Discontinued — last reported Q4 '20
International Business Machines Subscription Revenue increased by 256.8% to $999.00M in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 196.4%, from $337.00M to $999.00M. Over 4 years (FY 2021 to FY 2025), Subscription Revenue shows an upward trend with a 13.2% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
An increase indicates growing customer retention and recurring business model success, while a decrease may signal churn or pricing pressure.
This metric represents recurring revenue generated from software-as-a-service (SaaS) subscriptions and related cloud ser...
Standard across all SaaS and cloud-based technology companies.
subscription_revenue| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $394.00M | $120.00M | $478.00M | $54.00M | $735.00M | $99.00M | $748.00M | $90.00M | $248.00M | $190.00M | $752.00M | $113.00M | $367.00M | $48.00M | $337.00M | $70.00M | $877.00M | $280.00M | $999.00M |
| QoQ Change | — | -69.5% | +298.3% | -88.7% | >999% | -86.5% | +655.6% | -88.0% | +175.6% | -23.4% | +295.8% | -85.0% | +224.8% | -86.9% | +602.1% | -79.2% | >999% | -68.1% | +256.8% |
| YoY Change | — | — | — | — | +86.5% | -17.5% | +56.5% | +66.7% | -66.3% | +91.9% | +0.5% | +25.6% | +48.0% | -74.7% | -55.2% | -38.1% | +139.0% | +483.3% | +196.4% |
| % of Total Revenue | 2.8% | 0.9% | 2.9% | 0.4% | 4.7% | 0.7% | 4.5% | 0.6% | 1.6% | 1.3% | 4.3% | 0.8% | 2.3% | 0.3% | 1.9% | 0.5% | 5.2% | 1.7% | 5.1% |
| Share Change | — | -1.9pp | +2.0pp | -2.5pp | +4.4pp | -4.0pp | +3.8pp | -3.8pp | +1.0pp | -0.3pp | +3.0pp | -3.5pp | +1.5pp | -2.0pp | +1.6pp | -1.4pp | +4.7pp | -3.5pp | +3.4pp |