{"schema_version":"secwatch.filing_event.v1","accession":"0000051143-24-000004","form_type":"8-K","ticker":"IBM","cik":"0000051143","company_name":"INTERNATIONAL BUSINESS MACHINES CORP","filed_at":"2024-01-24T23:59:59+00:00","discovered_at":"2026-05-14T18:03:26.639755+00:00","generated_at":"2026-06-06T19:32:28.393626+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"IBM Q4 revenue $17.4B +4% YoY; guides FY2024 FCF ~$12B","bullets":["Q4 GAAP EPS $3.54 (+13%); non-GAAP $3.87 (+8%). Revenue $17.4B (+4%, +3% cc).","Software $7.5B (+3%), Consulting $5.0B (+6%), Infrastructure $4.6B (+3%).","Full-year free cash flow $11.2B (+$1.9B); FY2024 FCF guidance ~$12B.","AI book of business (watsonx/gen AI) roughly doubled Q3→Q4; 2024 rev growth seen mid-single digit."],"urls":{"canonical":"https://secwatch.observer/filing/0000051143-24-000004","json":"https://secwatch.observer/filing/0000051143-24-000004.json","markdown":"https://secwatch.observer/filing/0000051143-24-000004.md","text":"https://secwatch.observer/filing/0000051143-24-000004.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/51143/000005114324000004/0000051143-24-000004-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/51143/000005114324000004/ibm-20240124.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-06T19:32:28.393626+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"92425487361aaeb4c25d2404ae7943e99de201de","claim":"INTERNATIONAL BUSINESS MACHINES CORP reported quarter ended December 31, 2023 / fourth-quarter 2023 results: revenue $17.4 billion, net income $3.3 billion, EPS $3.54.","evidence_excerpt":"for 2024 we expect revenue performance in line with our mid-single digit model and about $12 billion in free cash flow.” Fourth-Quarter Highlights • Revenue – Revenue of $17.4 billion, up 4 percent, up 3 percent at constant currency – Software revenue up 3 percent, up 2 percent at constant currency – Consulting revenue up 6 percent, up 5 percent at constant","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/51143/000005114324000004/0000051143-24-000004-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"quarter ended December 31, 2023 / fourth-quarter 2023"},{"label":"Revenue","value":"$17.4 billion"},{"label":"Net income","value":"$3.3 billion"},{"label":"EPS","value":"$3.54"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"d3abeb0a72873f7a55815f449d5a7f0cca15d419","claim":"INTERNATIONAL BUSINESS MACHINES CORP reported fiscal year ended December 31, 2023 results: revenue $61.9 billion, net income $7.5 billion, EPS $8.15.","evidence_excerpt":"60.1 percent, up 1.4 points – Pre-Tax Income Margin: GAAP: 21.6 percent, up 1.8 points; Operating (Non-GAAP): 24.0 percent, up 1.1 points Full-Year Highlights • Revenue of $61.9 billion, up 2 percent, up 3 percent at constant currency – Software revenue up 5 percent – Consulting revenue up 5 percent, up 6 percent at constant currency – Infrastructure revenue","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/51143/000005114324000004/0000051143-24-000004-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fiscal year ended December 31, 2023"},{"label":"Revenue","value":"$61.9 billion"},{"label":"Net income","value":"$7.5 billion"},{"label":"EPS","value":"$8.15"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}