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ROBERT HALF REPORTS SECOND-QUARTER FINANCIAL RESULTS
GLOBAL OPERATIONS WITH FOCUS ON NORTH AMERICA AND EUROPE, JUL 25 – IBM's revenue rose 8% to $17 billion on strong AI and infrastructure demand, with free cash flow guidance raised above $13.5 billion for 2025, CEO Arvind Krishna said.
- On July 23, 2025, IBM beat expectations with $16.98 billion revenue vs $16.59 billion expected and $2.80 EPS vs $2.64, raising full-year guidance.
- The company’s drive to upgrade infrastructure included, Jim Kavanaugh said, customers funnelled investment towards IBM’s latest AI-specialized mainframes.
- Data show IBM's segments exceeded projections as infrastructure segment revenue rose 14% to $4.14 billion, above StreetAccount estimates, and consulting revenue grew 3% to $5.31 billion, surpassing consensus.
- Investors reacted by sending IBM’s stock down 5%, as Dan Morgan said `you are seeing the stock pull back, because there’s just not a lot of room to miss`.
- Looking ahead, IBM expects at least 5% constant-currency revenue growth for the full year, and free cash flow to exceed $13.5 billion.
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Coverage Details
Total News Sources113
Leaning Left16Leaning Right12Center32Last UpdatedBias Distribution53% Center
Bias Distribution
- 53% of the sources are Center
53% Center
L 27%
C 53%
R 20%
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