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IBM beats on top and bottom lines as CEO Krishna touts 'Super Intelligence' traction

IBM reported better-than-expected Q3 earnings, with revenue growth of approximately 5% and net income rising to $2.19 billion. CEO Arvind Krishna highlighted the company's 'Super Intelligence' traction with clients, helping them deploy AI to transform operating models. The company raised its annual software revenue outlook as deal delays ease.

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  • ✓ IBM reported revenue growth of approximately 5% in Q3.
  • ✓ IBM's net income rose to $2.19 billion in Q3.
  • ✓ CEO Arvind Krishna highlighted IBM's 'Super Intelligence' traction with clients.
  • ✓ IBM raised its annual software revenue outlook as deal delays ease.
🛡️ Source Corroboration: 20 independent reporting domains (85% confidence) ⏱ Read time: ~2 min

What changed

IBM raised its annual software revenue outlook as deal delays ease and reported better-than-expected Q3 earnings.

Live updates

  1. IBM beats earnings estimates, CEO Krishna touts 'Super Intelligence' traction

    IBM reported better-than-expected Q3 earnings, with revenue growth of approximately 5% and net income rising to $2.19 billion. CEO Arvind Krishna highlighted the company's 'Super Intelligence' traction with clients, helping them deploy AI to transform operating models. The company raised its annual software revenue outlook as deal delays ease.

    Why it matters

    IBM's Q3 earnings beat analyst expectations, with adjusted earnings of $2.95 per share and revenue of $17.10 billion. The company's AI pitch is in focus after the earnings report. IBM's technology and expertise are helping organizations drive growth and serve customers with greater speed, precision and efficiency.

    What is confirmed

    • IBM reported revenue growth of approximately 5% in Q3.
    • IBM's net income rose to $2.19 billion in Q3.
    • CEO Arvind Krishna highlighted IBM's 'Super Intelligence' traction with clients.
    • IBM raised its annual software revenue outlook as deal delays ease.
    • AI accounted for about 30% of IBM's consulting revenue.

    Still unconfirmed

    • Open-weight models now deliver about 90% of frontier model effectiveness at 10%–25% of the cost.

    What to watch next

    • IBM's Q4 earnings report
    • Annual software revenue outlook update
    • Further details on IBM's 'Super Intelligence' traction with clients
    Sources used for this update (24)
    1. newsroom.ibm.com — IBM Newsroom
    2. help.naver.com — Futures Flat As Oil Rebounds After Trump's "Energy Ceasefire" Unravels, Memory Stocks Slide | ZeroHedge
    3. Barron's — IBM Stock Rallies as Earnings Offer Glimmer of Recovery
    4. CNBC — IBM beats on top and bottom lines as CEO Krishna touts 'Super Intelligence' traction
    5. Reuters — IBM raises annual software revenue outlook as deal delays ease
    6. Bloomberg.com — IBM Posts 5% Sales Growth, Says Infrastructure Deals Came Back
    7. WSJ — IBM Reports Higher Profit as Some Delayed Deals Come Through
    8. Yahoo Finance — Big Blue's Wild Wednesday Ride: IBM Crushes Q3 Earnings, So Why Did the Stock Tank Mid-Call?
    9. Investor's Business Daily — Why IBM Stock is Down Despite A Bounceback Earnings Report
    10. Reuters — IBM falls as analysts question staying power of software rebound
    11. Yahoo Finance — IBM Is America’s Worst Big Tech Company
    12. finance.yahoo.com — IBM’s CEO Just Issued a Warning Message on AI Spending. He ...
    confidence 85%
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