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IBM
Signals

IBM Q2 2026: Beneath the Miss – AI’s Impact on Enterprise Spending

IBM’s Q2 2026 results signal that enterprise technology spending is being reshaped by the AI investment cycle. What’s Driving Growth IBM’s software business remained a key growth engine, increasing 5% year-over-year. This growth was driven by continued momentum in Hybrid Cloud, Red Hat, automation, and AI-related offerings. Enterprises are increasingly prioritizing platforms that help them …

IBM
Signals

IBM Q3: Broad-Based Growth, Clearer Momentum

IBM posted its strongest quarter in years, with Q3 revenue up 7% YoY to $16.3 Bn — the biggest jump in several cycles — driven by broad-based acceleration across Software and Infrastructure. The company has transitioned from transformation to sustained acceleration, with AI, automation, and hybrid cloud now anchoring its long-term growth strategy. What’s Working …

Pat Gelsinger
Viewpoints

With IDM 2.0, Intel charts a bold manufacturing gambit

Intel CEO Pat Gelsinger outlined Intel’s new vision and strategy to manufacture, design and deliver leadership products and create long-term value for stakeholders. “We are the only company with the depth and breadth of software, silicon and platforms, packaging and process with at-scale manufacturing our customers depend on for their next generation innovations.”- Pat Gelsinger, …