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.

Apple

Salesforce

Intel

Microsoft

Visa

Walgreens

Walmart

Now that the third quarter has concluded, it is time to brace for another earnings-reporting season.

The 9 Dow Stocks That Could Have the Best Earnings Reactions

IBM, a company that originally made its name out of its leadership in building a myriad of enterprise hardware (quite literally: its name is an abbreviation for International Business Machines), is taking one more step away from that legacy and deeper into the world of cloud services. The company today announced that it plans to […]

IBM plans to spin off infrastructure services as a separate $19B business

Shares of International Business Machines Corp. shot up 4.4% in premarket trading Thursday, after the technology company said it will separate its managed infrastructure services unit of its Global Technology Services division into a new public company (NewCo). The separation is expected to be completed through a tax-free spinoff to IBM shareholders by the end of 2021.

IBM's stock surges after plan to spin off managed infrastructure services unit

ARMONK, N.Y., Oct. 8, 2020 /PRNewswire/ -- IBM (NYSE: IBM) announced today it will accelerate its hybrid cloud growth strategy to drive digital transformations for its clients. Additionally, IBM will separate its Managed Infrastructure Services unit of its Global Technology Services...

IBM To Accelerate Hybrid Cloud Growth Strategy And Execute Spin-Off Of Market-Leading Managed Infrastructure Services Unit

Automatic Data Processing

Broadcom

Corning

Texas Instruments

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Cisco Systems

Value In Legacy Tech: 3 Stocks To Watch

IBM is looking to capitalize on the growing opportunities in AI-enabled advertising and marketing solutions' space by adding new offerings to its Watson Advertising suite.

IBM Rolls Out New AI Products for Enhancing Advertising Reach

Mastercard

Overstock.com

PayPal

Democratization of blockchain is gaining steam with coronavirus crisis induced demand for offerings based on the next-gen technology, which brings IBM, OSTK, MA and PYPL in focus.

4 Stocks to Watch on Growing Blockchain Proliferation

An analyst sees digital payments becoming a multibillion-dollar business for Apple, and IBM announced another blockchain-based platform.

Dow Jones Rallies as Apple's Digital Payments Put in Spotlight, IBM Launches Blockchain Platform

IBM Vs. Cisco: IBM Wins By A Dividend And A Manager

NEW YORK, Oct. 5, 2020 /PRNewswire/ -- IBM (NYSE: IBM) today announced three new products to add to its growing suite of AI solutions for brand and publishers. The new capabilities are privacy-forward and designed to allow brands to reach consumers while considering user privacy. IBM...

IBM Brings Artificial Intelligence At Scale To The Marketing And Media Industry

BANGKOK, Thailand, Oct. 5, 2020 /PRNewswire/ -- SIBOS -- IBM (NYSE: IBM) today announced that Bank of Thailand (BOT), the central bank, has successfully launched the world's first blockchain-based platform for government savings bonds issuing a total of $1.6B USD within two weeks....

Bank of Thailand Launches World's First Government Savings Bond on IBM Blockchain Technology

ARMONK, N.Y., Oct. 5, 2020 /PRNewswire/ -- SIBOS: IBM (NYSE: IBM) and Fenergo, a leading provider of client lifecycle management (CLM) solutions for financial institutions, today announced the general availability of IBM Customer Lifecycle Management (CLM) with Fenergo. The offering is...

IBM, Fenergo to Transform New Customer Onboarding for Financial Institutions

Arista Networks

These tech companies will reveal important information about their long-term potential amid the coronavirus pandemic.

3 Stocks to Watch in October

IBM stock has been a disappointment for years. Under new management and a new world, there is upside hope for long-term investors.

Hit the Reset Button on IBM Stock with New Management

Alphabet

Match Group

NVIDIA

Tencent Holdings Limited

Trade Desk

While the pandemic has been an awful development for all of us, on the flipside, it has demonstrated the growing importance of artificial intelligence stocks. The post 7 Artificial Intelligence Stocks to Buy for October appeared first on InvestorPlace.

7 Artificial Intelligence Stocks to Buy for October

While IBM stock holders aren't necessarily bragging about their returns in 2020, the value proposition suggests that the best is yet to come. The post IBM Will Soon Become a Tech Leader appeared first on InvestorPlace.

IBM Will Soon Become a Tech Leader

It will take IBM billions of dollars each quarter to become a major cloud player, and even then it may be too late for IBM stock. The post To Survive, IBM Needs to Think Outside the Box appeared first on InvestorPlace.

To Survive, IBM Needs to Think Outside the Box

ARMONK, N.Y., Sept. 30, 2020 /PRNewswire/ -- A new IBM (NYSE: IBM) study of global C-suite executives revealed that nearly six in ten responding organizations have accelerated their digital transformations due to the COVID-19 pandemic. Traditional and perceived barriers like technology...

IBM Study: Majority of Global C-Suite Executives are Rapidly Accelerating Digital Transformation due to COVID-19 Pandemic, but People and Talent are Key to Future Progress

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Better Buy: IBM vs. McDonald's

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Chevron

CVX stock, IBM stock, and MCD stock are three good Dow Jones names to buy on weakness. All three are solid blue-chip names with excellent growth outlooks.

3 Best Dow Jones Stocks to Buy When They Go on Sale

Marathon Digital Holdings

Block

In recent years, one of the most profoundly profitable ventures have been bitcoin and the cryptocurrency market. But a traditional way to get exposure to this wild sector are blockchain stocks.

7 Best Blockchain Stocks to Buy for the Rest of 2020

CAMBRIDGE, Mass., Sept. 22, 2020 /PRNewswire/ -- IBM (NYSE: IBM) Security today announced a new risk-based service designed to help organizations apply the same analytics used for traditional business decisions to cybersecurity spending priorities. IBM's new Risk Quantification Services...

IBM Brings Risk Analytics to Security Decision Making

Old tech giants have certainly had their time in the sun, but these new techs may steal the spotlight

News for IBM Stock (IBM)