International Business Machines Transaction Processing Software — Revenue decreased by 19.1% to $15.92B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 9.5%, from $14.54B to $15.92B. Over 4 years (FY 2021 to FY 2025), Transaction Processing Software — Revenue shows an upward trend with a 4.2% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
An increase suggests strong demand for core enterprise infrastructure and high customer retention in mission-critical environments, while a decrease may indicate a shift toward cloud-native alternatives or reduced enterprise IT spending on legacy transaction systems.
This metric represents the total revenue generated from software products designed to manage, secure, and execute high-v...
Comparable to infrastructure software revenue or middleware licensing fees reported by large-cap enterprise software peers, often characterized by high switching costs and long-term contract cycles.
ibm_segment_transaction_processing_software_revenues| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $14.22B | $13.25B | $16.69B | $14.20B | $15.54B | $14.11B | $16.69B | $14.25B | $15.48B | $14.75B | $17.38B | $14.46B | $15.77B | $14.97B | $17.55B | $14.54B | $16.98B | $16.33B | $19.69B | $15.92B |
| QoQ Change | — | -6.8% | +26.0% | -15.0% | +9.4% | -9.2% | +18.3% | -14.6% | +8.6% | -4.7% | +17.8% | -16.8% | +9.0% | -5.1% | +17.3% | -17.2% | +16.8% | -3.8% | +20.5% | -19.1% |
| YoY Change | — | — | — | — | +9.3% | +6.5% | -0.0% | +0.4% | -0.4% | +4.6% | +4.1% | +1.5% | +1.9% | +1.5% | +1.0% | +0.5% | +7.7% | +9.1% | +12.2% | +9.5% |