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中文(ZH) 大型机销量下滑，IBM下调全年营收指引

IBM lowers full-year revenue forecast amid mainframe sales slump

By PulseAugur Editorial · [1 sources] ·

IBM's second-quarter revenue saw a modest 1% increase to $17.2 billion, primarily impacted by a slowdown in mainframe sales and delayed enterprise deals. Consequently, the company has revised its full-year revenue growth forecast downwards to 4%-5%, a decrease from its previous projection of over 5%. The software division is still expected to achieve 6%-8% growth for the year. AI

IMPACT IBM's revised forecast suggests a potential slowdown in enterprise IT spending, which could impact AI infrastructure and adoption.

RANK_REASON Company financial results and revised revenue forecast. [lever_c_demoted from significant: ic=1 ai=0.4]

Read on 36氪 (36Kr) →

AI-generated summary · Google Gemini · from 1 sources. How we write summaries →

IBM lowers full-year revenue forecast amid mainframe sales slump

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0 / 100
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Newsworthiness bucket
Research
Company financial results and revised revenue forecast. [lever_c_demoted from significant: ic=1 ai=0.4]
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Single-source cluster
Only one publisher covered this so far. Single-source stories can still rank when the publisher is high-authority, but they lack cross-source corroboration.
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product, infra
Editorial topic classification. Feeds into how the story surfaces on /topic/<slug> hub pages and into the per-entity coverage mix.
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Standard
On-topic for AI-industry coverage; kept in the public index.
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65 days old
Aged out of breaking-news scoring windows; ranking reflects the durable signal from the full source set.

Full methodology in our editorial standards.

COVERAGE [1]

  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    Mainframe Sales Decline, IBM Lowers Full-Year Revenue Guidance

    受大型机业务需求疲软及部分企业交易推迟影响，IBM当地时间7月22日公布的2026财年第二季度业绩显示，当季总营收同比增长约1%至172亿美元，非GAAP计算每股收益为2.93美元。受此拖累，IBM宣布下调全年营收展望，预计2026全年按固定汇率计算的营收增长率为4%至5%，低于此前预期的5%以上；其中，备受瞩目的软件部门全年销售额预计将增长6%至8%。（界面）

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