企業を読み込み中
Keep exploring
The themes International Business Machines is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
The themes it is part of
- キュレーション
IT services & consulting
InspectStocks 編集 · 18 companies
Firms paid to build, run and advise on companies' technology.
- 株価、1 年
- -10.1%
- 売上、1 年
- +4.7%
+12A 3B 7C 4D 3F 1
- キュレーション
Cloud platforms
InspectStocks 編集 · 15 companies
Companies that rent computing power, storage and AI capacity over the internet.
- 株価、1 年
- -8.4%
- 売上、1 年
- +16.5%
+9A 4B 1C 3D 5F 2
Highest-graded in Information Technology Services
Graded A or B and worth $2B or more: A first, then the largest.
- ACNAccenture plc$151.6BA+
LDOSLeidos Holdings, Inc.$15.9BA
JKHYJack Henry & Associates, Inc.$12.4BA+- INFYInfosys Limited$49.8BB+
- CTSHCognizant Technology Solutions Corporation$28.2BB+
Grade rose recently in Technology
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
TSMTaiwan Semiconductor Manufacturing Company Limited2026年11月13日BAGraded B, now A
LRCXLAM Research Corporation2026年10月22日BAGraded B, now A
CDNSCadence Design Systems, Inc.2026年10月28日BAGraded B, now A
NXPINXP Semiconductors N.V.2026年10月27日BAGraded B, now A
UIUbiquiti Inc.2026年11月6日BAGraded B, now A
どうやって稼いでいるか
- Software44%
- Consulting31%
- Infrastructure23%
- Financing1%
売上構成比はyear ended 2025-12-31, high confidenceの推計であり、提出された報告書の数字ではありません。
競合
何を売っているか6
IBM Z z17
A mainframe computer for large, critical workloads such as financial transactions; IBM says it is also designed to run AI work near customers' data.
Red Hat OpenShift
Software businesses use to run and manage applications across different kinds of computer systems and cloud services.
watsonx Orchestrate
Software for building, managing, and governing AI agents—software assistants that can carry out assigned tasks.
さらに3件を表示
Confluent
Software that moves and manages data in real time so it can be used by applications and AI systems.
IBM Power11
A family of IBM servers used to run business applications and workloads.
IBM Storage
Storage equipment, including flash, tape, and other systems that businesses use to store and manage data.
誰が買っているか6
- Businesses across industries, which buy software through subscriptions, usage charges, support agreements, or software license contracts.
- Banks and other financial institutions, which use IBM software and mainframes for critical business systems and transactions.
- Retailers and airlines, which use IBM technology for business operations and critical workloads.
さらに3件を表示
- Government organizations, which buy technology and services through government contracts.
- Companies hiring consultants for application modernization, data transformation, cybersecurity, and business-process work.
- Organizations buying IBM computers or storage equipment, sometimes using IBM financing.
何に支えられ、何に崩されうるか
事業が頼っているもの
- 1Some software sales are tied to customers' mainframe purchases and associated software license agreements, so changes in customers' spending priorities can shift when those sales close.
- 2IBM relies on critical suppliers and the availability of components to build and deliver computer and storage equipment; the company described supply constraints affecting infrastructure purchases in 2026.
- 3IBM sells and delivers some work with technology, cloud, and services partners, and says it also competes with some of those partners.
- 4The business depends on employees with specialized technology and consulting skills.
うまくいかなくなる可能性
- 1Customers may delay or redirect spending on large software and mainframe purchases. IBM said in its second-quarter 2026 discussion that customers shifted some spending toward servers, storage, and memory, delaying large deals.
- 2Rapid technology changes and competition could make IBM's products less appealing; the company also identifies possible legal, regulatory, security, and reputation consequences from developing and using AI.
- 3Supplier problems or infrastructure supply constraints could affect IBM's ability to deliver equipment, while acquisitions and alliances may bring integration challenges or fail to meet their objectives.
International Business Machines Corp.について
IBM sells software for running business applications, managing data, automating work, and using artificial intelligence (AI). Its consultants help customers update applications and business processes, including work involving AI, data, and cybersecurity. IBM also sells and supports mainframe and other computer systems and storage equipment, and provides financing to help customers acquire technology.
- 本社
- Armonk, New York, United States
- 設立
- 1911
- 上場市場
- New York Stock Exchange
- 決算期
- December 31
International Business Machines Corp. 自身が米国証券取引委員会（SEC）に提出した書類にもとづきます。数字は報告されたままで、1 株当たりの履歴は今日の株数基準に修正済みです。 これは事業の説明です——投資助言ではなく、売買を勧めるものでもありません。