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IBM Earnings 4Q25: AI, Automation, Data, and Mainframes Reshaped IBM Market Position

Rick Villars, Stewart Bond, Lars Goransson, Cyrille Chausson, Chris Drake — Wed, 04 Feb 2026 05:00:00 GMT

IBM's FY2025 results demonstrate robust growth and operational execution, with total revenue reaching $67.5B (+6% Y/Y @CC) and Q4 revenue at $19.7B (+9% Y/Y CC). All revenue figures in the remainder of this Market Note are Y/Y in constant currency. The operating gross profit margin expanded to 59.5% for the year (+1.7 pts Y/Y). IBM's GenAI book of business surpassed $12.5B inception-to-date, with Consulting and Software as key contributors. The company delivered double-digit growth in Software and Infrastructure, with IBM Z mainframes posting record annual and quarterly results.

Software: Delivered $30.0B in revenue (+9%), with annualized recurring revenue (ARR) reaching $23.6B (+$2B Y/Y). Segment profit margin expanded to 33.1%. Growth was led by Automation (+16%), Data (+11%), and Hybrid Cloud (+12%). GenAI book of business surpassed $2B inception-to-date, supported by strong adoption and strategic acquisitions.

Consulting: Achieved $21.1B in revenue (flat Y/Y), with margins reaching 11.7% (+1.8 pts). The total value of consulting project backlog increased to $32B (+2% Y/Y), and Intelligent Operations grew 2% Y/Y. Over 25% of IBM’s consulting backlog is now linked with GenAI and agentic AI solutions, reflecting IBM's leading role in AI-driven transformation services.

Infrastructure: Posted $15.7B in revenue (+10%). IBM z17 led the segment, recording +48% annual growth and +61% in Q4 which is the highest quarterly increase in two decades. Hybrid Infrastructure grew 17% for the year, while Distributed Infrastructure declined 3% Y/Y..

2026年国内ITモダナイゼーション市場動向

Masaru Muramatsu, Tatsuhiro Soga — Tue, 03 Feb 2026 05:00:00 GMT

本調査レポートは、IDCの国内サービス市場予測における主要な成長促進要因の一つであるレガシーシステムのITモダナイゼーションについて、市場規模の中期予測を示すと共に、国内企業（ITバイヤー）の取り組み動向や、それを支援するサービスベンダーの動向を明らかにすることを目的としている。加えて、これらの情報を基に、サービスベンダーが国内企業のITモダナイゼーションを支援するために取り組むべき事項を整理して提示している。

IDC Japan、Software, Services, IT Spending, Tech Buyerのシニアリサーチアナリストである村松大は「国内企業は、デジタルビジネス化、レガシーシステムの保守人材減少への対応といった内的要因だけでなく、ITサプライヤーのサービス／プロダクトの終息などの外的要因を背景に、ITモダナイゼーションサービスへの支出を拡大させている。国内ITモダナイゼーションサービス市場では、インフラモダナイゼーションへの支出が成熟する一方、ビジネスプロセスの変革に向けたアプリケーションモダナイゼーションへの支出の拡大が見込まれる。アプリケーションモダナイゼーションの支援では、産業分野ごとの課題やニーズの違いを前提に、その方法論やビジネス成果の定量化手法を体系化し、産業分野別の支援シナリオやパッケージとして示すことの重要性が高まる」と述べている。

Are Cloud Infrastructures in Asia/Pacific Ready for AI?

Daphne Chung — Tue, 03 Feb 2026 05:00:00 GMT

This IDC Survey Spotlight reveals data and insights about Asia/Pacific organizations' cloud infrastructure readiness for generative AI plans and goals. It contains subregional and country insights.

What Are the Top Cloud Operation Challenges Organizations in APEJ Face?

Daphne Chung — Tue, 03 Feb 2026 05:00:00 GMT

This IDC Survey Spotlight reveals data and insights about Asia/Pacific organizations' cloud operation challenges. It contains subregional and country insights.

