International Business Machines Corp. (IBM) 주식 — 좋은 사업일까?

International Business Machines Corp. (IBM) 주식 — 좋은 사업일까? — InspectStocks

어떻게 돈을 버는가

Software44%
Consulting31%
Infrastructure23%
Financing1%

매출 비중은 year ended 2025-12-31, high confidence 기준 추정치이며, 제출된 보고서의 수치가 아닙니다.

경쟁 상대

무엇을 파는가6

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.

3개 더 보기

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.

누가 사는가6

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.

3개 더 보기

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.

무엇에 기대고 있고, 무엇이 무너뜨릴 수 있는가

사업이 기대고 있는 것

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.

잘못될 수 있는 일

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.

전체 재무제표 보기 →

International Business Machines Corp. 소개

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.

본사: Armonk, New York, United States
설립: 1911
상장 시장: New York Stock Exchange
회계연도 종료: December 31

International Business Machines Corp.이(가) 미국 증권거래위원회(SEC)에 직접 제출한 공시로 만들었습니다. 수치는 보고된 그대로이며, 주당 이력은 오늘의 주식 수 기준으로 재계산했습니다. 이것은 사업을 설명하는 자료입니다. 투자 자문이 아니며 어떤 매수나 매도도 권유하지 않습니다.

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

Highest-graded in Information Technology Services

Graded A or B and worth $2B or more: A first, then the largest.

Grade rose recently in Technology

Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.

어떻게 돈을 버는가

Software44%
Consulting31%
Infrastructure23%
Financing1%

매출 비중은 year ended 2025-12-31, high confidence 기준 추정치이며, 제출된 보고서의 수치가 아닙니다.

경쟁 상대

무엇을 파는가6

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.

3개 더 보기

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.

누가 사는가6

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.

3개 더 보기

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.

무엇에 기대고 있고, 무엇이 무너뜨릴 수 있는가

사업이 기대고 있는 것

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.

잘못될 수 있는 일

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.

전체 재무제표 보기 →

International Business Machines Corp. 소개

본사: Armonk, New York, United States
설립: 1911
상장 시장: New York Stock Exchange
회계연도 종료: December 31

어떻게 돈을 버는가

경쟁 상대

무엇을 파는가6

누가 사는가6

무엇에 기대고 있고, 무엇이 무너뜨릴 수 있는가

사업이 기대고 있는 것

잘못될 수 있는 일

International Business Machines Corp. 소개

Keep exploring

The themes it is part of

Highest-graded in Information Technology Services

Grade rose recently in Technology

어떻게 돈을 버는가

경쟁 상대

무엇을 파는가6

누가 사는가6

무엇에 기대고 있고, 무엇이 무너뜨릴 수 있는가

사업이 기대고 있는 것

잘못될 수 있는 일

International Business Machines Corp. 소개

Keep exploring

The themes it is part of

Highest-graded in Information Technology Services

Grade rose recently in Technology

IT services & consulting

Cloud platforms

International Business Machines Corp.

성장과 현금 — 5개 중 5개

사업 추세

주가와 등급 추이

어떻게 돈을 버는가

경쟁 상대

무엇을 파는가6

누가 사는가6

무엇에 기대고 있고, 무엇이 무너뜨릴 수 있는가

사업이 기대고 있는 것

잘못될 수 있는 일

International Business Machines Corp. 소개

Keep exploring

The themes it is part of

Highest-graded in Information Technology Services

Grade rose recently in Technology

어떻게 돈을 버는가

경쟁 상대

무엇을 파는가6

누가 사는가6

무엇에 기대고 있고, 무엇이 무너뜨릴 수 있는가

사업이 기대고 있는 것

잘못될 수 있는 일

International Business Machines Corp. 소개

Keep exploring

The themes it is part of

Highest-graded in Information Technology Services

Grade rose recently in Technology

IT services & consulting

Cloud platforms

International Business Machines Corp.

과거 수익률

성장과 현금 — 5개 중 5개

사업 추세

주가와 등급 추이