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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for International Business Machines Corporation (IBM) is 8/10.
IBM delivered Q1 revenue growth of 6% with 19% diluted operating EPS growth as the software portfolio accelerated with broad-based strength and Data and Red Hat both grew double digits. The z17 mainframe continued delivering record infrastructure results, and the Confluent acquisition strengthened the data and AI strategy. Management maintained full-year guidance at 5%+ revenue growth and approximately $1 billion in free cash flow growth, with a productivity flywheel driving ongoing margin expansion.
Scored from International Business Machines Corporation’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $17.55B | +1.0% | $3.09 | -13.0% | 59.5% | 22.2% | 16.6% | $3.89B |
| FY2025 Q1 | $14.54B | +0.6% | $1.12 | -34.9% | 55.2% | 12.1% | 7.3% | $3.98B |
| FY2025 Q2 | $16.98B | +7.7% | $2.31 | +17.9% | 58.8% | 18.2% | 12.9% | $1.49B |
| FY2025 Q3 | $16.33B | +9.1% | $1.84 | +611.1% | 58.7% | 16.3% | 10.7% | $3.69B |
| FY2025 Q4 | $19.69B | +12.2% | $5.88 | +90.3% | 61.6% | 21.2% | 28.4% | $3.13B |
| FY2026 Q1 | $15.92B | +9.5% | $1.28 | +14.3% | 56.2% | 13.9% | 7.6% | $4.78B |
| FY2026 Q2 | $17.16B | +1.1% | $2.27 | -1.7% | 57.7% | 6.8% | 12.6% | $2.60B |