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.

Investors who bought the dip in IBM stock a month ago at $130, may want to take some profits off the table with IBM stock price above $140.
The post Why It May Be Time to Take Some Profits on IBM Stock appeared first on InvestorPlace.

Why It May Be Time to Take Some Profits on IBM Stock

IBM is using artificial intelligence to reverse-engineer job roles and find candidates often overlooked by recruiters and human resources such as people without college degrees.

Why IBM is using AI to find jobs for people who don't have a college degree

IBM (IBM) closed the most recent trading day at $143.64, moving -1.22% from the previous trading session.

IBM (IBM) Stock Moves -1.22%: What You Should Know

IBM stock closed its acquisition of Red Hat, but it remains to be seen if the IBM management team can successfully integrate and grow Red Hat.
The post Investors Should Take a Wait-and-See Approach With IBM Stock appeared first on InvestorPlace.

Investors Should Take a Wait-and-See Approach With IBM Stock

IBM stock has a low valuation and big dividend, but International Business Machines stock lacks growth and has a poor return over the last decade. 
The post IBM Stock Has Pros and Cons, But Is It a Buy?

IBM Stock Has Pros and Cons, But Is It a Buy?

IBM stock has been rising in 2019, but investors still wonder if Big Blue can turn its acquisition of Red Hat into a revenue driver.
The post IBM Stock Will Benefit from Low Investor Expectations appeared first on InvestorPlace.

IBM Stock Will Benefit from Low Investor Expectations

AMC Entertainment

Delta Air Lines

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GameStop

Lockheed Martin

Microsoft

Wheaton Precious Metals

At present, multiple challenges weigh down the markets, causing investors to second guess their exposure. Because of this rough situation, you may want to consider stocks to buy which benefit from both a growth and dividend narrative.

8 Stocks to Buy Offering Both Dividends and Growth

After eight years of mostly declining revenues, IBMs recent acquisition of Red Hat is a sign that the company is starting to turn things around.

Comeback Stocks: How IBM Has Become a Growth Stock Again

While it's a good option for dividend income, IBM's stock may not be ideal for investors looking for growth.

Is IBM (IBM) Stock a Buy?

Hybrid cloud growth and use to multi-cloud by corporations will be game changers for IBM stock. Revenue growth likely in 2020-2021.

Hybrid Cloud and Multicloud Will Be Game-Changers for IBM Stock

Hanesbrands

Tanger Factory Outlet Centers

You'll want these cheap stocks in your portfolio as growth stocks lose their luster.

3 'Top Value Stocks' to Buy Right Now

Apple

Bayer AG

Researchers are developing tools to help identify the probability of cardiovascular diseases, harnessing the power of artificial intelligence (AI).

Is Artificial Intelligence the Silver Bullet for Heart Disease?

IBM stock looks to be on the path for success with its cloud computing and blockchain businesses both heading in the right direction.
The post IBM Stock Proves You Can Teach an Old Dog New Tricks appeared first on InvestorPlace.

IBM Stock Proves You Can Teach an Old Dog New Tricks

This seemingly stodgy company is quietly pursuing promising new technologies with big potential.

Why IBM's Ready to Regain Growth

IBM says it's open to working with Facebook on digital currency

IBM stock got a pop on Thursday after news that the company closed a deal for its IBM Blockchain Platform.
The post IBM Stock Gets a Blockchain Pop appeared first on InvestorPlace.

IBM Stock Gets a Blockchain Pop

Red Hat

The "Halftime Report" traders debate Guggenheim's call to up its price target on the Roku to $170 from $119.

IBM Stock:  It’s All About Red Hat

IBM's AI platform IBM Watson, its emerging Blockchain technology and expanding security products is aiding it in proliferating the market.

IBM Collaborates With City of Los Angeles to Fight Cybercrime

IBM continues to push its quantum computing efforts forward and today announced that it will soon make a 53-qubit quantum computer available to clients of its IBM Q Network. The new system, which is scheduled to go online in the middle of next month, will be the largest universal quantum computer available for external use […]

IBM will soon launch a 53-qubit quantum computer

IBM's new 53-qubit quantum computer is its biggest yet

IBM: Outperforming Other Cloud Players

IBM stock looks like a bargain at its current prices, but International Business Machines stock has been held in check by IBM's problems.  
The post IBM Stock Can’t Take a Ninth Year of More-of-the-Same appeared first on InvestorPlace.

IBM Stock Can’t Take a Ninth Year of More-of-the-Same

It’s easy to think about mainframes as some technology dinosaur, but the fact is these machines remain a key component of many large organization’s computing strategies. Today, IBM announced the latest in their line of mainframe computers, the Z15.

The mainframe business is alive and well, as IBM announces new Z15

The ultra-powerful system brings new data privacy features and is designed for a hybrid multi-cloud world.

IBM Unveils z15 Mainframe, With a Focus on Data Privacy

At the Cloud Foundry Summit in The Hague, IBM today showcased its Cloud Foundry Enterprise Environment on Red Hat’s OpenShift container platform. For the longest time, the open-source Cloud Foundry Platform-as-a-Service ecosystem and Red Hat’s Kubernetes-centric OpenShift were mostly seen as competitors, with both tools vying for enterprise customers who want to modernize their application […]

News for IBM Stock (IBM)