Earnings call briefThird-quarter 2026
International Business Machines expects approximately 7% to 8% software growth
The company said it is raising its full-year transaction processing outlook, with growth now expected to be flat.
GetSignal International Business Machines IBM
Chief Financial Officer Jim Kavanaugh said on the third-quarter call that International Business Machines is anchoring full-year profit, free cash flow and segment figures to a revised base case of about 7% software growth.
The company also expects consulting revenue to grow in the low to mid-single digits for the year, a modest acceleration.
Quotes from the call
“We now expect full-year software growth of approximately 7%-8%, with about 7% as the revised base case.”
Key facts from the call
- Full-year software growth outlook
- Approximately 7% to 8%
- Software growth base case
- About 7%
Source: International Business Machines' third-quarter 2026 earnings call, October 21, 2026.
Written by GetSignal with AI from the company's earnings call.
Not investment advice.
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