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.

Siemens AG

Siemens enlists IBM to build applications on private clouds it manages on behalf of manacturing companies.

Siemens and IBM extend alliance to IoT for manufacturing

AT&T

With low valuations and high dividend yields, AT&T and IBM are two value stocks will likely outperform high-flying FANG stocks over the next 3 to 5 years. The post 2 Value Stocks That Can Outperform FANG Stocks Sooner Than You Think appeared first on InvestorPlace.

2 Value Stocks That Can Outperform FANG Stocks Sooner Than You Think

Conagra Brands

Cardinal Health

Kellogg

Kimberly-Clark

Lockheed Martin

Pfizer

Philip Morris

Which dividend stocks should you consider for both 3%+ yields and the potential for appreciation? These nine names come to mind.

9 Great Dividend Stocks with 3%+ Yields

RALEIGH, N.C.--(BUSINESS WIRE)--Red Hat, Inc., the world's leading provider of open source solutions, today announced Red Hat OpenShift 4.7, the latest version of the industry's leading enterprise Kubernetes platform. Designed to simplify and accelerate application modernization, the latest version of Red Hat OpenShift is based on Kubernetes 1.20 and helps remove the strain on IT teams as they seek to unite traditional applications with cloud-native. All of these new capabilities are built on t

Red Hat Refines Kubernetes for Both Traditional and Cloud-Native Applications with Latest Version of Red Hat OpenShift

CAMBRIDGE, Mass., Feb. 24, 2021 /PRNewswire/ -- IBM (NYSE: IBM) Security today released the 2021 X-Force Threat Intelligence Index highlighting how cyberattacks evolved in 2020 as threat actors sought to profit from the unprecedented socioeconomic, business and political challenges...

IBM Security Report: Attacks on Industries Supporting COVID-19 Response Efforts Double

International Business Machines Corp (NYSE: IBM) announced the accessibility of Red Hat software on IBM Power Systems and IBM Power Systems hardware, enabling IBM Systems to empower clients with the latest Red Hat technology to develop cloud-native applications and deployment into hybrid cloud environments. "But despite the challenges, they recognize that a hybrid cloud approach can offer 2.5x the value derived from a single public cloud, as measured by an IBM internal assessment by IBM's Institute of Business Valueiii.

IBM Power System Adds Red Hat Hybrid Cloud Capabilities

ARMONK, N.Y., Feb. 23, 2021 /PRNewswire/ -- IBM (NYSE: IBM) announced availability of Red Hat software on IBM Power Systems as well as new IBM Power Systems hardware. These announcements further expand IBM Systems's commitment to help clients modernize by empowering them with the latest...

IBM Power Systems Enhances Hybrid Cloud Capabilities with Red Hat

Both companies have performed poorly over the last 5 years. Financial metrics show IBM to be in a much stronger position.

If You Like GE Buy IBM Instead

AbbVie

Exxon Mobil

Investing in these stocks could result in hundreds or thousands of dollars in passive income.

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IBM (IBM) reported earnings 30 days ago. What's next for the stock?

IBM (IBM) Down 9.6% Since Last Earnings Report: Can It Rebound?

According to The Wall Street Journal, IBM is considering various options for its Watson Health business.

IBM Reportedly Mulls Sale Of Watson Health Unit

International Business Machines Corp. (NYSE: IBM) is contemplating the divestment of its IBM Watson Health business to focus on its core cloud computing business, the Wall Street Journal reports. The company is exploring options, including its sale to a private-equity firm sale or industry player or a merger with a blank-check company.

IBM Contemplates Watson Health Business Divestment To Focus On Cloud: WSJ

International Business Machines Corp. is exploring a potential sale of its IBM Watson Health business, according to people familiar with the matter, as the technology giant's new chief executive moves to streamline the company and become more competitive in cloud computing.

The Wall Street Journal: IBM exploring sale of its Watson Health unit

EMCOR Group

Gray TV

Hartford Financial Services Group

Altria

Disappointing jobless claims and weak data from Walmart, among other factors, sent all the major indices down. But Q.ai's deep learning algorithms have assessed the markets to bring you today's top buys.

Top Stocks To Buy Today As Jobless Claims Send Markets Down

Alphabet

Which tech giant will generate bigger gains this year?

Better Buy: IBM vs. Alphabet

IBM claims to have developed an AI accelerator chip for training and inferencing that beats other leading chips on benchmarks.

IBM proposes AI chip with benchmark-beating power efficiency

Amazon

Another 20 companies joined The Climate Pledge, a public commitment to "go green" launched by Amazon and Jeff Bezos in 2019.

IBM is one of 20 companies joining The Climate Pledge, a commitment to go green started by Amazon and Jeff Bezos

Use of buzzwords like hybrid cloud and AI obscure the fact that IBM's growth strategy actually makes sense. CEO Arvind Krishna's KPIs around sales growth and cash flow are a considerable departure from previous management goals.

IBM: Misunderstood Growth Strategy

Chevron

The top 5 highest yielding Dividend Aristocrats offer dividend yields double those of the member index. AT&T has a potential 20% upside to go along with their 7% dividend yield.

2 Of The 5 Highest Yielding Aristocrats Offer Potential Upside Right Now (Video)

Costco

Verizon

Waste Management

York Water

While everybody is chasing the moon and the stars, it might be prudent for you to consider these safe stocks for your 401K. The post 9 Safe Stocks for Your 401k appeared first on InvestorPlace.

9 Safe Stocks for Your 401k

Humana

Humana (HUM) teams up with IBM Watson Health to leverage the latter's conversational AI solution for providing better information to Humana Employer Group members.

Humana (HUM) Joins IBM Watson Health to Aid Member Experience

IBM is quietly acquiring capabilities and establishing partnerships that may make it the number one provider of hybrid cloud solutions.

IBM's hybrid cloud strategy is gaining steam

LONDON, Feb. 15, 2021 /PRNewswire/ -- IBM (NYSE: IBM) today announced bp has joined the IBM Quantum Network to advance the use of quantum computing in the energy industry. By joining the IBM Quantum Network™ as an Industry Partner, bp will have access to IBM's quantum expertise and...

bp joins the IBM Quantum Network to advance use of quantum computing in energy

These high-yield dividend stocks look like good bets.

2 Top Dividend Stocks With Yields Over 5%

Ford Motor Company

Intel

We may be in a bull cycle, but these undervalued stocks are poised to generate some strong returns for investors in the coming years. The post 3 Undervalued Stocks Looking Up in 2021 appeared first on InvestorPlace.

News for IBM Stock (IBM)