Inferra AI / Company / IBM
IBM
IBM · Information Technology
Last earnings Oct 21, 2026
Key results
Revenuequarter
$16.3 billion
Revenue of $16.3 billion, up 9 percent, up 7 percent at constant currency
SEC original ↗IBM — Earnings release (8-K exhibit)EX-99Oct 22, 2025
Growthquarter
up 9 percent
Revenue of $16.3 billion, up 9 percent, up 7 percent at constant currency
SEC original ↗IBM — Earnings release (8-K exhibit)EX-99Oct 22, 2025
Software revenuequarter
10 percent
Software revenue up 10 percent, up 9 percent at constant currency
SEC original ↗IBM — Earnings release (8-K exhibit)EX-99Oct 22, 2025
Consulting revenuequarter
3 percent
Consulting revenue up 3 percent, up 2 percent at constant currency
SEC original ↗IBM — Earnings release (8-K exhibit)EX-99Oct 22, 2025
Infrastructure revenuequarter
17 percent
Infrastructure revenue up 17 percent, up 15 percent at constant currency
SEC original ↗IBM — Earnings release (8-K exhibit)EX-99Oct 22, 2025
Free cash flowquarter
$7.2 billion
free cash flow of $7.2 billion
SEC original ↗IBM — Earnings release (8-K exhibit)EX-99Oct 22, 2025
Software revenues of $7.2 billion, up 10 percent, up 9 percent at constant currency
SEC original ↗IBM — Earnings release (8-K exhibit)EX-99Oct 22, 2025
Consulting revenues of $5.3 billion, up 3 percent, up 2 percent at constant currency
SEC original ↗IBM — Earnings release (8-K exhibit)EX-99Oct 22, 2025
Infrastructure revenues of $3.6 billion, up 17 percent, up 15 percent at constant currency
SEC original ↗IBM — Earnings release (8-K exhibit)EX-99Oct 22, 2025
AI analysis
Q3 2025 · reported Oct 22, 2025
Based on: Earnings release + parent 8-K — transcript not held
Headline figures
| Metric | Q3 2025 | Prior qtr | Year ago |
|---|---|---|---|
| Revenue | $16.3 billion | — | — |
| Growth | up 9 percent | — | — |
| Software revenue | 10 percent | — | — |
| Consulting revenue | 3 percent | — | — |
| Infrastructure revenue | 17 percent | — | — |
| Free cash flow | $7.2 billion | — | — |
Guidance · company-stated
Direction: Raised
“htm EX-99.1 Document Exhibit 99.1 IBM RELEASES THIRD-QUARTER RESULTS Acceleration in revenue growth and profit across all segments Raises outlook for full-year revenue growth and free cash flow ARMONK, N.”
“Given the strength of our business, we are raising our full-year outlook for revenue growth and free cash flow.”
Classified from the release's primary full-year outlook statement.
Cash flow & capex
Capital allocation
The company returned $1.6 billion to shareholders in dividends in the third quarter.
Event summary
IBM RELEASES THIRD-QUARTER RESULTS
Based on: Earnings release + parent 8-K — transcript not held
Guidance & outlook
Direction: Raised
Revenue: “htm EX-99.1 Document Exhibit 99.1 IBM RELEASES THIRD-QUARTER RESULTS Acceleration in revenue growth and profit across all segments Raises outlook for full-year revenue growth and free cash flow ARMONK, N.”
Revenue: “Given the strength of our business, we are raising our full-year outlook for revenue growth and free cash flow.”
Revenue — Raised (“Raises”)
“htm EX-99.1 Document Exhibit 99.1 IBM RELEASES THIRD-QUARTER RESULTS Acceleration in revenue growth and profit across all segments Raises outlook for full-year revenue growth and free cash flow ARMONK, N.”
Revenue — Raised (“raising”)
“Given the strength of our business, we are raising our full-year outlook for revenue growth and free cash flow.”
Classified from the release's primary full-year outlook statement.
