Recent 8-K filings for IBM

• May 28, 2026, 6:49 AM ET other material materiality 0.75 positive item 7.01

  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.

• April 22, 2026, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01 ◈ Earnings Releases

  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%.

• February 2, 2026, 6:59 PM ET debt materiality 0.60 neutral item 9.01

  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.

• January 28, 2026, 6:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01

  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.

• October 22, 2025, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  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%.

• July 23, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  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.

• April 23, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  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%.

• February 7, 2025, 6:59 PM ET debt materiality 0.65 neutral item 9.01

  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.

• January 30, 2025, 6:59 PM ET earnings materiality 0.70 neutral item 7.01item 9.01

  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.

• January 29, 2025, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  IBM Q4 2024: Software revenue up 10%, FY free cash flow $12.7B, guides FY25 revenue growth at least 5%

  Q4 revenue $17.6B (+1% YoY, +2% cc); GAAP EPS $3.11, operating EPS $3.92.

• October 23, 2024, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01

  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%).

• September 11, 2024, 7:59 PM ET other material materiality 0.75 neutral item 8.01item 9.01

  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.

• July 24, 2024, 7:59 PM ET earnings materiality 0.90 positive item 2.02item 9.01

  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%).

• April 24, 2024, 7:59 PM ET other material materiality 0.90 positive item 2.02item 9.01 ◈ Earnings Releases

  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

12 positive 0 negative 19 neutral

source · IBM on sec.gov