IBM · 10-Q · 2026Q2 · Full report
Geographic Revenue Performance
INTERNATIONAL BUSINESS MACHINES CORP · 2026-07-23 · Importance 64 · Surprise 56 · No source text
Second-quarter Americas revenue declined 0.5% to $8.417 billion, EMEA revenue increased 4.1% to $5.633 billion, and Asia Pacific revenue increased 0.3% to $3.112 billion. In the quarter, Canada declined 17.1%, the United Kingdom increased 14.3%, India increased 12.8%, and Latin America increased 30.2%, including 47.4% growth in Brazil. First-half Americas revenue increased 3.9% to $16.278 billion, EMEA increased 9.1% to $10.876 billion, and Asia Pacific increased 0.7% to $5.925 billion. First-half growth was led by Latin America at 22.5%, the United Kingdom at 15.6%, and the Middle East and Africa at 19.6%, while Japan declined 6.9%.
Key facts
- Total revenue by geography for the three months ended June 30, 2026: Americas $8,417 million (down 0.5% as reported, down 1.0% adjusted), EMEA $5,633 million (up 4.1% as reported, 2.1% adjusted), Asia Pacific $3,112 million (up 0.3% as reported, 5.2% adjusted) source
- Americas revenue for the three months ended June 30, 2026: $8,417 million. source
- Europe/Middle East/Africa revenue for the three months ended June 30, 2026: $5,633 million. source
- Asia Pacific revenue for the three months ended June 30, 2026: $3,112 million. source
- U.S. revenue for the three months ended June 30, 2026 decreased 2.4% as reported; Canada decreased 17.1% as reported and 16.9% adjusted; Latin America increased 30.2% as reported and 24.9% adjusted source
- EMEA: U.K. revenue increased 14.3% as reported (14.1% adjusted); Germany decreased 5.5% as reported (7.5% adjusted); France decreased 6.0% as reported (8.0% adjusted); Italy decreased 13.4% as reported (15.2% adjusted); Middle East and Africa increased 22.9% as reported (20.9% adjusted) source
- Asia Pacific: India increased 12.8% as reported (24.7% adjusted); Australia increased 9.4% as reported (decreased 0.5% adjusted); Japan decreased 9.7% as reported (flat adjusted) source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +49.0% | Americas revenue for the three months ended June 30, 2026: $8,417 million. |
| revenue | positive | realized | +32.8% | Europe/Middle East/Africa revenue for the three months ended June 30, 2026: $5,633 million. |
| revenue | positive | realized | +18.1% | Asia Pacific revenue for the three months ended June 30, 2026: $3,112 million. |
| revenue | positive | realized | +1.3% | Total revenue by geography for the three months ended June 30, 2026: Americas $8,417 million (down 0.5% as reported, down 1.0% adjusted),… |
| revenue | negative | realized | -0.3% | Total revenue by geography for the three months ended June 30, 2026: Americas $8,417 million (down 0.5% as reported, down 1.0% adjusted),… |
| revenue | positive | realized | +0.1% | Total revenue by geography for the three months ended June 30, 2026: Americas $8,417 million (down 0.5% as reported, down 1.0% adjusted),… |