International Business Machines Corporation (IBM) is set to report its fourth-quarter earnings on January 28, 2026. The Zacks Consensus Estimate for total revenues is $19.22 billion, a rise from $17.55 billion in the prior-year quarter, while consulting revenues are expected to increase to $5.43 billion from $5.17 billion.
During the quarter, IBM will highlight its extended partnership with Microsoft Corporation, integrating Microsoft’s Copilot AI into IBM’s Consulting Advantage platform, which has reportedly saved over 250,000 hours annually, equating to a value of $35 million.
The earnings per share (EPS) consensus is estimated at $4.33, up from $3.92 in the same quarter last year. IBM currently holds a Zacks Rank of #3 and an earnings surprise prediction (ESP) of 0.00%.
