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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Verizon Communications Inc 5.9 % Notes 2014-15.2.54 Sr

The February rally couldn't sustain its pace forever. It's only natural for markets to drop, but investors are keeping positive.

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Humana

LOUISVILLE, Ky. & CAMBRIDGE, Mass.--(BUSINESS WIRE)--Humana and IBM Watson Health Collaborate to Simplify and Enhance the Member Experience for Humana Employer Group Customers

Humana and IBM Watson Health Collaborate to Simplify and Enhance the Member Experience for Humana Employer Group Customers

Instacart, the online grocery platform, has acquired more than 250 IBM (NYSE: IBM) patents. What Happened: IBM and Instacart also entered into a mutual patent cross-license that will provide Instacart with freedom of action to use IBM patents in growing its business.

Instacart Acquires More Than 250 Patents From IBM: What's Next?

IBM is a company in transition as it increasingly focuses on hybrid cloud and AI after the Red Hat acquisition. IBM is spinning out the Managed Infrastructure Services Unit with $19B in revenue. The spin out will affect the dividend and debt levels.

IBM: The Good, The Bad And The Ugly

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SUNNYVALE, Calif.--(BUSINESS WIRE)--FogHorn, a leading developer of edge computing AI software for industrial and commercial Internet of Things (IoT) solutions, today announced plans to collaborate with IBM (NYSE: IBM). The common goal is to provide an open and secured next-generation hybrid cloud platform with advanced, edge-powered artificial intelligence (AI) and closed-loop system control capabilities. By bringing together edge and cloud capabilities, FogHorn and IBM plan to help customers

FogHorn and IBM to Collaborate on Edge-to-Hybrid Cloud Solutions

Palantir Technologies

The data-analytics software company continues to rack up big partnerships.

Here's Why a Deal With IBM Has Palantir Stock Surging

Palantir stock jumped on a global cloud computing partnership with IBM aimed at speeding up corporate adoption of artificial intelligence software. IBM stock rose.

Palantir Stock Jumps On IBM Cloud, Artificial Intelligence Partnership

The software star struck a major new deal with a cloud giant.

Why Palantir Stock Surged Today

IBM (NYSE: IBM) and Palantir Technologies Inc (NYSE: PLTR) are forging a new partnership to expand artificial intelligence applications for industries that manage high volumes of data. What Happened: Next month, the companies will launch Palantir for IBM Cloud Pak for Data, a new product that incorporates Palantir's operations platform for building applications into IBM's hybrid cloud data platform.

IBM Teams With Palantir On AI Product For Data-Intensive Industries

Palantir announced a partnership with IBM for a new software offering.

Palantir Stock Jumped Because Now It's Working With IBM

Palantir ripped as much as 15% higher on Monday after the company unveiled a partnership with IBM on a business-focused artificial intelligence product. The analytics giant plans to pair its app-building platform with IBM's cloud-data service to create an AI tool for businesses, according to a press release. The collaboration is expected to help businesses access and analyze swaths of cloud data without the need for deep technical know-how. The firms aim to roll out the product in March.

Palantir leaps 15% after revealing partnership with IBM on artificial-intelligence applications

The shares of Palantir Technologies Inc (NYSE:PLTR) are skyrocketing this morning, last seen up over 11.5% to trade at $37.71, after the company announced a partnership with IBM (IBM) to create a new product: Palantir for IBM Cloud Pak for Data.

PLTR Pops After Partnering With IBM to Develop AI Product

IBM revamped its storage portfolio as part of a larger effort to make it simpler to replictate and migrate data across hybrid clouds.

IBM revamps its storage lineup to better enable hybrid cloud computing

Palantir Technologies will team up with IBM to expand its sales and support, particularly in artificial intelligence software. PLTR stock is up in Monday's premarket trading.

PLTR Stock: Why Red-Hot Palantir Is on the Move Today

Shares of Palantir Technologies Inc. shot up 10.9% in premarket trading Monday, after the big-data software company announced a partnership with International Business Machines Corp. on open artificial intelligence applications for business. IBM's stock gained 0.9% ahead of the open.

Palantir stock shoots up after IBM partnership on AI offering for businesses

The stock price of Palantir Technologies Inc (NYSE: PLTR) is trading at over 10% pre-market. This is why it happened.

PLTR Stock Price Increases Over 10% Pre-Market: Why It Happened

ARMONK, N.Y. and DENVER, Feb. 8, 2021 /PRNewswire/ -- IBM (NYSE: IBM) and Palantir Technologies (NYSE:PLTR) today announced a new partnership consisting of IBM's hybrid cloud data platform designed to deliver AI for business, with Palantir's next generation operations platform for...

IBM and Palantir Partner to Help Businesses Easily Deploy Powerful and Open AI Applications; Unlock Valuable Data Across Hybrid Cloud Environments

IBM (NYSE: IBM) shares have weakened from $131 below $118 since the middle of January, and the current price stands around $121. This company offers a very good opportunity for investors, and most financial analysts are also expecting its price to rise considerably in the next several years.

Is February a good month for buying IBM shares?

Parker-Hannifin

Rollins

On 2/9/21, International Business Machines, Rollins and Parker Hannifin will all trade ex-dividend for their respective upcoming dividends.

Ex-Dividend Reminder: International Business Machines, Rollins And Parker Hannifin

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I was paying attention to yield signs in January. Check out my shopping bag.

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Is International Business Machines (IBM) a great pick from the value investor's perspective right now? Read on to know more.

Is International Business Machines (IBM) a Good Pick for Value Investors?

ARMONK, N.Y., Feb. 4, 2021 /PRNewswire/ -- IBM (NYSE: IBM) today announced in-kind grants valued at $3 million to help strengthen cybersecurity in schools. These grants will be awarded to six school districts in the United States to sponsor teams of IBMers to help them proactively prepare...

IBM Introduces $3 Million in Cybersecurity Grants for Public Schools in United States as Attacks on Education Grow

Big Blue's open-source software efforts span the basics of quantum computing to higher-level jobs like AI and molecular simlutations.

News for IBM Stock (IBM)