International Business Machines IBM Business Segments
| Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | ||
|---|---|---|---|---|---|---|
| Revenue by Business | ||||||
| Consulting | $5.27B+4.0% | —— | —— | —— | $5.07B-2.3% | |
| Financing | $220M+15.2% | —— | —— | —— | $191M-1.0% | |
| Infrastructure | $3.33B+15.2% | —— | —— | —— | $2.89B-6.2% | |
| Software | $7.05B+11.3% | —— | —— | —— | $6.34B+7.4% | |
| Segment profit by Business | ||||||
| Consulting | $558M0.0% | —— | —— | —— | $558M+31.6% | |
| Financing | $118M+71.0% | —— | —— | —— | $69M-25.0% | |
| Infrastructure | $524M+111% | —— | —— | —— | $248M-20.3% | |
| Software | $2.1B+13.6% | —— | —— | —— | $1.85B+23.1% | |
| Other expense and (income) by Business | ||||||
| Consulting | $891M+8.3% | —— | —— | —— | $823M— | |
| Financing | -$23M-221% | —— | —— | —— | $19M— | |
| Infrastructure | $1.37B+7.1% | —— | —— | —— | $1.28B— | |
| Software | $3.74B+8.4% | —— | —— | —— | $3.45B— | |
| Pre-tax income margin (as a percent) by Business | ||||||
| Consulting | 10.6%-0.4pp | —— | —— | —— | 11%+2.8pp | |
| Financing | 53.8%+18.0pp | —— | —— | —— | 35.8%-11.9pp | |
| Infrastructure | 15.8%+7.2pp | —— | —— | —— | 8.6%-1.5pp | |
| Software | 29.8%+0.7pp | —— | —— | —— | 29.1%+3.7pp | |
| 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— | $0-100% | $0— | $0— | |
| Infrastructure | $0— | $0— | $0— | $0— | $0— | |
| Other | $0— | $0— | $0— | $0— | $0-100% | |
| Software | $0— | $0— | $0— | $0— | $0— | |
| Interest Income by Business | ||||||
| Consulting | $0— | —— | —— | —— | $0— | |
| Financing | $205M+16.5% | —— | —— | —— | $176M— | |
| Infrastructure | $0— | —— | —— | —— | $0— | |
| Software | $0— | —— | —— | —— | $0— | |
| Goodwill by Business | ||||||
| Consulting | $10.38B— | $10.34B+12.3% | —— | —— | —— | |
| Infrastructure | $4.38B— | $4.39B+0.6% | —— | —— | —— | |
| Other | $0— | $0— | —— | —— | —— | |
| Software | $59.95B— | $52.99B+12.4% | —— | —— | —— | |
| Cost by Business | ||||||
| Consulting | $3.82B+3.7% | —— | —— | —— | $3.69B— | |
| Infrastructure | $1.44B+5.3% | —— | —— | —— | $1.36B— | |
| Software | $1.22B+16.7% | —— | —— | —— | $1.04B— | |
| Foreign Currency Translation and Other Adjustments by Business | ||||||
| Consulting | -$36M-166% | $54.25M— | $54.25M-44.1% | $54.25M+143% | $54.25M-4.8% | |
| Infrastructure | -$6M-192% | $6.5M— | $6.5M— | $6.5M+124% | $6.5M-40.9% | |
| Other | $0— | $0— | $0— | $0— | $0— | |
| Software | -$175M-182% | $213.75M— | $213.75M— | $213.75M+130% | $213.75M-29.7% | |
| Interest Expense by Business | ||||||
| Consulting | $0— | —— | —— | —— | $0— | |
| Financing | $111M+23.3% | —— | —— | —— | $90M— | |
| Infrastructure | $0— | —— | —— | —— | $0— | |
| Software | $0— | —— | —— | —— | $0— | |
| Goodwill Additions by Business | ||||||
| Consulting | $89M-60.8% | $227M— | $227M+112% | $227M+1,792% | $227M+136% | |
| Infrastructure | $0— | $0— | $0— | $0— | $0-100% | |
| Other | $0— | $0— | $0— | $0— | $0— | |
| Software | $7.14B+470% | $1.25B— | $1.25B+9.2% | $1.25B— | $1.25B+1,275% | |
| Depreciation/amortization of intangibles by Business | ||||||
| Consulting | $21M0.0% | —— | —— | —— | $21M— | |
| Financing | $1M0.0% | —— | —— | —— | $1M— | |
| Infrastructure | $278M+4.5% | —— | —— | —— | $266M— | |
| Software | $134M+10.7% | —— | —— | —— | $121M— | |
| Purchase Price Adjustments by Business | ||||||
