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.

Cardinal Health

Leggett & Platt

Medtronic

AT&T

As people kick off Black Friday shopping across the U.S., five dividend aristocrat stocks with high guru ownership that are trading near 52-week lows are Cardinal Health Inc. ( CAH , Financial), AT&T Inc. ( T , Financial), Medtronic PLC ( MDT , Financial), International Business Machines Corp ( IBM , Financial) and Leggett & Platt Inc. ( LEG , Financial), according to the All-in-one Screener, a Premium feature of GuruFocus.

5 Dividend Aristocrat Bargains Near 52-week Lows

AbbVie

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Chevron

Con Ed

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Kimberly-Clark

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In my monthly series of 10 Dividend Growth Stocks, I rank a selection of dividend growth stocks in Dividend Radar and present the ten top-ranked stocks for consideration. I use different screens every month, focusing on different aspects of dividend growth investing such as dividend safety, dividend yield, and dividend growth.

10 Dividend Growth Stocks For November 2021

Kyndryl Holdings

Many investors are wondering what to do with this new Kyndryl stock. Is it a better buy than the parent company, IBM?

Better Buy: IBM or Kyndryl?

IBM (IBM) reported earnings 30 days ago. What's next for the stock?

IBM (IBM) Down 9.1% Since Last Earnings Report: Can It Rebound?

Activision Blizzard

Disney

DraftKings

Peloton

PayPal

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While the broader indices are hovering close to all-time highs, the rising tide has not lifted all boats this year. We recently put together a screener to find the most "oversold" and "beaten down" stocks in our coverage universe.

10 Oversold Stocks That Could Explode Higher At Any Moment

Created to combat water quality-related deaths, the Saaf Water sensor and analytics platform for rural localities wins 2021 Call for Code Global Challenge Technology using AI, Blockchain, and Cloud to verify, track, and reward waste removal in outdoor areas wins Call for Code University Edition prize ARMONK, N.Y., Nov. 16, 2021 /PRNewswire/ -- Today, Call for Code founding partner IBM (NYSE: IBM) and its creator, David Clark Cause, announced the winner of the fourth annual Call for Code Global Challenge, which invited innovators across the globe to combat climate change with open source-powered technology.

IBM and David Clark Cause Crown Saaf Water Winner of 4th Annual Call for Code Global Challenge

Though tech name IBM (NYSE:IBM), otherwise known as International Business Machines Corporation, recently bounced off its year-to-date breakeven, the blue-chip stock is now back below that area.

Tech Stock Looking to Tumble Further

CAMBRIDGE, Mass., Nov. 16, 2021 /PRNewswire/ -- IBM (NYSE: IBM) Watson Health today announced its 2022 Fortune/IBM Watson Health 50 Top Cardiovascular Hospitals list, naming the top-performing U.S. hospitals for inpatient cardiovascular services.

Fortune and IBM Watson Health Reveal Annual List of 50 Top-Performing U.S. Cardiovascular Hospitals

ARMONK, N.Y., Nov. 16, 2021 /PRNewswire/ -- IBM (NYSE: IBM) today announced its new 127-quantum bit (qubit) 'Eagle' processor at the IBM Quantum Summit 2021, its annual event to showcase milestones in quantum hardware, software, and the growth of the quantum ecosystem.

IBM Unveils Breakthrough 127-Qubit Quantum Processor

IBM CEO Arvind Krishna has said he's "always worried" about inflation and warned of possible disruption ahead.

IBM CEO says inflation fears could trigger 'some chaos'

International Business Machines Corp (NYSE: IBM) has designed a new quantum computing chip that claimed to let quantum systems start to outperform classical computers at some tasks within the next two years, Reuters reports. IBM said that its "Eagle" computing chip has 127 so-called "qubits," representing information in the quantum form.

IBM Designs New Quantum Chip - All You Need To Know

Amazon

Amazon.com Inc's (NASDAQ: AMZN) Amazon Web Services, Inc (AWS), and International Business Machines Corp (NYSE: IBM) agreed to combine the benefits of IBM Open Data for Industries for IBM Cloud Pak for Data and the AWS Cloud to serve energy customers.  This comprehensive solution is built on Red Hat OpenShift and will run on the AWS Cloud, simplifying the ability for customers to run workloads in the AWS cloud and on-premises.

