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IBM10-Q: Platform strategy

IBM reports OpenShift annual recurring revenue reached approximately $2.4 billion

Read at SEC EDGAR

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

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AskWhat changed at IBM this week? Use Autobound signals for ibm.com.

What happened

Hybrid Cloud revenue increased 10.6 percent with OpenShift ARR reaching approximately $2.4 billion.

Source

Other signals in this filing (4)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Platform strategy

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

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The full record

From the Signal API record

Numbers

Dollar figure
$2.4B (OpenShift annual recurring revenue)
Percent
10.6% (Hybrid Cloud revenue growth as reported)

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
Platform tools needed
Signal category
Strategic

Topics and mentions

Technologies

  • OpenShift
  • Hybrid Cloud

Extraction

Confidence
High
Relevance
80%
Sentiment
Positive
Detected
Oct 27, 2026
signal_type
sec-10q
signal_subtype
platformStrategy

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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
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Show the full JSONThe record on this page and the API request

GET /v1/signals/35cc2efd-65ea-4125-ac6b-540f28970cd0 returns this record as JSON. POST /v1/companies/enrich returns every signal for ibm.com.

{
  "signal_id": "35cc2efd-65ea-4125-ac6b-540f28970cd0",
  "signal_type": "sec-10q",
  "signal_subtype": "platformStrategy",
  "detected_at": "2026-10-27T08:03:56.769+00:00",
  "company": {
    "name": "IBM",
    "domain": "ibm.com"
  },
  "data": {
    "detail": "Hybrid Cloud revenue increased 10.6 percent with OpenShift ARR reaching approximately $2.4 billion. Partners and vendors offering complementary cloud-native tools, Kubernetes tooling, or container management solutions may find expansion opportunities.",
    "metrics": {
      "pct": 0.106,
      "timeframe": "current_quarter",
      "pct_context": "Hybrid Cloud revenue growth as reported",
      "dollar_context": "OpenShift annual recurring revenue",
      "dollar_millions": 2400
    },
    "quarter": "Q3",
    "summary": "IBM reports OpenShift annual recurring revenue reached approximately $2.4 billion",
    "excerpts": "OpenShift annual recurring revenue continues to grow and is approximately $2.4 billion.",
    "relevance": 0.8,
    "sentiment": "positive",
    "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": "Platform tools needed",
    "signal_category": "strategic",
    "technologies_mentioned": [
      "OpenShift",
      "Hybrid Cloud"
    ]
  }
}

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