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.

The tech giant will spin off a significant part of its legacy consultancy business.

Will IBM's Spinoff Actually Benefit Shareholders?

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International Business Machines Corp. (NYSE:IBM) is trying to get its business strategy right: focus on the fast-growing cloud and artificail intelligence segments of the information technology industry and catch up with the likes of Amazon (NASDAQ:AMZN), Alphabet's Google (NASDAQ:GOOG) and Microsoft (NASDAQ:MSFT).

IBM Cannot Beat Amazon, Google and Microsoft

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IBM doubles down on hybrid cloud focus by spinning off its legacy Managed Infrastructure Services business. It takes the fight to major cloud players, including Microsoft Azure, AWS and Google Cloud.

IBM Bets Big on $1T Hybrid Cloud Market With Business Spin-off

IBM is going all-in on the cloud, and John Petrides of Tocqueville Asset Management said it's about to undergo a Microsoft-type transformation.

One of the cheapest tech stocks is going through a transformative period, market analyst says

International Business Machines Corporation (NYSE: IBM) announced a multi-year deal with the professional esports league Overwatch late Thursday. The deal will introduce IBM’s cloud computing and artificial intelligence capabilities, including its natural language processing and machine learning expertise, to the esports arena for the first time.

IBM Makes Esports Debut With Multi-Year Overwatch Deal

Activision Blizzard

IBM to help power interactive and analytical content for the Overwatch League, engaging fans and players through cloud, IBM's Watson artificial intelligence, and machine learning ARMONK, N.Y. and IRVINE, Calif., Oct. 9, 2020 /PRNewswire/ -- Today, IBM and the Overwatch League™, the...

IBM Enters Esports Arena with Activision Blizzard in New Multi-Year Deal as the Presenting Partner of the Overwatch League Grand Finals

The tech titan of yesteryear has a focused plan to jump-start its business.

IBM Offloads Legacy Business to Focus on $1 Trillion Cloud Industry

International Business Machines Corp. (NYSE:IBM) saw its stock soar more than 8% on Thursday morning before settling down slightly to around $130.93 in midday trading. What prompted the movement was the company's announcement that it will be spinning off its legacy business, the managed infrastructure services unit, into a separate company by the end of 2021.

Is IBM a Buy as It Sheds the 'Dead Weight' of Legacy Business?

International Business Machines Corp. (NYSE: IBM) said on Thursday that it will spin off its IT infrastructure services business into a separate publicly-traded company – a move that will help it expand its footprint in the high-margin cloud computing market. IBM’s legacy businesses currently provide technical assistance to nearly 4,600 clients in total, spread out across 115 countries.

IBM to spin off its IT infrastructure services business into a separate public company

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Canopy Growth, AMD, Carnival, IBM and Carvana were our top stock trades for Friday. That said, let's take a look at the charts.

5 Top Stock Trades for Friday: CGC, CCL, AMD, IBM, CVNA

Better late than never. That’s probably what investors in International Business Machines Corporation (NYSE: IBM) are thinking at the present time about the company’s decision to break its businesses apart.

8 Major Concerns About IBM’s Break-Up Path Into 2021

IBM is spinning off a significant part of its business to focus on new opportunities in hybrid cloud growth, the company announced on Thursday.

IBM spins off a quarter of the company to focus on the cloud

The split-up strategy reflects how decisively computing has shifted to the cloud.

IBM, Seeing Its Future in the Cloud, Breaks Off I.T. Unit

IBM (IBM) has announced spinoff plans that will have it focusing on the cloud as it separates from its Global Technology Services division, The post IBM Spinoff: 13 Things for Investors to Know appeared first on InvestorPlace. More From InvestorPlace Why Everyone Is Investing in 5G All WRONG America’s #1 Stock Picker Reveals His Next 1,000% Winner Revolutionary Tech Behind 5G Rollout Is Being Pioneered By This 1 Company Could Tiny “Super” Battery Kill Big Tech?

IBM Spinoff: 13 Things for Investors to Know

McDonald's

IBM will break itself into two, and McDonald's is seeing a strong recovery in its home market.

Dow Jones Rises as IBM Announces Major Spinoff, McDonald's Reports Positive U.S. Sales Growth

IBM stock jumped as the computer giant announced plans to spin off a chunk of the company into a new publicly traded firm as it focuses on hybrid cloud computing and artificial intelligence. The post IBM Plans Business Unit Spinoff As Restructuring Efforts Continue appeared first on Investor's Business Daily.

IBM Plans Business Unit Spinoff As Restructuring Efforts Continue

The company announced a big strategic move that helps investors focus on its growth business.

Why IBM Stock Jumped 7% Today

In trading on Thursday, shares of International Business Machines crossed above their 200 day moving average of $125.77, changing hands as high as $135.50 per share.

International Business Machines Crosses Above Key Moving Average Level

Touting a total market opportunity of $1 trillion, International Business Machines Corp.

Why IBM Is Spinning Off Its Infrastructure Services Business

When IBM announced this morning that it was spinning out its legacy infrastructure services business, it was a clear signal that new CEO Arvand Krishna, who took the reins in April, was ready to fully commit his company to the cloud. The move was a continuation of the strategy the company began to put in […]

As IBM spins out legacy infrastructure management biz, CEO goes all in on the cloud

International Business Machines Corp is splitting itself into two public companies, capping a years-long effort by the world's first big computing firm to diversify away from its legacy businesses to focus on high-margin cloud computing.

IBM to break up 109-year old company to focus on cloud growth

IBM said on Thursday it would spin off its IT infrastructure unit to focus more on cloud computing, a high-margin business that has seen a boost as companies increasingly ramp up their digital shift.

IBM shares soar on plans to spin off its IT infrastructure unit and focus on the cloud business

International Business Machines Corp. will spin off its managed infrastructure services business into a separate company, a move that its recently installed chief executive said would allow IBM to become more focused on hybrid-cloud opportunities.

News for IBM Stock (IBM)