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.

IBM is using the Yelp of enterprise software to market AI-driven IoT insights.

IBM CMO: How To Drive Marketing & Innovation Via Customer Review Sites

Oracle

Block

Monday's big stock charts show investors struggling to make up their mind on these 3 tech names.
The post 3 Big Stock Charts for Monday: IBM, Oracle, and Square appeared first on InvestorPlace.

3 Big Stock Charts for Monday: IBM, Oracle, and Square

A handful of cities have already banned police from using such technology.

Facial recognition tech should be regulated not banned, argues IBM

IBM Is A Buy Based On Patent Activity

CVS Health

Options trading was hot in International Business Machines, CVS Health and Square on Wednesday. Here’s what the data suggests moving forward.

Thursday’s Vital Data: International Business Machines, CVS and Square

The tech company is working with Bank of America on the project.

IBM Builds a Financial Services Cloud

A handful of cities have already banned police from using facial recognition.

IBM calls for regulation on facial recognition instead of bans

After a very positive start to the year, IBM stock has largely moved sideways. Yet the markets’ lack of appreciation for International Business Machines' comprehensive cloud initiatives may be a hidden opportunity.

IBM Stock Investors Overthink Q3 Miss, Ignoring Big Blue’s Resilience

Bank of America

International Business Machines Corp  said on Wednesday that it has built financial services-specific cloud technology in collaboration with Bank of America Corp , which will be the first major bank to use the platform.

IBM, Bank of America team up to launch financial services-specific cloud

Boeing

Caterpillar

Cisco Systems

Chevron

Goldman Sachs

Intel

Johnson & Johnson

McDonald's

Merck

Travelers

UnitedHealth Group

Walgreens

Exxon Mobil

When investors hear that the stock market just hit a new all-time high, it’s probably fairly easy to assume that this means almost all the individual stocks are probably at all-time highs as well.

As the Dow Hits All-Time High, Over Half of Dow Stocks Keep Disappointing Investors

AbbVie

Amazon

Costco

CareTrust REIT

Duke Energy

With economic and geopolitical events not providing clearly bullish signals, these buy-and-hold stocks present an ideal opportunity.

7 Buy-and-Hold Stocks to Play Investing’s Biggest Trends

IBM stock price has begun to recover after its Q3 earnings, but Red Hat and the hybrid cloud could be key to the revitalization of IBM stock.
The post The Modest Recovery of IBM Stock Is Continuing , But Bigger Gains Could Be Coming appeared first on InvestorPlace.

The Modest Recovery of IBM Stock Is Continuing , But Bigger Gains Could Be Coming

The cloud is the future: you've heard it before and I don't mind saying it again. However, IBM stock holders need the company to improve its bottom line right now.

Avoid IBM Stock Until It Remedies Falling Revenues

The year-over-year comps were dreadful as well the results speak to a long-running concern investors have had about IBM stock: management can grow earnings by buying back massive amounts of stock, but all those buybacks don't create higher revenue.
The post If You’re Looking at IBM Stock, Hold off as It Is Likely to Head Lower appeared first on InvestorPlace.

If You’re Looking at IBM Stock, Hold off as It Is Likely to Head Lower

Big Blue's shares took a hit following its earnings report, but there are a few reasons to be optimistic.

3 Reasons to Buy IBM After Its Post-Earnings Sell-Off

CrowdStrike

Discover

Alphabet

Microsoft

NVIDIA

Texas Instruments

Artificial intelligence will power many of the next decade's biggest advances. Here are seven AI stocks that will help you ride the wave.

7 AI Stocks to Buy to Profit from the Recent Tech Correction

Check Point Software Technologies

Fortinet

Palo Alto Networks

Symantec Corp

Zscaler

Figuring out which stocks to buy is always a challenge. That said, with the cybersecurity industry, you’re dealing with a market that will only increase in demand and relevancy.

7 Cybersecurity Stocks to Keep Your Portfolio Safe

Researchers at Google have said they achieved a computing milestone, but their claim has sparked a heated debate among tech giants.

Google and IBM row over 'quantum supremacy'

Long-term, the company may prove to be a solid investment. Perhaps IBM will divest its floundering legacy businesses.

Despite High Dividend Yield, IBM Stock Is Not a Buy

Quantum computers will be able to perform calculations in seconds that would take a normal classical computer tens of thousands of years to perform.
Quantum computing is the next frontier of computing that promises to upend what we think a computer is capable of.

Google says it’s achieved ‘quantum supremacy’ but IBM says nope

The cost of transforming IBM into a cloud company and returning the company to growth could fall on the holders of IBM stock. 
The post Why the Cost of Saving IBM Could Fall on the Holders of IBM Stock appeared first on InvestorPlace.

Why the Cost of Saving IBM Could Fall on the Holders of IBM Stock

F5 Networks

PayPal

Xilinx

Here is a sneak peek into how four technology stocks, namely, Microsoft, PayPal, F5 Networks and Xilinx, are poised ahead of their upcoming earnings releases on Oct 23.

Tech Stocks' Earnings Roster for Oct 23: MSFT, XLNX & More

IBM Common Stock (NYSE: IBM) may face significant challenges in sustaining mid-single-digit revenue growth due to transaction declines, according to UBS.

UBS Downgrades IBM On Expectations Of Continued Transactional Business Pressures

IBM is two companies, a mainframe and services business that's declining and a cloud business that's growing. Analysts don't know what to think.

IBM Stock: A Speculative Dividend Aristocrat

Revenue dropped for the fifth quarter in a row, but IBM enhanced its cloud position by acquiring Red Hat and should be a major player in 5G.

News for IBM Stock (IBM)