For IBM, I expect a substantial Q2 margin improvement vs. Q1 and expect the margin expansion to continue for the next few ...

The new Power11 servers aim to address the growing modernization needs in the enterprise datacenter, expanding the Power lineup to cover new use cases.

International Business Machines Corporation IBM and Amazon.com, Inc. AMZN are leading players in the global cloud computing ...

International Business Machines Corporation IBM is scheduled to report second-quarter 2025 earnings on July 23. The Zacks ...

IBM Infrastructure includes its Z mainframes and distributed cloud infrastructure that supports the company’s hybrid cloud and AI solutions by providing local high-performance computing power.

IBM's strong hybrid cloud push, AI deals and cheaper valuation give it an edge over Oracle despite tough competition.

IBM has expanded its cloud infrastructure in Canada, launching a new Cloud Multizone Region in Montreal. This upgrade enhances AI scalability and ensures compliance with national data privacy laws.

The IBM Hakozaki Facility building in Tama New Town, Tokyo, Japan on Nov 20, 2023. The company saw software revenues accelerate as infrastructure revenues slowed in Q3 2024.

However, the substantial capital expenditure required for AI infrastructure expansion may weigh on margins in the coming quarters.

IBM’s critical software category performed well due to Red Hat’s gains, but the consulting and infrastructure segments pulled down overall results.

IBM exceeded expectations in its artificial intelligence, software and infrastructure businesses during the second quarter and, while consulting remained hit by high inflation, Big Blue’s top ...