IBM revenue worldwide 2009-2023, by quarter

In the fourth quarter of 2023, IBM generated 17.4 billion U.S. dollars in revenue. Over the course of recent years, IBM has been in the process of shifting away from its declining and expensive hardware and service division, and towards cloud computing, analytics, and AI.Reinventing company strategy IBM has been a key player in numerous technology markets since 1990, but faced declining revenues in the ten year period following 2011. In April 2020, the company appointed Arvind Krishna as its new CEO, who has worked at IBM for 30 years as a business leader and technologist. Under his leadership, the company has changed its strategy to focus on Hybrid Cloud and AI as the businesses' key pillars. Corporate reorganization and acquisitions In 2019, IBM acquired Red Hat, an open source software company as part of its hybrid cloud strategy. It continued efforts to expand their hardware and AI capabilities by acquiring 15 companies in 2021 and increasing its R&D spending. A large part of IBM's infrastructure business was spun off into a separate entity, Kyndryl, in November 2021. Competitive landscapeIBM has invested heavily in hybrid cloud technology, but it has a low market share. Amazon AWS and Microsoft Azure command a large share of the cloud infrastructure market, but IBM strives to partner with them through the Red Hat platform instead of looking to compete.

于2023年第四季度，国际商业机器公司（IBM）创造了174亿美元的营业收入。近年来，IBM正处于从日益衰退且成本高昂的硬件与服务部门转向云计算、数据分析与人工智能的战略转型过程中。自1990年起，IBM一直是众多技术市场的重要参与者，但在2011年后的十年间，其收入持续下滑。2020年4月，公司任命了拥有IBM 30年商业领导与技术经验的Arvind Krishna担任新任首席执行官。在他的领导下，公司调整了战略，将混合云与人工智能定位为业务的核心支柱。在2019年，IBM作为其混合云战略的一部分，收购了开源软件公司红帽（Red Hat）。2021年，公司继续扩大其硬件与人工智能能力，收购了15家公司，并增加了研发投入。2021年11月，IBM将基础设施业务的一部分独立为新的实体Kyndryl。在竞争格局方面，IBM在混合云技术上的投资巨大，但市场份额较低。亚马逊AWS和微软Azure在云基础设施市场中占据了大量份额，但IBM通过红帽平台寻求与它们建立合作关系，而非与之竞争。