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, New York--(Newsfile Corp. - May 16, 2022) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of the securities of International Business Machines Corporation (NYSE: IBM) between April 4, 2017 and October 20, 2021, inclusive (the "Class Period"), of the important June 6, 2022 lead plaintiff deadline.SO WHAT: If you purchased IBM securities during the Class Period you may be entitled to compensation without payment of any out of pocket...

IBM NOTICE: ROSEN, TRUSTED INVESTOR COUNSEL, Encourages International Business Machines Corporation Investors with Losses to Secure Counsel Before Important Deadline in Securities Class Action - IBM

NEW YORK , May 15, 2022 /PRNewswire/ -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of the securities of International Business Machines Corporation (NYSE: IBM) between April 4, 2017 and October 20, 2021, inclusive (the "Class Period"), of the important June 6, 2022 lead plaintiff deadline. SO WHAT: If you purchased IBM securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

ROSEN, A TOP RANKED LAW FIRM, Encourages International Business Machines Corporation Investors with Losses Exceeding $100K to Secure Counsel Before Important Deadline in Securities Class Action - IBM

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3 Tech Stocks That Analysts Loved (and 3 They Hated) This Past Week

We analyzed its software business segment as its market share declined and expect it to grow at a stagnant rate of 1% as it faces intense competition from Microsoft. For its cloud business, we analyzed its market share change over the past 5 years as it spun off Kyndryl but increased its focus on its higher growth hybrid cloud.

IBM: Revenue Growth From Negative To Positive

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IBM & SAP Expand Partnership to Revamp Business Operations

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Expanded Premium Supplier Option with IBM for RISE with SAP Now Supports Cloud Workloads Using IBM Power on Red Hat Enterprise Linux on IBM Cloud ARMONK, N.Y. and WALLDORF, Germany , May 11, 2022 /PRNewswire/ -- IBM (NYSE: IBM) and SAP today announced the latest milestone in their long-standing partnership as IBM undertakes one of the world's largest corporate transformation projects based on SAP® ERP software, designed to fuel the company's growth and better support its clients.

IBM Transforms Business Operations with the RISE with SAP Solution in Expanded Partnership with SAP

Amazon

IBM (NYSE: IBM) announced that it has signed a Strategic Collaboration Agreement (SCA) with the Amazon Web Services operations of Amazon.com, Inc. (NASDAQ: AMZN). These are the details.

IBM (IBM) Signs Deal With Amazon (AMZN) Web Services

-  Building on IBM Software being available as-a-Service on IBM Cloud, this first-of-its-kind agreement between IBM and AWS will provide clients with access to IBM Software that runs cloud-native on AWS ARMONK, N.Y. , May 11, 2022 /PRNewswire/ -- IBM (NYSE: IBM) today announced that it has signed a Strategic Collaboration Agreement (SCA) with Amazon Web Services, Inc. (AWS), with plans to offer a broad array of its software catalog as Software-as-a-Service (SaaS) on AWS.

IBM Signs Strategic Collaboration Agreement with Amazon Web Services to Deliver IBM Software as-a-Service on AWS

When Arvind Krishna took over as CEO at IBM in April 2020, the world was immersed in the initial throes of the Covid pandemic and his company was struggling. It had spent the better part of a decade reporting declining revenue and it desperately needed a change in direction.

IBM's CEO wants to chart quantum-fueled, AI-powered path to the future

New York, New York--(Newsfile Corp. - May 10, 2022) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of the securities of International Business Machines Corporation (NYSE: IBM) between April 4, 2017 and October 20, 2021, inclusive (the "Class Period"), of the important June 6, 2022 lead plaintiff deadline.SO WHAT: If you purchased IBM securities during the Class Period you may be entitled to compensation without payment of any out of...

ROSEN, A TOP RANKED LAW FIRM, Encourages International Business Machines Corporation Investors with Losses to Secure Counsel Before Important Deadline in Securities Class Action - IBM

Eleven years after IBM Watson wowed the tech world by beating two of Jeopardy's biggest champions, the days of tackling “moonshot” generalized AI goals outside the research lab are over, IBM chairman and CEO Arvind Krishna told reporters yesterday, ahead of the annual IBM Think conference in Boston.

IBM CEO says generalized AI ‘still a long time away,' wants focus on near-term value

IBM has set a new goal for propelling the legacy technology company ahead of its rivals: a quantum computer ready for commercial use, three years from now.

For hype-wary IBM, quantum-computing sales are close, but not too close

International Business Machines Corp is not sure how much longer it can pay its employees in Russia in light of escalating sanctions on the country, its chief executive told Reuters.

IBM unsure how long it will keep Russia-based staff on payroll, CEO says

The annual Think conference unveils an expanded roadmap for quantum computing and plans for 4,000+ qubit system in 2025 ARMONK, N.Y. , May 10, 2022 /PRNewswire/ -- IBM (NYSE: IBM) today kicked off its annual Think conference in Boston, bringing together clients and IBM Ecosystem partners around the world to discuss how technology drives organizations to excel in a digital world.

IBM Kicks Off Think 2022 Conference, Convening a Worldwide Community of Clients and Partners

Converge Technology Solutions Corp (TSX: CTS) (OTCQX: CTSDF) launched a new services product for International Business Machines Corp (NYSE: IBM) IBM Guardium Insights. Converge Enterprise Cloud for IBM Guardium Insights (CECIGI) is a cloud-agnostic, hosted, and managed.

Converge Unveils New Services Product For IBM Guardium Insights

BOSTON — RED HAT SUMMIT--(BUSINESS WIRE)--DWP's success using Red Hat's automation and containerisation technology has established them as a digital transformation leader in the public sector.

Department for Work and Pensions Improves Service Delivery Time to Meet Record Demand with Red Hat

Los Angeles, California--(Newsfile Corp. - May 9, 2022) - The Schall Law Firm, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against International Business Machines Corporation ("IBM" or "the Company") (NYSE: IBM) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission.

Shareholder Action Alert: The Schall Law Firm Encourages Investors in International Business Machines Corporation with Losses of $100,000 to Contact the Firm

NEW YORK , May 7, 2022 /PRNewswire/ --  WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of the securities of International Business Machines Corporation (NYSE: IBM) between April 4, 2017 and October 20, 2021, inclusive (the "Class Period"), of the important June 6, 2022 lead plaintiff deadline. SO WHAT: If you purchased IBM securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

ROSEN, A TOP RANKED FIRM, Encourages International Business Machines Corporation Investors to Secure Counsel Before Important Deadline in Securities Class Action - IBM

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A strong earnings report kept the century-old tech stock afloat in a turbulent market.

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News for IBM Stock (IBM)