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.

Hewlett Packard

Investors with an interest in Computer - Integrated Systems stocks have likely encountered both Hewlett Packard Enterprise (HPE) and IBM (IBM). But which of these two stocks offers value investors a better bang for their buck right now?

HPE or IBM: Which Is the Better Value Stock Right Now?

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NIKE

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"The Dow® [adds a stock] if the company has an excellent reputation,

Buy 3 November Dogs Of The Dow And Watch 7 More

ARMONK, N.Y. , Oct. 30, 2024 /PRNewswire/ -- The IBM (NYSE: IBM) board of directors today declared a regular quarterly cash dividend of $1.67 per common share, December 10, 2024 to stockholders of record November 12, 2024.

IBM BOARD APPROVES REGULAR QUARTERLY CASH DIVIDEND

IBM Software Portfolio on the Azure Marketplace Expands Globally ARMONK, N.Y. , Oct. 29, 2024 /PRNewswire/ -- IBM (NYSE: IBM) announced today that it is bringing the Apptio portfolio of enterprise agile planning (EAP), IT financial management, and cloud FinOps solutions to Microsoft Azure.

IBM Brings Apptio Product Portfolio to the Microsoft Cloud to Help Organizations Make Informed Technology Planning Decisions

Fresche proudly introduces AI-Celerate, a 12-week strategic advisory framework to enable IBM i organizations to design an enterprise AI technology roadmap.

Fresche Solutions Introduces AI-Celerate to Power the IBM i Community on Their Enterprise AI Journeys

Examine the evolution of IBM's (IBM) overseas revenue trends and their effects on Wall Street's forecasts and the stock's prospects.

Why IBM (IBM) International Revenue Trends Deserve Your Attention

IBM (IBM) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Here is What to Know Beyond Why International Business Machines Corporation (IBM) is a Trending Stock

International Business Machines Corporation NYSE: IBM shares have been having one of their most exciting years in a long, long time. After a lengthy stretch of mostly sideways movement from 2015 through last summer, the stock finally broke out and started heading north.

IBM Stock Has Never Looked So Exciting

Could Big Blue catch up and join the trillion-dollar winner's circle in a decade?

Will IBM Be Worth More Than Microsoft by 2035?

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IBM Guardium Data Security Center delivers unified SaaS-based data security to protect hybrid cloud environments and enhance AI security.

IBM Unveils Gen-AI Powered Guardium Data Security Center Solution

Dublin, Oct. 25, 2024 (GLOBE NEWSWIRE) -- The "Global Compliance Automation Tools Market (2024 Edition): Market Size, Trends, Opportunities and Forecast by Application, Industry, Deployment, Region, By Country: 2020-2030" report has been added to ResearchAndMarkets.com's offering. Compliance Automation Tools Market was valued at USD 2.53 billion in 2023 and is expected to grow at a CAGR of 19.7% during 2025-2030. The Compliance Automation Tools market has grown significantly due to increasing regulatory requirements across various industries, the rising complexity of compliance processes, and the need for efficient risk management. Compliance automation tools help organizations streamline their compliance processes by automating tasks such as monitoring, reporting, and auditing. These tools are crucial in industries like finance, Oil & Gas, and IT, where regulatory compliance is stringent and failure to comply can result in severe penalties. The rise in data breaches and cyber threats has also driven the demand for compliance automation tools. Organizations are increasingly adopting these tools to ensure data protection and privacy, which are critical components of regulatory frameworks like GDPR, HIPAA, and others. The growing complexity of global regulations, coupled with the need to manage compliance across multiple jurisdictions, has further fueled the market growth. Technological advancements, particularly in artificial intelligence and machine learning, have significantly enhanced the capabilities of compliance automation tools. These technologies enable real-time monitoring and analytics, making it easier for organizations to detect and respond to compliance issues. The integration of these advanced technologies is a major trend in the market, providing more robust and efficient solutions for compliance management. Segment Insights By deployment type, the cloud-based segment holds the largest market share, accounting for approximately 55% of the global Compliance Automation Tools market in 2023. The scalability, flexibility, and cost-effectiveness of cloud solutions make them a preferred choice for organizations of all sizes. Geographical Insights Americas represent the largest market for Compliance Automation Tools, driven by the stringent regulatory environment, particularly in the financial and healthcare sectors. The United States is a key market, with significant investments in compliance technology and a strong emphasis on data protection. In the Americas, the market benefits from a mature IT infrastructure and the presence of major compliance solution providers. The high incidence of regulatory changes and the need for continuous compliance also contribute to market growth. The Asia Pacific region is expected to witness the highest growth rate, driven by increasing regulatory scrutiny, the rise of digitalization, and the growing adoption of cloud-based solutions. Countries like China, Japan, and India are key markets, with expanding financial and healthcare sectors. In Europe, the market is supported by strong regulatory frameworks and a well-established financial Enterprise Size. Countries like Germany, France, and the UK are major contributors, with a focus on ensuring compliance with GDPR and other regulations.

