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IBM software business jeopardized by AI, WSJ says

IBM’s (IBM) profit warning this week showed AI is jeopardizing its software business and making it harder to sell its legacy offerings, accordin...

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channelnewsasia.com

theregister.com

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tipranks.comStai leggendo5 g fa

IBM software business jeopardized by AI, WSJ says

IBM’s (IBM) profit warning this week showed AI is jeopardizing its software business and making it harder to sell its legacy offerings, accordin...

Timeline cronologica

mercoledì 22 luglio 2026·cnbc.com
IBM lowers full-year forecast after earnings warning
IBM is now looking to improve productivity with artificial intelligence, including with a new coding tool called Bob.
mercoledì 22 luglio 2026·channelnewsasia.com
IBM cuts yearly revenue growth forecast as customers prioritize AI infrastructure spending
July 22 : IBM cut its annual revenue growth forecast on Wednesday, days after shocking Wall Street with a warning that corporate spending was shifting toward AI-focused…

channelnewsasia.com

6 g fa

IBM cuts yearly revenue growth forecast as customers prioritize AI infrastructure spending

July 22 : IBM cut its annual revenue growth forecast on Wednesday, days after shocking Wall Street with a warning that corporate spending was shifting toward AI-focused data-center gear at the expense of its software…

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techcrunch.com6 g fa

After shocking quarter, IBM insists that AI isn't killing the mainframe | TechCrunch

After IBM's stock crashed last week on warnings of poor mainframe sales, the CEO explained that AI wrecked corporate hardware budget, temporarily.

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theregister.com5 g fa

IBM insists AI didn't kill software deals, just delayed them

IBM rivendica Q2 calo software come deferral a AI infra (un terzo deal riappare Q3). Lightwell ($1M/anno AI per legacy open-source vulnerabilities) punta ai $2B+ TAM. Per CTO: AI non distrugge budget software, lo concentra su orchestration e security remediation—riallocazione di mercato reale.

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IBM's Krishna tries to reassure investors that AI won't disrupt company's software unit

IBM CEO Krishna claims 2% software replacement risk and downgrades annual growth to 6–8%, signaling investor skepticism on software-heavy models. Transaction software fell 9% Q2; infrastructure positioning as disruption hedge, but spending shifts signal vendor pressure.

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mercoledì 22 luglio 2026·

channelnewsasia.com

IBM cuts annual revenue growth forecast as customers prioritize AI infrastructure spending

July 22 : IBM cut its annual revenue growth forecast on Wednesday, days after shocking Wall Street with a warning that corporate spending was shifting toward AI-focused…

giovedì 23 luglio 2026·

techcrunch.com

After shocking quarter, IBM insists that AI isn't killing the mainframe | TechCrunch

After IBM's stock crashed last week on warnings of poor mainframe sales, the CEO explained that AI wrecked corporate hardware budget, temporarily.

giovedì 23 luglio 2026·

tipranks.com

IBM software business jeopardized by AI, WSJ says

IBM’s (IBM) profit warning this week showed AI is jeopardizing its software business and making it harder to sell its legacy offerings, accordin...

giovedì 23 luglio 2026·

theregister.com

IBM insists AI didn't kill software deals, just delayed them

Big Blue says customers postponed rather than abandoned major purchases as hardware soaked up enterprise budgets

giovedì 23 luglio 2026·

cnbc.com

IBM's Krishna tries to reassure investors that AI won't disrupt company's software unit

IBM's CEO highlighted growing mainframe hardware capacity, and said software should "catch back up" within a year.

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Warptech Lab News aggrega le notizie più rilevanti da oltre 700 fonti internazionali, con classificazione AI, TL;DR sintetici e timeline cluster su singole storie.

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