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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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