IBM to Report Q4 2025 Earnings with $19.21B Revenue Estimate
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 21 2026
0mins
Source: NASDAQ.COM
- Earnings Forecast: IBM is set to report Q4 2025 earnings with a revenue estimate of $19.21 billion and earnings per share of $4.33, although the 2026 EPS estimate has seen a slight increase of 0.3% to $12.19 over the past 60 days, indicating ongoing financial pressure.
- Strategic Partnership: IBM has inked a deal with S&P Global to integrate its watsonx Orchestrate framework into S&P's supply chain tools, aiming to enhance decision-making efficiency and potentially generate additional revenue for its Software segment.
- Quantum Technology Advancement: The company unveiled the Quantum Nighthawk processor, featuring superior qubit connectivity for executing more complex circuits, and is collaborating with Cisco to develop a fault-tolerant quantum computing network, which is expected to drive innovation in the quantum computing space.
- Market Competition Challenges: Despite strong performance in hybrid cloud and AI, IBM faces stiff competition from AWS and Azure, with weaknesses in its traditional business and foreign exchange volatility posing challenges to profitability, leading investors to adopt a cautious outlook on its future growth.
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Analyst Views on CSCO
Wall Street analysts forecast CSCO stock price to fall
13 Analyst Rating
10 Buy
3 Hold
0 Sell
Strong Buy
Current: 121.330
Low
76.00
Averages
91.30
High
100.00
Current: 121.330
Low
76.00
Averages
91.30
High
100.00
About CSCO
Cisco Systems, Inc. designs and sells a range of technologies that power the Internet. The Company is integrating its product portfolios across networking, security, collaboration, applications and cloud. The Company's segments include the Americas; Europe, Middle East, and Africa (EMEA), and Asia Pacific, Japan, and China (APJC). Its Networking product category represents its core networking technologies of switching, routing, wireless, fifth generation (5G), silicon, optics solutions and compute products. Its Security product category consists of its cloud and application security, industrial security, network security, and user and device security offerings. Its Collaboration product category consists of its meetings, collaboration devices, calling, contact center and platform as a service (CPaaS) offering. Its Observability product category consists of its full stack observability offerings.
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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