International Business Machines Corp

IBM: XNYS (USA)

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IBM Earnings: Transaction Processing Demand Rebound Brings Performance Back on Track

Luke Yang

Oct 22, 2026

IBM regained growth momentum in the third quarter, with total revenue up 6% year over year. Three out of four software segments grew in the double digits. Productivity gains drove a 210-basis-point margin expansion in the software segment and a 120-basis-point expansion in infrastructure.

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International Business Machines Corp

IBM Earnings: Transaction Processing Demand Rebound Brings Performance Back on Track

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