IBM delivered a strong start to 2026, with 6% revenue growth driven by robust performance in hybrid cloud and AI platforms, alongside solid margin expansion and free cash flow increase.
- Revenue increased 6% in Q1, with software up 8% and Data + Red Hat double digits, supported by a record quarter for Z and a 48% growth in infrastructure.
- AI and automation are core growth drivers, with IBM’s platform enabling enterprises to orchestrate, govern, and secure AI workloads across hybrid environments.
- Strategic focus on enterprise data, security, and open infrastructure bolsters demand for Confluent, watsonx, and IBM Z solutions.
- AI-driven enhancements in infrastructure and software, including AI-embedded products and transaction-focused innovations, continue strengthening client value and platform resilience.
- Consulting growth remains steady, centered on AI modernization and operational efficiency, reinforcing IBM’s integrated software consulting model.
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