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.

Amgen

Cisco Systems

Chevron

SPDR Dow Jones Industrial Average ETF

Dow Inc

Coca-Cola

Merck

Verizon

Walgreens

In the 10 days since we posted our preliminary list of 2021's Dogs of the Dow, more than 23,000 Americans have died from causes related to the COVID-19 pandemic.

2021's Dogs of the Dow

International Business Machines (IBM) efforts to enhance its position in the hybrid cloud space look promising in the long run.

Is IBM's Hybrid Cloud Strategy Headed in the Right Direction?

Overstock.com

Riot Blockchain

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AT&T

AT&T and IBM offer high dividend yields and rock-bottom valuations.

2 Dirt Cheap Dividend Stocks to Buy Now

DuPont de Nemours

Intel

Thermo Fisher Scientific

Arrowhead Pharmaceuticals

Onto Innovation

Veeco Instruments

Seven nanotech stocks to buy have the potential to reward investors as innovation in the sector accelerates. The post 7 Nanotech Stocks To Buy With Huge Returns in Store appeared first on InvestorPlace.

7 Nanotech Stocks To Buy With Huge Returns in Store

Having lost about 8% in 2020, IBM's stock has growth potential. IBM's stock has fallen from $134 to $123 in 2020 compared to the S&P 500 which moved 15% in the same period.

IBM's Stock Has More Than 10% Upside In Near Term

Airbnb

International Business Machines (IBM) and Airbnb recently settled the patent infringement lawsuit filed by the former in March 2020.

IBM Announces Settlement With Airbnb for Patent Lawsuit

The tumultuous events of 2020 underlined the need to change for legacy technology companies like IBM. And Wall Street isn't yet convinced IBM's efforts will be enough.

IBM Stock Flatlined in 2020, Even With a New CEO and Spinoff Plans

In an announcement on Thursday, IBM Corp (NYSE: IBM) said it will pay £17.83 million to settle FCC (Federal Communications Commission) launched investigations over subsidies to libraries and schools for broadband access. IBM shares remained almost flat in premarket trading on Thursday.

IBM agrees to return £17.83 million to the USF to settle FCC investigations

ARMONK, N.Y., Dec. 23, 2020 /PRNewswire/ -- IBM (NYSE: IBM) and Airbnb (NASDAQ: ABNB) today announced that they have settled the patent lawsuit between the companies commenced earlier this year in Federal District Court in Delaware, and the case has been dismissed. The terms of the...

IBM and Airbnb Announce Settlement in Patent Litigation

IBM Corp has agreed to pay $24.25 million to resolve a pair of investigations by the Federal Communications Commission (FCC)over subsidies awarded to connect schools and libraries to broadband.

IBM will pay $24.25 million to resolve FCC probes

International Business Machines (IBM) is awarded a deal by USDA to accelerate the latter's digital modernization of operations.

IBM Bags Deal From USDA to Accelerate Digital Modernization

International Business Machines (IBM) and mimik technology's collaboration will extend containerized computing capabilities at the edge for devices like PCs and smartphones.

IBM, mimik technology Partner to Advance Edge Computing

Broadcom

Comcast

Dividend payouts supported by stable businesses look poised to have a good year.

3 Dividend-Paying Tech Stocks to Buy for 2021

WASHINGTON, Dec. 22, 2020 /PRNewswire/ -- IBM (NYSE: IBM) today announced that has been selected as one of the five large business awards by the U.S. Department of Agriculture (USDA) Farm Production and Conservation (FPAC) Mission Area in a blanket purchase agreement (BPA) to provide...

USDA Taps IBM to Help Modernize Conservation Programs that Support U.S. Farmers and Ranchers

International Business Machines (IBM) announces buyout of Nordcloud to advance its hybrid cloud growth strategy.

IBM On Cloud Acquisition Spree, Announces Nordcloud Takeover

IBM (NYSE: IBM) recently announced an agreement to buy Nordcloud, a European leader in cloud implementation, application transformation, and managed services. The post Why IBM Is Buying Nordcloud appeared first on Pulse 2.0.

Why IBM Is Buying Nordcloud

Cognizant Technology Solutions

The wave of merger and acquisition activity involving IT services firms continues in 2020, following the latest IBM and Cognizant deals.

IBM and Cognizant acquisitions cap a wave of IT services deals in 2020

IBM is acquiring Finland's Nordcloud, a leading cloud implementation firm in Europe that specializes in application transformation and managed services.  "Our clients are increasingly taking a more holistic approach to application modernization that allows them to operate across a traditional IT environment, private cloud and public clouds," John Granger, senior vice president, cloud application innovation […]

IBM Acquiring Finland's Nordcloud To Advance Cloud Computing

Nordcloud is the third cloud-related purchase for IBM in the last five weeks.

Nordcloud to Become the Latest Hybrid Cloud Acquisition for IBM

NIKE

Nike managed to post solid growth despite the pandemic, and IBM is adding to its hybrid cloud capabilities.

Dow Jones Slumps Despite Stimulus Bill; Nike Stock Soars After Earnings; IBM Acquires Cloud Company

WASHINGTON, Dec. 21, 2020 /PRNewswire/ -- IBM (NYSE: IBM) today announced a Phase 1 Other Transactions Agreement under the Rapid Assured Microelectronics Prototypes (RAMP) Advanced Commercial Capabilities Project through the Strategic and Spectrum Missions Advanced Resilient Trusted...

IBM Selected for Department of Defense Award to Support Advancing the United States Microelectronics Technology Design Capabilities

IBM has been busy since it announced plans to spin out its legacy infrastructure management business in October, placing an all-in bet on the hybrid cloud. Today, it built on that bet by acquiring Helsinki-based multi-cloud consulting firm Nordcloud.

IBM snags Nordcloud to add multi-cloud consulting expertise

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IBM said the acquisition will of Nordcloud will "turbocharge" its hybrid cloud consulting ability.

News for IBM Stock (IBM)