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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
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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
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channelnewsasia.com
IBM warns AI boom is squeezing software budgets; shares sink in sector rout
July 14 : IBM said it had "faltered" in keeping pace with a shift in corporate spending from software to data-center infrastructure and forecast second-quarter earnings below…
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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,…
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IBM warns AI boom is squeezing software budgets, triggers sector rout
July 14 : IBM sparked a market rout on Tuesday after forecasting second-quarter revenue below estimates and signaling that businesses were favoring spending on data-center…
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cryptobriefing.com
IBM reports preliminary Q2 revenue of $17.2B, missing Wall Street estimates
IBM's preliminary Q2 2026 revenue of $17.2 billion missed analyst estimates of $17.86 billion, sending shares lower ahead of its July 22 earnings call.
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economictimes.indiatimes.com
IBM forecasts preliminary Q2 revenue below estimates as spending shifts to AI - The Economic Times
According to the preliminary results, the company expects revenue of $17.2 billion during the quarter, compared with analysts' estimate of $17.86 billion, according to data…
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IBM stock falls 20%, erasing $55B in market cap after earnings miss
IBM stock dropped nearly 20%, erasing $55 billion in market cap after an earnings miss driven by software and infrastructure weakness. What it means for
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dailysabah.com
IBM warns AI boom hurting software firms, triggering big rout
IBM shares plunged over 20% on Tuesday and the company led a massive market rout after forecasting second-quarter revenue below estimates and signaling...
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hindustantimes.com
IBM stock crashes 22% as AI spending shift hits software industry
IBM warns AI infrastructure spending is hurting software budgets as revenue misses estimates, sending IBM shares and software stocks sharply lower.
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thenextweb.com
IBM shares plunge after preliminary Q2 revenue falls short of estimates despite surging AI bookings
IBM issued preliminary Q2 results showing revenue of $17 billion, below analyst estimates, as clients shifted spending and large deals failed to close.
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Why IBM shares crashed 26%: CEO Arvind Krishna highlights customer spending shifts towards AI
IBM's second-quarter results missed expectations, impacted by customer spending shifts, triggering one of the worst crashes in its stock. CEO Arvind Krishna said clients…
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businessinsider.com
What smart people are saying about IBM's AI warning and SaaSpocalypse fears
IBM CEO Arvind Krishna wrote a letter to shareholders about a revenue miss. It's renewing months-old fears about a SaaSpocalypse.
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axios.com
This "will rattle many": IBM stock tanks as AI budgets shift
IBM startled investors Tuesday with an acknowledgment that shifting priorities in the AI economy are bludgeoning its core business.
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nzherald.co.nz
IBM shares plunge 25% as AI spending boom disrupts business
CEO Arvind Krishna admitted the tech giant ‘did not adapt quickly enough’.
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morningstar.com
What IBM's profit warning means: Hardware is 'eating everyone's lunch'
By Britney Nguyen and Hannah Pedone
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IBM stock dives toward worst day in nearly 40 years after earnings miss
IBM stock plunged 25% after Q2 2026 revenue of $17.2B missed estimates by $700M, marking its worst day since 1968 as AI spending shifts rattle markets.
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straitstimes.com
IBM shares plunge 25% as customers shift spending to AI
AI shopping spree pulled spending away from IBM’s infrastructure and software business. Read more at straitstimes.com. Read more at straitstimes.com.
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IBM issues profit warning as enterprise customers rush to buy AI hardware
IBM stock dropped 25% after Q2 results missed estimates. Enterprise customers are shifting budgets from software to AI hardware, reshaping tech spending.
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IBM shares plunge on earnings warning, signaling IT sector shift
IBM shares fell 25% after a Q2 revenue warning of $17.2B missed estimates. Here's what the historic drop means for the IT sector and enterprise tech.
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IBM's profit warning signals a seismic shift in how enterprises are spending on AI
IBM's Q2 miss and 25% stock drop reveal enterprises shifting AI spend from software to hardware, with ripple effects for crypto mining and tech markets.