IBM
IBM·NYSE
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IBM fundamentals
IBM (IBM) released its earnings on Jan 28, 2026: revenue was 19.69B (YoY +12.15%), beat estimates; EPS was 4.52 (YoY +15.31%), beat estimates.
Revenue / YoY
19.69B
+12.15%
EPS / YoY
4.52
+15.31%
Report date
Jan 28, 2026
IBM Earnings Call Summary for Q4,2025
- Revenue Growth Acceleration: 6% total revenue growth in 2025, with software at 45% of business and 9% annual growth, driven by GenAI and hybrid cloud solutions.
- GenAI Leadership: Cumulative GenAI book of business exceeds $12.5 billion, with Consulting signings growing 2x in Q4 and Project Bob delivering 45% internal productivity gains.
- Free Cash Flow Strength: $14.7 billion free cash flow in 2025 (16% YoY growth), targeting $15.7 billion in 2026 with $1 billion growth, supported by double-digit EBITDA expansion.
- 2026 Outlook: 5%+ revenue growth, 10% software growth, and 1 point margin expansion through productivity savings and portfolio mix optimization.
EPS
Revenue
Revenue & Expenses
IBM has released its 2025 Q4 earnings report, with revenue of 19.69B, reflecting a YoY change of 12.15%, and net profit of 5.60B, showing a YoY change of 92.11%. The Sankey diagram below clearly presents IBM's revenue sources and cost distribution.
Key Indicators
IBM (IBM) key financial stats and ratios, covering profitability, financial health, and leverage.
IBM (IBM)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
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IBM (IBM)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
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IBM (IBM)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
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Breakdown
Where does IBM (IBM) generate its revenue? Explore its key revenue streams and top earning regions.
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Track IBM (IBM) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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Dividend Yield
You can ask Aime
What does IBM do and what are its main business segments?What were the key takeaways from IBM’s earnings call?What is the market's earnings forecast for IBM next quarter?What factors drove the changes in IBM's revenue and profit?What is IBM's latest dividend and current dividend yield?Did IBM beat or miss consensus estimates last quarter?What guidance did IBM's management provide for the next earnings period?What is the revenue and EPS growth rate for IBM year over year?
