International Business Machines Corp Stock Price, News & Analysis

IBM (NYSE: IBM) and Agassi Sports Entertainment (ASE) announced a multi-year collaboration on Nov 5, 2025 to build an AI-powered digital platform for global racquet sports.

The platform will use watsonx.ai and computer vision to deliver video-based coaching called "Agassi Intelligence," offer premium content, commercial features, and community interactions, and is planned for initial app release in H1 2026. IBM Consulting will lead development and host solutions on IBM Cloud. Andre Agassi will play an active role in shaping training content and fan engagement.

IBM (NYSE: IBM) announced that IBM Fusion delivered one of the first implementations of the NVIDIA AI Data Platform reference design on Nov. 4, 2025, using NVIDIA RTX PRO 6000 Blackwell Server Edition GPUs, NVIDIA Networking, and NVIDIA AI Enterprise software.

UT Southwestern Medical Center is the first client to deploy the reference design with IBM Fusion to enable large-scale training and inferencing, process complex datasets, and deliver fast semantic query responses for drug discovery, clinical training, and researcher productivity.

Apptio (NYSE: IBM) on November 3, 2025 unveiled next‑generation FinOps solutions: Cloudability Governance (public preview today) and Kubecost 3.0 (generally available now). The offerings integrate with HashiCorp Terraform and HashiCorp Cloud Platform to bring cost visibility, policy checks, and cost estimates into infrastructure-as-code workflows. Kubecost 3.0 adds unified cluster resource views, automated container right‑sizing, advanced GPU monitoring via NVIDIA DCGM exporter, and enhanced node group sizing insights. The products target AI-driven cloud spend by providing near real‑time cost visibility, anomaly detection, and AI-powered recommendations to help teams forecast and control cloud investments.

Straker (ASX: STG) announced a 3-year renewal with IBM (NYSE: IBM) effective 1 January 2026, extendable by one year, with an expected contract value of approximately NZ$28 million (US$16.1m) over the initial term based on anticipated volumes. The deal runs to December 2028 and continues usage-based revenue terms, with IBM retaining a 90-day termination right. The renewal expands the partnership into the IBM Ecosystem Partner network, shifts a significant portion toward AI token billing, and notes ~10,000 IBM users of Straker's AI Slack translation app. The companies will jointly develop customised small language models on IBM Cloud using watsonx and Straker's Tiri platform, with early results reportedly outperforming benchmarks.

Neudesic (NYSE:IBM) announced Digital Workforce Management, an Azure native platform to operate enterprise-scale autonomous and semiautonomous AI agents on Microsoft Azure AI Foundry.

The platform centralizes provisioning, role assignment, monitoring, version control, compliance packs (GDPR/HIPAA/ISO), telemetry, and automated remediation, and is pitched to move organizations from pilots to managed, production-grade agent deployments. The solution is available today for qualified enterprise customers.

IBM (NYSE: IBM) announced general availability of the IBM Defense Model on October 29, 2025, a purpose-built AI model for defense and national security.

Developed with Janes and built on IBM's Granite foundation models, the solution is delivered via watsonx.ai and is designed for air-gapped, classified, and edge deployments. Key features include defense-specific training using Janes data, ISO 42001-aligned Granite models, continuous intelligence updates, and mission use cases such as planning, reporting, wargaming, and simulation.

IBM (NYSE: IBM) released a September 2025 EMEA survey showing widespread AI-driven productivity gains: 66% of senior leaders reported significant improvements and 41% expect AI ROI in under a year.

Large enterprises report higher adoption (72%) versus SMEs (55%). Key impact areas include software development and IT (32%), customer service (32%), and procurement (27%). Security, privacy and IT complexity were top barriers (68%). Respondents prioritized transparency, interoperability and choice (~85%).

IBM (NYSE: IBM) launched IBM Digital Asset Haven, a platform for financial institutions, governments, and corporations to manage digital assets across custody, transactions, and settlement while meeting sovereignty, security, and compliance requirements.

Key features include transaction lifecycle management across more than 40 blockchains, unified governance and entitlement controls, pre-integrated KYC/AML and yield services, and cryptographic safeguards such as MPC, HSM-based signing with Crypto Express 8S on IBM Z and LinuxONE, and IBM Offline Signing Orchestrator. Developed with Dfns (15 million wallets, 250 clients), the product is planned as SaaS and Hybrid SaaS in Q4 2025 and on-premises in Q2 2026.

IBM (NYSE: IBM) reported Q3 2025 revenue of $16.3 billion, up 9% year/year (7% at constant currency), and said its AI book of business exceeds $9.5 billion. The company posted GAAP gross margin of 57.3% (up 1.1 points) and operating (non-GAAP) margins of 58.7%. Segment strengths included Software $7.2B (+10%) and Infrastructure $3.6B (+17%), with IBM Z up 61%.

IBM generated YTD free cash flow $7.2B, returned $1.6B in dividends in the quarter, and raised full-year guidance to >5% constant-currency revenue growth and about $14B free cash flow. Board approved a $1.68 quarterly dividend (record Nov 10, pay Dec 10, 2025).