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![TransEnergy Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::19634639.png) Mike  M. Mustafoglu [@TransEnergy](/creator/twitter/TransEnergy) on x 1341 followers
Created: 2025-07-23 10:14:20 UTC

WHAT TO WATCH FOR IN $IBM ER

Investors will closely watch Q2 software revenue and full-year software guidance, especially around Red Hat and Transaction Processing. Additionally, clarity on full-year FCF targets and cumulative AI bookings, split between Software and Consulting, will be critical. AI spending is seen as a potential growth driver across both segments.


XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947963484970320044/c:line.svg)

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[Post Link](https://x.com/TransEnergy/status/1947963484970320044)