Browsing Tag
HashiCorp
11 posts
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.
July 24, 2026
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.
July 14, 2026
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.
July 14, 2026
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.
April 23, 2026
How IBM beat expectations in Q4 2025 with AI, z17, and productivity — and what’s next in 2026
IBM posts record free cash flow, 9% Q4 revenue growth, and $12.5B in AI business. Find out how its software-led strategy is shaping 2026 now.
January 29, 2026
Project Bob explained: How IBM’s AI-first IDE with Anthropic Claude aims to outsmart Microsoft Copilot and AWS CodeWhisperer
IBM doubles down on agentic AI with Project Bob, AgentOps, and a HashiCorp-powered infragraph. Discover how these tools promise enterprise-scale ROI.
October 9, 2025
System Initiative launches world’s first AI native infrastructure automation platform
System Initiative launches the first AI Native infrastructure automation platform, reshaping DevOps with digital twins and AI agents for real-time change.
August 27, 2025
IBM exceeds Q1 2025 estimates on software upside and productivity gains; Reaffirms FY outlook
IBM beats Q1 2025 expectations with $14.5B revenue and record $2B free cash flow. See how AI and hybrid cloud are driving enterprise demand.
April 25, 2025
IBM’s $6.4bn acquisition of HashiCorp clears UK regulator as competition concerns dismissed
IBM’s $6.4B acquisition of HashiCorp cleared by UK CMA: discover how it impacts multi-cloud automation and the future of Infrastructure-as-Code.
April 4, 2025
IBM completes $6.4bn acquisition of HashiCorp, expanding hybrid cloud automation
IBM has finalized its acquisition of HashiCorp, integrating its infrastructure automation and security capabilities into its hybrid cloud…
February 27, 2025