Capital allocation
The company returned $1.6 billion to shareholders in dividends in the third quarter.
SEC original ↗IBM — Earnings release (8-K exhibit)EX-99Oct 22, 2025
Debt, including IBM Financing debt of $11.3 billion, totaled $63.1 billion, up $8.1 billion year to date.
SEC original ↗IBM — Earnings release (8-K exhibit)EX-99Oct 22, 2025
Dividend Declaration On October 22, 2025, the IBM board of directors approved a regular quarterly cash dividend of $1.68 per common share, to stockholders of record on November 10, 2025.
SEC original ↗IBM — Earnings release (8-K exhibit)EX-99Oct 22, 2025
With payment of the December 10, 2025 dividend, IBM will have paid consecutive quarterly dividends every year since 1916.
SEC original ↗IBM — Earnings release (8-K exhibit)EX-99Oct 22, 2025
Strategy & priorities
Consistent focus on the fundamentals of our business delivered double-digit growth in adjusted EBITDA, and drove another quarter of strong free cash flow, the fuel for our investments and ability to return value to shareholders.
SEC original ↗IBM — Earnings release (8-K exhibit)EX-99Oct 22, 2025
Earnings deck slides
7 decks with slide viewIBM — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
IBM — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
IBM — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
IBM — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
IBM — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
IBM — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
IBM — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
IBM — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
72 documents- Q3 2026
- 10-QIBM
Oct 22, 2026
- 8-KIBM
Oct 21, 2026
- 8-KIBM
Oct 1, 2026
- Q2 2026
- 8-KIBM
Aug 14, 2026
- 10-QIBM
Jul 23, 2026
- 8-KIBM
Jul 22, 2026
- 8-KIBM
Jul 14, 2026
- Q1 2026
- 8-KIBM
Jun 23, 2026
- 8-KIBM
May 28, 2026
- 8-KIBM
May 1, 2026
- 10-QIBM
Apr 23, 2026
- 8-KIBM
Apr 22, 2026
- Q4 2025
- 8-KIBM
Mar 3, 2026
- 10-KIBM
Feb 24, 2026
- 8-KIBM
Feb 2, 2026
- 8-KIBM
Jan 30, 2026
- EX-99IBM
Jan 30, 2026
- 8-KIBM
Jan 28, 2026
- EX-99IBM
Jan 28, 2026
- Q3 2025
- 10-QIBM
Oct 23, 2025
- 8-KIBM
Oct 23, 2025
- 8-KIBM
Oct 22, 2025
- EX-99IBM
Oct 22, 2025
- Q2 2025
- 10-QIBM
Jul 24, 2025
- 8-KIBM
Jul 24, 2025
- 8-KIBM
Jul 23, 2025
- EX-99IBM
Jul 23, 2025
- Q1 2025
- 8-KIBM
Jun 20, 2025
- 8-KIBM
May 2, 2025
- 8-KIBM
Apr 29, 2025
- EX-99IBM
Apr 29, 2025
- 10-QIBM
Apr 24, 2025
- 8-KIBM
Apr 24, 2025
- 8-KIBM
Apr 23, 2025
- Q4 2024
- 8-KIBM
Mar 12, 2025
- 10-KIBM
Feb 25, 2025
- 8-KIBM
Feb 7, 2025
- 8-KIBM
Feb 4, 2025
- 8-KIBM
Jan 30, 2025
- 8-KIBM
Jan 29, 2025
- EX-99IBM
Jan 29, 2025
- Q3 2024
- 8-KIBM
Dec 9, 2024
- EX-99IBM
Dec 9, 2024
- 10-QIBM
Oct 30, 2024
- 8-KIBM
Oct 24, 2024
- 8-KIBM
Oct 23, 2024
- EX-99IBM
Oct 23, 2024
- Q2 2024
- 8-KIBM
Sep 11, 2024
- 10-QIBM
Jul 30, 2024
- 8-KIBM
Jul 25, 2024
- 8-KIBM
Jul 24, 2024
- EX-99IBM
Jul 24, 2024
- Q1 2024
- 8-KIBM
Jun 21, 2024
- 8-KIBM
May 3, 2024
- 10-QIBM
Apr 30, 2024
- 8-KIBM
Apr 25, 2024
- 8-KIBM
Apr 24, 2024
- EX-99IBM
Apr 24, 2024
- Q4 2023
- 8-KIBM
Mar 18, 2024
- 10-KIBM
Feb 26, 2024
- 8-KIBM
Feb 26, 2024
- 8-KIBM
