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.

Arvind Krishna began as the new chief executive of International Business Machines Corp.

New IBM CEO begins in top role, stresses need to 'win the architectural battle in cloud'

Red Hat

When Ginni Rometty indicated that she was stepping down as IBM CEO at the end of January, the company announced that Arvind Krishna would be taking over, while Red Hat CEO Jim Whitehurst would become president.

Paul Cormier takes over as Red Hat CEO, as Jim Whitehurst moves to IBM

In an email he sent to employees this morning, Arvind Krishna said he will focus on artificial intelligence and hybrid cloud as key technologies for the future. He also made the case that the company's legacy of providing core technology makes it indispensable during high-pressure times like today's.

IBM's new CEO takes over today — here's his plan

International Business Machines Corp  on Monday named former Bank of America Corp  top technology executive Howard Boville head of its cloud business, as Arvind Krishna takes over from long-time chief Ginni Rometty.

IBM taps former Bank of America CTO to oversee cloud business

Innovative Industrial Properties

Philip Morris

Put your stimulus check to work in these rock-solid, high-yielding dividend stocks.

3 Stocks That'll Turn Your $1,200 Stimulus Check Into a Money Machine

Oracle

IT software and Services industries are suffering from a fall in demand for software and web services as consumers are focusing solely on essentials and not discretionary products. That said, the industry has seen companies with a portfolio of software as well as services aimed at remote collabor.

Is Oracle A Better Buy Than IBM?

Broadcom

Corning

Western Digital

If any sector is poised to roar back when the current coronavirus worries are in the rear-view mirror, it’s technology, and with good reason.

4 Merrill Lynch Buy-Rated Dividend Tech Stocks With Yields Up to Nearly 6%

Southern Company

W. P. Carey

In turbulent times you can often find great companies trading with fat yields, you just have to be brave enough to jump in.

3 Stocks to Buy with Dividends Yielding More than  4%

AbbVie

H&R Block

Altria

AT&T

Molson Coors Brewing

Dividends are periodic payments a company makes to shareholders out of the profits it generates, provided it has a dividend policy.

7 Safe Dividend Plays For 2020

General Motors

Tupperware

Monday's big stock charts feature three companies signaling a potential recovery, though head-fakes are also a possibility.
The post 3 Big Stock Charts for Monday: General Motors, IBM, and Tupperware Brands appeared first on InvestorPlace.

3 Big Stock Charts for Monday: General Motors, IBM, and Tupperware Brands

Comparing the trend in IBM‘s (NYSE: IBM) stock over recent months with its trajectory during and after the Great Recession of 2008, we believe that the stock can potentially gain 30% once fears surrounding the coronavirus outbreak subside.

Is 30% Upside For IBM’s Stock Possible Post COVID-19 Crisis?

The tech giant is facing the coronavirus situation just after it increased its debt load in a significant way to finalize its largest acquisition ever.

4 Ways the Coronavirus Pandemic Could Impact IBM

Amazon

Alibaba

Cerner

Cognizant Technology Solutions

Alphabet

JD.com

The coronavirus has brought much of the world economy to a halt. However, big data could help us defeat this and future pandemics.

7 Big Data Stocks Fighting Coronavirus On and Off the Charts

QUALCOMM

VMware

The coronavirus pandemic is making no-brainer buys out of some incredibly solid tech companies.

These 3 Value Stocks Are Absurdly Cheap Right Now: IBM, QCOM & VMW

Apple

Microsoft

Let's dive into three blue chip tech stocks that might be worth buying at the moment as the Fed and the U.S. government try to provide a boost to the economy as the coronavirus spreads.

3 Blue-Chip Tech Stocks to Buy as Market Climbs on Coronavirus Stimulus Hope

Intel

The coronavirus crisis won’t force IBM or these other tech giants to slash their payouts.

These 4 Tech Stocks Won’t Cut Their Dividends

IBM introduces free tools and access to high-performance computing in an effort to combat the global COVID-19 pandemic.

IBM Launches Data-Based Tools to Help Track Coronavirus Cases

Hewlett Packard

With the right help, some old-school tech giants still have something left to offer the market.

Upticks in This Key Market Give Hope for IBM and HP Enterprise Shareholders

The Weather Channel and IBM are partnering on coronavirus data.

The Weather Channel and IBM launch map that shows coronavirus cases in your county

There are already a number of resources available for mapping the spread of confirmed COVID-19 cases both in the U.S. and globally, but IBM and its subsidiary The Weather Company have launched new tools that bring COVID-19 mapping and analysis to more people via their Weather Channel mobile app and weather.com.

IBM and The Weather Channel launch detailed local COVID-19 maps and data tracking

Potential investors in this tech giant have to weigh deep uncertainty about the stock right now against a low multiple and a healthy dividend.

Is IBM Stock a Buy (IBM)?

American Express

Disney

McDonald's

UnitedHealth Group

The Dow posted its best day since 1933 after lawmakers said that they were close to a deal on coronavirus rescue package. We have, thus, highlighted such components of the benchmark index that were up 10% or more.

5 Blue-Chip Stocks Up 10%+ on Dow's Best Day Since 1933

If you’re looking for a contrarian pick in this down period, consider IBM stock. Not only is Big Blue bolstering its cloud infrastructure, it also provides myriad synergistic services.

IBM Stock Is a Top-Notch Contrarian Pick in This Madness

IBM and the White House have joined forces to create the COVID-19 High Performance Computing Consortium, giving researchers access to an unprecedented amount of computing power.

White House Taps IBM to Fight Coronavirus Outbreak

IBM (NYSE: IBM), Amazon.com Inc. (NASDAQ: AMZN), Alphabet's Google and Microsoft (NASDAQ: MSFT) teamed up with White House to provide research assistance for combating the coronavirus.

News for IBM Stock (IBM)