IBM
International Business Machines Corporation303.18
-5.48-1.78%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
283.39BP/E (TTM)
36.09Basic EPS (TTM)
8.40Dividend Yield
0.02%Recent Filings
8-K
IBM accelerates Q3 revenue, profit
IBM reported third-quarter 2025 revenue of $16.3 billion, up 9 percent year over year, with acceleration across software, consulting, and infrastructure segments. Profit margins expanded, driven by strong AI demand that pushed the generative AI book of business past $9.5 billion. Year-to-date free cash flow hit $7.2 billion. IBM raised its full-year revenue growth outlook above 5 percent at constant currency and free cash flow to $14 billion. Momentum builds, yet tax charges loom.
10-Q
Q2 FY2025 results
IBM's Q2 revenue climbed 7.7% year-over-year to $17.0B, with Software up 9.6% on Hybrid Cloud and Automation strength, while Infrastructure surged 13.6% from the z17 launch. Gross margin expanded 2.0 points to 58.8%, lifting operating income 21.1% to $4.0B across segments; diluted EPS from continuing operations rose 17.9% to $2.31, reconciling to 948M shares. Acquisitions like HashiCorp added $7.4B in goodwill and drove $8.9B in first-half spend, bolstering hybrid cloud and AI capabilities. Cash hit $11.9B with $4.8B YTD free cash flow, supporting $64.2B debt at low rates and full revolver availability. Acquisitions fuel innovation. Yet regulatory scrutiny on AI ethics poses risks.
8-K
IBM Q2 beats, raises FCF outlook
IBM reported Q2 2025 revenue of $17.0 billion, up over 5% at constant currency, driven by 8% Software growth and 11% Infrastructure surge from z17 mainframe demand, while Consulting held flat amid cautious spending. GenAI book of business hit $7.5 billion, with Red Hat up 14% and HashiCorp synergies accelerating. IBM raised full-year free cash flow guidance above $13.5 billion. Dynamic environments test resilience, yet innovation fuels momentum.
8-K
IBM Q2 beats, AI accelerates
IBM reported Q2 2025 revenue of $17.0 billion, up 8% year-over-year, driven by 10% software growth and 14% infrastructure surge, while consulting held flat. Margins expanded sharply—GAAP gross to 58.8%, non-GAAP to 60.1%—boosting net income to $2.2 billion and free cash flow to $2.8 billion. Generative AI bookings hit $7.5 billion. IBM raised full-year free cash flow guidance above $13.5 billion. Acquisitions fueled $7.8 billion in spending, yet debt climbed to $64.2 billion.
8-K
IBM extends credit lines
IBM extended its revolving credit facilities on June 20, 2025, pushing the $2.5 billion three-year line to June 20, 2028, and the $7.5 billion five-year line to June 22, 2030. Extending Lenders assumed commitments from non-extending ones, maintaining full $10 billion availability under JPMorgan Chase as agent. This bolsters liquidity amid steady operations. No defaults noted.
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