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IBM's recent earnings beat highlights the growing integration of AI into its consulting and infrastructure segments, though margins remain under pressure as the company reinvests in its software transition. The data indicates that approximately one-third of IBM's current order backlog is now driven by AI initiatives, signaling a shift from solving narrow problems to deploying "Super Intelligence" across enterprise operating models. While stock volatility reflects broader market concerns about profitability, the core growth engine remains firmly rooted in AI adoption rather than traditional mainframe recovery.

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IBM tops expectations as it struggles to bounce back from Q2 mainframe slump

SiliconANGLEOctober 22, 20265 min read

IBM Corp. saw its stock rise more than 4% during regular trading today, only to see all of those gains wiped out in the late trading session shortly after posting better-than-expected third-quarter financial results. The company reported adjusted earnings of $2.95 per share, easily beating Wall Street’s forecast of $2.86 per share. Revenue for the […] The post IBM tops expectations as it struggles to bounce back from Q2 mainframe slump appeared first on SiliconANGLE.

IBM Corp. saw its stock rise more than 4% during regular trading today, only to see all of those gains wiped out in the late trading session shortly after posting better-than-expected third-quarter financial results. The company reported adjusted earnings of $2.95 per share, easily beating Wall Street’s forecast of $2.86 per share. Revenue for the period rose 5% from the same quarter last year, to $17.1 billion, just ahead of the Street’s target of $16.82 billion. All told, the company delivered net income of $2.19 billion, up from $1.74 billion a…

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