Business description: IBM

International Business Machines Corporation (IBM) is one of the world's leading computer services companies. Net sales break down by activity as follows:

- cognitive solutions and transaction processing software development (43.2%);

- IT services (33%): consulting (management of logistic chains, financial performance, CRM, human resources, etc.), application management, systems integration, cloud computing, hosting, technical support services, etc.;

- sale of IT infrastructure (22.3%): hybrid IT infrastructure solutions, microcomputers, servers, peripheral devices, networks, data storage equipment, etc.;

- financing of computer equipment (1.1%);

- other (0.4%).

Net sales are distributed geographically as follows: the United States (40.1%), Americas (9.7%), Europe-Middle East-Africa (31%) and Asia-Pacific (19.2%).

Number of employees: 2,64,300

Sales by Activity: IBM

Fiscal Period: December 2021 (USD) 2022 (USD) 2023 (USD) 2024 (USD) 2025 (USD)

Software

2.41TCr 2.5TCr 2.63TCr 2.71TCr 3TCr

Consulting

1.78TCr 1.91TCr 2TCr 2.07TCr 2.11TCr

Infrastructure

1.42TCr 1.53TCr 1.46TCr 1.4TCr 1.57TCr

Financing

77Cr 64Cr 74Cr 71Cr 74Cr

Other - Divested Businesses

7Cr 32Cr -20L 3.5Cr -20L

Unallocated Other

34Cr 14Cr 24Cr 21Cr 6.5Cr

Geographical breakdown of sales: IBM

Fiscal Period: December 2021 (USD) 2022 (USD) 2023 (USD) 2024 (USD) 2025 (USD)

Americas

2.83TCr 3.11TCr 3.17TCr 3.13TCr 3.33TCr

Europe/Middle East/Africa (EMEA)

1.74TCr 1.8TCr 1.85TCr 1.94TCr 2.22TCr

Asia Pacific

1.16TCr 1.15TCr 1.17TCr 1.21TCr 1.2TCr

Executive Committee: IBM

Manager TitleAgeSince
Chief Executive Officer 63 06/04/2020
Director of Finance/CFO 59 11/01/2018
Chief Tech/Sci/R&D Officer - 01/03/2017
Chief Operating Officer - -
Sales & Marketing - 18/01/2022

Composition of the Board of Directors: IBM

Director TitleAgeSince
Director/Board Member 71 23/02/2010
Director/Board Member 71 01/01/2012
Director/Board Member 65 01/09/2014
Director/Board Member 66 01/01/2015
Director/Board Member 72 30/10/2017
Director/Board Member 67 01/02/2019
Director/Board Member 65 01/03/2019
Director/Board Member 68 29/10/2019
Director/Board Member 53 28/04/2020
Director/Board Member 71 25/10/2021

Shareholders: IBM

NameEquities%Valuation
Vanguard Fiduciary Trust Co.
10.4 %
9,72,16,131 10.4 % 29 816 M $
BlackRock Advisors LLC
6.154 %
5,75,24,528 6.154 % 17 643 M $
5.884 %
5,49,96,293 5.884 % 16 867 M $
Geode Capital Management LLC
2.418 %
2,26,05,083 2.418 % 6 933 M $
Capital Research & Management Co. (World Investors)
2.356 %
2,20,21,912 2.356 % 6 754 M $
NameEquities%Valuation
Santa Fé Investimentos Ltda
0.000016 %
150 0.000016 % 45 875 $

Company details: IBM

International Business Machines Corp.

1 New Orchard Road

10504-1722, Armonk

+914 499 1900

http://www.ibm.com
address IBM(IBM)

Group companies: IBM

NameCategory and Sector
Packaged Software
Computer Processing Hardware
Packaged Software
Packaged Software
Information Technology Services

Other IT Services & Consulting

Change 5d. change 1-year change 3-years change Capi.($)
+0.90%+7.76%+4.09%+98.82% 24TCr
+0.47%+3.01%-37.11%-20.26% 13TCr
-0.82%-3.03%-28.99%-24.15% 10TCr
+1.59%+5.54%-25.20%+0.32% 9.11TCr
+0.65%+2.17%-27.99%+4.14% 6.35TCr
+1.71%+7.17%+15.53%+27.04% 6.18TCr
+0.20%+0.64%-23.75%-13.20% 5.76TCr
+0.19%-2.33%-14.43%+20.41% 3.99TCr
+5.35%+2.65%+14.13%+100.87% 4.06TCr
+5.23%+2.56%+41.29%+354.50% 3.77TCr
Average +1.55%+2.44%-8.24%+54.85% 8.68TCr
Weighted average by Cap. +1.06%+3.21%-11.25%+44.18%
Trader
Investor
Global
Quality
ESG MSCI
AA
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
21
Last Close Price
258.85USD
Average target price
321.95USD
Spread / Average Target
+24.38%

Quarterly revenue - Rate of surprise