Jan 28, 9:55 PMIBM posts Q4 2025 results with double-digit Software and Infrastructure growth, declares a $1.68 dividend, and guides 2026 revenue to ~$70.9B (above Wall Street forecasts) with ~$1B higher FCF; shares jump 7.7% after hours as it cites >$12.5B in generative AI business, $4.5B run-rate productivity savings (+$1B targeted for 2026), and expects ~$600M 2026 EPS dilution and ~$500M run-rate synergies by end-2027 from the planned Confluent acquisition.
International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients' acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.
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