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IBM forecasts preliminary Q2 revenue below estimates as spending shifts to AI

July 14 : IBM's preliminary second-quarter revenue forecast came below Wall Street estimate on Tuesday, as customers prioritized spending on AI infrastructure, including servers, storage and memory purchases, sending its shares slumping 17 per cent in premarket trading. The results reflect an industry-wide s

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IBM forecasts preliminary Q2 revenue below estimates as spending shifts to AI

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martedì 14 luglio 2026·datacenterdynamics.com
IBM releases preliminary results for Q2 2026, sees shares drop by more than 20 percent
CEO Arvind Krishna writes letter to investors to explain "performance shortfall"
martedì 14 luglio 2026·forbes.com
What IBM's Revenue Miss Tells CIOs About AI Spending
IBM's Q2 miss wasn't weak AI demand. It was budget rotation to hardware. Here's what the shift from software to infrastructure spend means for CIOs

IBM forecasts preliminary Q2 revenue below estimates as spending shifts to AI

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IBM forecasts preliminary Q2 revenue below estimates as spending shifts to AI

Timeline cronologica

IBM releases preliminary results for Q2 2026, sees shares drop by more than 20 percent

What IBM's Revenue Miss Tells CIOs About AI Spending

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