International Business Machines Corporation

IBM · NYSE

IBM reported FY2025 revenue of $67.5 billion and 2026 Q1 revenue of $15.9 billion. The thesis depends on software mix, AI demand, consulting execution, debt discipline and cash conversion.

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Latest ReportJul 22, 2026IBM: the AI consulting giant has to prove the software pivot compoundsView report ->Total Reports1Published reportView all ->Active Discussions0No visible comments yetView discussions ->Member WorkspaceLockedFinancials, ownership, timeline, comparisons, scorecard, and discussion require a paid login.View access ->

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