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Storia in 13 fonti

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

Raccontata da

channelnewsasia.com

cryptobriefing.com

economictimes.indiatimes.com

hindustantimes.com

businessinsider.com

morningstar.com+1 altre

Confronto fonti

6 prospettive sulla stessa storia

AI · summaries

forbes.comStai leggendo1 mese fa

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

Timeline cronologica

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
martedì 14 luglio 2026·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…

channelnewsasia.com

1 mese fa

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…

Leggi questa versione → originale

cryptobriefing.com1 mese fa

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.

Leggi questa versione → originale

hindustantimes.com1 mese fa

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.

Leggi questa versione → originale

thenextweb.com1 mese fa

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.

Leggi questa versione → originale

straitstimes.com1 mese fa

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.

Leggi questa versione → originale

martedì 14 luglio 2026·

channelnewsasia.com

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,…

martedì 14 luglio 2026·

channelnewsasia.com

IBM warns AI boom 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 would take a big earnings hit in the second…

martedì 14 luglio 2026·

channelnewsasia.com

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…

martedì 14 luglio 2026·

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.

martedì 14 luglio 2026·

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…

martedì 14 luglio 2026·

cryptobriefing.com

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

martedì 14 luglio 2026·

benzinga.com

IBM Spooks Investors With Sub-Optimal Outlook - IBM (NYSE:IBM)

IBM forecasts lower-than-expected Q2 revenue of $17.2B and non-GAAP EPS of $2.93 as hardware demand shifts. Full details here.

martedì 14 luglio 2026·

economictimes.indiatimes.com

IBM stock tumbles 25% as preliminary quarterly results fall below expectations

IBM shares tumbled sharply in premarket trade after the company flagged weaker-than-expected second-quarter results, missing both profit and revenue estimates. Management…

martedì 14 luglio 2026·

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...

martedì 14 luglio 2026·

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.

martedì 14 luglio 2026·

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.

martedì 14 luglio 2026·

economictimes.indiatimes.com

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…

martedì 14 luglio 2026·

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.

martedì 14 luglio 2026·

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.

martedì 14 luglio 2026·

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’.

martedì 14 luglio 2026·

morningstar.com

What IBM's profit warning means: Hardware is 'eating everyone's lunch'

By Britney Nguyen and Hannah Pedone

mercoledì 15 luglio 2026·

cryptobriefing.com

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.

mercoledì 15 luglio 2026·

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.