Find a story
Search Spins
Search titles, summaries, and missing voices across published articles — press releases, announcements, and media coverage.
0 results for “infrastructure revenue”
SPIN Processed News Frame: The Cushion
IBM reports Q2 revenue up 1% YoY to $17.2B, vs. $17.6B est., infrastructure revenue down 7% to $3.8B, Z mainframe revenue down 42%, and lowers its 2026 forecast (Jordan Novet/CNBC)
IBM reported Q2 2024 revenue of $17.2B (up 1% YoY but missing $17.6B consensus), with infrastructure revenue down 7% and Z mainframe revenue collapsing 42%, prompting a downward revision to its 2026 financial forecast.
Spin 70% Claim Present in Source AI Risk Moderate
Techmeme
Jul 23, 2026
SPIN Processed News Frame: The Cushion
IBM stock tumbles after Q2 infrastructure revenue warning
IBM's stock declined following a Q2 earnings warning about infrastructure revenue, attributed to enterprise CIOs prioritizing immediate compute access over long-term infrastructure investments due to supply constraints.
Spin 75% Needs Evidence AI Risk Moderate
CIO Dive
Jul 15, 2026