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IBM10-Q: Margin pressure

IBM gross margin contracted 0.5 points to 56.8% in Q3 2026

Source: Autobound Signal API · 173 signals tracked for IBM · updated

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What happened

Gross margin decreased 0.5 points year to year to 56.8% in the third quarter of 2026, with Software gross margin down 0.6 points driven by investments in innovation and product mix.

Source

SEC EDGAROct 21, 2026

Quarterly report (Form 10-Q)

IBM 10-Q for Quarter ended Sep 30, 2026

Filing excerpt

Gross margin of 56.8 percent decreased 0.5 points year to year and operating (non-GAAP) gross margin of 58.5 percent decreased 0.2 points compared to the prior-year period.

sec.gov/Archives/edgar/data/51143/000005114326000095/ibm-20260930.htmRead the full source

Other signals in this filing (4)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Margin pressure

What this signalsFilings often name leadership changes, deals and spending plans.

Period
Quarter ended Sep 30, 2026
Fiscal year end
09/30
Filed
Oct 21, 2026

More 10-Q signals at other companies

The full record

From the Signal API record

Numbers

Percent
-0.5% (gross margin change year to year)

Details

CIK
51143
Accession number
0000051143-26-000095
Timeframe
Current quarter
Quarter
Q3
Filing year
2026
Period end date
Sep 30, 2026
Why it matters
Efficiency tools needed
Signal category
Financial

Extraction

Confidence
High
Relevance
70%
Sentiment
Negative
Detected
Oct 27, 2026
signal_type
sec-10q
signal_subtype
marginPressure

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The API returns more than this page shows

This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/35b97502-e82b-4d00-945a-cfffd96346a1 returns this record as JSON. POST /v1/companies/enrich returns every signal for ibm.com.

{
  "signal_id": "35b97502-e82b-4d00-945a-cfffd96346a1",
  "signal_type": "sec-10q",
  "signal_subtype": "marginPressure",
  "detected_at": "2026-10-27T08:04:11.924+00:00",
  "company": {
    "name": "IBM",
    "domain": "ibm.com"
  },
  "data": {
    "detail": "Gross margin decreased 0.5 points year to year to 56.8% in the third quarter of 2026, with Software gross margin down 0.6 points driven by investments in innovation and product mix. This may indicate opportunities for vendors offering cost optimization and operational efficiency solutions.",
    "metrics": {
      "pct": -0.005,
      "timeframe": "current_quarter",
      "pct_context": "gross margin change year to year"
    },
    "quarter": "Q3",
    "summary": "IBM gross margin contracted 0.5 points to 56.8% in Q3 2026",
    "excerpts": "Gross margin of 56.8 percent decreased 0.5 points year to year and operating (non-GAAP) gross margin of 58.5 percent decreased 0.2 points compared to the prior-year period.",
    "relevance": 0.7,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/51143/000005114326000095/ibm-20260930.htm",
    "filing_date": "2026-10-21",
    "filing_year": 2026,
    "fiscal_year": 2026,
    "fiscal_year_end": "09/30",
    "period_end_date": "2026-09-30",
    "sales_relevance": "Efficiency tools needed",
    "signal_category": "financial"
  }
}

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