IBM · Technology
INTERNATIONAL BUSINESS MACHINES CORP
Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: what to focus on this earnings window
News · 2026-09-23
- Securities Fraud InvestigationsImportance 25 · Surprise 42Hagens Berman is investigating International Business Machines Corporation for potential violations of U.S. securities laws. The investigation follows CEO Arvind Krishna’s July 14, 2026 preview of adverse…
- IBM Z Product TransitionImportance 14 · Surprise 24IBM brought its z17 mainframe to Marist University’s new Innovation Incubator. The facility is described as an agentic AI laboratory, positioning z17 hardware within an academic and experimental AI environment. The…
News · 2026-09-22
- Customer Modernization AgreementImportance 26 · Surprise 42Marist University and IBM expanded a 50-year relationship by launching an Innovation Incubator centered on IBM z17. The university will use the mainframe for AI research, student career preparation, quantum-finance…
- Revenue Performance and MixImportance 14 · Surprise 14IBM reported quarterly revenue of $17.16 billion, up 1.1% year over year. Quarterly EPS was $2.93, in line with analyst expectations. Revenue slightly missed analyst forecasts despite the year-over-year increase.
- AI Adoption RecognitionImportance 8 · Surprise 24An IBM study found that 60% of employees worry artificial intelligence is eroding their skills, with critical thinking cited most often. The research identified a disconnect between CHRO priorities—critical thinking…
News · 2026-09-19
- 2026 Guidance / OutlookImportance 74 · Surprise 68Third-party reporting says IBM expects 2026 constant-currency revenue growth of 4% to 5%. Management also expects free cash flow to increase by approximately $1 billion in 2026. The outlook indicates continued growth…
- Guidance / OutlookImportance 68 · Surprise 68Management expects IBM’s 2026 constant-currency revenue growth to be 4% to 5%. The outlook represents the company’s current full-year revenue-growth range. The digest also states that IBM’s reduced 2026 growth outlook…
- Operating Cash Flow and Free Cash FlowImportance 62 · Surprise 42IBM expects free cash flow to increase by approximately $1 billion in 2026. The projected improvement exceeds the specified $515 million materiality threshold. The digest does not provide IBM’s absolute free-cash-flow…
- Revenue Performance and MixImportance 18 · Surprise 14IBM’s second-quarter revenue increased 1% year over year. The reported growth indicates modest top-line expansion during the quarter. The digest provides no segment-level revenue amounts or mix percentages.
- Dividend IncreaseImportance 13 · Surprise 6IBM has raised its dividend for 31 consecutive years. The latest increase was described as only a penny per share. The increase was announced in April and was cited alongside the company’s expected $1 billion 2026…
News · 2026-09-18
- Revenue Performance and MixImportance 52 · Surprise 56IBM’s mainframe revenue reportedly fell 42%, indicating a material deterioration in the company’s mainframe business. Software growth slowed in the second quarter, while recurring revenue, Red Hat, and Data gains…
- AI Infrastructure PositioningImportance 46 · Surprise 56IBM is positioned as a software-focused participant in the AI infrastructure market, emphasizing Red Hat and watsonx rather than optical and IP networking hardware. The comparison with Nokia highlights stronger demand…
- Quantum Computing Funding PolicyImportance 34 · Surprise 42IBM is reported to be expanding its quantum-computing efforts alongside enterprise AI initiatives. The company reportedly has a $1 billion CHIPS Act award supporting a quantum wafer foundry. The report also references…
- Software Product DemandImportance 20 · Surprise 24IBM Software growth slowed in the second quarter, pointing to softer near-term demand across the software portfolio. Recurring revenue, Red Hat, and Data were identified as potential offsets to weakness in Transaction…
News · 2026-09-17
- Quantum Computing InvestmentImportance 65 · Surprise 60IBM subsidiary Anderon finalized a $1 billion Commerce Department award under the CHIPS and Science Act for a quantum wafer foundry. IBM is matching the $1 billion award, supporting development of U.S.-based…