IDC PeerScape: Successful CPaaS Use Cases in Hospitality and Travel

Melissa Holtz-Fremeijer — Mon, 02 Feb 2026 05:00:00 GMT

This IDC PeerScape provides insights into how CPaaS is used in the hospitality and travel sector. It identifies the challenges that emerged and how they were addressed. IDC interviewed leading CPaaS vendors with successful use cases for European hospitality and tourism organizations, with CPaaS being deployed to enhance customer engagement and experience, as well as operational and cost efficiency, while meeting infrastructure and data management requirements.

"Hospitality and travel businesses and technology providers are finding ways to meet new requirements that are closely intertwined, including those related to evolving customer needs, scalability, efficiency, and security. Critical factors for successful deployments include customizability, trust, and expertise from CPaaS providers to guide them on their journeys," says Senior Research Manager Melissa Holtz-Fremeijer, European Infrastructure and Communications, IDC.

Does Cloud-Native Technology Allow Organizations to Be More Innovative with Business Application Workload Functionality Like SAP ERP?

Max Pepper — Fri, 30 Jan 2026 05:00:00 GMT

This IDC Survey Spotlight analyzes the impact of native cloud capability on supporting innovation around ERP workloads, looking specifically at SAP ERP functionality. This IDC Survey Spotlight looks at the impact both on a worldwide and on a regional level and delves into how this reflects the growth in spending on infrastructure supporting cloud-native applications and SAP's product strategy. These insights come from respondents to IDC's 2025 SAP Infrastructure View Survey, published in May 2025.

How Do Cyberpreparedness and Response Challenges Impact Container Investment?

Ryan Caskey — Fri, 30 Jan 2026 05:00:00 GMT

This IDC Survey Spotlight looks at the latest findings from IDC's Enterprise Infrastructure Pulse Survey — Cloud Data Logistics and Protection, in which individuals are asked to assess data infrastructure management and data protection strategies within their organization. The focus of this analysis is on container investment.

IDC Market Note：FastLabelが牽引する行動するAIへの転換：Data-Centric AIを核としたエコシステムの台頭

Yasusuke Suzuki — Fri, 30 Jan 2026 05:00:00 GMT

本調査レポートは、AI（Artificial Intelligence）開発の競争軸がデータの質へ移行する中、ハイエンドのアノテーションを核とした独自のDataOpsソリューションを展開するFastLabelの戦略を分析する。特にPhysical AI領域におけるデータ主権の確保や技術継承といった領域における同社の提供ソリューションの価値を考察し、AI普及期の生産性パラドックス解消に向けて、Data-Centric AIを推し進める重要性を分析する。

Which steps have European and META organizations taken to address concerns regarding data sovereignty?

Archana Venkatraman — Fri, 30 Jan 2026 05:00:00 GMT

This IDC Survey Spotlight analyzes how organizations in Europe and the Middle East, Türkiye, and Africa (META) approach the implementation of practical steps to address data sovereignty concerns. It assesses the differences in their approaches and is based on IDC's EMEA CloudOps Survey, conducted in November 2025 among 509 respondents.

re:Invent 2025 — AWS Bets Big on Agentic AI, Underscores Sovereignty, and Advances Quantum Innovation

Jebin George, Ranjit Rajan, Manish Ranjan, Harish Dunakhe — Fri, 30 Jan 2026 05:00:00 GMT

This IDC study analyzes the key announcements from AWS re:Invent 2025 and presents insights from IDC analysts in the Middle East and Africa who attended the event. AWS reinforced its strategy to lead the next phase of cloud and AI adoption through agentic AI, vertically integrated AI infrastructure and platforms, partnership-driven ecosystems, and sovereign cloud. From a MEA perspective, these announcements signal accelerating demand for sovereign, partner-led cloud models, AI-enabled modernization, and scalable agentic architectures, with significant implications for cloud adoption, regulation, and competitive dynamics across the region.