Browsing Tag
Arvind Krishna
23 posts
Inside the quantum foundry race behind IBM’s move for HRL Laboratories
IBM agrees to acquire HRL Laboratories for silicon-spin qubits days after cutting guidance. Closing is targeted for the end of the third quarter of 2026.
IBM Q2 2026: Software growth holds as mainframe drop and 4-5% guide cap rebound
IBM Q2 2026 confirms the pre-announcement, rebases full-year growth to 4-5% and leaves the mainframe cycle and H2 software deal conversion as the swing factors.
IBM Power S1112 lands as the entry point for on-prem AI inference at IBM i shops
IBM (NYSE: IBM) launches Power S1112 server, Autonomous Operations AI agent and Bob Premium for IBM i one day after the disappointing Q2 update.
IBM just lost nearly $68bn in value. Did the market overreact?
IBM stock has crashed after a preliminary earnings miss. The July 22 outlook will reveal whether this is temporary or a deeper AI problem.
IBM (NYSE: IBM) Q2 miss triggers 25% drop as mainframe cycle wrap bites
IBM (NYSE: IBM) drops up to 25% after preliminary Q2 revenue of $17.2bn misses by $660m; Krishna concedes execution slip before the July 22 earnings call.
Quantum stocks rally as Trump signs executive orders on federal quantum push
Trump signs two quantum executive orders mandating federal quantum-resistant encryption by 2031, sending QNT, IBM, RGTI, and QBTS sharply higher. Read more.
Project Lightwell: IBM and Red Hat build a clearinghouse to patch open source at scale
IBM and Red Hat are wagering $5 billion that open source security is a subscription business. What Project Lightwell means for the supply chain, inside.
Arvind Krishna makes the case that AI complexity is IBM’s opportunity: Q1 2026 strategy in full
IBM CEO Arvind Krishna's Q1 2026 vision: AI governance, data sovereignty, mainframe acceleration, and the Confluent bet explained. Read IBM's full strategic case here.
IBM (NYSE: IBM) beats Q1 revenue with $15.9bn but holds guidance, shares fall 6.7% after hours
IBM beats Q1 2026 revenue at $15.9bn with 11% software growth and 51% IBM Z surge, but a guidance hold triggers a 6.7% after-hours sell-off. Read the full analysis.
IBM and ETH Zurich launch 10-year algorithm research initiative for the AI and quantum era
IBM and ETH Zurich launch a 10-year algorithm research initiative for AI and quantum computing. Read what this means for enterprise tech strategy.