Welcome to our dedicated page for International Business Machines news (Ticker: IBM), a resource for investors and traders seeking the latest updates and insights on International Business Machines stock.
International Business Machines Corporation develops enterprise technology across software, consulting, hardware, hybrid cloud, artificial intelligence and quantum computing. News from IBM centers on AI platforms and services, including watsonx, IBM Enterprise Advantage, IBM Consulting Advantage, IBM Sovereign Core, watsonx Orchestrate and Red Hat technologies for hybrid and regulated environments.
Recurring updates also cover IBM Consulting client work, industry and cloud collaborations, research milestones in quantum-centric supercomputing, AI-enabled application experiences, and IBM Institute for Business Value studies on enterprise adoption and governance of AI.
Confluent (NASDAQ: CFLT) reported Q4 and FY2025 results: Q4 subscription revenue $301.6M (+20% YoY) and total revenue $314.8M (+21% YoY); FY2025 subscription revenue $1,119.7M (+21%) and total revenue $1,166.7M (+21%). Confluent Cloud Q4 revenue was $169M (+23% YoY); FY Cloud $624M (+27% YoY).
The company reported GAAP operating loss improvement and non-GAAP operating income of $27.6M in Q4 and $86.1M for FY2025. Confluent disclosed a proposed acquisition by IBM for $31.00 per share, expected to close mid-2026 subject to approvals.
IBM (NYSE: IBM) launched a next-generation FlashSystem portfolio on Feb 10, 2026, introducing three systems (5600, 7600, 9600), FlashSystem.ai agentic AI services, and a fifth-generation FlashCore Module.
Highlights: up to 40% greater data efficiency, hardware ransomware detection in under 60 seconds, up to 105TB per drive, capacity points to 11.8 PBe, and claimed management effort reduction of up to 90%. GA available Mar 6, 2026.
IBM (NYSE: IBM) was selected to support the Missile Defense Agency's SHIELD program under an indefinite-delivery/indefinite-quantity (IDIQ) contract with a $151 billion ceiling. The award covers broad work areas to accelerate delivery of AI-enabled, mission-grade capabilities that prioritize governance, interoperability, and security for the warfighter.
IBM highlighted decades of federal experience and said it will help agencies operationalize AI to improve efficiency, productivity, and decision-making across defense missions.
IBM (NYSE: IBM) opened a global RFP on Feb 4, 2026 for the IBM Impact Accelerator cohort focused on AI for education and workforce development. Selected nonprofits and government organizations receive a two-year, pro bono technology and implementation grant including access to watsonx, Granite AI models, IBM Cloud, IBM Quantum and Red Hat.
Proposals are due March 25, 2026. Eligible applicants include nonprofits, government entities, and nonprofit colleges or universities able to engage in English for two years. IBM previously committed up to $45 million in cash and in-kind support and has supported 25 organizations, reaching ~2.5 million people.
IBM (NYSE: IBM) elected Ramon L. Laguarta to its board of directors, effective March 1, 2026. Laguarta, 62, is chairman and CEO of PepsiCo and has led PepsiCo since 2018 through portfolio and cultural transformation and enterprise technology scaling.
The appointment highlights IBM's emphasis on bringing consumer-packaged-goods and technology-driven transformation experience to its board to support long-term shareholder value.
IBM (NYSE: IBM) reported fourth-quarter 2025 revenue of $19.7 billion, up 12% (9% constant currency), led by Software +14% and Infrastructure +21%. Full-year revenue was $67.5 billion, up 8% (6% cc). Free cash flow was $14.7 billion, up $2.0 billion year-over-year. The company expects >5% constant currency revenue growth for full-year 2026 and about a $1 billion increase in free cash flow. The board declared a quarterly dividend of $1.68 per share, payable March 10, 2026.
IBM (NYSE: IBM) and the Recording Academy launched GRAMMY IQ built with IBM watsonx ahead of the 2026 Grammy Awards® to create interactive fan quizzes and member experiences using agentic AI. The solution embeds an AI assistant across Grammy digital channels for quizzes, leaderboards, sweepstakes and social sharing, and uses watsonx technologies including IBM's Granite 3.0 LLM to generate questions, hints and answer explanations from historical Grammys data. IBM will also apply watsonx at the GRAMMY Museum to power an interactive Musical Crossroads and upgrade digital membership tools for 30,000+ members, including multi-language support.
e& and IBM (NYSE: IBM) announced a strategic collaboration to deploy enterprise-grade agentic AI at e&, beginning with policy, risk, and compliance on Jan 19, 2026. Built on IBM watsonx Orchestrate and integrated with OpenPages and the watsonx portfolio, the solution offers domain-specific agents, traceable responses, and governance features via watsonx.governance. A joint proof of concept by IBM, GBM, and e& completed within eight weeks demonstrated enterprise-scale operation, task orchestration, and 24/7 self-service while supporting human-led decision-making under enterprise controls.
This collaboration aims to embed trusted, explainable, governed agentic AI into core compliance workflows and scale across the organization.
IBM (NYSE: IBM) launched IBM Enterprise Advantage on January 19, 2026, an asset-based consulting service that helps organizations build, govern, and operate tailored internal AI platforms at scale.
The service integrates IBM Consulting expertise with technology from IBM Consulting Advantage, supports multiple clouds and models (AWS, Google Cloud, Azure, watsonx, open and closed-source), and is available now to redesign workflows, connect AI to systems, and deploy agentic applications in a secured, governed environment.
IBM (NYSE: IBM) released an IBM Institute for Business Value study of 2,007 senior executives showing AI is positioned to shift from efficiency to innovation by 2030. Key findings: 79% expect AI to significantly contribute to revenue by 2030 (up from 40% today); respondents forecast AI investment will rise ~150% by 2030; AI spend is expected to move from 47% efficiency today to 62% innovation by 2030. The study projects 42% productivity gains, notes 68% fear failure from poor integration, and highlights multi-model AI, small language models, quantum expectations, and major workforce shifts through 2030.