Feb 2, 2024
- 8-KIBM
Feb 1, 2024
- 8-KIBM
Jan 25, 2024
- 8-KIBM
Jan 24, 2024
- EX-99IBM
Jan 24, 2024
- Q3 2023
- 8-KIBM
Dec 12, 2023
- 10-QIBM
Oct 31, 2023
- 8-KIBM
Oct 26, 2023
- 8-KIBM
Oct 25, 2023
- EX-99IBM
Oct 25, 2023
- Q2 2023
- 8-KIBM
Jul 31, 2023
Earnings releases
23 documents- Q3 2026
- EX-99IBM
Oct 21, 2026
- EX-99IBM
Oct 21, 2026
- EX-99IBM
Oct 1, 2026
- Q2 2026
- EX-99IBM
Jul 22, 2026
- EX-99IBM
Jul 22, 2026
- EX-99IBM
Jul 14, 2026
- EX-99IBM
Jul 14, 2026
- Q1 2026
- EX-99IBM
Apr 22, 2026
- EX-99IBM
Apr 22, 2026
- Q4 2025
- EX-99IBM
Jan 28, 2026
- Q3 2025
- EX-99IBM
Oct 22, 2025
- Q2 2025
- EX-99IBM
Jul 23, 2025
- Q1 2025
- EX-99IBM
Apr 24, 2025
- EX-99IBM
Apr 24, 2025
- EX-99IBM
Apr 23, 2025
- EX-99IBM
Apr 23, 2025
- Q4 2024
- EX-99IBM
Mar 12, 2025
- EX-99IBM
Jan 29, 2025
- Q3 2024
- EX-99IBM
Oct 23, 2024
- Q2 2024
- EX-99IBM
Jul 24, 2024
- Q1 2024
- EX-99IBM
Apr 24, 2024
- Q4 2023
- EX-99IBM
Jan 24, 2024
- Q3 2023
- EX-99IBM
Oct 25, 2023
Presentations
15 documents
Transcripts
0 documentsNo transcripts for IBM are held in this edition of the library.
Mentioned by
20 companiesOther tracked companies whose held documents mention IBM by name or ticker. A mention is counted once per document, from the document text the library holds.
“…outlook of market segments, including expected results for Q4 2024, including net sales, IBM sales, gross margin, R&D costs, SG&A costs, outlook for full year 2024, including expected full year 2024 total net sales,… …net cash flows from operating a”
“AP systems and expert consulting guidance for SAP system deployment. In May 2024, SAP and IBM announced an extension of their partnership focused… …expenses 2,873 250 Onerous contract-related restructuring expenses and restructuring related ”
“r/Yr Select debt measures Mar 26 Dec 25 Mar 25 Net capital expenditures $0.4 $0.1 IBM Financing debt $12.8 $15.1 $10.0 Acquisitions $10.5 $3.4 Core (non-IBM… …uses of cash 1Q26 Yr/Yr Select debt measures Mar 26 Dec 25 Mar 25 Net”
“Non-operating retirement-related costs/(income)… …assets and liabilities/Other, net (2) IBM Financing A/R Net Cash Provided by Operating Activities $ Capital Expenditures, net of payments & proceeds Divestitures, net of cash transferred Acquisiti”
“r-end 2025. The company invested $10.5 billion in acquisitions this year. Debt, including IBM Financing debt of $13.0 billion, totaled $62.0 billion, up $0.7 billion… …3.43 Discontinued operations $ 0.00 $ 0.00 $ 0.00 $ 0.00 TOTAL $ 2.27 $ 2.31 $”
“pte.htm EX-99.1 Document Exhibit 99.1 Palo Alto Networks ® Closes Acquisition of IBM's QRadar SaaS Assets Strengthened partnership with IBM paves the way for more customers to benefit… …opportunities; the response of competitors and other ma”
“903) Divestiture of businesses, net of… …905 Net cash from operating activities excl. IBM Financing receivables 3,484 2,783 8,986 8,248 Capital expenditures, net (457) (410) (1,200) (1,067) Free cash flow $ 3,027 $ 2,373 $ 7,787 $ 7,181 INT”
“s free cash flow results. Free Cash Flow / Net Cash from Operating Activities Excluding IBM Financing Receivables… …EX-99.2 Exhibit 99.2 Non-GAAP Metrics and Other Financial Information Operating (non-GAAP) Earnings Per Share and Related Incom”
