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.

Comcast

Disney

Walt Disney Co (NYSE:DIS, ETR:WDP), International Business Machines Corp (NYSE:IBM) and Comcast Corporation (NASDAQ:CMCSA, ETR:CTP2) are among a string of advertisers to have returned to X following a boycott late last year. Alongside Warner Bros Discovery Inc (NASDAQ:WBD, ETR:J5A) and Lionsgate Entertainment, the formerly key advertisers to the social media platform have spent $3.3 million on X so far this year.

Disney, IBM, Comcast among advertisers back on X after boycott

Chevron

Verizon

Should You Buy the 3 Highest Paying Dividend Stocks in the Dow Jones?

What makes IBM a hidden AI leader? See how this tech giant is shaping the business-class AI market.

Is IBM's Bet on AI Starting to Pay Off?

TKO Group Holdings Inc

IBM and UFC to develop UFC Insights Engine built with IBM watsonx to offer enhanced fight analysis across viewing platforms ARMONK, N.Y. and LAS VEGAS , Nov. 14, 2024 /PRNewswire/ -- IBM (NYSE: IBM) and UFC®️ , the world's premier mixed martial arts organization and part of TKO Group Holdings (NYSE: TKO), today announced an innovative new partnership that will combine the power of IBM's AI and data platform, watsonx, with the vast global reach of UFC's content platforms to enhance the viewing experience for millions of UFC fans around the world.

UFC Names IBM as First-Ever Official AI Partner

Qiskit, the world's most performant quantum software, can extend length and complexity of certain circuits to 5,000 two-qubit operations with accurate results on IBM quantum computers RIKEN and Cleveland Clinic explore new, scientifically valuable problems by combining quantum and classical resources with Qiskit; Rensselaer Polytechnic Institute takes steps towards quantum-centric supercomputing Qiskit services from IBM, Algorithmiq, Qedma, QunaSys, Q-CTRL, and Multiverse Computing to expand performance while simplifying how next-generation algorithms can be built YORKTOWN HEIGHTS, N.Y. , Nov. 13, 2024 /PRNewswire/ -- Today at its inaugural IBM Quantum Developer Conference, IBM (NYSE: IBM) announced quantum hardware and software advancements to execute complex algorithms on IBM quantum computers with record levels of scale, speed, and accuracy.

IBM Launches Its Most Advanced Quantum Computers, Fueling New Scientific Value and Progress towards Quantum Advantage

NVIDIA

Amazon

AWS is negotiating a potential $475 million AI cloud deal with IBM. IBM already uses AWS services for AI, including training models on EC2 servers with Nvidia chips.

AWS is negotiating a huge deal to supply IBM with Nvidia GPUs via the cloud

Business leaders see the benefits of investing in IT for sustainability, with 88% planning to increase investments in IT for sustainability over the next 12 months 90% of executives surveyed believe AI will positively influence sustainability goals — yet more than half of organizations aren't leveraging AI for sustainability Significant perception gap between top execs and their staff on sustainability expectations ARMONK, N.Y. , Nov. 12, 2024 /PRNewswire/ -- IBM (NYSE: IBM) today released its first-ever State of Sustainability Readiness Report 2024, revealing that 88% of business leaders surveyed are planning to increase investment in IT for sustainability over the next 12 months.

New IBM Report Shows Strong Tailwinds Behind Corporate Investment in AI for Sustainability; But Ambitions Don't Yet Match Actions

Ares Capital

Enterprise Products Partners

TipRanks' analyst ranking service pinpoints Wall Street's best-performing stocks, including IBM and Ares Capital.

Top Wall Street analysts like these dividend-paying stocks

Effective Data Management Strategy and Aggressive Investment Approach Found as Biggest Differentiators NEW YORK , Nov. 8, 2024 /PRNewswire/ -- IBM (NYSE: IBM) released a new report called AI in Action that highlights artificial intelligence strategies of businesses considered "AI Leaders." The report is based on a survey, conducted on behalf of IBM by Harris Poll, of 2,000 companies across the U.S., U.K., India, Japan and Germany.

IBM "AI in Action" Report Identifies Key Characteristics of Businesses That Consider Themselves Leaders in AI

Silicon Motion Technology

Xerox

During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout.

Wall Street's Most Accurate Analysts Spotlight On 3 Tech Stocks With Over 3% Dividend Yields

ARMONK, N.Y. , Nov. 7, 2024 /PRNewswire/ -- IBM (NYSE:IBM) today announced it has entered into a multi-year agreement with Ferrari S.p.A.

IBM Selected as Official Fan Engagement and Data Analytics Partner for Scuderia Ferrari HP

SAN FRANCISCO, Nov. 06, 2024 (GLOBE NEWSWIRE) -- Fresche Solutions, a global leader in IBM i modernization and transformation, acquires Redbourn Business Systems, a UK-based provider of specialized IBM i Synon/CA 2E development and consulting services. This strategic move reinforces Fresche's commitment to customers, partners, and organizations invested in IBM mid-range solutions and expands its footprint to further support clients in the UK and Europe who require specialized Synon/CA 2E expertise.

Fresche Solutions Acquires Redbourn Business Systems to Expand IBM i Synon/CA 2E Services in the UK and Europe

IBM appears to be treading in the middle of the road and new investors could be better off if they trade with caution.

Will IBM's Expanded Capabilities in Microsoft Cloud Aid the Stock?

When IBM reported their Q3 '24 financial results, it had a nice run into the earnings release, trading above its previous April 2013 all-time high of $213-215 per share. While IBM's 2024 EPS estimates were revised higher after the 10/23 earnings report, the negative revisions for 2025 and 2026 were not good to see. IBM's software unit had solid results for Q3 '24, with revenue of +9.5% in the quarter.

