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![equilyse1 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1829453676387106817.png) Equilyse [@equilyse1](/creator/twitter/equilyse1) on x XXX followers
Created: 2025-07-24 11:38:18 UTC

$IBM: $IBM Q2 2025 earnings revealed strong growth in software and infrastructure, fueling increased revenue and free cash flow. Big Blue exceeded expectations across the board, raising its full-year free cash flow guidance to over $XXXX billion and projecting revenue growth to accelerate to 5%+. Software led the charge, growing X% driven by a $XXXX billion annual recurring revenue base, while Red Hat accelerated to XX% growth.

IBM's AI initiatives are gaining serious traction—the Gen AI book of business now exceeds $XXX billion. Clients like UPS and Nestle are leveraging IBM's AI tools to unlock data and drive automation. The company launched new features for Watson X Orchestrate, enabling users to build custom AI agents without coding, and boasts over XXX pre-built domain-specific agents.

Infrastructure revenue jumped 11%, propelled by a strong start for Z17, with IBM Z revenue soaring 67%. The new Telum X processor delivers over XXX billion AI inference operations per day with millisecond latency. Productivity initiatives are expected to yield $XXX billion in annual run rate savings by the end of 2025.

![](https://pbs.twimg.com/media/GwnrRjoWIAAqjhd.png)

XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948347002921590977/c:line.svg)

**Related Topics**
[cash flow](/topic/cash-flow)
[quarterly earnings](/topic/quarterly-earnings)
[$ibm](/topic/$ibm)
[ibm](/topic/ibm)
[stocks technology](/topic/stocks-technology)

[Post Link](https://x.com/equilyse1/status/1948347002921590977)

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equilyse1 Avatar Equilyse @equilyse1 on x XXX followers Created: 2025-07-24 11:38:18 UTC

$IBM: $IBM Q2 2025 earnings revealed strong growth in software and infrastructure, fueling increased revenue and free cash flow. Big Blue exceeded expectations across the board, raising its full-year free cash flow guidance to over $XXXX billion and projecting revenue growth to accelerate to 5%+. Software led the charge, growing X% driven by a $XXXX billion annual recurring revenue base, while Red Hat accelerated to XX% growth.

IBM's AI initiatives are gaining serious traction—the Gen AI book of business now exceeds $XXX billion. Clients like UPS and Nestle are leveraging IBM's AI tools to unlock data and drive automation. The company launched new features for Watson X Orchestrate, enabling users to build custom AI agents without coding, and boasts over XXX pre-built domain-specific agents.

Infrastructure revenue jumped 11%, propelled by a strong start for Z17, with IBM Z revenue soaring 67%. The new Telum X processor delivers over XXX billion AI inference operations per day with millisecond latency. Productivity initiatives are expected to yield $XXX billion in annual run rate savings by the end of 2025.

XX engagements

Engagements Line Chart

Related Topics cash flow quarterly earnings $ibm ibm stocks technology

Post Link

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