International Business Machines Corporation

IBM · NYSE

IBM reported FY2025 revenue of $67.5 billion and 2026 Q1 revenue of $15.9 billion. The thesis depends on software mix, AI demand, consulting execution, debt discipline and cash conversion.

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Latest ReportMay 19, 2026IBM: the AI consulting giant has to prove the software pivot compoundsView report ->Total Reports1Published reportView all ->Active Discussions0No visible comments yetView discussions ->Member WorkspaceLockedFinancials, timeline, comparisons, scorecard, and discussion require a paid login.View access ->

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IBM: the AI consulting giant has to prove the software pivot compounds

IBM reported FY2025 revenue of $67.5 billion and 2026 Q1 revenue of $15.9 billion. The thesis depends on software mix, AI demand, consulting execution, debt discipline and cash conversion.

May 19, 2026Research reportSlides available

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International Business Machines Corporationthe AI consulting giant has to prove the software pivot compoundMay 19, 2026

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