IBM cut its 2026 revenue growth outlook due to delayed software deals, signaling caution around near-term demand. Management noted that early Q3 closures and strength in infrastructure should support a second-half rebound. Overall, the guidance reset is a modest headwind but partially offset by ongoing sales momentum.
IBM cut its 2026 revenue growth outlook due to delayed software deals, signaling caution around near-term demand. Management noted that early Q3 closures and strength in infrastructure should support a second-half rebound. Overall, the guidance reset is a modest headwind but partially offset by ongoing sales momentum.
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