IBM(US:IBM) ZACKS·2025-10-17 14:16Core Viewpoint - Analysts expect IBM to report quarterly earnings of $2.43 per share, reflecting a year-over-year increase of 5.7%, with revenues projected at $16.09 billion, up 7.5% from the previous year [1] Earnings Projections - The consensus EPS estimate has been revised upward by 0.4% over the past 30 days, indicating a collective reassessment by analysts [1][2] Revenue Estimates - Revenue from Software is expected to reach $7.27 billion, an increase of 11.4% year-over-year [4] - Revenue from Consulting is projected at $5.26 billion, suggesting a 2% increase from the prior year [4] - Revenue from Infrastructure is anticipated to be $3.40 billion, reflecting an 11.9% year-over-year change [4] - Revenue from Other is expected to be -$6.47 million, indicating a significant decline of 109.5% from the previous year [5] - Revenue from Infrastructure Support is estimated at $1.25 billion, down 3.9% year-over-year [5] - Revenue from Transaction Processing is projected to reach $2.05 billion, up 7.8% from the prior year [5] - Revenue from Hybrid Infrastructure is forecasted at $2.08 billion, indicating a 15.5% increase year-over-year [6] Profit Estimates - Gross Profit from Consulting is expected to be $1.48 billion, slightly up from $1.46 billion year-over-year [6] - Gross Profit from Infrastructure is projected at $1.82 billion, compared to $1.67 billion in the same quarter last year [6] - Gross Profit from Software is anticipated to be $6.07 billion, up from $5.43 billion year-over-year [7] - Segment Profit from Software is expected to reach $2.32 billion, compared to $1.97 billion in the previous year [7] - Segment Profit from Infrastructure is projected at $468.62 million, up from $422.00 million year-over-year [8] Stock Performance - IBM shares have increased by 4.1% over the past month, outperforming the Zacks S&P 500 composite, which moved up by 0.7% [8]