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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40 billion times a day more than 2.5 billion devices ping IBM's servers for weather updates.

IBM's Weather Company Has A Path To Billions In New Revenue, Thanks To The Rise Of The Subscription Economy

International Business Machines (IBM) recently announced that its IBM Cloud for Financial Services is available now with support for Red Hat OpenShift platform.

IBM Cloud for Financial Services Supports Red Hat OpenShift

Analog Devices

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Tesla

ViacomCBS

Ever since the parabolic explosion of GameStop shares higher, much of which was due to the massive short interest, aggressive traders have been scouring the data looking for companies with large short interest, hoping to catch the next parabolic move.

Why 5 Stocks Hedge Funds Are Shorting the Most Could Be Huge Q2 Winners

Study shows global consumer optimism is high, with more than half of respondents surveyed saying that they expect a COVID-19 vaccine to keep them protected ARMONK, N.Y., April 8, 2021 /PRNewswire/ -- According to the findings of a new global consumer study released by IBM's (NYSE: IBM ) Institute for Business Value (IBV), respondents surveyed are mostly confident in the safety, effectiveness, and distribution of the COVID-19 vaccines and indicate a desire to return to 'normalcy' after being vaccinated.

IBM Consumer Study Points to Potential Recovery of Retail and Travel Industries, as Consumers Receive the COVID-19 Vaccine

April declaration has been the timeframe for an annual dividend raise. Better financial situation should mean larger raise this year.

IBM Dividend Raise Expected Soon

ARMONK, N.Y., April 7, 2021 /PRNewswire/ -- IBM (NYSE:  IBM ) today announced that the general availability of the industry's first financial services-ready cloud platform, IBM Cloud for Financial Services, now including the support for Red Hat OpenShift and other cloud-native services.

IBM Cloud for Financial Services Accelerates Innovation with Support for Red Hat OpenShift and Other Cloud-native Services

Increased appetite for value stocks has given Big Blue a boost.

Why IBM Stock Gained 12% in March

Coca-Cola

Altria

AT&T

Vector Group

Exxon Mobil

So, taking a look at dividend stocks, which names could end up slowing down or suspending their payouts? These seven stand at risk of doing so.

7 Dividend Stocks With Unsustainable Yields

RALEIGH, N.C.--(BUSINESS WIRE)--Red Hat, Inc., the world's leading provider of open source solutions, today announced that it has named Dirk-Peter (DP) van Leeuwen as senior vice president and general manager of North America Commercial Sales. Marjet Andriesse, who joined Red Hat as vice president of Sales in Asia Pacific in October 2020, succeeds van Leeuwen in leading the company's Asia Pacific region as vice president and general manager. The appointments are effective immediately and both v

Red Hat Announces Regional Leadership Appointments

Apple

Costco

W.W. Grainger

Johnson & Johnson

Kinder Morgan

Procter & Gamble

Southern Company

Travelers

Each month, we discuss the dividend increases that are expected in the coming month. April is about to be insane, as 9 dividend stocks will increase your cash flow as a shareholder.

9 Dividend Increases Expected In April 2021

RALEIGH, N.C.--(BUSINESS WIRE)--Red Hat delivers new learning subscription to help drive greater development of cloud-native technology skills.

Red Hat Launches Red Hat Learning Subscription Premium

Atmos Energy

Chubb

Hartford Financial Services Group

ProShares S&P 500 Dividend Aristocrats ETF

Nucor

People's United Financial

SPDR S&P 500 ETF Trust

Components of the S&P 500 that have paid steadily increasing dividends for at least 25 years have outperformed the broader market over time. This article demonstrates that historic outperformance and lists the current Dividend Aristocrat constituents and their recent returns.

Dividend Aristocrat Performance: March 2021

IBM might be a reasonable buy for some small percentage of investors at the current price. However, recent results are lackluster, including poor revenue growth and weak EPS growth over the last 5, 10, 15 years.

When To Buy IBM

C3.ai

Palantir Technologies

The digital revolution will generate more data than human minds can handle. We will need help and AI stocks will capture this opportunity.

3 Artificial Intelligence Stocks to Buy for 2021 and Beyond

Expensive growth stocks won't outperform forever.

Forget Growth Stocks -- Buy These 2 Value Stocks Instead

Process mining startup Celonis has partnered with IBM and Red Hat to help companies make the most of the digital transformation.

IBM and Red Hat form strategic partnership with process mining startup Celonis

NEW YORK, MUNICH, ARMONK, N.Y. and RALEIGH, N.C, April 1, 2021 /PRNewswire/ -- Celonis, IBM (NYSE: IBM) and Red Hat today announced a global strategic partnership to help accelerate the adoption of the Celonis Execution Management System (EMS) and help deliver more flexibility and choice in how customers deploy the technology.

Celonis, IBM and Red Hat Form Strategic Partnership to Help Transform Business Execution

Celonis, a fast-growing German process mining software startup, has struck a strategic partnership with IBM to help companies make the most of the digital transformation that many are undergoing at speed.

German process mining startup Celonis teams up with IBM and Red Hat

Before you can improve a workflow, you have to understand how work advances through a business, which is more complex than you might imagine inside a large enterprise. That's where Celonis comes in.

Celonis announces significant partnership with IBM to sell its process mining software

IBM is joining the growing list of tech companies planning to take a flexible approach to remote work even after the pandemic, though it does have concerns about how the strategy could impact its company culture. IBM CEO Arvind Krishna told Bloomberg's Emily Chang on Wednesday 80% of the company's employees may stay in hybrid roles indefinitely, spending "at least three days a week, maybe not all eight to 10 hours, but at least some fraction of those three days, in the office."

IBM's CEO predicts a hybrid remote-work model for 80% of employees post-pandemic (IBM)

Quantum computing will be used to explore genomics, and chemical and drug discovery.

IBM's first 'retail' quantum computer in the US headed to Cleveland Clinic

After a year in which scientists raced to understand Covid-19 and to develop treatments and vaccines to stop its spread, Cleveland Clinic is partnering with IBM to use next-generation technologies to advance healthcare research — and potentially prevent the next public health crisis.

Cleveland Clinic and IBM hope their tech partnership could help prevent the next pandemic

IBM has installed a couple of its own Quantum System One machines across the world in recent years, but today it announced its first private-sector U.S. deployment thanks to a new ten-year partnership with the Cleveland Clinic. This not only marks IBM's first U.S. install of one of its quantum computers outside of its own […]

News for IBM Stock (IBM)