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.

UBS analyst Munjal Shah cut his rating on International Business Machines Corp. shares IBM, -0.13% to neutral from buy on Monday, writing that he believes it will be hard for the company to sustainably reach mid-single-digit revenue growth.

IBM stock drops after UBS downgrade

As IBM stock looks to cloud growth for its future, long-term investors may consider buying the shares regardless of near-term declines.

While It Looks Good Long Term, IBM Stock Has a Bumpy Ride Ahead

Accounting rules and one-time items dragged down the tech giant's third-quarter numbers, but its long-term investment thesis remains attractive.

IBM's Weak Results Hide Its Growth Potential

Beyond Meat

It wasn't a good day to be in the alt-meat business, or to be an acquisitive IT giant.

2 Stocks That Got Flattened by Thursday's Bull Market

AP Moller - Maersk A/S

Global Container Terminals Inc. (GCT) said it will take part in the TradeLens blockchain platform developed by Maersk  and IBM (NYSE: IBM).

Global Container Terminals Joins IBM-Maersk Blockchain Group

Syros Pharmaceuticals

Extraction Oil & Gas

Not every stock had a favorable reaction to earnings.

Why IBM, Extraction Oil & Gas, and Syros Pharmaceuticals Slumped Today

IBM shares fell after its earnings as another revenue decline at the technology giant again disappointed investors. Recent trading history in IBM suggests that Big Blue is not due for a quick rebound.

Recent trading history says IBM shares are not due for a rebound

Pool

IBM reports lower revenue, and Pool Corp. shows no signs of slowing down.

Stock Market News Today: Oct. 17, 2019

For the most part, analysts seemed to be sidelined on International Business Machines Corp.

Why Analysts Are Cautiously Optimistic on IBM After Q3

IBM (NYSE: IBM) shares tumbled 6% on Thursday after the company missed consensus revenue expectations and reported its fifth consecutive quarter of negative sales growth.

Wall Street Reacts To IBM's Weak Quarter

The Dow Jones Industrial Average DJIA, +0.03% could blame International Business Machines Corp.

The Dow's decline belies broader market rally--blame IBM

Revenue continued to trend downward despite the Red Hat acquisition.

Why IBM Stock Slumped Today

Netflix

UnitedHealth Group

The earnings season opens doors for great opportunities. Today we look at three stocks to trade after their earnings reports.

3 Stocks to Trade After Earnings

IBM has been working with a number of different industries to help improve food safety with the help of blockchain technology. Today it announced its latest effort, a partnership with Massachusetts firm, Raw Seafoods, Inc, to bring this approach to seafood starting with scallops.

Latest IBM partnership looks to improve seafood safety with blockchain

ETFs with the highest allocation to IBM will be in focus post its mixed third-quarter 2019 results.

ETFs in Focus After IBM's Q3 Earnings

IBM stock dropped Thursday, following a quarterly earnings report that fell short of expectations as the computer giant continues a business transition that's caused a lengthy sales slowdown.
The post IBM Stock Drops As Sales From Business Transition Continue To Slide appeared first on Investor's Business Daily.

IBM Stock Drops As Sales From Business Transition Continue To Slide

IBM's blockchain, cloud and ML capabilities, among others poises its offerings well to gain robust adoption.

IBM Surpasses Earnings, Revenues Fall Shy of Estimates in Q3

International Business Machines Corp.'s stock IBM, -0.62% tumbled 6.2% in premarket trading, and was the only Dow Jones Industrial Average DJIA, -0.08% component trading lower, after the technology giant topped profit expectations but missed on revenue.

IBM's stock drop a 60-point drag on the Dow

International Business Machines Corp. (NYSE: IBM) is the only very large tech company that can do nothing right.

IBM Is Big Tech’s Hot Mess

International Business Machines Corp (IBM) on Q3 2019 Results - Earnings Call Transcript

International Business Machines Corp  missed Wall Street estimates for quarterly revenue on Wednesday, as its global technology services unit was hit by weakness in some European markets, sending its shares down 5% in extended trading.

IBM revenue misses on weakness in its biggest unit; shares fall 5%

Revenue declined, as only a portion of Red Hat's revenue could be recognized.

IBM Reports Messy Results

Netflix (NFLX) has outperformed earnings expectations for Q3 after the bell today, while IBM posted mixed results.

Netflix Beats, Up 7%; IBM Mixed, Down 2.7%

IBM (IBM) delivered earnings and revenue surprises of 1.52% and -1.18%, respectively, for the quarter ended September 2019. Do the numbers hold clues to what lies ahead for the stock?

IBM (IBM) Surpasses Q3 Earnings Estimates

IBM (IBM) earnings for the information technology company's third quarter of 2019 has IBM stock falling Wednesday on a revenue miss. 
The post IBM Earnings: IBM Stock Falls 4% on Q3 Revenue Miss appeared first on InvestorPlace.

News for IBM Stock (IBM)