| Consulting | -$18M-820% | $2.5M— | $2.5M+183% | $2.5M— | $2.5M— | |
| Infrastructure | $1M— | $0— | $0— | $0+100% | $0— | |
| Other | $0— | $0— | $0— | $0— | $0— | |
| Software | $1M+150% | -$2M— | -$2M+94.3% | -$2M+60.0% | -$2M+50.0% | |
| Revenue by Product | ||||||
| Financing | $220M+15.2% | —— | —— | —— | $191M-0.5% | |
| Sales | $8.01B+13.3% | —— | —— | —— | $7.07B+4.0% | |
| Services | $7.69B+5.6% | —— | —— | —— | $7.28B-2.5% | |
| Revenue by Geography | ||||||
| Americas | $7.86B+9.1% | —— | —— | —— | $7.21B-1.2% | |
| Asia Pacific | $2.81B+1.1% | —— | —— | —— | $2.78B-2.5% | |
| Europe/Middle East/Africa | $5.24B+15.2% | —— | —— | —— | $4.55B+5.5% | |
| Originated in Current Fiscal Year by Geography | ||||||
| Americas | $646M— | $3.98B— | —— | —— | —— | |
| Asia Pacific | $270M— | $777M— | —— | —— | —— | |
| Europe/Middle East/Africa | $194M— | $2.22B— | —— | —— | —— | |
| Amortized cost by Geography | ||||||
| Americas | $6.76B— | $7.28B— | —— | —— | —— | |
| Asia Pacific | $1.58B— | $1.61B— | —— | —— | —— | |
| Europe/Middle East/Africa | $4B— | $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— | $69M0.0% | —— | —— | —— | |
| Asia Pacific | $7M— | $7M-22.2% | —— | —— | —— | |
| Europe/Middle East/Africa | $51M— | $60M+33.3% | —— | —— | —— | |
| Additions/(releases) by Geography | ||||||
| Americas | $1M-60.0% | $2.5M— | $2.5M— | $2.5M— | $2.5M+125% | |
| Asia Pacific | $0-100% | $500K— | $500K+125% | $500K+150% | $500K-50.0% | |
| Europe/Middle East/Africa | -$8M-420% | $2.5M— | $2.5M+183% | $2.5M+183% | $2.5M— | |
| Financing Receivable And Net Investment In Lease Allowance For Credit Losses Write Offs by Geography | ||||||
| Americas | $5M+25.0% | $4M— | $4M+300% | $4M— | $4M— | |
| Asia Pacific | $0-100% | $1.25M— | $1.25M— | $1.25M— | $1.25M— | |
| Europe/Middle East/Africa | $0-100% | $250K— | $250K— | $250K-75.0% | $250K— | |
| Other by Geography | ||||||
| Americas | $0-100% | $1.75M— | $1.75M+188% | $1.75M+135% | $1.75M— | |
| Asia Pacific | $0— | $0— | $0— | $0— | $0— | |
| Europe/Middle East/Africa | -$1M-167% | $1.5M— | $1.5M-25.0% | $1.5M+250% | $1.5M+250% | |
| Originated in Fiscal Year before Latest Fiscal Year by Geography | ||||||
| Americas | $3.42B— | $1.14B— | —— | —— | —— | |
| Asia Pacific | $560M— | $330M— | —— | —— | —— | |
| Europe/Middle East/Africa | $1.88B— | $715M— | —— | —— | —— | |
| Originated Three Years before Latest Fiscal Year by Geography | ||||||
| Americas | $524M— | $237M— | —— | —— | —— | |
| Asia Pacific | $146M— | $126M— | —— | —— | —— | |
| Europe/Middle East/Africa | $194M— | $118M— | —— | —— | —— | |
| Originated Two Years before Latest Fiscal Year by Geography | ||||||
| Americas | $974M— | $708M— | —— | —— | —— | |
| Asia Pacific | $282M— | $177M— | —— | —— | —— | |
| Europe/Middle East/Africa | $565M— | $262M— | —— | —— | —— | |
| Originated Four Years before Latest Fiscal Year by Geography | ||||||
| Americas | $151M— | $73M— | —— | —— | —— | |
| Asia Pacific | $112M— | $25M— | —— | —— | —— | |
| Europe/Middle East/Africa | $72M— | $42M— | —— | —— | —— | |
| Originated Five or More Years before Latest Fiscal Year by Geography | ||||||
| Americas | $49M— | $49M— | —— | —— | —— | |
| Asia Pacific | $20M— | $5M— | —— | —— | —— | |
| Europe/Middle East/Africa | $44M— | $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.
