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IBM10-K: Market share loss

IBM's Infrastructure business faces competition from Dell, HPE, Intel, and cloud providers.

What happened

In the hybrid cloud infrastructure market, IBM competes with traditional hardware providers like Dell and HPE, component suppliers like Intel, and increasingly, cloud service providers. This pressure on their on-premise and cloud-based server/storage solutions requires constant investment in high-value capabilities like security and AI workload performance.

Source

SEC EDGARFeb 24, 2026

Annual report (Form 10-K)

IBM 10-K for FY2025

Filing excerpt

Our principal competitors include: Dell Technologies, Hewlett-Packard Enterprise (HPE), Intel, NetApp and Pure Storage as well as original device manufacturers (ODMs) who provide systems that are re-branded.

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

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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

  • Dell Technologies
  • Hewlett-Packard Enterprise (HPE)
  • Intel
  • NetApp
  • Pure Storage

Extraction

Confidence
High
Relevance
70%
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/2d2f9c32-c0d5-4c1f-b9b0-5f3b766cabd4 returns this record as JSON. POST /v1/companies/enrich returns every signal for ibm.com.

{
  "signal_id": "2d2f9c32-c0d5-4c1f-b9b0-5f3b766cabd4",
  "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": "In the hybrid cloud infrastructure market, IBM competes with traditional hardware providers like Dell and HPE, component suppliers like Intel, and increasingly, cloud service providers. This pressure on their on-premise and cloud-based server/storage solutions requires constant investment in high-value capabilities like security and AI workload performance.",
    "summary": "IBM's Infrastructure business faces competition from Dell, HPE, Intel, and cloud providers.",
    "excerpts": "Our principal competitors include: Dell Technologies, Hewlett-Packard Enterprise (HPE), Intel, NetApp and Pure Storage as well as original device manufacturers (ODMs) who provide systems that are re-branded.",
    "relevance": 0.7,
    "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": [
      "Dell Technologies",
      "Hewlett-Packard Enterprise (HPE)",
      "Intel",
      "NetApp",
      "Pure Storage"
    ],
    "technologies_mentioned": [
      "hybrid cloud",
      "AI"
    ]
  }
}

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