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The quarter ending September 30, 2026, against the same quarter a year earlier.
International Business Machines Corp.’s own guidance, from its results release of October 21, 2026. It is the company’s statement of what it expects, not a forecast of ours.
| Measure | 3 months toSep 30, 2026 | 3 months toSep 30, 2025 | Change |
|---|---|---|---|
| Total Revenue | $17.1B | $16.3B | +4.73% |
| Profit | $2.2B | $1.7B | +25.57% |
| Profit per share | $2.30 | $1.84 | +25.00% |
| Free Cash Flow | $3.7B | $2.8B | +30.63% |
These are single quarters, not a trailing year — the figures elsewhere on this site cover twelve months and will be much larger. A seasonal business swings a long way between the two: ServiceNow earns $2.0B of free cash flow in its December quarter and $0.5B in its June one.
Compared against the same quarter a year earlier, not against an analyst forecast. A “beat” or “miss” needs a consensus estimate, which is licensed data we do not carry — and getting it wrong is worse than leaving it out.
A short summary of each call — what the quarter showed, what management expects and whether they delivered on what they said last time — with the full transcript underneath.
Source: Yahoo Finance, transcribed by Quartr. Speaker names and roles are as transcribed; analysts are sometimes unnamed.
“Disciplined execution throughout the quarter drove accelerated revenue growth and strong free cash flow. Our clients are now deploying Super Intelligence in ways that transform entire operating models, instead of simply addressing narrow or novel problems. IBM's technology and expertise are helping organizations drive growth and serve customers with greater speed, precision and efficiency than ever before,”
Quoted verbatim from the release, and shown only when the filing attributes it to a named person.
Releases land before the open or after the close, so the window runs from the close before the report day to the close of the session after it — the reaction is inside it either way.
The quote and the company description come from International Business Machines Corp.’s Item 2.02 8-K filed October 21, 2026; the table is built from its quarterly reports. Read the release on EDGAR Share prices are split- and dividend-adjusted.
International Business Machines (IBM) sells business software, technology consulting, computers, storage equipment, and financing.
Summaries of earlier calls are part of Pro.
Summaries of earlier calls are part of Pro.
Summaries of earlier calls are part of Pro.
Call summaries are part of Pro
A two-minute read of every International Business Machines Corp. earnings call: the numbers that mattered, what management expects, whether they delivered on last quarter’s outlook, and what analysts asked that went unanswered.
See one first on , , , or — open to everyone.
Summaries of earlier calls are part of Pro.
Summaries of earlier calls are part of Pro.
