IBM · International Business Machines Corp · Webcasts, Transcripts & Audio
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At close · Nov 13
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Q3 2026 earnings call transcript
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International Business Machines Corp Webcasts
Earnings calls, investor updates, investor days and conferences for International Business Machines Corp (IBM), with available transcripts, audio replays and slides. Earnings calls also include available highlights, earnings releases and periodic filings.
Pull transcripts and briefs through the earnings call transcript API or MCP →
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Earnings call
FY26 · Q3
2026-10-21
International Business Machines Corp (IBM) Q3 2026 Earnings Call Transcript
Confident tone
Infrastructure and mainframe strength
Software acceleration
Profitability and productivity
Revenue
$17.10B
▲ 4.7% YoY Diluted EPS
$2.30
▲ 25% YoY Gross margin
56.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q2
2026-07-22
International Business Machines Corp (IBM) Q2 2026 Earnings Call Transcript
Positive tone
IBM Z Mainframe / Z17 Refresh
Open Source Security - Project Lightwell
Distributed Infrastructure Growth
Revenue
$17.16B
▲ 1.1% YoY Diluted EPS
$2.27
▼ 1.7% YoY Gross margin
57.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2026-06-09
International Business Machines Corp (IBM) June 9, 2026 Conference Transcript
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q1
2026-04-22
International Business Machines Corp (IBM) Q1 2026 Earnings Call Transcript
Confident tone
Software growth
Consulting transformation
IBM Z and Infrastructure
Revenue
$15.92B
▲ 9.5% YoY Diluted EPS
$1.28
▲ 14.3% YoY Gross margin
56.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-01-28
International Business Machines Corp (IBM) Q4 2025 Earnings Call Transcript
Confident tone
Software growth and diversification
Strategic acquisitions (HashiCorp, Confluent)
IBM Z / mainframe momentum
Revenue
$19.69B*
▲ 12.2% YoY Gross margin
60.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-10-22
International Business Machines Corp (IBM) Q3 2025 Earnings Call Transcript
Confident tone
Consulting transformation
Automation and Software
Revenue growth and segment acceleration
Revenue
$16.33B
▲ 9.1% YoY Diluted EPS
$1.84
Gross margin
57.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-07-23
International Business Machines Corp (IBM) Q2 2025 Earnings Call Transcript
Confident tone
Software and Red Hat momentum
Free cash flow and financial outlook
IBM Z (z17) and Power11 infrastructure
Revenue
$16.98B
▲ 7.7% YoY Diluted EPS
$2.31
▲ 17.9% YoY Gross margin
58.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-04-23
International Business Machines Corp (IBM) Q1 2025 Earnings Call Transcript
Confident tone
Software segment growth
Quantum and innovation pipeline
Capital allocation and balance sheet
Revenue
$14.54B
▲ 0.5% YoY Diluted EPS
$1.12
▼ 34.9% YoY Gross margin
55.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-01-29
International Business Machines Corp (IBM) Q4 2024 Earnings Call Transcript
Confident tone
2025 outlook and guidance
Software growth and portfolio mix
Free cash flow and profitability
Revenue
$17.55B*
▲ 1% YoY Gross margin
59.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-10-23
International Business Machines Corp (IBM) Q3 2024 Earnings Call Transcript
Positive tone
Outlook for 2025
Software and Red Hat growth
Consulting headwinds
Revenue
$14.97B
▲ 1.5% YoY Diluted EPS
$-0.36
▼ 119.6% YoY Gross margin
56.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-07-24
International Business Machines Corp (IBM) Q2 2024 Earnings Call Transcript
Confident tone
Hybrid cloud and Red Hat
Software performance and automation
Consulting softness
Revenue
$15.77B
▲ 1.9% YoY Diluted EPS
