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International Business Machines (DE:IBM)
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International Business Machines (IBM) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Oct 22, 2025
After Close (Confirmed)
Period Ending
2025 (Q3)
Consensus EPS Forecast
2.09
Last Year’s EPS
1.97
Same Quarter Last Year
Moderate Buy
Based on 13 Analysts Ratings

Earnings Call Summary

Q2 2025
Earnings Call Date:Jul 23, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
The earnings call reflected strong revenue growth, particularly in the Software and Infrastructure segments, driven by AI and hybrid cloud initiatives. However, consulting performance was flat, and there were declines in Transaction Processing and Distributed Infrastructure revenues. Despite some challenges, the overall outlook remains positive with raised full-year guidance.
Company Guidance
During IBM's Q2 2025 earnings call, the company reported solid financial performance, with revenue reaching $17 billion, a 5% growth at constant currency, and adjusted EBITDA of $4.7 billion, marking a 16% growth. Operating earnings per share were $2.80, and free cash flow for the first half was $4.8 billion. The software segment saw an 8% revenue growth, driven by a 14% increase in Red Hat and 14% in Automation. Infrastructure revenue grew by 11%, fueled by a strong start for z17, reflecting a 67% increase in IBM Z. The GenAI book of business exceeded $7.5 billion, showing momentum with a $1.5 billion contribution in software bookings. IBM raised its free cash flow expectations for the year to above $13.5 billion, and adjusted EBITDA growth is projected in the low teens. The company is optimistic about its hybrid cloud and AI strategy and anticipates accelerating revenue growth of 5%-plus for 2025.
Strong Revenue Growth
IBM delivered $17 billion in revenue for the second quarter, exceeding expectations and growing over 5% at constant currency.
Software and Infrastructure Performance
Software grew 8% with Red Hat accelerating to 14% growth. Infrastructure revenue grew 11%, driven by a strong start to the IBM Z z17 program.
AI and Hybrid Cloud Momentum
GenAI book of business reached over $7.5 billion inception-to-date, with strong demand for AI agents, RHEL AI, and Granite models.
Free Cash Flow and Profitability
Generated $4.8 billion in free cash flow in the first half, with a 200 basis point expansion in adjusted EBITDA margin.
Raised Full-Year Guidance
IBM raised expectations for free cash flow to above $13.5 billion for the year and operating pretax margin to expand by about 1 point.

International Business Machines (DE:IBM) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

DE:IBM Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Oct 22, 2025
2025 (Q3)
2.09 / -
1.966
Jul 23, 2025
2025 (Q2)
2.26 / 2.39
2.07815.23% (+0.32)
Apr 23, 2025
2025 (Q1)
1.22 / 1.37
1.436-4.76% (-0.07)
Jan 29, 2025
2024 (Q4)
3.23 / 3.35
3.3091.29% (+0.04)
Oct 23, 2024
2024 (Q3)
1.90 / 1.97
1.8814.55% (+0.09)
Jul 24, 2024
2024 (Q2)
1.86 / 2.08
1.86411.47% (+0.21)
Apr 24, 2024
2024 (Q1)
1.36 / 1.44
1.16323.53% (+0.27)
Jan 24, 2024
2023 (Q4)
3.24 / 3.31
3.0787.50% (+0.23)
Oct 25, 2023
2023 (Q3)
1.82 / 1.88
1.54821.55% (+0.33)
Jul 19, 2023
2023 (Q2)
1.72 / 1.86
1.975-5.63% (-0.11)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

DE:IBM Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Jul 23, 2025
€242.28€218.69-9.74%
Apr 23, 2025
€213.34€197.55-7.40%
Jan 29, 2025
€213.16€242.47+13.75%
Oct 23, 2024
€209.30€196.22-6.25%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does International Business Machines (DE:IBM) report earnings?
International Business Machines (DE:IBM) is schdueled to report earning on Oct 22, 2025, After Close (Confirmed).
    What is International Business Machines (DE:IBM) earnings time?
    International Business Machines (DE:IBM) earnings time is at Oct 22, 2025, After Close (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is the P/E ratio of International Business Machines stock?
          The P/E ratio of International Business Machines is N/A.
            What is DE:IBM EPS forecast?
            DE:IBM EPS forecast for the fiscal quarter 2025 (Q3) is 2.09.

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