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Tue, Jul 14, 2026 · 74 stories · Confirmed
EARNINGS

IBM's $17.2 Billion Preliminary Revenue Falls Short Of Wall Street

Software climbed 5 percent while infrastructure fell 7 percent, with Krishna disclosing both weeks ahead of the July 22 earnings call.

  • Diluted earnings per share fell 2 percent to $2.27 under GAAP accounting standards.
  • Red Hat revenue accelerated to 11 percent growth, the letter's lone bright spot.
  • Krishna called the pressures 'not excuses, but they are realities,' his phrase for client shifts.

Why it matters: IBM grew revenue one percent and still missed: the forecast, not the year, sets the market's verdict.

IBM Newsroom — Arvind Krishna's Letter to IBM Investors ↗ · Jul 14, 20267/14/26 · ✓ Checked✓ Check

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