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.

NEW YORK--( BUSINESS WIRE )--Bragar Eagel & Squire, P.C., a nationally recognized stockholder rights law firm, announces that a class action lawsuit has been filed against International Business Machines Corporation (“IBM” or the “Company”) (NYSE: IBM) in the United States District Court for the Southern District of New York on behalf of all persons and entities who purchased or otherwise acquired IBM securities between January 18, 2018, and October 16, 2018, both dates inclusive (the “Class Period”). Investors have until March 14, 2023 to apply to the Court to be appointed as lead plaintiff in the lawsuit.

IBM ALERT: Bragar Eagel & Squire, P.C. Announces that a Class Action Lawsuit Has Been Filed Against International Business Machines Corporation and Encourages Investors to Contact the Firm

International Business Machines Corp. shares slumped Thursday after analysts picked apart Big Blue's free cash flow results and outlook, and found a “mixed blessing” in the company's drive to shift focus away from earnings per share.

IBM's ‘mixed blessing' of focus on cash flow ‘overshadowed' revenue gain

SAP SE

Tech sector layoffs continue, as SAP announced they plan to cut about 3,000 employees on Thursday, a day after IBM announced they will lay off nearly 3,900 workers.

Tech layoffs continue as IBM, SAP announce massive cuts

It follows the computing giant spinning off parts of its business.

IBM Cuts Thousands of Employees in Latest Tech Layoffs

IBM (NYSE: IBM ) layoffs will see the tech company cutting 3,900 jobs, which represents about 1.5% of its workforce. According to IBM, these layoffs have to do with its spinoff of the Kyndryl and Watson Health units.

IBM Layoffs 2023: What to Know About the Latest IBM Job Cuts

In trading on Thursday, shares of International Business Machines crossed below their 200 day moving average of $135.48, changing hands as low as $134.11 per share.

Notable Two Hundred Day Moving Average Cross - International Business Machines

Healthy demand for hybrid cloud and AI solutions with a client-focused portfolio and broad-based growth help IBM to record strong revenues in fourth-quarter 2022.

IBM Misses on Q4 Earnings Despite Solid Hybrid Cloud Demand

International Business Machines Corp (IBM) has announced plans to cut around 1.5% of its workforce after missing cash flow targets by close to US$1bln. The American tech company revealed, in a conference call, that the job cuts will relate to a spin-off of IT company Kyndrl and AI healthcare business Watson Health.

IBM announces 3,900 job cuts as cash generation disappoints

In 1980, International Business Machines Corp. (NYSE: IBM) was the eighth largest corporation in the country, according to the Fortune 500.

IBM Is Tech's Most Beaten-Down Company

IBM will slash some 3,900 jobs, slightly more than one percent of its workforce, related to businesses it has divested, a source close to the matter told AFP on Wednesday.

IBM to cut 3,900 jobs as it reorganizes business

ServiceNow

Tesla

Tesla earnings of $1.19 per share surpassed the Zacks consensus by a solid dime, while $24.32 billion in sales easily swept past expectations.

Q4 Earnings & Revenue Beats: Tesla (TSLA), IBM and ServiceNow (NOW)

International Business Machines Corporation (NYSE:IBM ) Q4 2022 Earnings Conference Call January 25, 2023 5:00 PM ET Company Participants Patricia Murphy - Vice President, Investor Relations Arvind Krishna - Chairman & Chief Executive Officer Jim Kavanaugh - Senior Vice President & Chief Financial Officer Conference Call Participants Amit Daryanani - Evercore Wamsi Mohan - Bank of America Toni Sacconaghi - Bernstein Shannon Cross - Credit Suisse Erik Woodring - Morgan Stanley Lisa Ellis - SVB MoffettNathanson David Grossman - Stifel Kyle McNealy - Jefferies Operator Welcome, and thank you for standing by. At this time, all participants are in a listen-only mode.

International Business Machines Corporation (IBM) Q4 2022 Earnings Call Transcript

International Business Machines Corp. increased revenue more than 6% in 2022, the biggest sales increase for Big Blue in more than a decade, but its stock fell in extended trading Wednesday.

IBM posts biggest annual sales increase in more than a decade, announces layoffs

IBM (IBM) delivered earnings and revenue surprises of -0.28% and 7.34%, respectively, for the quarter ended December 2022. Do the numbers hold clues to what lies ahead for the stock?

IBM (IBM) Misses Q4 Earnings Estimates

IBM faces recession worries as a tech company focusing heavily on the cloud. Cloud revenue grew 2% while it took a $1 billion hit from foreign exchange rates.

IBM reports highest annual revenue growth in a decade

The information-technology company said a strong dollar hurt revenue. Net income climbed to $2.71 billion.

IBM Reports Flat Sales Amid Broader Tech Slowdown

International Business Machines Corp will cut 3,900 roles, or about 1.5% of its global workforce, its chief financial officer, James Kavanaugh, told Bloomberg News in an interview on Wednesday.

IBM to cut 3,900 jobs - Bloomberg News

IBM stock rose late Wednesday after the technology mainstay beat Wall Street's quarterly sales views with better-than-expected profit. The post IBM Stock Jumps After Tech Giant Beats Fourth-Quarter Sales Views appeared first on Investor's Business Daily.

IBM Stock Jumps After Tech Giant Beats Fourth-Quarter Sales Views

Growth in mainframe sales helped IBM avoid slipping back into a pattern of declining revenue. The company faces a high bar for free cash flow in 2023 and 2024.

IBM exceeds revenue estimates, though sales are about the same as a year earlier

American Airlines

Nucor

Rockwell Automation

Five large-cap companies are set to beat earnings estimates this week. These are: IBM, NUE, ROK, SAP and AAL.

5 Stocks Likely to Gain on Earnings This Week

United Rentals

IBM and United Rentals are two companies that continue to outperform on their bottom lines and this could lead to more upside in these stocks.

2 Stocks to Consider Buying Before Earnings This Week

Amgen

Intel

Verizon

Walgreens

The start of the year is a good time to add to your existing portfolio or start new positions. An excellent source to look for ideas is among the Dogs of the Dow.

Dogs of the Dow 2023: 5 Dividend Stocks for Income Investors

IBM stock showed renewed strength in December, as the information technology giant gets set to report fourth-quarter earnings late Wednesday. The post What To Expect When IBM Reports Fourth-Quarter Earnings appeared first on Investor's Business Daily.

What To Expect When IBM Reports Fourth-Quarter Earnings

A weaker dollar could boost fourth-quarter results due Jan. 25

IBM Earnings to Test Top Tech Stock of 2022

Lam Research

In early trading Tuesday, the Dow Jones industrials traded down 0.32%, the S&P 500 was down 0.3% and the Nasdaq traded down 0.11%.

News for IBM Stock (IBM)