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EarningsOfficial company source
IBM Q2 2026 Preliminary Revenue $17.2B Up 1%; Software +5%, Infrastructure -7%; Diluted EPS $2.27 GAAP, $2.93 Non-GAAP
IBM released preliminary second-quarter 2026 results showing revenue of $17.2 billion, up 1% year-over-year, with software up 5%, consulting flat, and infrastructure down 7%. The company stated these results were below its internal expectations, citing a stronger-than-expected shift in client capex spending toward servers, storage, and memory ahead of expected price increases, plus industry-wide cybersecurity distractions that disrupted mainframe and associated software deal closures. No formal prior quarterly g...
IBM Announces $10B+ Quantum Investment Plan Over Five Years
IBM disclosed plans to invest more than $10 billion over the next five years to advance its leadership position in quantum computing, including R&D, capex, ecosystem partnerships, manufacturing scaling, and M&A. The company targets delivering the first large-scale fault-tolerant quantum computer by 2029. This announcement follows a Letter of Intent between IBM and the Department of Commerce to build an American quantum chip foundry called Anderon to accelerate American quantum innovation.
IBM Registers 40,357,987 Shares Under 2026 Long-Term Performance Plan
IBM filed a Form S-8 registration statement to register 40,357,987 shares of IBM capital stock, par value $0.20 per share, issuable under the IBM 2026 Long-Term Performance Plan. The New Plan was approved by stockholders on April 28, 2026 and replaced four prior long-term performance plans, including the IBM 1999 Long-Term Performance Plan, PWCC Acquisition Long-Term Performance Plan, IBM 2001 Long-Term Performance Plan, and IBM HashiCorp Acquisition Long-Term Performance Plan. No additional awards will be made...
IBM Q1 2026 10-Q: Revenue $15.9B up 9% YoY; GAAP EPS $1.28
IBM Q1 2026 results beat prior guidance midpoint for non-GAAP EPS ($1.91 actual vs $1.91 midpoint, in line) while revenue growth of 9% YoY aligned with constant currency guidance of more than 5%. Total revenue was $15.9 billion with GAAP EPS of $1.28 and net income of $1.2 billion. Operating cash flow was $5.2 billion. Full-year 2026 guidance for revenue growth (constant currency) of more than 5% and free cash flow increase of about $1 billion YoY was maintained.
IBM Q1 2026 Actual Full-Year Revenue Growth (Constant Currency) 6% constant currency, Beat Guidance by +1.0 pts
IBM beat prior Q1 2026 Actual Full-Year Revenue Growth (Constant Currency) guidance by +1.0 pts. Full-Year Revenue Growth (Constant Currency) was maintained by 0.0 pts to more than 5% constant currency growth. Revenue of $15.9 billion increased 9% as reported and 6% at constant currency, with GAAP EPS of $1.28 up 14% and non-GAAP EPS of $1.91 up 19% year-over-year.
IBM Board Recommends Voting FOR Directors, Auditor, Say on Pay, and 2026 LTPP; AGAINST Four Stockholder Proposals
IBM has filed additional proxy materials reminding employees to vote their shares for the 2026 Annual Meeting. The Board recommends shareholders vote FOR Items 1-4 (election of 13 directors, auditor ratification, say on pay proposal, and the 2026 Long-Term Performance Plan) and AGAINST Items 5-8 (four stockholder proposals regarding outside director stock ownership guidelines, written consent rights, AI bias report, and discrimination in charitable support). The communication references IBM's 2025 results includ...
IBM Files S-8 to Register 8.1 Million Shares for Confluent Acquisition Equity Plan
IBM filed Form S-8 on March 17, 2026, to register 8,109,922 shares of IBM capital stock that may be issued under the Confluent, Inc. 2021 Equity Incentive Plan following the merger with Confluent. The shares represent the number of shares of Confluent common stock issuable upon vesting of Rollover RSUs and Residual Shares, adjusted pursuant to the merger agreement terms. The exchange ratio for converting Confluent RSUs and shares to IBM shares uses $31.00 as the numerator and the average closing price of IBM sto...
IBM Files Additional Proxy Materials for Shareholder Meeting
IBM has filed additional proxy soliciting materials (DEFA14A) with the SEC. The filing is designated as definitive additional materials for a Schedule 14A proxy statement. No fee was required for this filing. The document represents supplemental proxy materials, likely in connection with an upcoming or recent shareholder meeting. No earnings results, guidance updates, or financial metrics are contained in this filing.
IBM Proxy Statement for April 28, 2026 Annual Meeting; 13 Director Nominees, New Long-Term Performance Plan, Four Stockholder Proposals
IBM filed its definitive proxy statement for the April 28, 2026 Annual Meeting of Stockholders. The Board recommends voting FOR all 13 director nominees, ratification of PricewaterhouseCoopers LLP as independent auditor, advisory say-on-pay vote, and the new 2026 Long-Term Performance Plan. The Board recommends voting AGAINST four stockholder proposals related to outside director stock ownership guidelines, written consent rights, AI bias reporting, and discrimination in charitable support. New Board nominee Ram...
