International Business Machines IBM Business Segments
| Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | ||
|---|---|---|---|---|---|---|
| Revenue by Business | ||||||
| Consulting | $5.27B— | —— | —— | —— | $5.07B— | |
| Financing | $220M— | —— | —— | —— | $191M— | |
| Infrastructure | $3.33B— | —— | —— | —— | $2.89B— | |
| Software | $7.05B— | —— | —— | —— | $6.34B— | |
| Segment profit by Business | ||||||
| Consulting | $558M— | —— | —— | —— | $558M— | |
| Financing | $118M— | —— | —— | —— | $69M— | |
| Infrastructure | $524M— | —— | —— | —— | $248M— | |
| Software | $2.1B— | —— | —— | —— | $1.85B— | |
| Other expense and (income) by Business | ||||||
| Consulting | $891M— | —— | —— | —— | $823M— | |
| Financing | -$23M— | —— | —— | —— | $19M— | |
| Infrastructure | $1.37B— | —— | —— | —— | $1.28B— | |
| Software | $3.74B— | —— | —— | —— | $3.45B— | |
| Pre-tax income margin (as a percent) by Business | ||||||
| Consulting | 10.6%— | —— | —— | —— | 11%— | |
| Financing | 53.8%— | —— | —— | —— | 35.8%— | |
| Infrastructure | 15.8%— | —— | —— | —— | 8.6%— | |
| Software | 29.8%— | —— | —— | —— | 29.1%— | |
| Pre-tax income year-to-year change (as a percent) by Business | ||||||
| Consulting | -0.1%— | —— | —— | —— | —— | |
| Financing | 72.6%— | —— | —— | —— | —— | |
| Infrastructure | 111.7%— | —— | —— | —— | —— | |
| Software | 13.7%— | —— | —— | —— | —— | |
| Revenue year-to-year change (as a percent) by Business | ||||||
| Consulting | 4%— | —— | —— | —— | —— | |
| Financing | 14.8%— | —— | —— | —— | —— | |
| Infrastructure | 15.3%— | —— | —— | —— | —— | |
| Software | 11.3%— | —— | —— | —— | —— | |
| Goodwill, Written off Related to Sale of Business Unit by Business | ||||||
| Consulting | $0— | $0— | $0— | $0— | $0— | |
| Infrastructure | $0— | $0— | $0— | $0— | $0— | |
| Other | $0— | $0— | $0— | $0— | $0— | |
| Software | $0— | $0— | $0— | $0— | $0— | |
| Interest Income by Business | ||||||
| Consulting | $0— | —— | —— | —— | $0— | |
| Financing | $205M— | —— | —— | —— | $176M— | |
| Infrastructure | $0— | —— | —— | —— | $0— | |
| Software | $0— | —— | —— | —— | $0— | |
| Goodwill by Business | ||||||
| Consulting | $10.38B+0.3% | $10.34B— | —— | —— | —— | |
| Infrastructure | $4.38B-0.1% | $4.39B— | —— | —— | —— | |
| Other | $0— | $0— | —— | —— | —— | |
| Software | $59.95B+13.1% | $52.99B— | —— | —— | —— | |
| Cost by Business | ||||||
| Consulting | $3.82B— | —— | —— | —— | $3.69B— | |
| Infrastructure | $1.44B— | —— | —— | —— | $1.36B— | |
| Software | $1.22B— | —— | —— | —— | $1.04B— | |
| Foreign Currency Translation and Other Adjustments by Business | ||||||
| Consulting | -$36M-166% | $54.25M0.0% | $54.25M0.0% | $54.25M0.0% | $54.25M— | |
| Infrastructure | -$6M-192% | $6.5M0.0% | $6.5M0.0% | $6.5M0.0% | $6.5M— | |
| Other | $0— | $0— | $0— | $0— | $0— | |
| Software | -$175M-182% | $213.75M0.0% | $213.75M0.0% | $213.75M0.0% | $213.75M— | |
| Interest Expense by Business | ||||||
| Consulting | $0— | —— | —— | —— | $0— | |
| Financing | $111M— | —— | —— | —— | $90M— | |
| Infrastructure | $0— | —— | —— | —— | $0— | |
| Software | $0— | —— | —— | —— | $0— | |
| Goodwill Additions by Business | ||||||
| Consulting | $89M-60.8% | $227M0.0% | $227M0.0% | $227M0.0% | $227M— | |
| Infrastructure | $0— | $0— | $0— | $0— | $0— | |
| Other | $0— | $0— | $0— | $0— | $0— | |
| Software | $7.14B+470% | $1.25B0.0% | $1.25B0.0% | $1.25B0.0% | $1.25B— | |
| Depreciation/amortization of intangibles by Business | ||||||
| Consulting | $21M— | —— | —— | —— | $21M— | |
| Financing | $1M— | —— | —— | —— | $1M— | |
| Infrastructure | $278M— | —— | —— | —— | $266M— | |
| Software | $134M— | —— | —— | —— | $121M— | |
| Purchase Price Adjustments by Business | ||||||
| Consulting | -$18M-820% | $2.5M0.0% | $2.5M0.0% | $2.5M0.0% | $2.5M— | |
| Infrastructure | $1M— | $0— | $0— | $0— | $0— | |
| Other | $0— | $0— | $0— | $0— | $0— | |
| Software | $1M+150% | -$2M0.0% | -$2M0.0% | -$2M0.0% | -$2M— | |
| Revenue by Product | ||||||
| Financing | $220M— | —— | —— | —— | $191M— | |
