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) is set to report its most recent quarterly results after the closing bell on Tuesday.

What to Expect When IBM Reports After the Close

The move is J.P. Morgan's latest high-profile technology hire.

JP Morgan Chase poaches an IBM 'Master Inventor' with 26 patents for quantum computing

IBM (NYSE: IBM) announces its next round of earnings this Tuesday, January 21. Here's Benzinga's look at IBM's Q4 earnings report.

Q4 Earnings Outlook For IBM

Intel

Netflix

The corporate reporting rush is about to hit this week, giving investors an early indication of whether the U.S earnings recession continued in the final quarter of 2019.

Earnings Watch: Netflix, Intel and IBM set to enter battle against the earnings recession

Caterpillar

Coca-Cola

Verizon

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Exxon Mobil

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Red Hat

IBM Earnings Preview: It's All About Red Hat (Or Secular Decline) Now

IBM (NYSE: IBM) is slated to release its Q4 and full-year 2019 results on January 21, 2020. Trefis details expectations from IBM in an interactive dashboard, parts of which are highlighted below.

Can IBM Beat Consensus For FY 2019?

IBM may be one of the most iconic American technology companies, but Wall Street no longer views Big Blue as an innovator in a tech landscape dominated by the likes of Amazon, Apple and Google owner Alphabet.

IBM must show restless investors that its cloud strategy is working

IBM's fourth-quarter results won't be pretty, but the long-term picture looks better with Red Hat in the mix.

Another Revenue Decline Expected for IBM

American Express

Johnson & Johnson

Dow Inc

Travelers

Seven of the 30 Dow Jones industrial average components are scheduled to report their latest quarterly reports this week.

American Express, IBM, Intel, Johnson & Johnson and More Dow Stocks Reporting This Week

Enterprise Products Partners

Simon Property Group

WPP Plc Sponsored

If you're retired, here are four high-yield dividend stocks to help you augment your income stream.

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International Business Machines Corporation (NYSE: IBM) is now less likely to generate long-term revenue growth without a meaningful shift in its portfolio, according to Morgan Stanley.

Morgan Stanley Downgrades IBM, Says Revenue Growth Slowing

Investors will digest earnings results from Netflix and IBM, and President Donald Trump will give a speech in Davos.

Netflix earnings, Trump speaks at Davos, IBM reports: 3 things to watch for on Tuesday

Shares of International Business Machines Corp. IBM, -0.54% are off 0.8% in Friday morning trading after Morgan Stanley analyst Katy Huberty downgraded the stock to equal weight from overweight.

IBM stock falls as Morgan Stanley downgrades ahead of earnings

Abbott Labs

FuelCell Energy

Friday's big stock charts feature three names that could be set up for a big move — and have upcoming earnings reports as a catalyst.
The post 3 Big Stock Charts for Friday: IBM, Abbott Labs, and FuelCell Energy appeared first on InvestorPlace.

3 Big Stock Charts for Friday: IBM, Abbott Labs, and FuelCell Energy

Microsoft

Strong demand for software should help Microsoft over the next few years, and IBM sells a large bank on hybrid cloud services.

Dow Jones News: Microsoft Stock Has Upside; IBM Signs $1 Billion Deal Ahead of Earnings

Market players remain skeptical about IBM's long-term outlook ahead of next week's earnings report.

Can IBM Stock Enter New Uptrend?

Cisco Systems

Both tech giants pay a solid dividend while ramping up their cloud businesses. But which stock represents the best opportunity?

Better Buy:  Cisco Systems vs.  IBM

IBM, Samsung, Microsoft, Amazon, Apple and Huawei win record patents, raising possibilities of breakthroughs in the tech arena.

IBM Maintains Patent Dominance, MSFT, AMZN & AAPL Catch Up

The move is part of Broadridge's (BR) shift to a hybrid cloud model and efforts to provide next-generation SaaS solutions.

Broadridge (BR) and IBM Tie Up on Hybrid Cloud Capabilities

Snap

Uber

Zoom Video

Now that a trade deal has been signed, here are four beaten-down technology stocks to buy that are worth a look.

4 Turnaround Tech Stocks to Buy Now

IBM stock slipped in trading on Monday after Evercore ISI downgraded the stock to “hold” and lowered its price target to $145 from $160.
The post IBM Stock Slips on Analyst Downgrade in Advance of Q4 Results appeared first on InvestorPlace.

IBM Stock Slips on Analyst Downgrade in Advance of Q4 Results

IBM's Q4 performance is likely to have gained from growing adoption of cloud solutions. However, currency rate fluctuations and declines in IBM Z product cycle may have been concerns.

IBM Gears Up to Report Q4 Earnings: What's in the Cards?

IBM has teamed up with an olive oil producer, using blockchain records to verify that the shipments they sell are fresh and legit.
Low-quality or even fake olive oil has been a problem for quite a while—going back at least to the Romans.

Is this olive oil fake? IBM will let you check using blockchain

Thanks to accelerated IT spend and Red Hat, IBM stock could rise by 25% or more in 2020, marking its best performance since 2011. 
The post Reinvigorated IT Spend Could Push IBM Stock to its Best Year in a Decade appeared first on InvestorPlace.

News for IBM Stock (IBM)