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.

Cisco Systems

Chevron

Fulgent Genetics

Goldman Sachs

Honeywell

Intel

JPMorgan Chase & Co

Procter & Gamble

UnitedHealth Group

Veritone

Verizon

Two new breakout stocks for Week 47 with better than 10% short-term upside potential. This past week one out of four stocks gained over 10%+ with YCBD +19.5% at the peak and the portfolio closed -8.72% with worst case equal-weight buy/hold.

Week 47 MDA Breakout Forecast - November: Short-Term Picks To Give You An Edge

Kraft Heinz

Hanesbrands

OPKO Health

Tupperware

Vertex Pharmaceuticals

Impinj

Conventional wisdom says that insiders and 10% owners really only buy shares of a company for one reason — they believe the stock price will rise and they want to profit from it. So insider buying can be an encouraging signal for potential investors, particularly when there is uncertainty in the markets, as there was both before and after the elections.

Last Week's Notable Insider Buys: Kraft, IBM, Vertex And More

Taiwan Semiconductor Manufacturing

Apple's deals with top chipmakers have historically fizzled out, but its relationship with leading chip fabricator TSMC will likely last.

Apple blamed IBM and Intel for Mac chip delays, but TSMC won't be next

Advanced Micro Devices

IBM (NYSE: IBM) and Advanced Micro Devices, Inc. (NASDAQ: AMD) have announced a multi-year joint development agreement to enhance and extend the security and AI offerings of both companies. The post IBM And AMD Partner To Advance Confidential Computing and AI appeared first on Pulse 2.0.

IBM And AMD Partner To Advance Confidential Computing and AI

Biogen

Caterpillar

Comerica

Many of the newsletter editors think value is finally reasserting its historical dominance over growth.

Mark Hulbert: These are the value stocks that top-performing investment newsletters like the most

IBM and Advanced Micro Devices (AMD) will be working together on developing enhanced cybersecurity and AI offerings.

IBM Teams Up With AMD to Enhance AI and Security Solutions

Q3 results in line with expectations and with recent strategic update. Cloud continues to drive revenue growth and profitability – reinforcing the rationale for the announced spinoff.

IBM - Every Cloud Has A Silver Lining

ARMONK, N.Y., Nov. 11, 2020 /PRNewswire/ -- IBM (NYSE: IBM) and the Masters Tournament, of which IBM is an exclusive digital partner, are unveiling My Group, an innovative digital feature enabling new levels of fan engagement and revolutionizing the digital viewing experience for the 2020...

IBM and the Masters Tournament Bring New Watson-Powered Personalized Experience to Golf Fans Worldwide on Masters Digital Properties; Partner to Foster Economic Opportunity and Social Equality in Augusta Community with focus on Education and Digital Skill

Alarm.com

DexCom

NVIDIA

NXP Semiconductors

With the disruption that the coronavirus caused us, the dependency on tech-based solutions makes these IoT stocks very relevant. The post 7 IoT Stocks That Are Banking on a Connected Future appeared first on InvestorPlace.

7 IoT Stocks That Are Banking on a Connected Future

The deal will emphasize confidential computing.

IBM and AMD Partner Up to Accelerate Development in Cloud Computing and Artificial Intelligence

ALLETE

Franklin Resources

Gilead Sciences

MetLife

Philip Morris

AT&T

Walgreens

Verizon Communications Inc 5.9 % Notes 2014-15.2.54 Sr

In my monthly series of 10 Dividend Growth Stocks, I rank a selection of dividend growth stocks in Dividend Radar and present the 10 top-ranked stocks for consideration. To rank stocks, I use DVK Quality Snapshots to get quality scores and sort them in descending order, breaking ties with additional metrics.

10 Dividend Growth Stocks For November 2020

International Business Machines Corp. and Advanced Micro Devices Inc. announced Wednesday morning that they have entered a multi-year agreement focused on enhancing their security and artificial-intelligence offerings. "The joint development agreement will expand this vision by building upon open-source software, open standards, and open system architectures to drive Confidential Computing in hybrid cloud environments and support a broad range of accelerators across high-performance computing (HPC), and enterprise critical capabilities such as virtualization and encryption," the companies said in a release.

IBM and AMD will work together on security, artificial intelligence

ARMONK, N.Y. and SANTA CLARA, Calif., Nov. 11 2020 /PRNewswire/ -- IBM (NYSE: IBM) and AMD (NASDAQ: AMD) today announced a multi-year joint development agreement to enhance and extend the security and Artificial Intelligence (AI) offerings of both companies. The joint development...

IBM and AMD Announce Joint Development Agreement to Advance Confidential Computing for the Cloud and Accelerate Artificial Intelligence

Investors wonder whether tech-driven trends such as working from home will continue after a vaccine arrives. Ginni Rometty has an answer.

Remote work is 'here to stay' — even with a vaccine, says former IBM CEO

When IBM announced it was spinning out its infrastructure services business last month, it was surely a sign that the company was going all in on hybrid cloud. Today in an interview with Jon Fortt at the CNBC Evolve summit, IBM CEO Arvind Krishna made it clear that his whole focus is going to be […]

IBM CEO Arvind Krishna wants to completely transform his organization

While it seemed like a benign piece of information, a recent study showed that International Business Machines Corp.

Nothing Can Help IBM Dig Out of Its Problems

Broadcom

Corning

Texas Instruments

2020 will remain in the annals of Wall Street as one of the most bizarre years ever.

5 Tech Stocks to Buy That Have a Higher Dividend Yield Than the S&P 500

IBM recently released a new quantum computing technology roadmap, detailing its plans to release a 1,000+ qubit system by 2023, and eventually scaling well beyond 1,000 qubits. While exciting, IBM's quantum computing initiatives must be considered in context: no practical quantum computing systems exist today.

IBM - Quantum Computing Does Not Equal Cash

Cboe Global Markets

Xerox

Conventional wisdom says that insiders and 10% shareholders really only buy shares of a company for one reason -- they believe the stock price will rise and they want to profit from it. So insider buying can be an encouraging signal for potential investors, particularly when markets are near all-time highs.

Last Week's Notable Insider Buys: Cboe, IBM, Xerox And More

Cia Brasileira de Distribuicao

Leap Therapeutics

Walmart

cbdMD Inc

Two new breakout stocks for Week 46 with better than 10% short-term upside potential. This past week three out of four stocks gained more than 10% closing with gains to Friday with AVNS +8.54%, IMVT +14.96%, YY +10.85% with top average portfolio gains of 11.14%.

Week 46 MDA Breakout Forecast - November: Short-Term Picks To Give You An Edge

About a year and a half after IBM acquired Red Hat for $34 billion, it's relying on the open source software giant to roll out a new cloud product targeting the telecommunications industry on Thursday that embodies how the firm hopes to differentiate its cloud offerings and grow its business. 

IBM is targeting telcom giants with a new product made possible by its $34 billion Red Hat acquisition and an exec says it shows the company's master plan for cloud

Many technology companies do not pay dividends, as they tend to invest profits back into the growth of the company or use it for acquisitions. Here's a look at three technology companies with dividend yields greater than 2.5% that could be good picks for investors.

3 Dividend Technology Stocks With Yields Of 2.5% And Up

Two IBM directors bought more of the company's stock this week, following four last week.

Even More IBM Directors Bought Stock This Week, Bringing the Total to 6

It's no coincidence these names all rode the same growth wave in the past, and are now struggling to adapt to the marketplace of the present.

Is Now the Time to Buy These 3 Beaten Down Stocks of the Dow Jones Industrial Average?

News for IBM Stock (IBM)