IBM

• 10-QQ2 FY2026

  Filed Jul 22

  Confluent lifted software growth but reduced liquidity; delayed IBM Z deals and weaker Transaction Processing weighed on results.

  • Revenue$17.2BYoY +1.1%
  • Net income$2.2BYoY −1.3%

• 8-KEarningsGuidance

  Filed Jul 22

  Software growth faced infrastructure weakness and late-quarter revenue headwinds; IBM expects improved FY pre-tax margin expansion.

• 8-KNegativeEarningsGuidance deferred to the call

  Filed Jul 14

  Weaker Z and Transaction Processing, spending shifts to other infrastructure and delayed large-deal closings drove the shortfall.

Coverage: 10-K, 10-Q and 8-K filings filed since Jul 1, 2026.

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Company data: Wikidata Q37156