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IBM's Q2 2026 results highlight a strategic pivot toward monetizing AI infrastructure and software, specifically through the watsonx portfolio and Power systems. The company projects constant currency revenue growth of four-to-five percent driven by demand for AI-ready solutions that help clients manage an AI-driven future. This financial trajectory underscores IBM's commitment to scaling its commercialization efforts in artificial intelligence rather than treating it as a peripheral feature.
IBM RELEASES SECOND - QUARTER RESULTS
, /PRNewswire/ -- IBM (NYSE: IBM) today announced second-quarter 2026 earnings results. "We are confident in IBM's strategy and portfolio, and in our ability to capture growth opportunities ahead. We fundamentally believe that we are in the early innings of a structural shift for business, and that our portfolio - across software, infrastructure, and consulting - is well-positioned to help our clients tap the value, and manage the challenges, of an AI-driven future," said Arvind Krishna, IBM chairman, president and chief executive officer. "In addition, we are taking action to accelerate our revenue growth and profitability, driving productivity across the company with AI and automation, and heavily investing in commercializing innovation at speed and scale. We now expect constant currency revenue growth in the range of four-to-five percent, and we continue to expect free cash flow to increase by about $1 billion year-over-year for the full year." Revenue: The company now expects full-year constant currency revenue growth in the range of four-to-five percent. At current foreign exchange rates, currency is expected to be neutral to growth for the year High-Growth…
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