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 (NYSE: IBM) surpassed earnings expectations for the second quarter of 2019.

IBM Beats Earnings Estimate Despite Falling Revenue

IBM's Q2 results put these ETFs in focus.

ETFs in Focus on IBM's 4th Straight Quarter of Revenue Drop

Red Hat

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

IBM Tops Q2 Earnings & Revenue Estimates, Acquires Red Hat

Second-quarter earnings rose but revenue fell, and it will take a couple of years to erase the buyout-related debt from Big Blue's balance sheet.

IBM's Last Report Without Red Hat Was a Mixed Bag

When International Business Machines Corp. (NYSE: IBM) reported second-quarter 2019 results after markets closed Wednesday, the technology giant company posted adjusted diluted earnings per share (EPS) of $3.17 on revenues of $19.2 billion.

Couldn’t IBM Have Said Something About Red Hat When It Reported Q2 Results?

The tech giant grew earnings and reiterated its full-year guidance, but revenue slumped by more than expected.

Another Mixed Quarter for IBM

International Business Machines Corporation (IBM) Q2 2019 Results - Earnings Call Transcript

International Business Machines Corporation (IBM) Management on Q2 2019 Results - Earnings Call Transcript

International Business Machines Corp beat analysts' estimates for second-quarter profit on Wednesday, propped up by  recurring growth in its high-margin cloud business.

Cloud growth fuels IBM profit beat

IBM reported its quarterly earnings results late today, bringing in a profit that topped expectations, helping to lift IBM stock after hours.
The post IBM Earnings: IBM Stock Edges Higher on Q2 EPS Beat, Revenue in Line appeared first on InvestorPlace.

IBM Earnings: IBM Stock Edges Higher on Q2 EPS Beat, Revenue in Line

eBay

Netflix

Dow Jones futures: Netflix dived late after subscriber growth badly missed views. IBM stock and eBay stock signaled possible moves into buy zones on earnings.

Dow Jones Futures: Netflix Dives On Subscriber Miss As IBM, eBay Eye Buy Zones

Netflix (NFLX) has hit the skids in Wednesday's after-market, down double digits after missing subscriber estimates.

Netflix (NFLX) Down Big on Subscriber Miss; Plus IBM, EBAY

IBM earnings beat second-quarter estimates as revenue met expectations. The stock climbed during after-hours trading.

IBM Earnings Top Q2 Views, Sales Meet; Stock Eyes Buy Point

International Business Machines Corp. shares rose in the extended session Wednesday after the tech giant topped Wall Street earnings estimates for the second quarter and cloud revenue grew.

Earnings Results: IBM stock rises as earnings, cloud revenue beat Street view

IBM (NYSE: IBM) shares are trading higher after reporting a second-quarter earnings and sales beat.

IBM Trades Higher On Q2 Earnings Beat

IBM is expected to report declining revenue for the fourth quarter in a row on Wednesday.

IBM set to report earnings after the bell.

IBM stock is trading at 2010 levels ahead of Wednesday's report, while accumulation readings have lifted to multi-year highs.

Bottom Fishers Scooping Up IBM Shares Ahead of Earnings

AT&T

The management team at AT&T announced a multi-year strategic alliance between it and IBM covering a variety of topics.

AT&T And IBM: Tackling A $1 Trillion Opportunity

International Business Machines Corp. (NYSE: IBM) is set to report its second-quarter financial results after the closing bell on Wednesday.

What to Expect When IBM Releases Q2 Results

The major stock indexes were narrowly mixed in today's stock market action. IBM and Netflix will report after the stock market close.

Dow Jones Sheds Losses; Tech Giants IBM and Netflix Will Report Earnings Late

IBM and AT&T enter into a major cloud and networking partnership. The collaboration will also focus on 5G, IoT and Edge Computing technologies.

IBM Inks Deal With AT&T on Cloud, 5G, IoT & Edge Computing

Per the multi-year strategic alliance, AT&T (T) will leverage IBM's domain expertise to augment the internal software applications of AT&T Business division for seamless migration to IBM Cloud.

AT&T (T) Collaborates With IBM to Optimize Core Operations

Here are two stocks that are due to move when their earnings are released after the close.

Earnings Reports: Buy IBM And Short Ebay

Welltower

Welltower, AT&T, and IBM sport markedly different risk profiles, but each one offers a big yield.

Three Stocks to Buy - With Dividends Yielding More Than 4%

IBM reports its Q2 results on Wednesday, July 17. The company’s Q1 had beat consensus expectations on EPS despite coming in lower than consensus expectations on revenue.

News for IBM Stock (IBM)