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IBM10-K: Market share loss

IBM faces intense software competition from Google, Amazon, Microsoft, Oracle, and Salesforce.

What happened

IBM's core Software segment, focused on hybrid cloud and AI, is in direct competition with major hyperscalers and enterprise software giants. This pressure creates a need for IBM to differentiate its offerings and could make them receptive to technologies that provide a competitive edge.

Source

SEC EDGARFeb 24, 2026

Annual report (Form 10-K)

IBM 10-K for FY2025

Filing excerpt

The principal competitors in this segment include: Alphabet (Google), Amazon, BMC, Broadcom, Microsoft, Oracle, Salesforce, SAP and Splunk, a CISCO Company.

sec.gov/Archives/edgar/data/51143/000005114326000010/ibm-20251231.htmRead the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-K: Market share loss

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

Period
FY2025
Fiscal year end
12/31
Filed
Feb 24, 2026

More 10-K signals at other companies

The full record

From the Signal API record

Details

CIK
51143
Accession number
0000051143-26-000010
Filing year
2026
Why it matters
Urgency to improve

Topics and mentions

Technologies

  • hybrid cloud
  • AI

Competitors

  • Alphabet (Google)
  • Amazon
  • BMC
  • Broadcom
  • Microsoft
  • Oracle
  • Salesforce
  • SAP

Extraction

Confidence
High
Relevance
80%
Sentiment
Negative
Detected
Mar 3, 2026
signal_type
sec-10k
signal_subtype
marketShareLoss

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The API returns more than this page shows

This page shows a preview. The full sec-10k 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/3b062d49-165c-4f2f-82cf-131ce4536c6d returns this record as JSON. POST /v1/companies/enrich returns every signal for ibm.com.

{
  "signal_id": "3b062d49-165c-4f2f-82cf-131ce4536c6d",
  "signal_type": "sec-10k",
  "signal_subtype": "marketShareLoss",
  "detected_at": "2026-03-03T05:48:59.204+00:00",
  "company": {
    "name": "IBM",
    "domain": "ibm.com"
  },
  "data": {
    "detail": "IBM's core Software segment, focused on hybrid cloud and AI, is in direct competition with major hyperscalers and enterprise software giants. This pressure creates a need for IBM to differentiate its offerings and could make them receptive to technologies that provide a competitive edge.",
    "summary": "IBM faces intense software competition from Google, Amazon, Microsoft, Oracle, and Salesforce.",
    "excerpts": "The principal competitors in this segment include: Alphabet (Google), Amazon, BMC, Broadcom, Microsoft, Oracle, Salesforce, SAP and Splunk, a CISCO Company.",
    "relevance": 0.8,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/51143/000005114326000010/ibm-20251231.htm",
    "filing_date": "2026-02-24",
    "filing_year": 2026,
    "fiscal_year_end": "12/31",
    "sales_relevance": "Urgency to improve",
    "signal_category": "market",
    "competitors_mentioned": [
      "Alphabet (Google)",
      "Amazon",
      "BMC",
      "Broadcom",
      "Microsoft",
      "Oracle",
      "Salesforce",
      "SAP"
    ],
    "technologies_mentioned": [
      "hybrid cloud",
      "AI"
    ]
  }
}

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