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.

Blue-chip tech name IBM (NYSE:IBM) is coming off a positive earnings reaction from late January, and earlier that month saw a breakout above a trendline connecting lower highs, followed by a pre-earnings bear trap move back below the trendline.

Why Call Traders Should Bet on This Blue-Chip Stock

ARMONK, N.Y., Feb. 8, 2022 /PRNewswire/ -- IBM (NYSE: IBM) today unveiled IBM FlashSystem Cyber Vault to help companies better detect and recover quickly from ransomware and other cyberattacks.

IBM Targets Ransomware, Other Cyberattacks with Next-Generation Flash Storage Offerings

Amgen

Clorox

Campbell Soup

Enterprise Products Partners

Lazard

Magellan Midstream Partners

Verizon

If any investor has stood the test of time, it is Warren Buffett. For years, the “Oracle of Omaha” has had a rock-star-like presence in the investing world His annual Berkshire Hathaway shareholders meeting draws thousands of loyal fans that are investors in the fund.

Warren Buffet's 8 Highest Yielding Stocks Also May Be Incredible 2022 Bargains

The veteran tech giant spent years rebuilding. Discover why it's now on the right track.

Why Now Is the Time to Buy IBM Stock

There are still big opportunities for artificial intelligence in healthcare.

What's Next for Healthcare AI After IBM's Watson Health Disappointment?

Analog Devices

IonQ

Microsoft

NVIDIA

Defiance Quantum ETF

Supernova Partners Acquisition Co II Ltd

Besides several pure-play quantum computing stocks going public in 2021, other tech names are also investing in this advanced technology. The post 7 Best Quantum Computing Stocks to Buy in 2022 appeared first on InvestorPlace.

7 Best Quantum Computing Stocks to Buy in 2022

International Business Machines Corp (NYSE: IBM) collaborated with the Government of Quebec. They look to further establish Quebec as a leading technology hub in the development of quantum computing, artificial intelligence, semiconductors, and high-performance computing through the launch of the Quebec-IBM Discovery Accelerator.

IBM Collaborates With Quebec Government

International Business Machines Corp is partnering with the Canadian province of Quebec to boost quantum computing in a collaboration that could help advance areas like battery development, a company official said on Thursday.

IBM partners with Canadian province of Quebec in quantum computing push

- The Quebec-IBM Discovery Accelerator seeks to advance discovery and solutions in energy, life sciences and sustainability using quantum computing, AI and high-performance computing - IBM plans to deploy its first quantum system in Canada empowering Quebec's Quantum Innovation Zone - Discovery Accelerator builds on existing semiconductor innovation ecosystem as a further step to enhance Quebec's thriving high-tech economy QUEBEC CITY, Feb. 3, 2022 /PRNewswire/ -- The Government of Quebec and IBM (NYSE: IBM) today announced plans for a new partnership to further establish Quebec as a leading technology hub in the development of quantum computing, artificial intelligence, semiconductors and high-performance computing through the launch of the Quebec-IBM Discovery Accelerator. The new technology hub aims to focus on developing new projects, collaborations, and skills-building initiatives in crucial areas of research such as energy, life sciences, and sustainability.

IBM and Government of Quebec Launch Groundbreaking Partnership to Accelerate Discovery with First IBM Quantum System in Canada

Bank of America

Caterpillar

Honeywell

Zoom Video

Value stocks have been the stronger performer this year, do you have these 5 on your list?

5 Top Value Stocks To Watch In February 2022

Moderate multiple expansion, combined with higher earnings and its forward dividend yield of 4.91%, could help IBM stock continue its move to higher prices. The post ‘Big Blue' IBM May be a Blue Chip to Buy, Even After its Big Surge appeared first on InvestorPlace.

‘Big Blue' IBM May be a Blue Chip to Buy, Even After its Big Surge

RALEIGH, N.C.--(BUSINESS WIRE)--Red Hat, Inc., the world's leading provider of open source solutions, today announced that Red Hat OpenShift Data Foundation is now included in Red Hat OpenShift Platform Plus, bringing data services, including software-defined storage, to the industry's leading enterprise Kubernetes platform in a single holistic solution. Red Hat OpenShift Platform Plus provides a complete, multicloud Kubernetes stack out of the box, addressing crucial needs of DevSecOps and app

Red Hat Extends Comprehensive Kubernetes Platform with Consistent and Persistent Storage

IBM stock remains a rock-solid value play and a notable dividend yielder, so don't give up on this iconic American legacy-tech name. The post Hybrid-Cloud Revenue Expansion Bodes Well for IBM appeared first on InvestorPlace.

Hybrid-Cloud Revenue Expansion Bodes Well for IBM

International Business Machines Corp (NYSE: IBM) acquired Sentaca, a leading telco consulting services and solutions provider. The financial terms of the transaction remain undisclosed.

IBM Acquired Sentaca For Undisclosed Terms

ARMONK, N.Y., Feb. 1, 2022 /PRNewswire/ -- IBM (NYSE: IBM ) today announced it has acquired Sentaca, a leading telco consulting services and solutions provider.

IBM Takes on the 5G Era with Acquisition of Sentaca

Advanced Semiconductor Engineering

Hewlett Packard

Juniper Networks

Seagate Technology Holdings PLC

As has been the case for years, the technology sector continues to provide much of the growth in the United States and around the world.

5 Analyst Favorite Tech Stocks to Buy Also Have Dependable Big Dividends

Algonquin Power & Utilities

Alibaba

Broadridge Financial

British American Tobacco

Carrier Global

CubeSmart

Dollar General

Harbor PanAgora Dynamic Large Cap Core ETF

Iron Mountain

Leggett & Platt

Altria

MP Materials

Realty Income Corp

Omega Healthcare Investors

Otis Worldwide

Ross Stores

J. M. Smucker

S&P Global

AT&T

Analyzing my real-life portfolio's dividend growth for 2021. Dividend growth rebounded sharply in 2021, which was a more-than-welcomed sight. Weighted dividend growth came in at 8.7%, which is more than adequate.

Dividend Growth Checkup - 2021

The company seems better off without Kyndryl. The CEO's chosen focus also appears to be paying off.

2 Charts Put the New-and-Improved IBM's Quarter in Perspective

Apple

Boeing

Johnson & Johnson

Netflix

To say it was a volatile week on Wall Street would be an understatement.

Dramatic Afternoon Trading Highlights Tumultuous Week on Wall Street

Are green shoots finally appearing at Big Blue?

IBM Stock: Bear vs. Bull

Alphabet

Palo Alto Networks

PayPal

Taiwan Semiconductor Manufacturing

Ciena

These tech stocks are in rapidly growing sectors, generate strong profits and high revenue growth, and have reasonable valuations. The post 7 Big Tech Stocks Likely to Outperform the Nasdaq in 2022 appeared first on InvestorPlace.

7 Big Tech Stocks Likely to Outperform the Nasdaq in 2022

News for IBM Stock (IBM)