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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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forbes.com
Here’s Why IBM Had Its Worst Day Ever
“What played out was worse than our expectations,” CEO Arvind Krishna warned investors.
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Here’s Why IBM Is Crashing Toward Its Worst Day Ever
“What played out was worse than our expectations,” CEO Arvind Krishna warned investors.
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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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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"
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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…
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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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zerohedge.com
SaaSpocalypse Is Back: IBM Crashes Most Since 1987 As Customers Abruptly "Shift CapEx Spending"
"In the last few weeks of June, we saw clients shift their quarterly capex spend toward servers, storage, and memory purchases... shortfall in software stack"
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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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handelsblatt.com
IBM-Aktie bricht an der Wall Street nach Gewinnwarnung ein
Der IT-Konzern verfehlte im zweiten Quartal deutlich seine Umsatzerwartungen. IBM-Chef Krishna gibt zu, sich nicht schnell genug an KI-Infrastruktur angepasst zu haben.
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economictimes.indiatimes.com
IBM warns AI boom is squeezing software budgets, triggers sector rout - The Economic Times
Software investors have long been on edge over fears that AI tools capable of automating routine work could pose an existential threat to the industry. Tuesday's announcement…
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edition.cnn.com
IBM is on pace for its worst day ever | CNN Business
IBM struggled over the past three months as customers scrambled to get their hands on components that AI datacenters are gobbling up, its CEO said.
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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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businessinsider.com
Read IBM CEO's letter to investors warning about its poor results: 'This quarter we faltered'
CEO Arvind Krishna said in his letter to investors that IBM had underestimated the "magnitude" of clients changing spending habits.
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theregister.com
IBM's mainframe sales get mugged by AI hardware panic, stock sheds more than a quarter of its value
CEO Krishna: Customers blew their Z budgets on servers and storage before prices spike, Q2 financials 'disappointing'
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IBM's mainframe sales get mugged by AI hardware panic, stock loses more than a quarter of its value
CEO Krishna: Customers blew their Z budgets on servers and storage before prices spike, Q2 financials 'disappointing'
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cityam.com
'Ugly moment' for software stocks as IBM suffers biggest one-day slump in decades
IBM shares plunged more than 23 per cent on Tuesday after the tech giant warned that customers were diverting spending
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Big Blew It! IBM Crashes Most Since '60s Amid CapEx Woes; Goldman Warns Over 'Software Bear Case'
"This redirection of budgets towards AI has been a topic that Karl Keirstead/team have been articulating as a potential risk for some time..."
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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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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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IBM gets sucked into the AI-powered memory chip vortex
IBM's warning shows how AI infrastructure and cybersecurity spending are reshaping technology budgets.