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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
- Подборка
IT services & consulting
От InspectStocks · 18 companies
Firms paid to build, run and advise on companies' technology.
- Цена, 1 год
- -10,1 %
- Выручка, 1 год
- +4,7 %
+12A 3B 7C 4D 3F 1
- Подборка
Cloud platforms
От InspectStocks · 15 companies
Companies that rent computing power, storage and AI capacity over the internet.
- Цена, 1 год
- -8,4 %
- Выручка, 1 год
- +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 plc151,6B $A+
LDOSLeidos Holdings, Inc.15,9B $A
JKHYJack Henry & Associates, Inc.12,4B $A+- INFYInfosys Limited49,8B $B+
- CTSHCognizant Technology Solutions Corporation28,2B $B+
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 Limited13 нояб. 2026 г.BAGraded B, now A
LRCXLAM Research Corporation22 окт. 2026 г.BAGraded B, now A
CDNSCadence Design Systems, Inc.28 окт. 2026 г.BAGraded B, now A
NXPINXP Semiconductors N.V.27 окт. 2026 г.BAGraded B, now A
UIUbiquiti Inc.6 нояб. 2026 г.BAGraded B, now A
На чём зарабатывает
- Software44 %
- Consulting31 %
- Infrastructure23 %
- Financing1 %
Доли выручки — это оценки за year ended 2025-12-31, high confidence, а не цифры из поданной отчётности.
Конкурирует с
Что продаёт6
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.
Показать ещё 3
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.
Кто покупает6
- 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.
Показать ещё 3
- 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.
На чём держится и что может это сломать
От чего зависит бизнес
- 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.
Что может пойти не так
- 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.
Полная финансовая отчётность →
О компании International Business Machines Corp.
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.
- Штаб-квартира
- Armonk, New York, United States
- Год основания
- 1911
- Торгуется на
- New York Stock Exchange
- Конец финансового года
- December 31
Построено по собственной отчётности International Business Machines Corp., поданной в Комиссию по ценным бумагам и биржам США (SEC). Цифры — как отчиталась компания, история на акцию пересчитана на сегодняшнюю базу. Это описание бизнеса — не инвестиционная рекомендация и не совет что-либо покупать или продавать.