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International Business Machines Corp (IBM) operating KPIs

IBMNYSEComputer & office EquipmentFiscal year ends December 31
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 23, 2026Score 18/300% below fair value
$258.28+5.06 (+2.00%)

Close on Oct 29, 2026Market cap $243.33BP/E 22.9Yield 2.60%

International Business Machines software segment Annual Recurring Revenue (ARR) ($M)

Key operational metric defined in Form 8-K Exhibit 99.2

QuarterlyAnnual
Latest, Q3 2026
24,900
Period ended Sep 30, 2026
Change on a year earlier
+7.3%
23,200 in Q3 2025
History
7 quarters
Since Q1 2025
Sources
7
Documents cited below

Quarterly history

Hover a value to see the sentence it was read from; calculated values show their formula

PeriodEndedSoftware segment Annual Recurring Revenue (ARR) ($M)Year on yearSource
Q3 2026Sep 30, 202624,900+7.3%IBM 3Q26 Earnings Presentation Charts (ibm.com/investor) ↗
Q2 2026Jun 30, 202624,600+8.4%IBM 2Q26 Earnings Presentation Charts (ibm.com/investor) ↗
Q1 2026Mar 31, 202624,600+13.4%IBM 1Q26 Earnings Presentation Charts (ibm.com/investor) ↗
Q4 2025Dec 31, 202523,600–IBM 4Q25 Earnings Presentation Charts (ibm.com/investor) ↗
Q3 2025Sep 30, 202523,200–IBM 3Q25 Earnings Presentation Charts (ibm.com/investor) ↗
Q2 2025Jun 30, 202522,700–IBM 2Q25 Earnings Presentation Charts (ibm.com/investor) ↗
Q1 2025Mar 31, 202521,700–IBM 1Q25 Earnings Presentation Charts (ibm.com/investor) ↗

Breakdown

What makes up software segment annual recurring revenue (arr)

Cite this data

StockData. (2026). International Business Machines Software segment Annual Recurring Revenue (ARR) ($M), quarterly Q1 2025–Q3 2026 [Data set]. Compiled from International Business Machines SEC filings and investor materials. https://stockdatahq.com/stocks/ibm/kpis/sw-arr

See every metric in the International Business Machines KPI table. Data updated Oct 28, 2026.