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IBM, AI

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Overview
CNA · 2h
IBM revenue growth slows amid AI concerns; shares fall
IBM's revenue growth slowed in the first quarter on sluggishness in its software business, fanning fears of disruption from artificial intelligence tools and sending its shares down 6 per cent after h...

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 · 11h · on MSN
IBM's slower revenue growth fans AI worries, shares fall
 · 35m
IBM's slower revenue growth fans AI worries
 · 11h
IBM shares drop as company beats but opts to maintain guidance
IBM surpassed consensus on the top and bottom lines, with 9% revenue growth.

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 · 2h
Compared to Estimates, IBM (IBM) Q1 Earnings: A Look at Key Metrics
 · 3h
International Business Machines Corp (IBM) Q1 2026 Earnings Call Highlights: Strong Revenue ...
Hosted on MSN
32m

IBM tops Q1 forecasts on AI-driven growth despite investor caution

IBM reported first-quarter revenue of $15.92 billion, up 9.5% year-on-year and above analyst expectations, supported by strong demand for AI-enabled infrastructure and software. Adjusted earnings per share of $1.91 also exceeded forecasts, with notable ...
Network World
1y

IBM laying foundation for mainframe as ultimate AI server

When the next generation of IBM mainframe, the z17, makes its anticipated summer debut, it will be outfitted with multiple technologies aimed at making the Big Iron mainframe the ultimate AI server. Specifically, the next iterations of IBM’s z and ...
AOL
1y

IBM's AI Mainframe Will Boost Revenue This Year

While International Business Machines (NYSE: IBM) generates most of its revenue from software and consulting services, the company's hardware business is still an important piece of the puzzle. IBM's mainframe systems, known for their extreme reliability ...
Hosted on MSN
29m

IBM and Teledyne beat forecasts as AI drives growth

IBM and Teledyne both reported first-quarter 2026 results surpassing Wall Street expectations, powered by AI-driven product demand and sector-specific strengths. IBM saw growth in software, data, and mainframes, while Teledyne benefited from defense ...
8d

AI-powered mainframe exits are a bubble set to pop: Gartner

Gartner also thinks that the market for AI-powered mainframe migrations is set to pop. “By 2030, 75 percent of vendors operating in the ‘mainframe exit’ market will either pivot their business models or cease to exist,” the firm advises.
The Next Web
16d

IBM and Arm are partnering to stop mainframes being left out of the AI era

In short: IBM and Arm announced a strategic collaboration on 2 April 2026 to enable Arm-based software to run on IBM Z and LinuxONE mainframes, the platforms that process the bulk of the world’s regulated enterprise transactions. The partnership targets ...
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