- Filed
- Feb 24, 2026
- Period
- FY2025
- Fiscal year end
- 12/31
- Filings
- 1
10-K · latest 10
What IBM's 10-K filings say
- SEC EDGAR
10-K · FY2025
Filed · Fiscal year ends 12/31 · 12 signals
IBM names Google, Amazon, Microsoft, Oracle, and Salesforce as key software competitors
IBM explicitly identifies major tech giants and enterprise software players as its primary competitors in the software segment.
hybrid cloudAIAlphabet (Google)Amazon
IBM derives 60% of its revenue from outside the United States
With 60% of revenue coming from international markets across 175 countries, IBM's business is heavily exposed to global economic conditions, currency fluctuations, and complex regulations.
60%
of its revenues from sales outside the United States
IBM's Consulting division competes directly with Accenture and Capgemini
In the lucrative consulting market, IBM faces direct competition from global systems integrators like Accenture and Capgemini.
hybrid clouddataAIAccenture
IBM names Dell, HPE, Intel, and Pure Storage as key infrastructure competitors
The rise of cloud service providers adds another layer of competitive pressure, driving a need for differentiation through performance and security.
hybrid cloudAIserverstorage
IBM investing significantly in AI to drive revenue growth and market share
The company explicitly states it is investing significantly in AI as a key strategic area to gain market share.
AIhybrid cloudquantum
IBM states it expects to continue making acquisitions as part of its growth strategy
IBM explicitly states its intention to pursue acquisitions, alliances, and divestitures to meet strategic objectives.
IBM flags risk of failing to commercialize innovations in hybrid cloud, AI, and quantum
IBM acknowledges that its long-term success depends on successfully commercializing its investments in hybrid cloud, AI, and quantum computing.
hybrid cloudAIquantum
IBM warns that failure to commercialize AI and quantum innovations could compress profit margins.
The company's long-term success is tied to its ability to innovate and scale new technologies like AI and quantum computing.
hybrid cloudAIquantum
Driving productivity and cost savings through automation and agile processes
IBM has an ongoing internal transformation initiative to increase agility and reduce costs using automation and AI.
automationAIagile
Facing infrastructure competition from Dell, HPE, Intel, and cloud providers
In the hybrid infrastructure market, IBM is competing with both traditional hardware providers (Dell, HPE) and modern cloud service providers.
hybrid cloudAIDell TechnologiesHewlett-Packard Enterprise (HPE)
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-d '{"domain":"ibm.com","signal_types":["sec-10k"],"limit":20}'Same industry
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Source. Annual reports (Form 10-K) filed with the SEC. Every card links to the filing on EDGAR.
Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.
Data as of .