The company reported its highest annual revenue for zSystems units in two decades coupled with record growth in software revenue for the 2025 fiscal year.

IBM (NYSE:IBM) was initiated with an Outperform rating by Oppenheimer due in part to double-digit revenue growth in its software segment, driven by its Red Hat offerings. "Red Hat specifically has ...

With its continued innovation in software and AI, IBM has become a software-led hybrid cloud and AI platform company, Arvind Krishna told investors.

IBM's stock price has surged by 17% since December 2023, highlighting their strength in hybrid platform and solutions after the Kyndryl spin-off. The company's focus on software and consulting has led ...