- Quantum Computing Funding PolicyImportance 65 · Surprise 60IBM subsidiary Anderon finalized a $1 billion award from the U.S. Commerce Department under the CHIPS and Science Act. The award supports development of a quantum wafer foundry in the United States, with the facility…
- Revenue Performance and MixImportance 15 · Surprise 14IBM reported quarterly revenue of approximately $17.16 billion, up 1.1% year over year. Revenue fell short of analyst expectations despite the year-over-year increase. IBM’s quarterly earnings reportedly matched…
- Quarterly Dividend DeclarationImportance 13 · Surprise 6IBM declared a quarterly dividend of $1.69 per share. The dividend announcement was reported alongside quarterly earnings that matched expectations. The reports did not state a change in the dividend amount or provide…
News · 2026-09-16
- Quantum Computing InvestmentImportance 65 · Surprise 60Anderon, an IBM company, finalized a $1 billion CHIPS and Science Act award from the U.S. Department of Commerce to accelerate research and development for a 300-millimeter pure-play quantum wafer foundry in Albany,…
- Quantum Computing Funding PolicyImportance 65 · Surprise 60IBM’s Anderon subsidiary finalized a $1 billion award from the U.S. Department of Commerce under the CHIPS and Science Act. The funding will support research and development for a 300-millimeter pure-play quantum wafer…
News · 2026-09-15
- DividendsImportance 44 · Surprise 14IBM declared a quarterly dividend of $1.69 per share. The payment implies an annualized dividend of $6.76 per share if maintained for four quarters. The company’s recent quarterly results included EPS in line with…
- Employment Discrimination LitigationImportance 34 · Surprise 42The U.S. Department of Justice alleged that consulting companies, including IBM, discriminated on the basis of race and sex in hiring and promotion under Trump-era DEI policies. The reported combined settlements…
News · 2026-09-12
- Quarterly Results and DividendImportance 14 · Surprise 14IBM reported quarterly revenue of $17.16 billion, up 1.1% year over year and slightly below analyst expectations. Quarterly EPS was $2.93, matching estimates. IBM also paid a quarterly dividend of $1.69 per share.
News · 2026-09-11
- AI Product DevelopmentImportance 46 · Surprise 66IBM and NASA launched an open-source Lunar Foundation Model for lunar analysis and mapping. The model reportedly achieved accuracy gains of up to 23% compared with existing mapping methods, indicating a differentiated…
- AI-Powered Lunar Research PartnershipImportance 46 · Surprise 66IBM and NASA launched an open-source Lunar Foundation Model for lunar analysis. The model reportedly improved accuracy by up to 23% versus existing mapping methods, exceeding the materiality rule for year-over-year or…
- Quantum Computing DevelopmentImportance 31 · Surprise 42IBM is expanding its quantum-computing footprint through a new innovation hub with ETH Zurich in Switzerland. The hub is intended to provide advanced quantum-computing access to Swiss researchers and businesses.…
- Quantum Computing ExpansionImportance 31 · Surprise 42IBM and Lockheed Martin are using a Swiss defense deal to advance quantum-computing applications, linking IBM’s technology with defense-sector use cases in Switzerland. IBM is also expanding its quantum ecosystem…
News · 2026-09-10
- Open-Source AI Product LaunchImportance 46 · Surprise 66IBM and NASA released the open-source NASA-IBM Lunar Foundation Model on September 10, 2026. The model analyzes decades of lunar-observation data to identify geographic features including potential ice deposits,…
- Open-Source AI PartnershipImportance 46 · Surprise 66IBM and NASA released the open-source NASA-IBM Lunar Foundation Model on September 10, 2026. The model uses decades of lunar observations to identify geographic features including potential ice deposits, craters, and…
- Quantum Computing PartnershipImportance 35 · Surprise 42IBM and Lockheed Martin plan to establish a Swiss Quantum Innovation Hub at ETH Zurich. The Swiss National Supercomputing Centre will host an IBM Quantum System Two, which will expand quantum-computing access across…
