Recent 8-K filings for IBM
Highest-materiality recent filing
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%).
- Software revenue $6.7B (+7%, +8% cc) led by Red Hat +7% and Automation +15%; consulting -1%, infra +1%.
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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.
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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).
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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%.
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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.
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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.
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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.
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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.
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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.
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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%.
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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.
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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.
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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.
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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).
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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.
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IBM files Q1 2025 earnings materials; specific results not extractable from provided text
IBM reported first-quarter 2025 earnings on April 23, 2025.
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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%.
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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.
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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.
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Chairman and CEO Arvind Krishna presented on transformation and vision; CFO Jim Kavanaugh on financial model.
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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.
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Q4 revenue $17.6B (+1% YoY, +2% cc); GAAP EPS $3.11, operating EPS $3.92.
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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.
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IBM furnishes Q3 2024 earnings presentation materials via 8-K
Filing includes prepared remarks by CEO Arvind Krishna and CFO Jim Kavanaugh.
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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%).
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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.
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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.
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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%).
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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.
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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).
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Filing includes prepared remarks (Exhibit 99.1) and earnings slides with non-GAAP reconciliations (Exhibit 99.2).
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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%).
Earnings & guidance
Materiality & sentiment trend
Max materiality 0.90 · Median 0.50 · Most common event earnings