AI disrupts traditional software business, ‘AI is eating software' – analyst [Seeking Alpha]
International Business Machines Corporation (IBM)
Last international business machines corporation earnings: 4/20 04:08 pm
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Source: Seeking Alpha
businesses, according to Ben Reitzes, head of technology research at Melius Research. Following IBM's ( IBM ) latest earnings report , which showed sequential acceleration in software organic Newsletters for Every Investor Get daily, sector-specific newsletters packed with expert insights, fresh ideas, and new opportunities. Subscribe to Newsletters Sign Up Quick Insights Infrastructure software companies benefit from AI driving demand for stable, recurring revenue streams and data connectivity, which traditional software is struggling to maintain. IBM's higher-quality free cash flow, stable recurring revenue, and disciplined capital allocation justify a premium valuation over SaaS companies with lower-quality cash flow and dilution issues. IBM's quantum computing efforts are seen as a long-term growth catalyst not yet factored into the current stock price. Recommended For You
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IBM
News
- IBM Elects Ramon L. Laguarta to its Board of Directors [Yahoo! Finance]Yahoo! Finance
- IBM Elects Ramon L. Laguarta to its Board of DirectorsPR Newswire
- IBM Elects Ramon L. Laguarta to its Board of DirectorsPR Newswire
- International Business Machines (NYSE:IBM) was given a new $360.00 price target on by analysts at Argus.MarketBeat
- The Next Phase Of AI Takes Shape In 2026 [Forbes]Forbes
IBM
Earnings
- 1/28/26 - Beat
IBM
Sec Filings
- 1/30/26 - Form 4
- 1/30/26 - Form 424B5
- 1/30/26 - Form 424B5
- IBM's page on the SEC website