- Securities Fraud InvestigationsImportance 35 · Surprise 42Hagens Berman announced an investigation into potential U.S. securities-law violations involving IBM. The investigation follows CEO Arvind Krishna's July 14, 2026 preview of disappointing second-quarter 2026 results.…
- Quarterly Dividend DeclarationImportance 25 · Surprise 6IBM announced a quarterly dividend of $1.69 per share. The dividend was referenced in reporting on IBM's recent quarterly results and represents a recurring capital-allocation commitment to shareholders. The digest did…
- Employment Discrimination LitigationImportance 25 · Surprise 42A U.S. District Court for the Northern District of Texas rejected a former IBM employee’s sex and pregnancy discrimination claims. The court found that her reassignment after maternity leave was not proven to be a…
News · 2026-09-09
- AI Security PartnershipImportance 64 · Surprise 42LTM collaborated with IBM and Red Hat on Lightwell, an AI-driven platform for open-source software remediation. Lightwell uses AI agents to identify vulnerabilities and generate patches. IBM reportedly committed $5…
- Open-Source Security InitiativeImportance 64 · Surprise 42LTM announced a collaboration with IBM and Red Hat on Lightwell, an AI-driven platform for open-source software remediation. The initiative uses AI agents to identify software vulnerabilities and generate patches.…
- Quantum Computing Funding PolicyImportance 41 · Surprise 60The U.S. Commerce Department has issued $2.013 billion in CHIPS quantum incentives. Reporting identified IBM and GlobalFoundries among the principal potential beneficiaries, although IBM’s specific award amount was not…
- Open-Source Security Product LaunchImportance 31 · Surprise 42LTM announced a collaboration with IBM and Red Hat on Lightwell, an AI-driven platform for open-source software remediation. Lightwell uses AI agents to identify vulnerabilities and generate software patches,…
- Quantum Computing DevelopmentImportance 17 · Surprise 24IBM, Cleveland Clinic and Japan’s RIKEN advanced to the finals of the 2026 ACM Gordon Bell Prize for work modeling a 12,635-atom protein. The project used quantum and classical computing together rather than quantum…
News · 2026-09-08
- Quarterly Results and DividendImportance 13 · Surprise 6IBM reported quarterly revenue of $17.16 billion, which fell short of analyst forecasts. Quarterly earnings were $2.93 per share, matching estimates. IBM announced a quarterly dividend of $1.69 per share. The reported…
News · 2026-09-07
- IBM Z Product TransitionImportance 34 · Surprise 42Third-party securities-law reports allege that IBM faced a slowdown in its IBM Z product business. The reports connect the alleged slowdown with potential misrepresentations about IBM’s business deal pace and…
- Quarterly Results and DividendImportance 13 · Surprise 6IBM reported quarterly revenue of $17.16 billion, which fell short of analyst forecasts. Quarterly earnings were $2.93 per share, matching estimates. IBM announced a quarterly dividend of $1.69 per share. The reported…
News · 2026-09-06
- Operating Income and MarginsImportance 13 · Surprise 6IBM reported a 15% operating margin in the second quarter of 2026. The margin was lower than Arista Networks’ 45% operating margin in the same quarter. The report characterized IBM’s quarterly revenue as volatile but…
News · 2026-09-04
- Securities Fraud InvestigationsImportance 55 · Surprise 66Bleichmar Fonti & Auld LLP announced on September 2, 2026, that it was investigating IBM for potential securities fraud following a significant stock decline. The investigation concerns potential misrepresentations…
News · 2026-09-03
- Quarterly Results and DividendImportance 13 · Surprise 6IBM reported quarterly revenue of $17.16 billion, which fell short of analyst forecasts. Quarterly earnings were $2.93 per share, matching estimates. IBM announced a quarterly dividend of $1.69 per share. The reported…
News · 2026-09-02
- Securities Fraud InvestigationsImportance 55 · Surprise 66Bleichmar Fonti & Auld LLP announced on September 2, 2026, that it was investigating IBM for potential securities fraud following a significant stock decline. The investigation concerns potential misrepresentations…
