Browsing Tag
Lightwell
3 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.
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 (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.