IBM · News · 20260917N

Revenue Performance and Mix

INTERNATIONAL BUSINESS MACHINES CORP · 2026-09-17 · Importance 15 · Surprise 14 · No source text

IBM 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 expectations, indicating the revenue shortfall was the primary variance highlighted in the reports.

Key facts

• IBM reported revenue of $17.16 billion, which fell short of expectations and represented a 1.1% year-over-year increase. source
• Waverly Advisors LLC lifted its holdings in IBM by 138.0% during the undefined quarter and owned 144,368 shares after buying an additional 83,711 shares. source
• Capital Analysts LLC increased its stake in IBM by 55.4% in Q2, acquiring 7,892 additional shares and bringing its total holding to $6.23 million. source
• IFP Advisors Inc increased its stake in IBM by 30.6% during the undefined quarter and owned 43,273 shares after buying an additional 10,130 shares. source
• National Pension Service increased its stake in IBM by 2.8% in the second quarter, bringing its total ownership to 2.35 million shares valued at $660.8 million. source
• Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD bought 24,475 shares of IBM, valued at approximately $6,883,000. source
• Allworth Financial LP increased its stake in IBM by 3.6% in Q2, bringing its total holdings to 140,146 shares valued at $39.4 million. source
• Integrated Wealth Concepts LLC boosted its position in IBM by 5.9% during the undefined quarter and owned 72,487 shares after acquiring an additional 4,055 shares. source

Impact estimates