NuAxiSemiconductor trade intelligence
IBM's growth rebounds after a summer stumble, led by software and servers
What happened
IBM's third quarter revenue rose 5% year on year, or 6% at constant currency, to US$17.1 billion for the quarter ended September 30, 2026, an acceleration after a second quarter that led the company to cut its full-year outlook in July.
Impact and signal
High impactImpact score: 85/100
Affected components and suppliers
software and servers
IBM
revenuegrowthQ32026
Source and time
Source: DigiTimes Asia · 10/21/2026 · View original source
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