Why IBM matters
IBM's generative AI book of business passed $12.5 billion as of its Q4 2025 report on January 28, 2026, about four-fifths of it consulting. At Think 2026 on May 5, 2026, it repositioned watsonx Orchestrate as a control plane to deploy and govern agents from any vendor. Q2 2026 revenue, reported July 22, 2026, was $17.2 billion, up 1%, with software up 5% to $7.8 billion.
The numberGenerative AI book of business exceeded $12.5 billion as of the Q4 2025 report (January 28, 2026)
North Carolina connection
IBM has operated one of its largest US sites in Research Triangle Park since 1965 and in October 2025 said it is consolidating its Triangle workforce into the RTP 500 buildings.
On The Agentic 80
Listed under Enterprise agent platforms. Agents inside the systems companies already run.
On The All Things AI 100
Listed under Enterprise software. The systems of record adding AI to what companies already run.
Quick answers
- What does IBM do?
- Hybrid cloud, consulting and watsonx AI software, including Granite models and Orchestrate agents. IBM's generative AI book of business passed $12.5 billion as of its Q4 2025 report on January 28, 2026, about four-fifths of it consulting.
- What AI capabilities does IBM offer?
- IBM provides watsonx software for enterprise AI. watsonx.ai lets customers train, tune, and deploy foundation models, including Granite models. watsonx.data stores and prepares data for AI workloads. watsonx.governance monitors models for risk, quality, and compliance. watsonx Orchestrate runs AI agents that complete tasks across business applications. IBM Consulting helps customers implement these products in hybrid cloud environments.
- Why is IBM on The Agentic 80?
- IBM is listed under Enterprise agent platforms. Agents inside the systems companies already run. Generative AI book of business exceeded $12.5 billion as of the Q4 2025 report (January 28, 2026).
- Why is IBM on The All Things AI 100?
- IBM is listed under Enterprise software. The systems of record adding AI to what companies already run. Generative AI book of business exceeded $12.5 billion as of the Q4 2025 report (January 28, 2026).
- Where is IBM based, and who owns it?
- IBM is based in Armonk, NY, was founded in 1911 and is public (NYSE: IBM).