IBM forecasts preliminary Q2 revenue below estimates as spending shifts to AI


FILE PHOTO: The IBM logo is seen during the Viva Technology conference dedicated to innovation and startups at Porte de Versailles exhibition center in Paris, France, June 12, 2025. REUTERS/Benoit Tessier/File Photo

July 14 (Reuters) - ⁠IBM's preliminary second-quarter revenue forecast ⁠came below Wall Street estimate ‌on Tuesday, as customers prioritized spending on AI infrastructure, including servers, storage and memory ​purchases, sending its ⁠shares slumping 17% ⁠in premarket trading.

The results reflect an ⁠industry-wide shift ‌in technology spending toward AI infrastructure, reducing ⁠budgets for traditional software.

According to the ​preliminary results, ‌the company expects revenue of $17.2 ⁠billion during ​the quarter, compared with analysts' estimate of $17.86 billion, according to ⁠data compiled by LSEG.

Adjusted earnings ​per share is expected to be $2.93, compared with the estimate of $3.02.

IBM ⁠CEO Arvind Krishna said in a letter to investors that in this quarter the company "faltered" in adapting ​quickly enough to ⁠the evolving market conditions, leading to "numerous ​large deals" not ‌closing as expected.

(Reporting by ​Harshita Mary Varghese in Bengaluru; Editing by Shilpi Majumdar)

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