Discontinued — last reported Q2 '17

Operating Expenses

Stock-based compensation expense

International Business Machines Stock-based compensation expense increased by 16.6% to $498.00M in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 35.7%, from $367.00M to $498.00M. Over 4 years (FY 2021 to FY 2025), Stock-based compensation expense shows an upward trend with a 26.3% CAGR. This is a positive signal — lower values indicate better performance for this metric.

Analysis

StatementIncome Statement
SectionOperating Expenses
CategoryEfficiency
SignalLower is better
VolatilityModerate
First reportedQ1 2015
Last reportedQ2 2017

How to read this metric

A significant increase may indicate higher talent retention costs or aggressive equity incentive programs, which can dilute existing shareholders.

Detailed definition

This metric captures the total non-cash expense recognized by the company for granting stock options, restricted stock u...

Peer comparison

Common across all industries, particularly in large-cap companies with robust executive and employee incentive plans.

Metric ID: is_cat_stock_based_compensation_expense

Historical Data

19 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25
Value$124.00M$277.00M$129.00M$221.00M$199.00M$315.00M$227.00M$332.00M$288.00M$350.00M$330.00M$502.00M$356.00M$512.00M$367.00M$533.00M$479.00M$427.00M$498.00M
QoQ Change+123.4%-53.4%+71.3%-10.0%+58.3%-27.9%+46.3%-13.3%+21.5%-5.7%+52.1%-29.1%+43.8%-28.3%+45.2%-10.1%-10.9%+16.6%
YoY Change+60.5%+13.7%+76.0%+50.2%+44.7%+11.1%+45.4%+51.2%+23.6%+46.3%+11.2%+6.2%+34.6%-16.6%+35.7%
Range$124.00M$533.00M
CAGR+36.2%
Avg YoY Growth+32.9%
Median YoY Growth+35.7%

Stock-based compensation expense at Other Companies

Frequently Asked Questions

What is International Business Machines's stock-based compensation expense?
International Business Machines (IBM) reported stock-based compensation expense of $498.00M in Q4 2025.
How has International Business Machines's stock-based compensation expense changed year-over-year?
International Business Machines's stock-based compensation expense increased by 35.7% year-over-year, from $367.00M to $498.00M.
What is the long-term trend for International Business Machines's stock-based compensation expense?
Over 4 years (2021 to 2025), International Business Machines's stock-based compensation expense has grown at a 26.3% compound annual growth rate (CAGR), from $762.00M to $1.94B.
What does stock-based compensation expense mean?
The cost of paying employees with company stock instead of cash.