Compliance Automation Tools Market Report 2024 with 2025-2030 Forecasts Featuring Sprinto, IBM, AuditBoard, Sova, MetricStream, Archer, Drata, Fusion Risk Management, OneTrust, and ProcessUnity

Strong software sales and demand for AI services offset consulting weakness and an infrastructure slump.

IBM Stock Is Still a Buy After Mixed Results

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On October 24, Morgan Stanley reiterated its ‘Equal-weight' rating on IBM but revised the price target downward to $208 from $217. This adjustment reflects concerns over the company's mixed third-quarter performance, where the revenue of $14.97 billion came in below their $15 billion estimate, primarily due to weak Consulting and Infrastructure segments.

Has IBM's stock hit its peak?

Is IBM stock's hot streak in danger of fizzling out?

Why IBM Stock Is Falling Today

Shares of IBM IBM tanked in early trading on Thursday, after the company reported downbeat third-quarter revenues.

IBM Posts Mixed Q3 Results, These Analysts Differ On Prospects

IBM beats estimates for earnings but lags the same for revenues.

ETFs in Focus as IBM Reports Mixed Q3 Results

IBM's Q3 '24 earnings report revealed weak growth, with only a 1.5% YoY increase, despite AI hype. The generative AI business shows promise but contributes minimally to the profit picture, with most bookings tied to low-margin consulting services. The stock is overvalued at 22x 2025 EPS targets, requiring unlikely 10%+ growth rates to justify current prices.

IBM: Back To Reality Soon

International Business Machines Corp (NYSE:IBM) shares were still down over 6% on Thursday afternoon after the computing company reported mixed earnings for the third quarter. Jefferies analysts highlighted the contrast between the strong growth in software and the lagging performance in other business areas in a note Thursday.

IBM's mixed earnings results highlight software strength amid consulting weakness

IBM reported its Q3 earnings with EPS beating expectations, while a soft revenue figure added some volatility to the stock. The company's software segment, continues to deliver strong growth, balancing weaker trends from its infrastructure and consulting segments. The stock offers good value within the tech sector and maintains a positive outlook.

IBM Stock: Mixed Q3 Results Doesn't Change The Big Picture - Bullish

IBM stock is chipping away at its impressive year-to-date return after a Q3 revenue miss, but one analyst isn't worried. Here's why.

IBM Stock Takes a Rare Tumble After Earnings: What to Know

Garrett Motion

U.S. stock futures were mixed this morning, with the Nasdaq futures gaining around 150 points on Thursday.

IBM Posts Weak Sales, Joins Garrett Motion, Beyond And Other Big Stocks Moving Lower In Thursday's Pre-Market Session

Healthy demand trends for hybrid cloud and AI solutions with a broad-based growth help IBM to beat third-quarter 2024 earnings estimate.

IBM's Q3 Earnings Beat, Revenues Miss Despite Solid Demand

IBM (IBM) shares are dropping 5% in premarket trading Thursday, weighing on Dow Jones Industrial Average futures, after its quarterly revenue fell short of Wall Street estimates.

News for IBM Stock (IBM)