Highest-materiality recent filing
IBM raises C$2.75B via 4.100% notes due 2030 and 4.750% notes due 2034
C$2,750,000,000 aggregate principal of debt securities offered via prospectus supplement.
IBM Q2 GAAP EPS $2.27, revenue $17.2B down 1% YoY; guides 4-5% constant currency growth
GAAP revenue $17.2B (-1% YoY); GAAP diluted EPS $2.27 (-2% YoY); operating EPS $2.93 (+5% YoY).
Revenue $17.2B (+1% YoY); Software +5%, Consulting flat, Infrastructure -7%.
IBM extends $2.5B and $7.5B credit facilities by one year each
Extended $2.5B three-year credit agreement maturity to June 20, 2029.
IBM to invest $10B+ over 5 years in quantum computing; targets fault-tolerant system by 2029
Plans to invest more than $10B over next 5 years in quantum R&D, capex, partnerships, manufacturing, and M&A.
IBM annual meeting: 2026 LTPP approved, all directors elected, stockholder proposals defeated
2026 Long-Term Performance Plan approved with 75.8% of votes cast in favor (443.9M for, 141.4M against).
IBM Q1 revenue $15.9B (+9% YoY); EPS $1.28 GAAP, $1.91 non-GAAP; dividend raised to $1.69
Revenue $15.9B, up 9% (6% cc); Software +11%, Consulting +4%, Infrastructure +15%.
IBM elects Ramon Laguarta to board; by-laws amended to increase board size to 14
Ramon Laguarta elected to IBM Board of Directors effective March 1, 2026.
IBM issues €3.5B and $3.25B in new debt across multiple tranches
Total €3.5B Euro Notes: 3.000% due 2031, 3.450% due 2034, 3.850% due 2038, plus Floating Rate due 2028.
IBM elects PepsiCo CEO Ramon Laguarta to board effective March 1, 2026
Ramon Laguarta, 62, is Chairman and CEO of PepsiCo, a global food and beverage leader.
IBM Q4 rev $19.7B, up 12%; Software +14%; FY26 guides >5% cc growth, FCF +$1B
Q4 GAAP diluted EPS $5.86 (incl. tax benefit); operating EPS $4.52, up 15% YoY.
IBM reports Q3 2025 earnings; specific financial results not disclosed in filing excerpt
IBM held its Q3 2025 earnings presentation on October 22, 2025, with prepared remarks and slides.
IBM Q3 revenue $16.3B (+9% YoY); raises FY revenue and FCF guidance
GAAP EPS $1.84; operating (non-GAAP) EPS $2.65, up 15% YoY; gross margin improved 1.1 pts to 57.3%.
IBM furnishes Q2 2025 earnings materials; no results in provided text
IBM held Q2 2025 earnings call July 23, 2025; prepared remarks and slides furnished as Exhibits 99.1 and 99.2.
IBM Q2 revenue $17.0B (+8% YoY); raises FY free cash flow outlook to >$13.5B
GAAP diluted EPS $2.31, operating EPS $2.80; pre-tax margin 15.3% GAAP, 18.8% operating.
IBM extends $2.5B three-year credit facility to June 2028 and $7.5B five-year facility to June 2030
Amended $2.5B Three-Year Credit Agreement; new Termination Date is June 20, 2028.
IBM shareholders elect all 13 directors, ratify auditor, approve exec pay
All 13 director nominees elected; lowest support was A.N. Liveris with 86.3% of votes for (492.1M shares).
IBM raises quarterly dividend to $1.68/share; 30th consecutive annual increase
Quarterly dividend increased to $1.68 per share; payable June 10, 2025 to holders of record May 9, 2025.
IBM files Q1 2025 earnings materials; specific results not extractable from provided text
IBM reported first-quarter 2025 earnings on April 23, 2025.
IBM Q1 revenue $14.5B (+1% YoY), GAAP EPS $1.12, operating EPS $1.60; guidance maintained
Revenue $14.5B up 1% (2% cc); Software +7% (9% cc), Consulting -2%, Infrastructure -6%.
IBM revises Software and Consulting revenue categories starting Q1 2025, recasts historical data
Software now reports Hybrid Cloud, Automation (includes HashiCorp), Data, and Transaction Processing.
IBM issues €3.5B Euro Notes and $4.75B USD Notes in debt offering
IBM issued €3.5B in Euro Notes across four tranches: 2.900% due 2030, 3.150% due 2033, 3.450% due 2037, 3.800% due 2045.
Chairman and CEO Arvind Krishna presented on transformation and vision; CFO Jim Kavanaugh on financial model.
IBM files 8-K furnishing Q4 2024 earnings presentation and prepared remarks
IBM filed an 8-K on January 29, 2025 regarding its fourth quarter 2024 earnings presentation.
Q4 revenue $17.6B (+1% YoY, +2% cc); GAAP EPS $3.11, operating EPS $3.92.
IBM to Hold Investor Day on February 4, 2025
IBM announced an Investor Day on February 4, 2025 in New York City starting at 1 PM ET.
IBM furnishes Q3 2024 earnings presentation materials via 8-K
Filing includes prepared remarks by CEO Arvind Krishna and CFO Jim Kavanaugh.
IBM Q3: Op EPS $2.30, revenue $15B +1%; Software +10%, Red Hat +14%; FCF >$12B FY guide
Revenue $15.0B (+1%, +2% cc); GAAP EPS -$0.34 (incl $2.7B pension charge), Op EPS $2.30 (+5%).
IBM transfers $6B pension obligations to Prudential; expects $2.7B pre-tax settlement charge
Transaction closed Sept 11, 2024; covers ~32,000 participants receiving benefits initiated before 2016.
