IBM (IBM) Q4 2025 Earnings Call Transcript
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 29 2026
0mins
Should l Buy IBM?
Source: NASDAQ.COM
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Analyst Views on IBM
Wall Street analysts forecast IBM stock price to rise
16 Analyst Rating
11 Buy
4 Hold
1 Sell
Moderate Buy
Current: 230.980
Low
210.00
Averages
315.80
High
375.00
Current: 230.980
Low
210.00
Averages
315.80
High
375.00
About IBM
International Business Machines Corporation is a provider of global hybrid cloud and artificial intelligence (AI) and consulting expertise. The Company’s segments include Software, Consulting, Infrastructure and Financing. The Software segment includes hybrid cloud and AI platforms, which allow clients to realize their digital and AI transformations across the applications, data, and environments in which they operate. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment is focused on the hybrid cloud infrastructure market, providing on-premises and cloud-based server and storage solutions. In addition, it offers a portfolio of life-cycle services for hybrid cloud infrastructure deployment. The Financing segment provides client and commercial financing, facilitating its clients’ acquisition of hardware, software and services. It helps clients in more than 175 countries.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Significant User Engagement Growth: Since its relaunch in May 2025, the app has seen a 35% increase in cumulative downloads and a 36% rise in monthly active users, with race day active users surging by 56%, indicating that the new features effectively attract more user participation.
- Innovative Interactive Experience: The new Game Center transforms each race weekend into an interactive experience with real-time leaderboards and social media competitions, fostering connections among fans and driving a 62% increase in views and a 35% lift in engaged sessions.
- Technology-Driven Transformation: IBM executives state that integrating AI into the app experience is changing how millions of fans engage with the sport, showcasing how technology can turn data into meaningful experiences and help the brand stand out in a competitive market.
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- Enhanced Fan Engagement: The newly launched features in the Scuderia Ferrari app, powered by IBM's AI, deepen the connection between nearly 400 million Tifosi and the team, drivers, and cars, significantly boosting brand loyalty.
- Download Growth: Since its relaunch in May 2025, the app has seen a 35% increase in cumulative downloads and a 36% rise in monthly active users, indicating that the new features effectively enhance user engagement and satisfaction.
- Real-Time Data Enhancement: The new Race Center provides detailed session timelines and real-time driver data, allowing fans to gain deeper insights on race day, thereby enhancing the viewing experience and engagement.
- Game Center Innovation: The new Game Center introduces interactive features like race predictors, quizzes, and challenges, increasing social media competition and driving repeat engagement throughout the season, further solidifying Ferrari's brand presence in F1.
See More
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See More
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Collaboration Focus: The partnership aims to leverage advanced technology to improve performance and fan engagement in motorsport.
See More
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- App Feature Upgrade: IBM and Ferrari's collaboration introduces new features like an AI Companion, Predictor, and Game Center in the Scuderia Ferrari app, aimed at enhancing engagement for nearly 400 million global fans, thereby increasing brand loyalty and user retention.
- Significant User Engagement Growth: Since its relaunch in May 2025, the app has seen a 35% increase in cumulative downloads and a 36% rise in monthly active users, with race day active users surging by 56%, indicating that the new features effectively attract more user participation.
- Innovative Interactive Experience: The new Game Center transforms each race weekend into an interactive experience with real-time leaderboards and social media competitions, fostering connections among fans and driving a 62% increase in views and a 35% lift in engaged sessions.
- Technology-Driven Transformation: IBM executives state that integrating AI into the app experience is changing how millions of fans engage with the sport, showcasing how technology can turn data into meaningful experiences and help the brand stand out in a competitive market.
See More
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- REIT Excellence: Federal Realty (FRT) has achieved the status of 'Dividend King' with 58 years of consecutive dividend increases, offering a 4% yield that significantly exceeds market averages, attributed to its focus on high-quality properties and active portfolio management, ensuring its competitive edge in the real estate sector.
- Tech Giant Adaptability: International Business Machines (IBM) stands out with a 2.9% dividend yield in the tech sector, showcasing its strong market adaptability through continuous innovation in cloud computing, artificial intelligence, and quantum computing, attracting long-term investors.
- Navigating Market Uncertainty: Amid geopolitical conflicts in the Middle East and potential market volatility, investors can mitigate risks by holding reliable dividend stocks like EPD, FRT, and IBM, thereby achieving stable investment returns despite market fluctuations.
See More
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- Market Volatility: The S&P 500 is trading near all-time highs despite elevated oil prices and rising recession fears, indicating persistent market uncertainty, prompting investors to focus on reliable dividend stocks to navigate volatility.
- Enterprise Products Partners: As one of North America's largest midstream companies, Enterprise Products Partners boasts a 5.7% distribution yield and has increased its dividend for 27 consecutive years, demonstrating resilience and stability in the energy sector, making it suitable for long-term yield-seeking investors.
- Federal Realty Trust: With a remarkable 58-year streak of annual dividend increases, Federal Realty Trust stands as the only Dividend King in the REIT sector, owning around 100 properties with higher average incomes and population densities, ensuring its competitive edge in attracting retailers.
- IBM's Technological Transformation: IBM offers a dividend yield of 2.9%, significantly above the tech sector average, and its focus on cloud computing, artificial intelligence, and quantum computing allows it to maintain competitiveness through technology cycles, appealing to long-term dividend investors.
See More
Ferrari and IBM Launch Enhanced App Features for Fan Engagement
- Enhanced Fan Engagement: The newly launched features in the Scuderia Ferrari app, powered by IBM's AI, deepen the connection between nearly 400 million Tifosi and the team, drivers, and cars, significantly boosting brand loyalty.
- Download Growth: Since its relaunch in May 2025, the app has seen a 35% increase in cumulative downloads and a 36% rise in monthly active users, indicating that the new features effectively enhance user engagement and satisfaction.
- Real-Time Data Enhancement: The new Race Center provides detailed session timelines and real-time driver data, allowing fans to gain deeper insights on race day, thereby enhancing the viewing experience and engagement.
- Game Center Innovation: The new Game Center introduces interactive features like race predictors, quizzes, and challenges, increasing social media competition and driving repeat engagement throughout the season, further solidifying Ferrari's brand presence in F1.
See More
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New Features Announcement: IBM has announced the rollout of new features for its Scuderia Ferrari app, enhancing user experience and engagement.
Season 2026 Focus: The updates are aimed at improving the app's functionality throughout the 2026 season, aligning with Ferrari's strategic goals.
See More
IBM and Ferrari Launch New AI-Enhanced Features for Scuderia Ferrari App
New AI-Powered Features: IBM and Ferrari have introduced new AI-powered features to enhance the Scuderia Ferrari experience.
Collaboration Focus: The partnership aims to leverage advanced technology to improve performance and fan engagement in motorsport.
See More