“reholders in dividends in the first quarter and invested in the acquisition of Confluent. IBM ended the first quarter with $11.8 billion of cash, restricted cash and… …change in IBM Financing receivables Net cash from operating activities excl. IBM F”
“ FY25 Yr/Yr Select debt measures Dec 25 Dec 24 Net capital expenditures $1.6 $0.5 IBM Financing debt $15.1 $12.1 Acquisitions $8.3 $5.0 Core (non-IBM Financing)… …debt $61.3 $55.0 Select uses of cash FY25 Yr/Yr Select debt measure”
“ed infrastructure ahead… … receivables 2,264 Net cash from operating activities excl. IBM Financing receivables 5,503 Capital expenditures, net (743) Free cash flow $ 4,760 … receivables 2,264 Net cash from opera”
“rom investors and analysts. Free Cash Flow / Net Cash from Operating Activities Excluding IBM Financing Receivables The company uses free cash… …ibm-20260714xex992.htm EX-99.2 Document Exhibit 99.2 Non-GAAP Metrics Operating (non-GAAP) Earni”
Packaging Corporation of America (PKG)
“vs. prior… …the timing of such inflection, if any; • the benefits of our partnership with IBM and application of Artificial Intelligence; • our strategic priorities and focus; • our operating approach, both domestically and internationally;… …alongsi”
“inancial results including outlook and expected results for Q2 2026, including net sales, IBM sales, gross margin, R&D costs, SG&A costs, outlook and expectations with respect to full year 2026 including expected … …reconcile net income to net cash f”
“o the Company's performance on a going-forward basis. The forward-looking… …originated at IBM Zurich Continuous innovation in high power lasers and pump lasers Rich patent portfolio (over 150 owned and licensed patents) Over 70 engi”
“’s website… … advancing AI technologies. We recently announced that Capgemini, Confluent, IBM, Unstructured, and QuantumBlack, AI by McKinsey have joined the MAAP ecosystem, offering customers additional integration and … …and channel partners. (c) R”
“ are forward-looking… …Appliance X11 platforms powered by 5 th Gen AMD EPYC processors. • IBM and AMD announced plans to combine quantum computers and high-performance compute to drive scalable, open-source next-generation computing architectures.… …”
“ last twelve months. ● Other – In April, an appeals court overturned a judgment against IBM in litigation brought by BMC Software for which IBM might have sought indemnification from Kyndryl. All costs and… …aligns with levels achieved throughout f”
“nd non-recurring items.… …approximately 3,400 employees as of June 30, 2022 • Moderna and IBM announced an agreement to explore quantum computing and generative AI for mRNA science • Moderna announced clinical and program updates at its…”
“zon’s highest operating margin ever AWS net sales increased 39.3%—its fastest growth in… …IBM, Infor, Luminate, and Robinhood. • Expanded Amazon Quick, an intelligent AI work companion, into Outlook, Word, PowerPoint, and Excel. It can also now keep ”
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