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.

Even beyond the dividend payouts and the attractive valuation, IBM stock is worth holding for the exposure to evolving, next-gen technology. The post Stand By an Across-the-Board Revenue Runner with IBM appeared first on InvestorPlace.

Stand By an Across-the-Board Revenue Runner with IBM

SYDNEY and ZURICH and ARMONK, N.Y., Feb. 22, 2022 /PRNewswire/ -- Worley (ASX: WOR), ABB (ABBN: SIX Swiss Ex) and IBM (NYSE: IBM) have signed a memorandum of understanding to collaborate on helping energy companies build and operate green hydrogen facilities more efficiently and at scale.

Worley, ABB, and IBM to collaborate to create an end-to-end green hydrogen solution

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IBM recently reported better than expected results. With a supportive macroeconomic environment and company-specific initiatives, IBM can post mid-single-digit revenue growth and high single-digit FCF growth in the medium term.

Is IBM Stock A Buy Or Sell After Recent Earnings?

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In the past two years, investors have seen plenty of companies that made little or no money, burned through available cash and regularly posted disappointing numbers.

Jefferies ‘Strong Buy' Value Stocks Poised to Trade Much Higher in 2022

Going forward, IBM stock should get boosts from margins gains and the acceleration of its revenue growth, enabling it to keep outperforming. The post International Business Machine's Outperformance Is Poised to Continue appeared first on InvestorPlace.

International Business Machine's Outperformance Is Poised to Continue

IBM (NYSE: IBM) has announced the launch of IBM Sustainability Accelerator. These are the details.

IBM (IBM) Announces Launch Of Sustainability Accelerator

ARMONK, N.Y., Feb. 17, 2022 /PRNewswire/ -- IBM (NYSE: IBM) today announced the launch of the IBM Sustainability Accelerator , a global pro bono social impact program that applies IBM technologies, such as hybrid cloud and artificial intelligence, and an ecosystem of experts to enhance and scale non-profit and government organization operations, focused on populations vulnerable to environmental threats including climate change, extreme weather, and pollution.

IBM launches 2-year global pro bono environmental program for non-profits

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The transaction is likely to extend IBM Consulting's certifications across the hybrid cloud ecosystem and bring on board deep Microsoft Azure cloud, data engineering and data analytics expertise.

IBM Boosts Hybrid Multicloud Services With Neudesic Buyout

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ARMONK, N.Y., Feb. 16, 2022 /PRNewswire/ -- IBM (NYSE: IBM ) today announced the launch of its new integrated global platform, "Let's create," the company's most significant brand initiative in more than a decade.

With "Let's create," IBM Launches Brand Campaign to Accelerate Innovation with Clients and Partners

IBM (NYSE: IBM) announced it is buying Neudesic. This is why.

Why IBM (IBM) Is Buying Neudesic

ARMONK, N.Y., Feb. 15, 2022 /PRNewswire/ -- IBM (NYSE:  IBM ) today announced it has acquired Neudesic, a leading U.S. cloud services consultancy specializing primarily in the Microsoft Azure platform, along with bringing skills in multicloud.

IBM Acquires Neudesic, Leading Microsoft Azure Consultancy

IBM is targeting single-digit revenue growth and $35 billion in free cash flow over the next 3 years. IBM pays out a very good dividend for a tech stock. IBM is showing technical signs of a potential breakout. Wait for confirmation before buying in.

IBM: Get Paid To Wait

IBM's revenues have dropped at a 6% annual rate in the last decade. Unless CEO Arvind Krishna disposes of its business line dinobabies, Big Blue investors will be left behind

Sales Down 6% Annually Since 2011, IBM Is Full Of Business Line Dinobabies

Executives at IBM IBM, -1.98% referred to the company's older workers as “dinobabies” in internal email correspondences, according to a new age-discrimination lawsuit.

The Margin: IBM executives called older workers ‘dinobabies' in company emails, according to age discrimination lawsuit

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The latest agreement strengthens the existing partnership between SAP and IBM by giving clients access to tools, enabling them to expedite the transition of their SAP workloads to the cloud.

SAP & IBM Join Forces to Rev Up Workload Transition to Cloud

Top IBM executives discussed plans to force out older employees – referring to them as “dinobabies” who should be made an “extinct species” at the company – according to explosive claims made in an ongoing age discrimination lawsuit. The allegations were detailed in a recent court filing by labor attorney Shannon Liss-Riordan, who is representing.

IBM execs accused of forcing out older workers in discrimination suit

ARMONK, N.Y., Feb. 14, 2022 /PRNewswire/ -- IBM (NYSE: IBM) today announced key developments to help clients accelerate transformation with a series of new capabilities designed to modernize applications  across hybrid cloud environments.

IBM Simplifies Modernization of Mission Critical Applications for Hybrid Cloud

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Internal emails released in a discrimination lawsuit on Friday show IBM's plans "to oust older employees from its workforce," the plaintiff alleged.

IBM executives called older workers 'dinobabies' who should be 'extinct' in internal emails released in age discrimination lawsuit

IBM (NYSE: IBM) is partnering with SAP (NYSE: SAP) to provide technology and consulting to make it easier for clients to embrace a hybrid cloud approach. These are the details.

IBM And SAP Strengthen Their Partnership To Help Clients Embrace Hybrid Cloud

ARMONK, N.Y. and WALLDORF, Germany , Feb. 10, 2022 /PRNewswire/ -- IBM (NYSE: IBM) today announced it is teaming with SAP (NYSE: SAP) to provide technology and consulting expertise to make it easier for clients to embrace a hybrid cloud approach and move mission-critical workloads from SAP® solutions to the cloud for regulated and non-regulated industries.

IBM and SAP Strengthen Partnership to Help Clients Move Workloads from SAP® Solutions to the Cloud

Designed to provide consistent, quick responses to frequently asked customer questions MARKHAM, ON , Feb. 9, 2022 /PRNewswire/ -- Investors looking to diversify their portfolios and coin collectors looking to add a new treasure to their collection are familiar with the benefits and value that precious metals can offer. To help make the purchasing process easier, IBM (NYSE: IBM ) worked with TD Securities to launch an AI-based virtual assistant powered by IBM Watson Assistant that can help customers with inquiries on the TD Precious Metals digital store, including frequently asked questions.

News for IBM Stock (IBM)