International Business Machines Corporation (IBM) is set to report its fourth-quarter earnings for 2025 on January 28, 2026. Analysts expect total revenues to reach $19.22 billion, up from $17.55 billion last year, with Software segment revenues projected at $8.9 billion, an increase from $7.9 billion in the prior year.
Key partnerships and acquisitions in the quarter include a collaboration with S&P Global Inc. (SPGI) to integrate IBM’s AI tools for improved supply chain management and the acquisition of Confluent, Inc., aiming to enhance streaming data and real-time processing capabilities. IBM also partnered with Groq to boost AI deployment in sectors such as healthcare, finance, and manufacturing.
While the consensus estimate for earnings per share is $4.33, up from $3.92 in the same quarter last year, IBM’s earnings prediction model indicates uncertainty about an earnings beat, with an earnings surprise prediction (ESP) of 0.00% and a Zacks Rank of #3 (Hold).
