Enterprise Software
IBM
IBM is a legacy technology and consulting giant that has repositioned around enterprise AI through its watsonx platform, alongside its traditional mainframe, software and consulting businesses. IBM's Q1 2026 revenue reached $15.9 billion (up 9.5% year-over-year) with software revenue of $7.1 billion; its AI platform, agents, assistants and orchestration business generated over $1.5 billion in trailing-12-month revenue and eclipsed $4 billion in cumulative AI bookings. IBM reported Q2 2026 revenue of $17.16 billion (beating consensus) and adjusted EPS of $2.93, with software revenue up 5%, reiterating full-year 2026 guidance of 4-5% constant-currency revenue growth.
Leading Indicators
Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.
Additional Intelligence Signals
Patent citation lineage, earnings-call mentions, and federal contract disclosures — automatically collected, not yet visible anywhere else on the site.
Earnings-call mentions
Mentions Confluent
“invested in the acquisition of Confluent”
SEC 8-K exhibit (0000051143-26-000036) · Apr 22, 2026
Mentions Confluent
“Recent acquisitions including both HashiCorp and Confluent delivered strong performance”
SEC 8-K exhibit (0000051143-26-000070) · Jul 14, 2026
Mentioned by CrowdStrike
“Announced an expanded strategic collaboration with IBM to accelerate agentic SOC transformation by integrating Charlotte AI with IBM s Autonomous Threat Operations Machine (ATOM).”
SEC 8-K exhibit (0001535527-26-000022) · Jun 3, 2026
Sources
Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.
Evidence
4 sources · 1 government/SEC filing · 84% avg. source confidence
- U.S. Securities and Exchange Commission (EDGAR) — IBM FY2025 Annual Report (Form 10-K), filed with the SEC95% source confidence
- Futurum Group / IBM investor materials — IBM's AI platform business tops $4B ARR as watsonx demand accelerates in Q1 202685% source confidence
- Tech Insider / IBM Q1 2026 earnings coverage — IBM maintains 5%+ FY2026 growth outlook as Red Hat and HashiCorp scale alongside watsonx70% source confidence
- Benzinga / IBM Newsroom — IBM delivers Q2 2026 double beat as revenue hits $17.2B, software up 5%84% source confidence
Latest Activity
Insider Filing Activity
Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Jul 28, 2026
Dependency Map
What IBM depends on below, and who depends on IBM above — click any node to make it the new center, 3 levels deep.
Connection type
Click any node to make it the new center. Scroll to zoom, drag to pan.
The Story So Far (last 6 months)
Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.
IBM's Timeline
A sourced, dated history of IBM's key moments — founding to present.
Jan 1911 · Founded
IBM was founded, later repositioning its legacy technology and consulting business around enterprise AI through its watsonx platform.
2026-Q1 · AI platform business tops $4B in bookings
IBM's AI platform, agents, assistants and orchestration business generated over $1.5 billion in trailing-12-month revenue and eclipsed $4 billion in cumulative AI bookings.
Jul 2026 · Q2 2026 double beat, software revenue up 5%
IBM reported Q2 2026 revenue of $17.16 billion (beating the $16.86 billion consensus) and adjusted EPS of $2.93 (beating the $2.86 estimate); Software revenue grew 5% and Consulting grew 1% year-over-year, while Infrastructure declined 7%. IBM reiterated full-year 2026 constant-currency revenue growth guidance of 4-5% and approved a quarterly dividend of $1.69 per share.