International Business Machines lands UK defence deal to unify 17 legacy systems into an AI-driven platform, boosting efficiency and long-term savings.
Evaluate IBM's (IBM) reliance on international revenue to better understand the company's financial stability, growth prospects and potential stock price performance.
Zacks.com users have recently been watching IBM (IBM) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
IBM's Gary Cohn praised President Trump's Fed nominee Kevin Warsh, citing his 2008 financial crisis role and plans to return central bank to traditional policy.
International Business Machines tops Q4 estimates as software growth from hybrid cloud, watsonx AI and Red Hat lifts revenues, margins and profit despite macro uncertainty.
IBM (NYSE: IBM) exceeded earnings expectations and demonstrated that its AI strategy is effective. Q4 revenue reached $19.69 billion compared to the anticipated $19.21 billion—a 12.1% increase from the previous year.
IBM's stock IBM+0.10% rose 9% to $321 — moving above its 50-day average of $302 — as the company's adjusted earnings per share of $4.52 on sales of $19.69 billion topped Wall Street estimates of $4.30 in adjusted EPS on sales of $19.22 billion.
IBM reported solid Q4 results, but 2026 guidance remains uninspiring with only 5% sales growth projected. The tech company has a strong GenAI order book, but most of the $12.5 billion order book is consulting, yet consulting grew just 1%. IBM's $11B Confluent acquisition raises questions, especially as Red Hat growth slows and AI cloud demand remains high.
International Business Machines Corporation (IBM) Q4 2025 Earnings Call Transcript
The headline numbers for IBM (IBM) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
IBM (IBM) came out with quarterly earnings of $4.52 per share, beating the Zacks Consensus Estimate of $4.33 per share. This compares to earnings of $3.92 per share a year ago.
International Business Machines Corp (NYSE:IBM) reported fourth-quarter revenue and profit that exceeded Wall Street expectations, fueled by strong software sales and growth in its generative AI business. The company posted Q4 revenue of $19.69 billion, up 12% from a year earlier and above analysts' estimate of $19.21 billion.