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. (NYSE: IBM) reported second-quarter financial results after markets closed Monday.

Declining Revenues Aren’t Enough to Hold IBM Back in Q2

International Business Machines Corp posted quarterly revenue and profit above analysts' estimates on Monday, riding on the strength of its high-margin cloud computing business.

IBM earnings beat estimates on cloud strength

IBM's revenue declined for a second consecutive quarter as the coronavirus made an impact across multiple business units.

IBM rises as earnings and revenue beat expectations despite coronavirus decline

ARMONK, N.Y.--(BUSINESS WIRE)---- $ibm #ibm--IBM (NYSE: IBM) today announced second-quarter 2020 earnings results.

IBM Reports 2020 Second-Quarter Results

Investors have no use for IBM's mainframe and services businesses, but might like its cloud and software operations if they were broken-off from it. 
The post The Only Way to Make IBM Stock Appealing Again Is a Break Up appeared first on InvestorPlace.

The Only Way to Make IBM Stock Appealing Again Is a Break Up

IBM is set to report second-quarter earnings Monday, with the company expected to show its weakest revenue performance in more than four years. IBM's report arrives after the close.

IBM Earnings: More Of The Same Or Can New CEO Deliver A Surprise?

International Business Machines' (IBM) multi-year downtrend remains fully intact after the first quarter decline to an 11-year low.

IBM (IBM) Stock Stuck in Historic Downtrend

Verizon

Verizon Communications Inc 5.9 % Notes 2014-15.2.54 Sr

The tech and telecom giants team up to expand their reach and edge computing capabilities.

IBM and Verizon Team Up in a High-Growth 5G Market

Arrow Financial

Chubb

Diageo

Duke Energy

Con Ed

Enterprise Products Partners

Genuine Parts

Lockheed Martin

Altria

Raytheon Technologies

AT&T

TC Energy

Travelers

Seven-hundred and seventy-three (773) companies have cut dividends in the first half of this extremely volatile year for stocks.

Build The Ultimate Sleep Well At Night Retirement Portfolio With These 15 High-Yield Blue-Chips

Intel

Microsoft

Nearly a third of the Dow Jones industrial average components are scheduled to report their latest quarterly reports this week.

IBM, Intel, Microsoft, Verizon and More Dow Earnings Coming This Week

International Business Machines (IBM) reports Q2 earnings after market close on July 20. Can it limit sales declines due to COVID-19?

International Business Machines Earnings: What to look for from IBM

LONDON and ARMONK, N.Y., July 17, 2020 /PRNewswire/ -- EY and IBM (NYSE: IBM) today announce an enhanced, global multi-year alliance designed to help organizations accelerate digital transformation and improve client outcomes, including leveraging the hybrid cloud capabilities of Red Hat.

EY and IBM expand global alliance to help organizations accelerate their digital transformation

Chevron

Pfizer

Walgreens

Exxon Mobil

Experienced dividend investors know that sometimes a high yield is a red flag.

6 Dow Stocks With Yields of 4%+

SAN JOSE, Costa Rica, July 17, 2020 /PRNewswire/ -- IBM announced today that it will provide Multicloud Management Platform Services from its service center in Costa Rica to meet the growing international market demand for cloud technology solutions and collaborate in the digital.

CINDE announces: IBM to Provide Multicloud Management Services From Costa Rica

CAMBRIDGE, England, July 17, 2020 /PRNewswire/ -- Cambridge Quantum Computing (CQC) has announced it has become the first startup-based hub in the IBM Q Network. As a hub, CQC will expand membership of the network with cloud-based access to the IBM Quantum Computation Center, which now.

Cambridge Quantum Computing Partners With IBM to Expand Industry Engagement in Quantum

The companies plan to develop a number of new high-tech industrial applications.

Verizon and IBM Will Partner on 5G and AI

RESTON, Va., July 15, 2020 /PRNewswire/ -- IBM has selected StealthPath to become a member of its Think Build Grow innovation ecosystem.

StealthPath Zero Trust Solution Wins IBM "Think Build Grow' Competition

Amazon

Alphabet

Several leading technology companies in the United States are facing lawsuits filed by two Illinois residents Tuesday on allegations of violating a state law governing biometric privacy.

Microsoft, Amazon, Google Sued For Alleged Privacy Violation In Use Of IBM Facial Recognition Database

The CPU maker crushed Big Blue over the past decade -- but past performance never guarantees future gains.

Forget Intel, IBM Is a Better Dividend Stock

Big Blue's shareholder-friendly dividend policy leaves Cupertino in the dust.

Forget Apple, IBM Is a Better Dividend Stock

Commitment to "good tech" solutions helps clients address environmental challenges ARMONK, N.Y., July 14, 2020 /PRNewswire/ -- IBM's (NYSE: IBM) operational CO2 emissions have been reduced by 39.7% since 2005, according to IBM's 30th annual IBM and the Environment Report, released today....

IBM's 30th Annual Environmental Report Highlights Reduction In CO2 Emissions

Bank of America

Federal Realty Investment Trust

Philip Morris

V.F.

WEC Energy Group

While some planning is required to successfully invest in dividend stocks, taking action to get started is just as important.

10 All Weather Dividend Stocks To Get You Started

A rally in IBM stock has reversed, but earnings should remind investors that the company's turnaround is on track.
The post Buy This Dip in IBM Stock appeared first on InvestorPlace.

Buy This Dip in IBM Stock

On April 28, International Business Machines Corp. (NYSE:IBM) became a member of the exclusive Dividend Aristocrats club.

Is This New Dividend Aristocrat a Candidate for Income and Value Investors?

Ford Motor Company

Gilead Sciences

NEW YORK (LPC) - Bank lenders for high-quality US companies are taking different refinancing avenues as they seek to extend maturities on billions of US dollars in loans at a time when the Covid-19 pandemic has made liquidity a top priority.

News for IBM Stock (IBM)