IBM (IBM) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

IBM reported $17.1 billion in revenue for Q3 2026, exceeding consensus estimates by 1.37% with a 4.7% year-over-year increase. EPS of $2.95 beat expectations of $2.88 by 2.43%. Key growth drivers included Software (+8.3%), Hybrid Cloud (+10.5%), Data (+13.3%), and Transaction Processing (+10.5%), though some segments like Financing (-4%) and Consulting (+0.2%) showed weakness.