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The headline numbers for IBM (IBM) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
International Business Machines Corporation (IBM) Q2 2026 Earnings Call Transcript
Arvind Krishna says the enterprise tech giant's mindset still has ties to massive licensing deals of the past.
On Wednesday, IBM officially reported earnings and the news was as bad as everyone knew it would be.
Tech firms are showing that while the AI trade continues its upward surge, it's coming with a high price tag.
International Business Machines NYSE: IBM said its second-quarter 2026 results fell short of expectations as some large software transactions slipped late in the period, prompting the company to lower its full-year revenue growth outlook while maintaining its free cash flow target.
IBM (IBM) came out with quarterly earnings of $2.93 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $2.8 per share a year ago.
Marley Kayden and Alex Coffey cover a massive earnings evening for tech as two Mag 7 giants in Alphabet (GOOGL) and Tesla (TSLA) report. Alphabet's revenue increased more than 20% year-over-year backed by strong cloud growth, while Tesla (TSLA) missed EPS expectations.
Full call transcripts — prepared remarks + analyst Q&A — with speaker-by-speaker formatting and one-click switching across every quarter on file.
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Transcripts source: company-published earnings calls. Speaker attribution and formatting are processed in-app.