IBM · News · 20260918N

Software Product Demand

INTERNATIONAL BUSINESS MACHINES CORP · 2026-09-18 · Importance 20 · Surprise 24

IBM 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 Processing. The commentary suggests IBM’s hybrid-cloud and data-related software offerings are showing comparatively better demand than its Transaction Processing products.

Key facts

• A Zacks headline states 'IBM's Software growth slows in Q2' and notes recurring revenue, Red Hat and Data gains may help offset weakness in Transaction Processing. source