NYSE$IBM

International Business Machines Corporation (IBM) · Q4 2021 earnings

Q4 2021 earnings · · Investor relations

Briefing

IBM increased revenue driven by hybrid cloud adoption and strong profit performance.

IBM's Q4 2021 earnings showed revenue growth, driven by hybrid cloud adoption in software and consulting. The company expresses confidence in achieving sustained mid-single digit revenue growth and strong free cash flow in 2022.

  • Revenue increased by 6.5 percent, and 8.6 percent at constant currency.
  • Software revenue was up 8 percent, and 10 percent at constant currency.
  • Consulting revenue increased by 13 percent, and 16 percent at constant currency.
  • GAAP Pre-tax income increased 183 percent.

Headline financials

Total Revenue

$16.7B

Previous: $20.4B-18.0%
EPS (adj)

$3.35

Previous: $2.07+61.8%
Capital Expenditures

$450M

Previous: $678M-33.6%
Free Cash Flow

$2.09B

Previous: $6.1B-65.7%
Net Income

$2.33B

Previous: $1.36B+72.0%
Operating Income

$2.87B

Previous: $1.29B+122.6%
Gross Profit

$9.5B

Previous: $10.5B-9.7%
Cash & Equivalents

$6.65B

Previous: $13.2B-49.7%
Total Assets

$132B

Previous: $156B-15.4%
Stock-Based Comp

$263M

Previous: $279M-5.7%

Revenue & EPS history

IBM · Revenue · Quarterly

$16.7B

Q4 2021-18%vs Q4 2020
Beat estimate in 15 of 16 quarters(94%)
ActualEstimate

Forward guidance

IBM will discuss 2022 expectations during today’s quarterly earnings conference call.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2021

Historical avgQ4 2021

-0.8%

Avg return

Earnings day

+0.2%

Avg return

5 days after

-0.5%

Avg return

30 days after

41%

30 / 73 earnings

Positive

+13.0%

Q4 2024

Best reaction

-10.3%

Q3 2014

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-3.1%-7.5%+0.8%
Q4 2025-3.0%+0.1%-18.3%
Q3 2025+4.0%+8.7%+3.5%
Q2 2025+1.1%+2.3%+6.9%
Q1 2025-6.6%-2.5%+5.4%
Q4 2024+13.0%+15.7%+10.4%
Q3 2024-6.0%-8.3%-4.0%
Q2 2024+4.3%+4.0%+6.5%
Q1 2024-7.3%-8.1%-6.2%
Q4 2023+9.5%+7.6%+6.8%
Q3 2023+4.3%+3.5%+12.6%
Q2 2023+2.2%+3.1%+4.5%
Q1 2023-1.1%-1.9%-0.4%
Q4 2022-5.0%-4.4%-7.7%
Q3 2022+4.4%+7.9%+20.1%
Q2 2022-6.5%-8.3%-1.5%
Q1 2022+9.6%+9.6%+2.8%
Q4 2021+5.2%+4.0%-5.6%
Q3 2021-9.6%-10.1%-14.5%
Q2 2021+0.8%+1.8%+0.4%
Q1 2021+3.4%+6.6%+7.2%
Q4 2020-8.8%-5.8%-8.5%
Q3 2020-6.8%-7.9%-7.3%
Q2 2020+0.8%+0.5%-1.0%
Q1 2020-2.8%+3.8%+1.0%
Q4 2019+4.0%+1.6%+9.3%
Q3 2019-6.1%-7.3%-6.0%
Q2 2019+4.3%+4.3%-6.8%
Q1 2019-3.3%-2.5%-5.6%
Q4 2018+7.3%+8.2%+11.3%
Q3 2018-5.0%-8.5%-14.0%
Q2 2018+4.0%+1.5%+1.8%
Q1 2018-5.8%-8.2%-8.5%
Q4 2017-3.7%-1.4%-7.4%
Q3 2017+8.6%+10.4%+1.6%
Q2 2017-3.6%-3.9%-8.0%
Q1 2017-5.5%-6.3%-11.9%
Q4 2016+2.2%+5.5%+8.3%
Q3 2016-2.4%-3.1%+3.1%
Q2 2016-0.1%+1.4%+0.4%
Q1 2016-5.1%
Q4 2015-6.3%
Q3 2015-6.5%
Q2 2015-5.5%
Q1 2015+2.2%
Q4 2014-3.2%
Q3 2014-10.3%
Q2 2014+0.1%
Q1 2014-3.6%
Q4 2013-4.1%
Q3 2013-5.3%
Q2 2013+2.1%
Q1 2013-9.4%
Q4 2012+5.3%
Q3 2012-4.0%
Q2 2012+6.4%
Q1 2012-1.3%
Q4 2011-0.4%
Q3 2011-0.2%
Q2 2011-1.3%
Q1 2011+0.4%
Q4 2010-2.8%
Q2 2010-2.8%
Q3 2010+1.1%
Q1 2009-0.5%
Q1 2010-0.4%
Q4 2009+0.6%
Q4 2007+0.6%
Q3 2008+1.2%
Q3 2009+1.2%
Q2 2009-0.3%
Q2 2008-0.3%
Q4 2008-0.3%

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