International Business Machines Corp

IBM: XNYS (USA)

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IBM Earnings: Red Hat's Growth Speed Bump Should Not Affect Long-Term Portfolio Synergy

Luke Yang

Oct 23, 2025

IBM posted solid third-quarter results where momentum across software, consulting, and infrastructure aligned to deliver 7% companywide growth, the highest in three years. However, Red Hat's growth tapered by 200 basis points sequentially, leading to a 6% after-hours selloff.

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International Business Machines Corp

IBM Earnings: Red Hat's Growth Speed Bump Should Not Affect Long-Term Portfolio Synergy

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