IBM · 10-Q · 2026Q3 · Full report

Geographic Revenue Performance

INTERNATIONAL BUSINESS MACHINES CORP · 2026-10-22 · Importance 64 · Surprise 56 · From source text

Third-quarter 2026 revenue increased 5.3% in the Americas to $8.6 billion, 3.3% in EMEA to $5.4 billion, and 5.6% in Asia Pacific to $3.1 billion. Within the third quarter, U.S. revenue increased 6.6%, while Brazil declined 15.7%, France declined 13.9%, and Australia increased 32.4%. Nine-month revenue increased 4.4% in the Americas to $24.9 billion, 7.1% in EMEA to $16.3 billion, and 2.3% in Asia Pacific to $9.0 billion. Nine-month growth included 18.2% growth in Brazil, 17.8% growth in the Middle East and Africa, 18.4% growth in Australia, and a 5.7% decline in Japan.

Key facts

• Geographic revenue for the three months ended September 30, 2026: Americas $8,576 million (up 5.3% reported, 5.1% adjusted for currency); EMEA $5,426 million (up 3.3% reported, 4.3% adjusted for currency); Asia Pacific $3,101 million (up 5.6% reported, 9.6% adjusted for currency). source
• Within Americas for the three months ended September 30, 2026, U.S. revenue increased 6.6% as reported; Canada decreased 3.7% as reported (2.3% decrease adjusted for currency); Latin America decreased 1.2% as reported (4.3% decrease adjusted for currency) and Brazil decreased 15.7% as reported (19.0% adjusted). source
• For EMEA in the three months ended September 30, 2026, Italy increased 22.7%, Germany increased 7.8%, the U.K. increased 1.1% (all reported), and France decreased 13.9% (reported). source
• Revenue by geography — Americas for the three months ended September 30, 2026: $8,576 million. source
• At September 30, 2026, amortized cost of client financing receivables by region — Americas: $6,674 million; EMEA: $3,657 million; Asia Pacific: $1,497 million; Total: $11,828 million. source
• For Asia Pacific in the three months ended September 30, 2026, Australia increased 32.4% and India increased 4.2% as reported; Japan decreased 3.3% as reported (but increased 4.2% adjusted for currency). source
• Revenue by geography — Europe/Middle East/Africa for the three months ended September 30, 2026: $5,426 million. source
• At December 31, 2025, amortized cost of client financing receivables by region — Americas: $7,278 million; EMEA: $4,440 million; Asia Pacific: $1,610 million; Total: $13,328 million. source

Impact estimates