IBM ($IBM): A different kind of AI story. 👀
IBM is positioning itself around AI, hybrid cloud and enterprise software, rather than competing directly in the AI-chip race.
Q2 2026 revenue reached $17.2B, with Software revenue growing 5% and Red Hat growing 11%. IBM also raised its full-year constant-currency revenue growth outlook to 4%–5%.
At the same time, Infrastructure revenue declined 7%, showing that IBM’s transformation is still a work in progress.
AI opportunity, stable cash flow, but execution remains important.
#IBM #AI #Cloud #Stocks #Investing
$IBMB
IBM is positioning itself around AI, hybrid cloud and enterprise software, rather than competing directly in the AI-chip race.
Q2 2026 revenue reached $17.2B, with Software revenue growing 5% and Red Hat growing 11%. IBM also raised its full-year constant-currency revenue growth outlook to 4%–5%.
At the same time, Infrastructure revenue declined 7%, showing that IBM’s transformation is still a work in progress.
AI opportunity, stable cash flow, but execution remains important.
#IBM #AI #Cloud #Stocks #Investing
$IBMB