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.

International Business Machines Corp.'s recently announced plan to spin off its datacenter outsourcing business and anything it can add to that will likely eclipse anything the company can say about earnings when it reports.

Earnings Outlook: IBM earnings: Chief executive's first big move will be more scrutinized than the numbers

AbbVie

Enbridge

Philip Morris

Unum

Times have been tough lately for income investors, but these high-yield stocks whose dividends are safe remain worth a second look. The post 5 High-Yield Stocks for 5%-Plus Dividend Payouts appeared first on InvestorPlace.

5 High-Yield Stocks for 5%-Plus Dividend Payouts

ARMONK, N.Y., Oct. 16, 2020 /PRNewswire/ -- IBM Services (NYSE: IBM) and Burger King Brazil have teamed up to create a new virtual assistant, based on IBM Watson Assistant, named TOP (Technology Orienting People) to help Burger King (BK) Brazil's 16,000 employees, serving more than 800...

Burger King Brazil Selects IBM Services to Implement AI Strategy to Help Transform Human Resources Processes and Strengthen Employee Relationships

ServiceNow

The two companies will work together to prevent and repair IT-related issues.

IBM, ServiceNow Deepen Partnership

Chevron

Ford Motor Company

Federal Realty Investment Trust

PetMed Express

AT&T

Exxon Mobil

Some dividend stocks have high yields, but aren't dependable. Some are safe but low yielding.

7 Dividend Stocks To Buy For Adventurous Investors 

Walgreens

The stock market is waking up to the potential for a rough winter ahead, and there's no economic stimulus in sight.

Dow Jones Tumbles 250 Points on Coronavirus Fears; Walgreens Beats on Revenue and Earnings; IBM Announces Cloud Deals

Bank of America

Cisco Systems

Intel

Johnson & Johnson

JPMorgan Chase & Co

Microsoft

Verizon

Verizon Communications Inc 5.9 % Notes 2014-15.2.54 Sr

Seeking Alpha recently published a list of the 10 most popular dividend stocks on the platform.

10 Most Popular Dividends Stocks: 4 To Buy, 2 To Hold, 4 To Avoid

Advanced Micro Devices

Focusing on future computing needs will help both companies beyond simple sales growth.

IBM's Divestiture and AMD's Rumored Acquisition Focus on Data Centers, Cloud, and Profitability

International Business Machines (IBM) Q3 results are likely to reflect solid adoption of hybrid cloud, Watson, and blockchain platforms. However, competition in cloud market remains a headwind.

Here's What Investors Should Note Ahead of IBM's Q3 Earnings

Amazon stock did so well because it enjoyed nearly zero competition from big tech. But old tech giants, including IBM, is coming after Amazon.

IBM Signals The End Of Amazon’s Dominance

IBM: Like Microsoft In 2010, Plus A 5.2% Yield

ARMONK, N.Y., Oct. 15, 2020 /PRNewswire/ -- IBM (NYSE: IBM) announced today it has built a disaster recovery site using IBM Cloud infrastructure, intended to help KAZ Minerals, a leading copper production company in Kazakhstan, protect and maintain operations – even in case of a disaster....

IBM helps KAZ Minerals deploy flexible and scalable disaster recovery site using IBM Cloud

International Business Machines (IBM) reports Q3 earnings after market close on October 19. Can it continue to boost cloud revenues?

IBM Earnings: What to look for from IBM

How both IBM and the new company could prosper.

3 Shareholder Benefits to IBM's Spinoff

ARMONK, N.Y., Oct. 14, 2020 /PRNewswire/ -- IBM (NYSE: IBM) Security today announced new and upcoming capabilities for Cloud Pak for Security, including a first of its kind data security solution that allows companies to detect, respond to and protect against threats to their most...

IBM Advances Cloud Pak for Security to Manage Threats Across Tools, Teams & Clouds

Those investors who buy IBM stock at a very cheap price now will get access to the shares of a rapidly growing, high-multiple company later. The post Why Planned Split Makes IBM Stock More Attractive to Growth Investors appeared first on InvestorPlace.

Why Planned Split Makes IBM Stock More Attractive to Growth Investors

ARMONK, N.Y. and DURHAM, N.C., Oct. 14, 2020 /PRNewswire/ -- IBM (NYSE: IBM) and The Climate Service (TCS), a leader in climate risk analytics for investors and businesses, today announced their alliance to work with financial institutions and corporations to better measure and quantify...

IBM and The Climate Service to Work Together with Financial Institutions and Corporations to Assess the Cost of Climate Risk

ARMONK, N.Y., Oct. 13, 2020 /PRNewswire/ -- Where most people see challenges, developers see possibilities. That's certainly been the case in 2020. Today, Call for Code founding partner IBM (NYSE: IBM) and its creator, David Clark Cause, announced the winner of the 2020 Call for Code...

Call for Code Names Winner of 2020 Global Challenge and Announces New Initiative to Combat Racial Injustice

Caesars Entertainment

General Motors

Pfizer

Bed Bath & Beyond

Papa John's

Value stocks offer your portfolio protection for past gains, and dividends for future income. Here are 7 to consider.

7 Value Stocks To Buy Today For Security And Consistency

Big Blue's new CEO is ready to streamline the 109-year-old company.

4 Things to Know About IBM's Spin-Off Plans

IBM is spinning off 25 percent of its business in order to focus primarily on cloud computing and associated AI efforts: the company will be smaller and more simple.

IBM: Moving In The Right Direction

ARMONK, N.Y., Oct. 12, 2020 /PRNewswire/ -- In the debut episode of "That's Debatable" on Bloomberg Television, IBM Watson used a new advancement in natural language processing (NLP) from IBM Research to provide insight into the global public opinion on the motion: "It's Time to...

IBM Watson Demonstrates New Natural Language Processing Advancement in Premiere of "That's Debatable"

IBM stock has lagged the broader markets for more than a decade. Is that about to change with the company's new turnaround plans?

IBM Turnaround Is Underway — Here’s Why It’s One to Buy

Caterpillar

Salesforce

SPDR Dow Jones Industrial Average ETF

Travelers

The Dow Jones gained 3.3% last week, marking its best weekly performance since Aug 7.

5 Stocks That Drove Dow ETF Last Week

Like every week on my TEV blog, I want to show you some stocks that will go ex-dividend in the next few days.

News for IBM Stock (IBM)