IBM's mainframe revenue collapsed 42% in Q2 2026, but $12.5B in AI bookings and oversold RSI signal potential rebound amid Wall Street debate. IBM’s $12.5 Billion AI Pipeline Faces a Credibility Test ...
Software and consulting were IBM’s dominant segments, generating more than three-quarters of the company’s Q2 revenues, which grew 1% year over year to $17.2 billion. Yet, the resilient mainframe ...
AI infrastructure buying shift among customers impacted z17 performance in Q2, but the Big Iron remains a critical AI platform, IBM says. Revenue from IBM’s z mainframe portfolio sunk 42% in the ...
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