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IBM10-Q: Recurring revenue shift

IBM Software annual recurring revenue reached $24.9 billion, representing ~80% of segment

Source: Autobound Signal API · 173 signals tracked for IBM · updated

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What happened

IBM Software ARR reached $24.9 billion, up approximately $2 billion year-over-year, reflecting an ongoing shift to recurring subscriptions and SaaS models.

Source

SEC EDGAROct 21, 2026

Quarterly report (Form 10-Q)

IBM 10-Q for Quarter ended Sep 30, 2026

Filing excerpt

Our high-value recurring revenue base, which is approximately 80 percent of Software revenue, continues to deliver solid growth reflecting demand for our offerings.

sec.gov/Archives/edgar/data/51143/000005114326000095/ibm-20260930.htmRead the full source

Other signals in this filing (4)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Recurring revenue shift

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

Period
Quarter ended Sep 30, 2026
Fiscal year end
09/30
Filed
Oct 21, 2026

More 10-Q signals at other companies

The full record

From the Signal API record

Numbers

Dollar figure
$24.9B (Software annual recurring revenue)
Percent
80% (high-value recurring revenue base share of Software revenue)

Details

CIK
51143
Accession number
0000051143-26-000095
Timeframe
Current quarter
Quarter
Q3
Filing year
2026
Period end date
Sep 30, 2026
Why it matters
Billing/subscription tools

Topics and mentions

Technologies

  • SaaS
  • PaaS

Extraction

Confidence
High
Relevance
75%
Sentiment
Positive
Detected
Oct 27, 2026
signal_type
sec-10q
signal_subtype
recurringRevenueShift

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The API returns more than this page shows

This page shows a preview. The full sec-10q 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/0ceda708-6de3-4b4d-88a6-596cd97103ab returns this record as JSON. POST /v1/companies/enrich returns every signal for ibm.com.

{
  "signal_id": "0ceda708-6de3-4b4d-88a6-596cd97103ab",
  "signal_type": "sec-10q",
  "signal_subtype": "recurringRevenueShift",
  "detected_at": "2026-10-27T08:03:56.769+00:00",
  "company": {
    "name": "IBM",
    "domain": "ibm.com"
  },
  "data": {
    "detail": "IBM Software ARR reached $24.9 billion, up approximately $2 billion year-over-year, reflecting an ongoing shift to recurring subscriptions and SaaS models. Vendors supporting SaaS billing, customer success, and recurring revenue lifecycle management may find strong alignment.",
    "metrics": {
      "pct": 0.8,
      "timeframe": "current_quarter",
      "pct_context": "high-value recurring revenue base share of Software revenue",
      "dollar_context": "Software annual recurring revenue",
      "dollar_millions": 24900
    },
    "quarter": "Q3",
    "summary": "IBM Software annual recurring revenue reached $24.9 billion, representing ~80% of segment",
    "excerpts": "Our high-value recurring revenue base, which is approximately 80 percent of Software revenue, continues to deliver solid growth reflecting demand for our offerings.",
    "relevance": 0.75,
    "sentiment": "positive",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/51143/000005114326000095/ibm-20260930.htm",
    "filing_date": "2026-10-21",
    "filing_year": 2026,
    "fiscal_year": 2026,
    "fiscal_year_end": "09/30",
    "period_end_date": "2026-09-30",
    "sales_relevance": "Billing/subscription tools",
    "signal_category": "revenue",
    "technologies_mentioned": [
      "SaaS",
      "PaaS"
    ]
  }
}

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