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IBM Q1 2026 Earnings Call: Complete Transcript

2026-04-24 00:17:18

Abstract generation in progress

IBM reported strong Q1 2026 results with 6% revenue growth and 13% free cash flow increase, driven by software and infrastructure. The company emphasized its strategic focus on hybrid cloud and AI platforms, with notable growth in Red Hat and IBM Z. Despite macroeconomic uncertainties, IBM maintained its full-year outlook of over 5% revenue growth and a $1 billion increase in free cash flow, highlighting confidence in its AI initiatives and strategic acquisitions like Confluent.

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