Welcome to our dedicated page for International Business Machines news (Ticker: IBM), a resource for investors and traders seeking the latest updates and insights on International Business Machines stock.
International Business Machines Corporation develops enterprise technology across software, consulting, hardware, hybrid cloud, artificial intelligence and quantum computing. News from IBM centers on AI platforms and services, including watsonx, IBM Enterprise Advantage, IBM Consulting Advantage, IBM Sovereign Core, watsonx Orchestrate and Red Hat technologies for hybrid and regulated environments.
Recurring updates also cover IBM Consulting client work, industry and cloud collaborations, research milestones in quantum-centric supercomputing, AI-enabled application experiences, and IBM Institute for Business Value studies on enterprise adoption and governance of AI.
IBM (NYSE: IBM) released selected preliminary second-quarter 2026 results, noting final figures may change slightly. Revenue was $17.2 billion, up 1%, with Software revenue up 5%, Consulting flat (up 1% at constant currency) and Infrastructure down 7%. Year-to-date net cash from operating activities was $7.8 billion and free cash flow $4.8 billion. GAAP gross margin was 57.7% (down 100 bps) and operating gross margin 59.4% (down 70 bps). GAAP diluted EPS was $2.27, down 2%, while operating EPS was $2.93, up 5%.
According to IBM, Infrastructure and certain Software areas underperformed expectations due to weaker z17 and associated Transaction Processing demand, client capex shifts to supply-constrained infrastructure, and cybersecurity distractions that delayed large deals. Offsetting strengths included Red Hat revenue growth accelerating to 11%, Distributed Infrastructure up 37% with a backlog of about $500 million, and z17 at nearly 130% program-to-program versus z16. IBM highlighted the new $5 billion Lightwell initiative with over 20,000 engineers focused on open source security, and quantum plans including a letter of intent for the Anderon wafer foundry supported by $1 billion in CHIPS incentives and $1 billion of IBM cash, plus more than $10 billion of quantum investment over five years. IBM will discuss full results on July 22, 2026 at 5 p.m. ET.
IBM (NYSE: IBM) announced major upgrades to its agentic development platform IBM Bob, adding multi-agent capabilities, built-in AI cost and usage analytics, and specialized modernization workflows.
New Bobalytics visibility tools and premium packages for IBM Z, IBM i, and Java modernization target large-scale, enterprise software transformation.
IBM (NYSE: IBM) will hold a quarterly conference call to discuss its second-quarter 2026 financial results on Wednesday, July 22, 2026, at 5:00 p.m. ET.
A live webcast, replay, associated charts, and prepared remarks will be available on IBM's investor website.
IBM (NYSE:IBM) and Red Hat launched Lightwell, an AI-powered remediation platform delivered via Lightwell Network (generally available) and Lightwell Clearinghouse Premier (limited availability). Lightwell provides 6,500+ remediated, digitally signed dependencies, targets enterprise open source risk, and is backed by a $5 billion open source security commitment and 20,000+ engineers.
IBM (NYSE: IBM) introduced new z17 and LinuxONE 5 single frame and rack mount systems to address data center space and cost constraints. These systems support up to 82 cores, 18 TB memory, and offer about 20% more cores and 12% more memory than prior configurations.
New software, including IBM Infrastructure Management for Z and LinuxONE and IBM COBOL Elevate for z/OS, aims to simplify operations and modernization. Post-quantum cryptography is now standard. Hardware is generally available August 12, 2026, with software following in August and September.
IBM (NYSE:IBM), Oak Ridge National Lab, and Cleveland Clinic reported the first-known quantum-computer calculations of nine molecular configurations of FLiBe, a leading fusion blanket material. This quantum-centric supercomputing work targets tritium extraction, a key bottleneck for fusion energy and a core objective of the U.S. DOE Genesis Mission.
The collaboration combines quantum, AI, and classical HPC to model FLiBe’s electronic structure and tritium binding more precisely than many classical-only methods, aiming to help design better materials for future fusion power plants.
IBM (NYSE:IBM) announced the world’s first sub-1 nanometer chip technology, a 0.7 nm (7 angstrom) node using a new 3D “nanostack” transistor architecture. The chip fits nearly 100 billion transistors on a fingernail-sized die, about twice the density of IBM’s 2 nm chip.
According to IBM, technical results project up to 50% higher performance or 70% better energy efficiency versus its 2 nm node, plus 40% SRAM scaling. IBM projects at least a decade of future scaling and sees a path to production in about five years.
IBM (NYSE: IBM), Palo Alto Networks and Red Hat expanded Project Lightwell to help organizations respond faster to software vulnerabilities. The collaboration integrates Palo Alto Networks’ Virtual Patching with Project Lightwell’s remediation, creating a dual “shield-and-fix” workflow across open source, commercial apps, OT and healthcare technologies.
According to IBM, key capabilities include broader vulnerability coverage, preemptive virtual patching before official fixes are available, and same-day network-level protections for new vulnerabilities, supported by IBM Security Services advisory and deployment expertise.
IBM (NYSE: IBM) joined the OpenAI Daybreak Cyber Partner Program and launched a new managed application security service using OpenAI’s frontier cyber models. The service extends beyond traditional code scanning to prioritize and validate vulnerabilities, operating with read-only, governed access inside client environments.
It is part of Project Lightwell, backed by a $5 billion commitment from IBM and Red Hat, aimed at patching, validating, and managing open-source code across the software supply chain.
IBM (NYSE: IBM) and the All England Lawn Tennis Club announced new watsonx AI-powered fan features for Wimbledon 2026 on the Wimbledon app and wimbledon.com.
Enhancements include the Key Moments tool, upgraded Match Chat, and a modernized digital platform built using IBM Bob to improve engagement and operational efficiency.