IBM files 8-K furnishing Q2 2024 earnings presentation; no financial figures in provided text
Prepared remarks and earnings slides furnished as Exhibits 99.1 and 99.2.
IBM Q2 rev $15.8B (+2%, +4% cc), GAAP EPS $1.96, raises FCF view to >$12B
Revenue $15.8B (+2%, +4% cc); GAAP EPS $1.96 (+14%), operating EPS $2.43 (+11%).
IBM extends $2.5B three-year and $7.5B five-year credit facilities by one year
Extended $2.5B Three-Year Credit Agreement maturity to June 20, 2027.
IBM shareholders elect all directors, back say-on-pay, reject all six proposals
All 13 director nominees elected; A.N. Liveris received 116M against votes (highest opposition).
Filing includes prepared remarks (Exhibit 99.1) and earnings slides with non-GAAP reconciliations (Exhibit 99.2).
IBM Q1 2024: Rev $14.5B, EPS $1.69; acquires HashiCorp for $35/share ($6.4B)
Revenue $14.5B (+1%; +3% cc); GAAP diluted EPS $1.69 (+66%); operating non-GAAP EPS $1.68 (+24%).
IBM updates reportable segments; recast 2022-2023 data posted, no specifics in filing
Segment change effective Q1 2024; no change to consolidated results.
IBM completed divestiture of Weather Company assets on Jan 31, 2024, moving from Software to Other – divested businesses.
IBM subsidiary IIC issues $5.5B in notes across seven tranches, guaranteed by IBM
IBM International Capital Pte. Ltd. issued $5.5B aggregate principal of notes; fully guaranteed by IBM.
IBM EVP and GC Michelle Browdy to retire by year-end; 2024 compensation disclosed for top executives
Michelle H. Browdy, SVP Legal and General Counsel, retiring by end of 2024 after 10 years in role.
IBM furnishes Q4 2023 earnings presentation; no specific results in excerpt
Filed 8-K with Exhibit 99.1 (prepared remarks) and Exhibit 99.2 (earnings slides) dated Jan 24, 2024.
IBM Q4 revenue $17.4B +4% YoY; guides FY2024 FCF ~$12B
Q4 GAAP EPS $3.54 (+13%); non-GAAP $3.87 (+8%). Revenue $17.4B (+4%, +3% cc).
IBM elects Marianne C. Brown to its board of directors effective Dec 12, 2023
Marianne C. Brown appointed to IBM Board, effective December 12, 2023.
IBM files 8-K for Q3 2023 earnings; specific results not available in filing text
Filing references Q3 2023 earnings presentation on October 25, 2023.
IBM Q3 revenue up 4.6% to $14.8B; operating EPS $2.20; free cash flow $1.7B
Revenue $14.8B, +4.6% YoY (+3.5% cc); software +8%, consulting +6%, infrastructure -2%.
Michael Miebach, Mastercard CEO, elected to IBM Board effective Oct 30
Michael Miebach, CEO of Mastercard, elected to IBM Board effective October 30, 2023.
IBM Q2 revenue $15.5B, op. EPS $2.18; software up 8%, consulting up 6%
Revenue of $15.5B; operating pre-tax income $2.4B; free cash flow $2.1B in Q2, $3.5B first half.
IBM Q2 2023 revenue $15.5B (-0.4%); GAAP EPS $1.72; Software up 7%, Infrastructure down 15%
Revenue $15.5B, down 0.4% YoY (up 0.4% constant currency); GAAP diluted EPS $1.72, operating EPS $2.18.
IBM extends $2.5B three-year and $7.5B five-year credit facilities by one year each
Three-Year Credit Agreement maturity extended to June 20, 2026; Five-Year extended to June 22, 2028.
IBM shareholders elect 12 directors, approve say-on-pay, reject all stockholder proposals
All 12 director nominees elected with 89-99% support; Andrew N. Liveris received lowest FOR vote at 77.1%.
IBM Q1 revenue $14.3B, op EPS $1.36; FY FCF reaffirmed at $10.5B
Revenue $14.3B, constant-currency growth ~4.5%; operating EPS $1.36.
nuary 29, 2024, Michelle H. Browdy has decided to retire from her role as Senior Vice President, Legal and Regulatory Affairs, and General Counsel, by the end of the year, after 10 years in the role.
On December 12, 2023, IBM announced that Marianne C. Brown, the former Chief Operating Officer of Fidelity National Information Services, Inc.’s (FIS) Global Financial Solutions, has been elected to the IBM Board of Directors, effective December 12, 2023.
On July 31, 2023, IBM announced that Michael Miebach, Chief Executive Officer of Mastercard Incorporated, has been elected to the IBM Board of Directors, effective October 30, 2023.
** As previously disclosed by the Company, Mr. Rosamilia, Senior Vice President, will retire from the Company by June 30, 2023.
Effective January 30, 2023, Nicolas A. Fehring, 44, will become Vice President and Controller.
On January 5, 2023, IBM announced that Robert F. Del Bene, Vice President and Controller will assume a new position as General Manager, IBM Technology Lifecycle Services, effective January 30, 2023.
On January 2, 2023, Thomas W. Rosamilia, Senior Vice President, IBM Software, decided to retire from the Company by June 30, 2023
On September 30, 2021, IBM announced that Al Zollar, former director of Red Hat, has been elected to the IBM Board of Directors, effective October 25, 2021.
Effective July 1, 2021, James M. Whitehurst has decided to step down as IBM President and will no longer serve as an officer of IBM.
Max materiality 0.90 · Median 0.53 · Most common event earnings