International Business Machines Corporation

IBMleader

IBM is a multinational technology company focused on hybrid cloud and AI. Its acquisition of Red Hat transformed it into a leading enterprise hybrid cloud platform provider.

⇄ Compare

Products & Revenue

Product Revenue Share

Revenue Breakdown ($62.8B)

Static data (loading live financials…)

Software (44%)

Consulting (33%)

Infrastructure (15%)

Financing (8%)

Segment Breakdown & Key Customers

Product Details

Hybrid Cloud (Red Hat)40%

OpenShift, RHEL, and Ansible automation for hybrid multi-cloud environments

Consulting30%

Technology strategy, implementation, and managed services

Software (watsonx)20%

AI platform, data management, security software, and automation tools

Infrastructure10%

Mainframes (z-series), Power servers, and storage systems

Supply Chain Relationships

Competitors

Microsoft Corporation

Azure vs IBM Cloud

Impact: Major cloud competitor

Amazon.com (AWS)

AWS vs IBM hybrid cloud

Impact: Major cloud competitor

Accenture plc

IT consulting services

Impact: Medium — consulting rivalry

Macro & Market Context

IT / 소프트웨어Sector News

AI 코파일럿 구독 전환 가속 — 전통 SaaS 성장률 차별화 심화

SaaS 시장 성장률 (2026E)

+18% YoY

AI 코파일럿 ARR 성장

+320% YoY

기업 IT 예산 증가율

+6% (AI 재배분)

전통 라이선스 시장

-12% YoY

Upcoming Catalysts

◆Salesforce·ServiceNow·CRM Q1 실적 (2026.05)◆Microsoft Build 컨퍼런스 (2026.05)◆CrowdStrike Fal.Con 2026 발표

Latest News

Loading news...

AI Analysis

Click "Get AI Analysis" for an AI-powered supply chain analysis of International Business Machines Corporation.

Company Info

Headquarters

Armonk, New York, USA

Founded

1911

Employees

288,000+

Website

ibm.com

Sector Overview — IT / 소프트웨어

Sector News