IBM Post-Earnings Summary: Liking 'IBM Light' - Buy IBM's Pullback, As Old Tech Finds A Bid

Hewlett Packard

Investors with an interest in Computer - Integrated Systems stocks have likely encountered both Hewlett Packard Enterprise (HPE) and IBM (IBM). But which of these two stocks offers value investors a better bang for their buck right now?

HPE or IBM: Which Is the Better Value Stock Right Now?

Amgen

Boeing

Cisco Systems

Dow Inc

Intel

Johnson & Johnson

Coca-Cola

Merck

Microsoft

NIKE

Procter & Gamble

"The Dow® [adds a stock] if the company has an excellent reputation,

Buy 3 November Dogs Of The Dow And Watch 7 More

ARMONK, N.Y. , Oct. 30, 2024 /PRNewswire/ -- The IBM (NYSE: IBM) board of directors today declared a regular quarterly cash dividend of $1.67 per common share, December 10, 2024 to stockholders of record November 12, 2024.

IBM BOARD APPROVES REGULAR QUARTERLY CASH DIVIDEND

IBM Software Portfolio on the Azure Marketplace Expands Globally ARMONK, N.Y. , Oct. 29, 2024 /PRNewswire/ -- IBM (NYSE: IBM) announced today that it is bringing the Apptio portfolio of enterprise agile planning (EAP), IT financial management, and cloud FinOps solutions to Microsoft Azure.

IBM Brings Apptio Product Portfolio to the Microsoft Cloud to Help Organizations Make Informed Technology Planning Decisions

Fresche proudly introduces AI-Celerate, a 12-week strategic advisory framework to enable IBM i organizations to design an enterprise AI technology roadmap.

Fresche Solutions Introduces AI-Celerate to Power the IBM i Community on Their Enterprise AI Journeys

Examine the evolution of IBM's (IBM) overseas revenue trends and their effects on Wall Street's forecasts and the stock's prospects.

Why IBM (IBM) International Revenue Trends Deserve Your Attention

International Business Machines Corporation NYSE: IBM shares have been having one of their most exciting years in a long, long time. After a lengthy stretch of mostly sideways movement from 2015 through last summer, the stock finally broke out and started heading north.

IBM Stock Has Never Looked So Exciting

Could Big Blue catch up and join the trillion-dollar winner's circle in a decade?

Will IBM Be Worth More Than Microsoft by 2035?

Darden Restaurants

Want to add reliable dividend payers to your portfolio? These household names can deliver inflation-beating payouts for many years to come.

2 High-Yield Dividend Stocks That Are Screaming Buys Right Now

IBM Guardium Data Security Center delivers unified SaaS-based data security to protect hybrid cloud environments and enhance AI security.

IBM Unveils Gen-AI Powered Guardium Data Security Center Solution

Dublin, Oct. 25, 2024 (GLOBE NEWSWIRE) -- The "Global Compliance Automation Tools Market (2024 Edition): Market Size, Trends, Opportunities and Forecast by Application, Industry, Deployment, Region, By Country: 2020-2030" report has been added to ResearchAndMarkets.com's offering. Compliance Automation Tools Market was valued at USD 2.53 billion in 2023 and is expected to grow at a CAGR of 19.7% during 2025-2030. The Compliance Automation Tools market has grown significantly due to increasing regulatory requirements across various industries, the rising complexity of compliance processes, and the need for efficient risk management. Compliance automation tools help organizations streamline their compliance processes by automating tasks such as monitoring, reporting, and auditing. These tools are crucial in industries like finance, Oil & Gas, and IT, where regulatory compliance is stringent and failure to comply can result in severe penalties. The rise in data breaches and cyber threats has also driven the demand for compliance automation tools. Organizations are increasingly adopting these tools to ensure data protection and privacy, which are critical components of regulatory frameworks like GDPR, HIPAA, and others. The growing complexity of global regulations, coupled with the need to manage compliance across multiple jurisdictions, has further fueled the market growth. Technological advancements, particularly in artificial intelligence and machine learning, have significantly enhanced the capabilities of compliance automation tools. These technologies enable real-time monitoring and analytics, making it easier for organizations to detect and respond to compliance issues. The integration of these advanced technologies is a major trend in the market, providing more robust and efficient solutions for compliance management. Segment Insights By deployment type, the cloud-based segment holds the largest market share, accounting for approximately 55% of the global Compliance Automation Tools market in 2023. The scalability, flexibility, and cost-effectiveness of cloud solutions make them a preferred choice for organizations of all sizes. Geographical Insights Americas represent the largest market for Compliance Automation Tools, driven by the stringent regulatory environment, particularly in the financial and healthcare sectors. The United States is a key market, with significant investments in compliance technology and a strong emphasis on data protection. In the Americas, the market benefits from a mature IT infrastructure and the presence of major compliance solution providers. The high incidence of regulatory changes and the need for continuous compliance also contribute to market growth. The Asia Pacific region is expected to witness the highest growth rate, driven by increasing regulatory scrutiny, the rise of digitalization, and the growing adoption of cloud-based solutions. Countries like China, Japan, and India are key markets, with expanding financial and healthcare sectors. In Europe, the market is supported by strong regulatory frameworks and a well-established financial Enterprise Size. Countries like Germany, France, and the UK are major contributors, with a focus on ensuring compliance with GDPR and other regulations.

Compliance Automation Tools Market Report 2024 with 2025-2030 Forecasts Featuring Sprinto, IBM, AuditBoard, Sova, MetricStream, Archer, Drata, Fusion Risk Management, OneTrust, and ProcessUnity

News for IBM Stock (IBM)