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IBM10-K: AI investment

IBM investing significantly in AI to drive revenue growth and market share

Read at SEC EDGAR

What happened

The company explicitly states it is investing significantly in AI as a key strategic area to gain market share. Failure to commercialize these AI innovations is cited as a major business risk, creating urgency for effective AI development, deployment, and GTM solutions.

Source

SEC EDGARFeb 24, 2026

Annual report (Form 10-K)

IBM 10-K for FY2025

Filing excerpt

The company continues to invest significantly in key strategic areas, including AI, to drive revenue growth and market share gains.

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: AI investment

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

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

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The full record

From the Signal API record

Details

CIK
51143
Accession number
0000051143-26-000010
Timeframe
Current year
Filing year
2026
Why it matters
Target for AI vendors
Signal category
Technology

Topics and mentions

Technologies

  • AI
  • hybrid cloud
  • quantum

Extraction

Confidence
High
Relevance
85%
Sentiment
Positive
Detected
Mar 3, 2026
signal_type
sec-10k
signal_subtype
aiInvestment

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

GET /v1/signals/e9979fb5-efc5-4045-bd3a-bf207c3a4eae returns this record as JSON. POST /v1/companies/enrich returns every signal for ibm.com.

{
  "signal_id": "e9979fb5-efc5-4045-bd3a-bf207c3a4eae",
  "signal_type": "sec-10k",
  "signal_subtype": "aiInvestment",
  "detected_at": "2026-03-03T05:48:59.204+00:00",
  "company": {
    "name": "IBM",
    "domain": "ibm.com"
  },
  "data": {
    "detail": "The company explicitly states it is investing significantly in AI as a key strategic area to gain market share. Failure to commercialize these AI innovations is cited as a major business risk, creating urgency for effective AI development, deployment, and GTM solutions.",
    "metrics": {
      "timeframe": "current_year"
    },
    "summary": "IBM investing significantly in AI to drive revenue growth and market share",
    "excerpts": "The company continues to invest significantly in key strategic areas, including AI, to drive revenue growth and market share gains.",
    "relevance": 0.85,
    "sentiment": "positive",
    "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": "Target for AI vendors",
    "signal_category": "technology",
    "technologies_mentioned": [
      "AI",
      "hybrid cloud",
      "quantum"
    ]
  }
}

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