM) Beats Q1 Earnings and Revenue Estimates

IBM (IBM) shares are popping on Q1 earnings results after today's closing bell, up 4% on only the company???s second positive revenue quarter in the past few years.

IBM Beats in Q1; United Misses, Expects Positive 2021 Growth

International Business Machines Inc. shares rallied in the extended session Monday as the tech giant not only topped Wall Street estimates and broke a streak of declining revenue levels but forecast a return to pre-COVID-19 growth levels.

Earnings Results: IBM surprises with revenue gain, see growth returning to pre-COVID-19 levels

International Business Machines Inc. (NYSE: IBM) reported an unexpected increase in its first-quarter revenue on Monday. The company said that its financial performance in Q1 was better than what analysts had anticipated.

IBM reports a surprise increase in revenue in the first quarter

International Business Machines Inc. shares rallied in the extended session Monday after the tech giant topped Wall Street estimates with a surprise rise in revenue, snapping a four quarter streak of sales declines.

Earnings Results: IBM surprises with revenue gain and stock rallies

International Business Machines Corp returned to sales growth in the first quarter after a year of declines and beat Wall Street targets on Monday, boosted by its bets in the high-margin cloud computing business.

News for IBM Stock (IBM)