$1.96
▲ 14% YoY Gross margin
56.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-05-20
International Business Machines Corp (IBM) Q1 2024 Earnings Call Transcript
Confident tone
HashiCorp Acquisition
Software Segment Performance
Consulting Business
Revenue
$14.46B
▲ 1.5% YoY Diluted EPS
$1.72
▲ 70.3% YoY Gross margin
53.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-01-24
International Business Machines Corp (IBM) Q4 2023 Earnings Call Transcript
Confident tone
Software
Consulting
Free cash flow / margins
Revenue
$17.38B*
▲ 4.1% YoY Gross margin
59.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-10-25
International Business Machines Corp (IBM) Q3 2023 Earnings Call Transcript
Revenue
$14.75B
▲ 4.6% YoY Diluted EPS
$1.84
Gross margin
54.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-07-19
International Business Machines Corp (IBM) Q2 2023 Earnings Call Transcript
Revenue
$15.47B
▼ 0.4% YoY Diluted EPS
$1.72
▲ 12.4% YoY Gross margin
54.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-04-19
International Business Machines Corp (IBM) Q1 2023 Earnings Call Transcript
Revenue
$14.25B
▲ 0.4% YoY Diluted EPS
$1.01
▲ 24.7% YoY Gross margin
52.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-01-25
International Business Machines Corp (IBM) Q4 2022 Earnings Call Transcript
Revenue
$16.69B*
▲ 0% YoY Gross margin
57.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-10-19
International Business Machines Corp (IBM) Q3 2022 Earnings Call Transcript
Revenue
$14.11B
▲ 6.5% YoY Diluted EPS
$-3.54
▼ 383.2% YoY Gross margin
52.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-07-18
International Business Machines Corp (IBM) Q2 2022 Earnings Call Transcript
Revenue
$15.54B
▲ 9.3% YoY Diluted EPS
$1.53
▲ 4.1% YoY Gross margin
53.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-04-19
International Business Machines Corp (IBM) Q1 2022 Earnings Call Transcript
Revenue
$14.20B
▲ 7.7% YoY Diluted EPS
$0.81
▼ 23.6% YoY Gross margin
51.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-01-24
International Business Machines Corp (IBM) Q4 2021 Earnings Call Transcript
Revenue
$16.69B*
▲ 767.2% YoY Gross margin
56.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-12-27
International Business Machines Corp (IBM) Q3 2021 Earnings Call Transcript
Revenue
$13.25B
▼ 24.5% YoY Diluted EPS
$1.25
▼ 33.9% YoY Gross margin
53.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-07-19
International Business Machines Corp (IBM) Q2 2021 Earnings Call Transcript
Revenue
$14.22B
▼ 21.5% YoY Diluted EPS
$1.47
▼ 3.3% YoY Gross margin
55.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-04-19
International Business Machines Corp (IBM) Q1 2021 Earnings Call Transcript
Revenue
$13.19B
▼ 25% YoY Diluted EPS
$1.06
▼ 19.1% YoY Gross margin
53.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-01-21
International Business Machines Corp (IBM) Q4 2020 Earnings Call Transcript
Revenue
$1.93B*
▼ 17.8% YoY Gross margin
302.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-10-19
International Business Machines Corp (IBM) Q3 2020 Earnings Call Transcript
Revenue
$17.56B
▼ 2.6% YoY Diluted EPS
$1.89
▲ 1.1% YoY Gross margin
48.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-07-20
International Business Machines Corp (IBM) Q2 2020 Earnings Call Transcript
Revenue
$18.12B
▼ 5.4% YoY Diluted EPS
$1.52
▼ 45.9% YoY Gross margin
48.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-04-20
International Business Machines Corp (IBM) Q1 2020 Earnings Call Transcript
Revenue
$17.57B
▼ 3.4% YoY Diluted EPS
$1.31
▼ 26.4% YoY Gross margin
45.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-01-21
International Business Machines Corp (IBM) Q4 2019 Earnings Call
Revenue
$2.34B*
▼ 89.2% YoY Gross margin
262.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
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