International Business Machines Corporation

IBMleader

IBM is a multinational technology company focused on hybrid cloud and AI. Its acquisition of Red Hat transformed it into a leading enterprise hybrid cloud platform provider.

⇄ Compare

Productos e Ingresos

Participación de Ingresos por Producto

Desglose de Ingresos ($62.8B)

Datos estáticos (cargando finanzas en tiempo real…)

Software (44%)

Consulting (33%)

Infrastructure (15%)

Financing (8%)

Composición de segmentos y clientes principales

Detalles del producto

Hybrid Cloud (Red Hat)40%

OpenShift, RHEL, and Ansible automation for hybrid multi-cloud environments

Consulting30%

Technology strategy, implementation, and managed services

Software (watsonx)20%

AI platform, data management, security software, and automation tools

Infrastructure10%

Mainframes (z-series), Power servers, and storage systems

Relaciones en la Cadena de Suministro

Competidores

Microsoft Corporation

Azure vs IBM Cloud

Impacto: Major cloud competitor

Amazon.com (AWS)

AWS vs IBM hybrid cloud

Impacto: Major cloud competitor

Accenture plc

IT consulting services

Impacto: Medium — consulting rivalry

Contexto macro y de mercado

IT / 소프트웨어Noticias del sector

AI 코파일럿 구독 전환 가속 — 전통 SaaS 성장률 차별화 심화

SaaS 시장 성장률 (2026E)

+18% YoY

AI 코파일럿 ARR 성장

+320% YoY

기업 IT 예산 증가율

+6% (AI 재배분)

전통 라이선스 시장

-12% YoY

Próximos catalizadores

◆Salesforce·ServiceNow·CRM Q1 실적 (2026.05)◆Microsoft Build 컨퍼런스 (2026.05)◆CrowdStrike Fal.Con 2026 발표

Últimas noticias

Cargando noticias...

Análisis IA

Haz clic en "Obtener Análisis IA" para un análisis de cadena de suministro de International Business Machines Corporation impulsado por IA.

Información de la Empresa

Sede Central

Armonk, New York, USA

Fundación

1911

Empleados

288,000+

Sitio Web

ibm.com

Estado del sector — IT / 소프트웨어

Noticias del sector