IBM to Announce Fourth-Quarter 2025 Financial Results
Rhea-AI Summary
IBM (NYSE: IBM) will announce its fourth-quarter 2025 financial results and host a quarterly conference call on Wednesday, January 28, 2026 at 5:00 p.m. ET.
A live webcast will be available at www.ibm.com/investor. The company says the earnings press release will be posted on the investor website prior to the webcast, and a replay, associated charts and prepared remarks will be available after the event.
Positive
- None.
Negative
- None.
News Market Reaction
On the day this news was published, IBM gained 1.94%, reflecting a mild positive market reaction.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
Ahead of IBM’s scheduled earnings call, IBM was down 2.89%. Several key IT services peers in the same sector also showed modest declines (e.g., ACN, FI, CTSH, FIS), while the momentum scanner only flagged INFY with an intraday move and marked is_sector_move as false, indicating no broad sector-wide momentum signal.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Jan 07 | AI consumer study | Positive | -1.9% | Global study showing AI’s growing role in retail buying decisions. |
| Jan 06 | Sports AI partnership | Positive | +2.5% | Multi-year renewal as AI and cloud partner for Wimbledon. |
| Dec 11 | AI learning tools deal | Positive | -0.6% | Pearson collaboration to build AI-powered personalized learning tools. |
| Dec 08 | Confluent acquisition | Positive | +0.4% | Agreed Confluent purchase to expand enterprise generative AI platform. |
| Dec 08 | Airline AI partnership | Positive | +0.4% | Three-year partnership to support an AI-native airline rollout. |
Recent AI- and partnership-focused announcements have generally been viewed as positive strategically, but price reactions have been mixed, with both aligned and divergent moves following favorable news.
Over the past months, IBM has emphasized AI and data partnerships. On Dec 8, 2025, it announced the planned $11 billion Confluent acquisition at $31 per share to build a smart data platform, followed the same day by an AI-native airline partnership with Riyadh Air. Subsequent news highlighted AI learning tools with Pearson, a renewed Wimbledon technology partnership driving higher engagement, and an AI-focused retail study. Price reactions to these largely positive strategic updates ranged from modest gains to small declines, indicating varied investor responses.
Market Pulse Summary
This announcement sets the timetable for IBM’s fourth-quarter 2025 earnings call on January 28, 2026 at 5:00 p.m. ET, giving the market a clear focal point for upcoming financial detail. In the months leading up to this, IBM highlighted multiple AI partnerships and an acquisition aimed at strengthening its data and generative AI platforms. Investors may focus on how those initiatives translate into revenue, margins, and cash flow, and on management’s guidance for 2026 and integration progress.
AI-generated analysis. Not financial advice.
Please also visit the investor website for the earnings press release prior to the webcast. A replay, associated charts and prepared remarks will be available after the event.
Contact:
Timothy Davidson
tfdavids@us.ibm.com
914-844-7847
View original content to download multimedia:https://www.prnewswire.com/news-releases/ibm-to-announce-fourth-quarter-2025-financial-results-302661249.html
SOURCE IBM