| Sales | $8.01B— | —— | —— | —— | $7.07B— | |
| Services | $7.69B— | —— | —— | —— | $7.28B— | |
| Revenue by Geography | ||||||
| Americas | $7.86B— | —— | —— | —— | $7.21B— | |
| Asia Pacific | $2.81B— | —— | —— | —— | $2.78B— | |
| Europe/Middle East/Africa | $5.24B— | —— | —— | —— | $4.55B— | |
| Originated in Current Fiscal Year by Geography | ||||||
| Americas | $646M-83.8% | $3.98B— | —— | —— | —— | |
| Asia Pacific | $270M-65.3% | $777M— | —— | —— | —— | |
| Europe/Middle East/Africa | $194M-91.3% | $2.22B— | —— | —— | —— | |
| Amortized cost by Geography | ||||||
| Americas | $6.76B-7.1% | $7.28B— | —— | —— | —— | |
| Asia Pacific | $1.58B-2.2% | $1.61B— | —— | —— | —— | |
| Europe/Middle East/Africa | $4B-10.0% | $4.44B— | —— | —— | —— | |
| Recoveries by Geography | ||||||
| Americas | $0— | $0— | $0— | $0— | $0— | |
| Asia Pacific | $0— | $0— | $0— | $0— | $0— | |
| Europe/Middle East/Africa | $0— | $0— | $0— | $0— | $0— | |
| Financing Receivable And Net Investment In Lease Allowance For Credit Losses by Geography | ||||||
| Americas | $66M-4.3% | $69M— | —— | —— | —— | |
| Asia Pacific | $7M0.0% | $7M— | —— | —— | —— | |
| Europe/Middle East/Africa | $51M-15.0% | $60M— | —— | —— | —— | |
| Additions/(releases) by Geography | ||||||
| Americas | $1M-60.0% | $2.5M0.0% | $2.5M0.0% | $2.5M0.0% | $2.5M— | |
| Asia Pacific | $0-100% | $500K0.0% | $500K0.0% | $500K0.0% | $500K— | |
| Europe/Middle East/Africa | -$8M-420% | $2.5M0.0% | $2.5M0.0% | $2.5M0.0% | $2.5M— | |
| Financing Receivable And Net Investment In Lease Allowance For Credit Losses Write Offs by Geography | ||||||
| Americas | $5M+25.0% | $4M0.0% | $4M0.0% | $4M0.0% | $4M— | |
| Asia Pacific | $0-100% | $1.25M0.0% | $1.25M0.0% | $1.25M0.0% | $1.25M— | |
| Europe/Middle East/Africa | $0-100% | $250K0.0% | $250K0.0% | $250K0.0% | $250K— | |
| Other by Geography | ||||||
| Americas | $0-100% | $1.75M0.0% | $1.75M0.0% | $1.75M0.0% | $1.75M— | |
| Asia Pacific | $0— | $0— | $0— | $0— | $0— | |
| Europe/Middle East/Africa | -$1M-167% | $1.5M0.0% | $1.5M0.0% | $1.5M0.0% | $1.5M— | |
| Originated in Fiscal Year before Latest Fiscal Year by Geography | ||||||
| Americas | $3.42B+199% | $1.14B— | —— | —— | —— | |
| Asia Pacific | $560M+69.7% | $330M— | —— | —— | —— | |
| Europe/Middle East/Africa | $1.88B+163% | $715M— | —— | —— | —— | |
| Originated Three Years before Latest Fiscal Year by Geography | ||||||
| Americas | $524M+121% | $237M— | —— | —— | —— | |
| Asia Pacific | $146M+15.9% | $126M— | —— | —— | —— | |
| Europe/Middle East/Africa | $194M+64.4% | $118M— | —— | —— | —— | |
| Originated Two Years before Latest Fiscal Year by Geography | ||||||
| Americas | $974M+37.6% | $708M— | —— | —— | —— | |
| Asia Pacific | $282M+59.3% | $177M— | —— | —— | —— | |
| Europe/Middle East/Africa | $565M+116% | $262M— | —— | —— | —— | |
| Originated Four Years before Latest Fiscal Year by Geography | ||||||
| Americas | $151M+107% | $73M— | —— | —— | —— | |
| Asia Pacific | $112M+348% | $25M— | —— | —— | —— | |
| Europe/Middle East/Africa | $72M+71.4% | $42M— | —— | —— | —— | |
| Originated Five or More Years before Latest Fiscal Year by Geography | ||||||
| Americas | $49M0.0% | $49M— | —— | —— | —— | |
| Asia Pacific | $20M+300% | $5M— | —— | —— | —— | |
| Europe/Middle East/Africa | $44M+7.3% | $41M— | —— | —— | —— |
Chart any of these lines over time, or line them up against competitors.
Compare these in charts →Questions, answered.
- How does International Business Machines break its business down?
- International Business Machines (IBM) reports revenue by business across 4 parts — Consulting, Financing, Infrastructure and Software. Each is extracted from the segment footnotes and tracked over time.
- Where does International Business Machines's segment data come from?
- Segment breakdowns are pulled from the segment footnotes in International Business Machines's SEC filings (the XBRL dimensional tags), so every line ties back to a reported figure. Switch between quarterly, annual, and TTM, or open any segment for its full history.
