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.

A leaner IBM will need to convince investors that growth is here to stay.

IBM Is Growing Again After Kyndryl Spin-Off

Salesforce

Snowflake

Cloud stocks have been under pressure in the past few months as investors worry about growth. The Global X Cloud Computing ETF (CLOUD) has crashed by over 30% from its highest level in December.

Go bargain hunting with these cheap cloud stocks

The 5% jump in IBM (NYSE: IBM) shares yesterday should tell you everything you need to know about the New York company's most recent earnings.

IBM (NYSE: IBM) Beats Even Its Own Expectations

Microsoft

Palo Alto Networks

Should these top cloud computing stocks warrant more attention right now?

What Stocks To Buy Today? 4 Cloud Computing Stocks To Watch

Progress in the cloud is boosting returns to shareholders.

Why IBM Stock Jumped Today

On Monday, International Business Machines Corporation (NYSE:IBM) released fourth-quarter earnings that topped expectations on both the top and bottom lines, marking the company's first earnings report since the spinoff of Kyndryl, its information-technology services division. After the market closed, IBM released its earnings report.

IBM stock rises as quarterly results exceed estimates

International Business Machines Corp (NYSE: IBM) is trading higher Tuesday after the company announced better-than-expected fourth-quarter financial results. IBM reported quarterly earnings of $3.35 per share, which beat the estimate of $3.14 per share.

Why IBM Shares Are Rising Today

International Business Machines Corp. (NYSE: IBM) shares are trading higher Tuesday after the company reported better-than-expected fourth-quarter EPS and sales results on Monday. IBM reported quarterly earnings of $3.35 per share, which beat the analyst consensus estimate of $3.14.

IBM Reaches Key Resistance Level And Looks Ready For A Breakout: Technical Analysis

Analysts have mixed opinions on International Business Machines Corp (NYSE: IBM) post Q4 results. BMO Capital analyst Keith Bachman raised the price target on IBM to $155 from $153 (17% upside) and reiterated a Market Perform rating.

Analysts Remain Divided On IBM Post Q4 Results

International Business Machines (IBM) logged in its best revenue growth since 2011, bolstered by its cloud and consulting businesses.

Play IBM Strength With These ETFs

International Business Machines Corp. ( IBM , Financial) notched its highest sales gain in 10-plus years in 2021's fourth quarter, and investors are taking notice.

Strong 4th-Quarter Results Show IBM's Plan Is Working

General Electric

Johnson & Johnson

Verizon

We're checking in on some of the top stocks to watch Tuesday as several major companies release Q4 earnings reports today! The post Stocks to Watch Tuesday: What's Moving VZ, JNJ, GE, IBM and MMM Today appeared first on InvestorPlace.

Stocks to Watch Tuesday: What's Moving VZ, JNJ, GE, IBM and MMM Today

Despite year-over-year growth with healthy momentum in the Software and Consulting businesses, IBM misses fourth-quarter 2021 earnings estimates.

IBM's Q4 Earnings Miss Despite Higher Hybrid Cloud Adoption

Global Payments

Invesco

Kroger

NIKE

Raytheon Technologies

The three major U.S. equities indexes posted small gains on Monday to break a four-day streak of losses.

Tuesday's 5 S&P 500 Winners and 5 Losers in the Premarket

Stock investors brace for more big market swings following one of the biggest trading comebacks in history.

Stocks set for another volatile session, IBM bucks downtrend

Tech stocks are set to take a beating Tuesday, as the Nasdaq pushes deeper into correction territory. Strong earnings could be a lifeline for investors.

IBM's Earnings Signal Good News for Microsoft Stock—and Maybe the Whole Market

International Business Machines Corp (IBM) CEO Arvind Krishna on Q4 2021 Results - Earnings Call Transcript

IBM (IBM) delivered earnings and revenue surprises of -1.18% and 4.70%, respectively, for the quarter ended December 2021. Do the numbers hold clues to what lies ahead for the stock?

IBM (IBM) Misses Q4 Earnings and Revenue Estimates

IBM Corp (NYSE: IBM) on Monday reported its financial results for the fourth quarter that topped Wall Street expectations. Shares of the technology company jumped more than 6.0% in extended trading.

Analyst: IBM could become an ‘interesting asset to own'

IBM reported revenue for Q32021 and the news wasn't just good. For a company that has seen negative or low revenue growth for almost a decade, it was great.

Not Dead Yet: IBM's revenue growth accelerates in Q4

IBM Common Stock (NYSE:IBM) shares are trading higher by around 6% at $137.00 in Monday's after-hours session after the company reported better-than-expected fourth-quarter EPS and sales results. IBM reported quarterly earnings of $3.35 per share which beat the analyst consensus estimate of $3.14.

Why IBM Shares Are Rising

International Business Machines Corp. shares rallied in the extended session Monday after Big Blue topped Wall Street expectations following the spinoff of its managed infrastructure-service business Kyndryl Holdings Inc. in the middle of the quarter.

Earnings Results: IBM stock rallies as results top Street view amid Kyndryl spinoff mid-quarter

IBM beat fourth-quarter revenue expectations on Monday, bolstered by its cloud and consulting businesses as more enterprises turned to the IT giant to digitize operations.

IBM beats revenue expectations on cloud, consulting strength

IBM's revenue growth accelerated, and the company's net income jumped in the quarter after the spinout of a major part of its business.

IBM reports 6% revenue growth in fourth quarter after spinout of managed infrastructure business

ARMONK, N.Y., Jan. 24, 2022 /PRNewswire/ -- IBM (NYSE: IBM) today announced fourth-quarter 2021 earnings results.

News for IBM Stock (IBM)