Amazon, IBM Collaborate To Aid Oil & Gas Industry's Cleaner Energy Transition

While the tech industry has gone to glory over the last five years, IBM stock is down 22%, and it's not coming back The post IBM: The Curse of Value appeared first on InvestorPlace. More From InvestorPlace Stock Prodigy Who Found NIO at $2… Says Buy THIS Now Man Who Called Black Monday: “Prepare Now.

IBM: The Curse of Value

International Business Machines on Monday said it has designed a new quantum computing chip that its executives believe will let quantum systems start to outperform classical computers at some tasks within the next two years.

IBM says quantum chip could beat standard chips in two years

International Business Machines Corp and Amazon.com Inc's Amazon Web Services said on Monday they would work together to extend the reach of a set of tools that oil companies use to manage disparate types of data.

IBM, Amazon partner to extend reach of data tools for oil companies

Collaboration Will Bring Together AWS and IBM Open Data for Industries for a Comprehensive OSDU™ Data Solution ABU DHABI, United Arab Emirates, Nov. 15, 2021 /PRNewswire/ -- Today at ADIPEC, IBM (NYSE: IBM) and Amazon Web Services, Inc. (AWS), an Amazon.com, Inc. company (NASDAQ: AMZN) announced the two companies will combine the benefits of IBM Open Data for Industries for IBM Cloud Pak for Data and the AWS Cloud to serve energy customers. This comprehensive solution is built on Red Hat OpenShift and will run on the AWS Cloud, simplifying the ability for customers to run workloads in the AWS cloud and on-premises.

IBM, Amazon Web Services Join Forces to Help Oil & Gas Industry Accelerate Energy Transition

Microsoft

Microsoft Corp (NASDAQ: MSFT) and Kyndryl Holdings Inc (NYSE: KD) announced a partnership on Friday in which the companies will be working together on enterprise solutions for data management, AI, cybersecurity and hybrid cloud migration and management. Kyndryl will be taking the lead on implementation and client advisory.

Microsoft And Recent IBM Spin-Off Kyndryl Announce Global Cloud Partnership

CEO Arvind Krishna is retooling the company from a lethargic legacy business to a growing cloud behemoth. Investors must begin to re-rate IBM and can no longer look at the company as a blue-chip dividend grower.

IBM: Shareholders Must Prepare For An Ideological Shift

IBM recently completed a multiyear business transformation. The company now has a synergistic, growth-oriented portfolio targeting the largest secular trends in enterprise technology.

IBM Dons Red Hat For A New Era Of Growth

ARMONK, N.Y., Nov. 10, 2021 /PRNewswire/ -- IBM (NYSE: IBM) today announced new natural language processing (NLP) enhancements planned for IBM Watson Discovery.

IBM to Add New Natural Language Processing Enhancements to Watson Discovery

Apple

At Smead Capital Management, we practice our discipline of picking and owning stocks which meet our eight criteria in both favorable and unfavorable environments. The current “blithe spirits” were brought to mind in a movie of the same name.

Blithe Stock Market Spirits

Merck

Walgreens

The Dow Jones Industrial Average is home to a trio of deeply discounted value stocks.

3 Dow Stocks That Are Screaming Buys in November

Only 23% of CIOs surveyed expect remote workplace changes from the COVID-19 pandemic to become permanent ARMONK, N.Y., Nov. 9, 2021 /PRNewswire/ -- A new IBM (NYSE: IBM) Institute for Business Value (IBV) study revealed CIOs' influence on business strategy and operations is growing as technology pervades surveyed enterprises.

IBM Study: CIOs' Influence is Growing As Technology Becomes Core to Surveyed Enterprises

Altria

MPLX

ONEOK

With the stock market seemingly ripping higher every day, many investors are wondering what to do now.

Despite Massive Market Melt-Up, 4 Buy-Rated Stocks With Huge Dividends Are Still Cheap

ACM Research

Digital Turbine

American Express

Caterpillar

Celsius Holdings

Dow Inc

Enphase Energy

Goldman Sachs

Intrepid Potash

McDonald's

Procter & Gamble

Ammo

Travelers

Two new Breakout Stocks for Week 45 with better than 10% short-term upside potential. The ETF/ETN forecast section now goes out in a separate article. Following the Daily Momentum Gauges®, the portfolio is up +70.3% YTD despite a record high 24 weeks out 44 weeks this year in negative conditions above the 40 MG level.

News for IBM Stock (IBM)