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International Business Machines (DE:IBM)
XETRA:IBM
Earnings Data
Report Date
Oct 22, 2025After Close (Confirmed)
Period Ending
2025 (Q3)Consensus EPS Forecast
2.09Last Year’s EPS
1.97Same Quarter Last Year
Moderate Buy
Based on 13 Analysts Ratings
Earnings Call Summary
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
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
DE:IBM Earnings History
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.