IBM Elects Ramon Laguarta to Board and Amends By-laws to Increase Board Size to Fourteen
IBM's Board of Directors increased to fourteen members following the election of Ramon Laguarta, effective March 1, 2026. Article III, Section 2 of IBM's By-laws was amended to reflect the expanded board size. This is a governance update; no financial results or guidance are included in this filing.
IBM reported FY 2025 full-year revenue of $67.0 billion, up 8% YoY (or 13% in constant currency) from $62.0 billion in FY 2024. The company beat prior guidance midpoint for revenue growth (more than 5% CC guidance vs. approximately 13% actual) and free cash flow ($14 billion guidance vs. $14.5 billion actual). GAAP EPS more than doubled year-over-year to $9.23 from $5.11. Operating pre-tax margin expanded approximately 1.3 points, beating the over 1 point expansion guidance.
IBM Closes €3.5B Euro Notes and $3.25B USD Notes Offerings
International Business Machines Corporation completed two debt securities offerings totaling €3,500,000,000 and $3,250,000,000 in aggregate principal amount. The Euro Notes include €1,000,000,000 3.000% notes due 2031, €1,000,000,000 3.450% notes due 2034, €750,000,000 3.850% notes due 2038, and €750,000,000 floating rate notes due 2028. The USD Notes include 4.000% notes due 2029, 4.300% notes due 2031, 4.600% notes due 2033, 4.950% notes due 2036, and 5.800% notes due 2056. The offerings were completed pursuan...
IBM Elects Ramon L. Laguarta to Board of Directors
IBM announced that Ramon L. Laguarta, chairman and chief executive officer of PepsiCo, has been elected to the IBM Board of Directors, effective March 1, 2026. Mr. Laguarta will join the Directors and Corporate Governance Committee. The board election is disclosed in Item 5.02(d) of the 8-K filing with a press release attached as Exhibit 99.1.
IBM Q4 2025 Revenue $19.7B Up 12% YoY; FY 2025 FCF $14.7B Beats $14B Guidance
IBM reported Q4 2025 revenue of $19.7 billion, up 12% year-over-year (up 9% at constant currency), beating its prior guidance expectation of comfortable with consensus estimates for constant currency revenue growth. Full-year 2025 revenue of $67.5 billion was up 8% (up 6% at constant currency), exceeding the more than 5% constant currency growth guidance. Full-year free cash flow of $14.7 billion beat the about $14 billion guidance midpoint by approximately $700 million. For 2026, the company expects full-year c...
IBM 10-Q for Q3 2025 filed 2025-10-23 | Key takeaways
IBM filed its 10-Q; the most relevant disclosure change is expanded segment disclosure: HashiCorp acquisition completed February 27, 2025; allocated to Software and Consulting segments with acquired intangible assets including customer relationships, developed technology rights, and trademarks.
IBM Q3 2025 Revenue (Constant Currency) 7% CC growth, Beat Guidance by +2 percentage points vs midpoint
IBM beat prior Q3 2025 Revenue (Constant Currency) guidance by +2 percentage points vs midpoint. FY 2025 Revenue Growth (Constant Currency) was maintained by 0.0 pts to more than 5%. Non-GAAP EPS of $2.65 beat expectations, up 15 percent year-over-year.
IBM 10-Q for Q2 2025 filed 2025-07-24 | Key takeaways
IBM filed its 10-Q; the most relevant disclosure change is expanded segment disclosure: Revenue categories within Software and Consulting reportable segments were changed in Q1 2025. Software now reports Hybrid Cloud, Automation, Data, and Transaction Processing categories. Consulting reports Strategy and Technology and Intelligent Operations cat.
IBM 10-Q for Q1 2025 filed 2025-04-24 | Key takeaways
IBM filed its 10-Q; the most relevant disclosure change is expanded segment disclosure: Software segment revenue is now reported for Hybrid Cloud ($1,687M), Automation ($1,584M), Data ($1,236M), and Transaction Processing ($1,828M); Consulting segment revenue is now reported for Strategy and Technology ($2,782M) and Intelligent Operations ($2,286.
IBM Q1 2025 Revenue Growth (Constant Currency) 2% CC, Miss Guidance by -3.0 pts
IBM miss prior Q1 2025 Revenue Growth (Constant Currency) guidance by -3.0 pts. Full-Year Revenue Growth (Constant Currency) was maintained by 0.0 pts to at least 5%. However, the company maintained its full-year guidance for at least 5% constant currency revenue growth and about $13.5 billion in free cash flow. Software segment led performance with 9% constant currency growth, while consulting was flat and infrastructure declined 4% CC. GAAP EPS was $1.12 (down 34% due to tax benefit in prior year), and non-GAA...