Transcripts

IBM (IBM) earnings call transcripts

Earnings call transcripts for IBM, with a summary, the guidance given, and what analysts pressed on.

Open IBM in Gloom →
IBM's chart, financials and news, free in your browser.Open IBM in Gloom →
  • Q3 2026 earnings call

    Management framed the quarter as evidence that AI-related modernization is broadening demand across software and infrastructure while productivity supports its growth model.

    Oct 21, 2026Confident0.80
  • Q2 2026 earnings call

    Management framed the quarter’s shortfall as late-quarter client reprioritization toward infrastructure purchases, while emphasizing execution changes and confidence in recovery.

    Jul 22, 2026Cautious-0.15