IBM · News · 20260901N

Generative AI Backlog Growth

INTERNATIONAL BUSINESS MACHINES CORP · 2026-09-01 · Importance 20 · Surprise 24

IBM 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 for clients. Software subscriptions and long-term service arrangements are increasing recurring revenue, while consulting demand remains cautious amid restrained enterprise spending.