- Open-Source Security InitiativeImportance 14 · Surprise 24JFrog launched Zero-Touch Remediation, an automated system that identifies and applies fixes for software vulnerabilities. The offering integrates with IBM/Red Hat and Broadcom, positioning IBM’s software ecosystem…
- Quarterly Results and DividendImportance 13 · Surprise 6IBM reported quarterly revenue of $17.16 billion, which fell short of analyst forecasts. Quarterly earnings were $2.93 per share, matching estimates. IBM announced a quarterly dividend of $1.69 per share. The reported…
News · 2026-09-01
- Quantum Computing InvestmentImportance 54 · Surprise 42IBM announced a $10 billion investment in quantum computing. The program targets a commercial quantum system by 2029 and is supported by U.S. government funding. The investment was cited alongside IBM’s…
- Quantum Computing Funding PolicyImportance 54 · Surprise 42IBM is reported to be pursuing a $10 billion investment in quantum computing. The initiative targets a commercially viable quantum-computing system by 2029. U.S. government funding is reported to be supporting the…
- HRL Laboratories AcquisitionImportance 38 · Surprise 60IBM acquired HRL Laboratories to strengthen its quantum-computing capabilities. The acquisition was described as having temporarily boosted IBM’s shares. The digest does not report a purchase price, financing terms, or…
- Generative AI Backlog GrowthImportance 20 · Surprise 24IBM is seeing rising generative-AI bookings, supported by expanding enterprise artificial-intelligence partnerships. The company is using its watsonx portfolio and hybrid-cloud approach to deliver tailored AI solutions…
News · 2026-08-31
- Securities Fraud InvestigationsImportance 46 · Surprise 66Bleichmar Fonti & Auld LLP announced an investigation into IBM for potential securities fraud on August 31, 2026. The announcement followed a significant IBM stock drop, which the law firm described as a 25% decline in…
- HRL Laboratories AcquisitionImportance 31 · Surprise 42IBM’s acquisition of HRL Laboratories is described as adding silicon-spin qubit, materials, and manufacturing expertise. The capabilities are intended to support IBM’s development of scalable quantum-computing systems.…
News · 2026-08-27
- AI-Powered US Open PartnershipImportance 17 · Surprise 24IBM, the official AI and Cloud sponsor of the US Open, is bringing an AI-powered fan experience to Madison Square Park in New York City during Championship Weekend from September 10–13, 2026. The activation will…
News · 2026-08-26
- HRL Laboratories AcquisitionImportance 47 · Surprise 60IBM completed its acquisition of HRL Laboratories, LLC on August 26, 2026. HRL contributes capabilities in quantum computing, quantum sensing, advanced communications, electronics, manufacturing, and materials science.…
- IBM Z Dual-Architecture ProcessorImportance 31 · Surprise 42IBM is introducing a dual-architecture mainframe processor for its IBM Z and LinuxONE systems. The chip is designed to run IBM’s traditional instruction set and Arm compute platforms concurrently. The architecture…
- Quantum Computing DevelopmentImportance 31 · Surprise 42IBM’s quantum roadmap combines silicon-spin qubit expertise with its existing superconducting quantum-computing technology. The company is targeting its IBM Quantum Starling system for 2029, with a goal of performing…
- Quarterly Results and DividendImportance 9 · Surprise 6IBM reported latest-quarter revenue of $17.16 billion and earnings per share of $2.93 in August 2026. Quarterly EPS was in line with analyst expectations. IBM maintained its quarterly dividend at $1.69 per share,…
News · 2026-08-25
- IBM Z Product TransitionImportance 31 · Surprise 42IBM’s dual-architecture processor is designed to bring ARM-native applications to future IBM Z and LinuxONE systems. The transition would expand software choices for enterprise customers running critical workloads on…
- Product Launch and TransitionImportance 31 · Surprise 42IBM is developing a dual-architecture processor for future Z and LinuxONE systems that supports ARM-native applications alongside existing architectures. The initiative is intended to expand software choices for…