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.

Datadog

Datadog is one of the most solid software high growers and there is a high chance that its stock will provide outsized returns. IBM's stock will continue to do nothing, as the mature company fails to reignite its growth.

Datadog Stock Will Continue To Dominate, IBM Stock Will Probably Go Nowhere

IBM CEO Arvind Krishna says he doesn't see a world in which most of the tech company's workers (60%) are back in the office three days or more.

Only 20% of U.S. workers in office three days or more: IBM CEO

General Dynamics

Walgreens

Exxon Mobil

What's right for you depends on your investment strategy.

Better Buy: Dividend Aristocrats vs. Beaten-Down Tech Stocks

AT&T

These veteran companies have attractive dividend yields, yet both recently underwent business transformations.

Better Dividend Stock: IBM vs. AT&T

Applied Materials

Advanced Micro Devices

Chevron

Shopify

Tesla

Verizon

Verizon Communications Inc 5.9 % Notes 2014-15.2.54 Sr

Long-term stocks are an investment strategy where the idea is to buy quality companies and then hold onto them for as long as possible. The post 7 Long-Term Stocks to Buy for a Secure Retirement appeared first on InvestorPlace.

7 Long-Term Stocks to Buy for a Secure Retirement

IBM stock is up after the company used the Kyndryl spin-off to hide its past sins, and its Red Hat unit could make it an acquisition target. The post Big Blue Took a Page From Dorian Gray's Playbook appeared first on InvestorPlace.

Big Blue Took a Page From Dorian Gray's Playbook

IBM Delivers Open Source Toolkit to Identify and Mitigate Bias in Advertising Technology CANNES, France , June 20, 2022 /PRNewswire/ -- Today, leading companies committed to improving fairness in marketing campaigns. The initiative, announced at the Cannes Lions International Festival of Creativity 2022, brought together agencies, brands, and other leaders to generate awareness and take action towards mitigating bias in advertising technology.

IBM, DELTA AIR LINES WPP, 4A'S, IAB, AD COUNCIL AND OTHER INDUSTRY LEADERS ACT TO MITIGATE BIAS IN ADVERTISING TECHNOLOGY

Antero Midstream Partners

Bank of Nova Scotia

Lumen Technologies

Simon Property Group

Vornado Realty Trust

These high-yield dividend stocks offer a consistent source of income stream during the current market downturn. The post 7 High-Yield Dividend Stocks With Secure Payouts appeared first on InvestorPlace.

7 High-Yield Dividend Stocks With Secure Payouts

AMC Entertainment

Beyond Meat

General Electric

Robinhood

Snap

SoFi Technologies

These stocks to sell are facing multiple headwinds and despite the fact that investors widely hold them they should slide. The post 7 Widely Held Stocks to Sell Because They're Poised to Plunge appeared first on InvestorPlace.

7 Widely Held Stocks to Sell Because They're Poised to Plunge

Advance Auto Parts

Cisco Systems

Devon Energy

Huntington Bancshares

NRG Energy

Newell Brands

ONEOK

Vici Properties

"When the market comes down so far, so fast, you can find genuinely good buying opportunities," the "Mad Money" host said.

Jim Cramer says to consider buying these 10 cheap, high growth stocks with dividend protection

TotalEnergies SE

Could it be a wise move for investors to shift their holdings to dividend stocks right now?

5 Top Dividend Stocks To Watch In A Bear Market

Alphabet

QUALCOMM

Amid massive declines, these stocks offer relative stability and reasonable valuations.

3 Technology Stocks That Can Prosper During a Tech Downturn

Dollar currency index rallies to new 52-week high. US bond yields rising on inflation fears.

IBM Guidance Cut Seems Likely

International Business Machines Corp., unlike many other tech giants, has been able to buck the sector's selloff in recent months.

Why IBM is one of few tech giants that are actually gaining through the selloff

Realty Income Corp

ZIM Integrated Shipping Services

Seeking high-dividend stocks to buy never goes out of style. During the pandemic rally it fell out of sight, but definitely not out of mind.

The 3 Highest Dividend Stocks for Income Investors

AbbVie

Kinder Morgan

Investors looking for passive income from holding stocks should consider these dividend stocks that offer strong payouts. The post 3 Dividend Stocks to Buy Now for 20 Years of Income Growth appeared first on InvestorPlace.

3 Dividend Stocks to Buy Now for 20 Years of Income Growth

Con Ed

Kimberly-Clark

It is tough to find stocks that are outperforming the market these days as nearly all companies struggle with the effects of high inflation. Those in search of safer returns are often out of luck even when it comes to dividend stocks, since even a dividend yield of 3% does not come close to keeping up with inflation.

4 Dividend Aristocrats That Are Beating the Market

Boeing

Disney

Intel

These blue-chip stocks to sell, once titans in their respective sectors, have fallen on hard times and shareholders have suffered as a result. The post 7 Dying Blue-Chip Stocks to Sell While You Still Can appeared first on InvestorPlace.

7 Dying Blue-Chip Stocks to Sell While You Still Can

Microsoft

IBM announced an "orderly wind-down" of its Russian operations. Microsoft is significantly scaling down operations in the country.

IBM and Microsoft are laying off hundreds of employees in Russia as companies continue to exit and scale down businesses in the country

Broadcom

Dell Technologies

LM Ericsson Telefon

Corning

Garmin

Seagate Technology Holdings PLC

Finding tech stocks with dividends isn't the easiest task for investors. Most don't issue cash payouts to shareholders, but the few that do become even more enticing during periods of market volatility due to their ability to offer a unique combination of growth and income.

7 Tempting Tech Stocks With Above-Average Dividends

International Business Machines Corporation (NYSE:IBM ) Bank of America 2022 Global Technology Conference June 7, 2022 12:30 PM ET Company Participants Jim Kavanaugh - Senior Vice President and CFO Conference Call Participants Wamsi Mohan - Bank of America Wamsi Mohan Hi. Good morning, everyone.

International Business Machines Corporation (IBM) Bank of America 2022 Global Technology Conference (Transcript)

News for IBM Stock (IBM)