IBM Executives Share Outlook 90 Days After Q2 Sales Warning

Following a significant sales warning in early July, IBM executives expressed cautious optimism for improved mainframe computing demand by late October 2026. The company slightly revised its full-year revenue guidance downward but maintained confidence based on expected capacity growth and AI inferencing value propositions.

By Brian Sozzi · Executive Editor Thu, July 23, 2026 at 5:15 PM GMT+3 2 min read · Yahoo Finance · July 23, 2026, 14:15 UTC

Tickers: $IBM

Topics: AI infrastructure IBM mainframe computing Q2 earnings

Read the full article at Yahoo Finance

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