IBM's GenAI Business is Gaining Traction -- Market Talk

Dow Jones

2025/10/23

1110 ET - IBM is seeing increased momentum in its GenAI segment. Wedbush says the company's GenAI book of business continues to accelerate with its backlog now reaching $9.5 billion, well above the prior period of $7.5 billion as the company is seeing increasing demand for its AI agents and assistants while expanding its reach across various verticals. This complements 3Q results, which Wedbush says featured beats across the board while slightly raising full year revenue and free cash flow guidance "as the company gains further momentum across its entire portfolio while its GenAI book of business continues to gain traction." (adriano.marchese@wsj.com)

(END) Dow Jones Newswires

October 23, 2025 11:10 ET (15:10 GMT)

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Wedbush says the company's GenAI book of business continues to accelerate with its backlog now reaching $9.5 billion, well above the prior period of $7.5 billion as the company is seeing increasing demand for its AI agents and assistants while expanding its reach across various verticals. This complements 3Q results, which Wedbush says featured beats across the board while slightly raising full year revenue and free cash flow guidance \"as the company gains further momentum across its entire portfolio while its GenAI book of business continues to gain traction.\" (adriano.marchese@wsj.com) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  October 23, 2025 11:10 ET (15:10 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>IBM's GenAI Business is Gaining Traction -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIBM's GenAI Business is Gaining Traction -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-10-23 23:10</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1110 ET - <a href=\"https://laohu8.com/S/IBM\">IBM</a> is seeing increased momentum in its GenAI segment. Wedbush says the company's GenAI book of business continues to accelerate with its backlog now reaching $9.5 billion, well above the prior period of $7.5 billion as the company is seeing increasing demand for its AI agents and assistants while expanding its reach across various verticals. This complements 3Q results, which Wedbush says featured beats across the board while slightly raising full year revenue and free cash flow guidance \"as the company gains further momentum across its entire portfolio while its GenAI book of business continues to gain traction.\" (adriano.marchese@wsj.com) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  October 23, 2025 11:10 ET (15:10 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4602","symbol_name":"量子计算概念","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2577588586","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2577588586","pubTimestamp":1761232200,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1110 ET - IBM is seeing increased momentum in its GenAI segment. Wedbush says the company's GenAI book of business continues to accelerate with its backlog now reaching $9.5 billion, well above the prior period of $7.5 billion as the company is seeing increasing demand for its AI agents and assistants while expanding its reach across various verticals. This complements 3Q results, which Wedbush says featured beats across the board while slightly raising full year revenue and free cash flow guidance \"as the company gains further momentum across its entire portfolio while its GenAI book of business continues to gain traction.\" ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4602":"量子计算概念","BK4575":"芯片概念","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU1883839398.USD":"AMUNDI FUNDS INCOME OPPORTUNITIES \"A2\" (USD) ACC","BK4612":"AI芯片","IBM":"IBM","BK4538":"云计算","BK4579":"人工智能","BK4588":"碎股","BK4134":"信息科技咨询与其它服务","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","BK4543":"AI","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU1430594728.SGD":"Eastspring Investments - Global Low Volatility Equity AS SGD","BK4533":"AQR资本管理(全球第二大对冲基金)"},"translate_title":"IBM的GenAI业务正在获得关注——市场讨论","themeId":"ec0291bd8a5afbb0d22ad1029d5bbbd7","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"IBM":1.5},"content_text":"1110 ET - IBM is seeing increased momentum in its GenAI segment. Wedbush says the company's GenAI book of business continues to accelerate with its backlog now reaching $9.5 billion, well above the prior period of $7.5 billion as the company is seeing increasing demand for its AI agents and assistants while expanding its reach across various verticals. This complements 3Q results, which Wedbush says featured beats across the board while slightly raising full year revenue and free cash flow guidance \"as the company gains further momentum across its entire portfolio while its GenAI book of business continues to gain traction.\" (adriano.marchese@wsj.com) \n\n\n  (END) Dow Jones Newswires\n\n\n  October 23, 2025 11:10 ET (15:10 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}