International Business Machines Corp Stock Price, News & Analysis

A new IBM Institute for Business Value study reveals a significant gap between CMOs' AI aspirations and operational readiness. The global survey of 1,800 marketing and sales executives shows that while 81% of CMOs view AI as transformative, 84% face operational limitations due to fragmented systems. With 64% of CMOs now responsible for profitability and 58% for revenue growth, the study highlights critical challenges: only 22% have clear AI decision-making guidelines, 21% believe they have adequate talent for future goals, and just 24% have platforms supporting cross-functional collaboration. Companies with collaboration challenges saw 12% revenue growth versus 13% for better-performing peers - a difference potentially worth $140M for a $14B revenue base. The study also reveals that aligning marketing, sales, and operations could boost revenue by 20%, while cybersecurity, data privacy, and technology modernization remain top future challenges.

The All England Lawn Tennis Club and IBM have unveiled new AI-powered features for Wimbledon 2025, enhancing fan engagement during the tournament. The key innovation is 'Match Chat', an interactive AI assistant built on watsonx that provides real-time match insights and analysis during singles matches. The platform also includes an enhanced 'Likelihood to Win' tool that offers dynamic win probability projections throughout each game. These features, accessible via the Wimbledon App and wimbledon.com, leverage IBM's Granite LLMs, Red Hat OpenShift technology, and comprehensive match data analysis. The solutions aim to create more engaging experiences for tennis fans globally during the Championships, scheduled for June 30-July 13, 2025.

A new IBM Institute for Business Value study reveals enterprises are rapidly scaling AI-enabled workflows, with expected growth from 3% to 25% by end of 2025. The study, surveying 2,900 executives globally, shows 70% consider agentic AI crucial for their organization's future. Key findings indicate AI investment represents 12% of IT spend in 2024, expected to reach 20% by 2026. The top benefits of agentic AI include improved decision-making (69%), cost reduction through automation (67%), and competitive advantage (47%). Companies with an "AI-first" approach attribute over 50% of revenue growth and margin improvements to AI initiatives. However, challenges remain, with executives citing data concerns (49%), trust issues (46%), and skills shortages (42%) as adoption barriers. The study also reveals 64% of AI budgets are now allocated to core business functions, marking AI's evolution from experimental to strategic.

IBM unveiled plans to build IBM Quantum Starling, the world's first large-scale, fault-tolerant quantum computer by 2029 at a new Quantum Data Center in Poughkeepsie, NY. The system will perform 20,000 times more operations than current quantum computers, running 100 million quantum operations using 200 logical qubits. IBM introduced a breakthrough quantum low-density parity check (qLDPC) code that reduces physical qubit requirements by 90% compared to other codes. The roadmap includes intermediate systems: Loon (2025), Kookaburra (2026), and Cockatoo (2027), leading to Starling and later Blue Jay with 2,000 logical qubits. This fault-tolerant architecture aims to solve complex problems in drug development, materials discovery, and optimization that would require more than a quindecillion traditional supercomputers to process.

IBM has announced watsonx AI Labs, a new innovation hub in Manhattan's One Madison, designed to accelerate AI adoption and development. The initiative aims to connect IBM's enterprise resources with AI developers to build breakthrough business applications. As part of this launch, IBM will acquire expertise and license technology from Seek AI, a NYC-based startup specializing in AI agents for enterprise data. The lab will leverage NYC's growing AI ecosystem, which includes over 2,000 AI startups and has seen $27 billion in funding since 2019. IBM plans to support local startups through its global $500M Enterprise AI Venture Fund over the next five years, offering technical expertise, mentorship, and potential investment opportunities. The lab will focus on creating domain-specific AI solutions for enterprise challenges, including customer service, supply-chain optimization, cybersecurity, and responsible AI governance.

Deutsche Bank and IBM (NYSE: IBM) have expanded their strategic partnership through a new license agreement that provides Deutsche Bank with broader access to IBM's software solutions. The agreement encompasses IBM's business and IT automation stack, hybrid cloud products, watsonx AI portfolio, and upgrades to the IBM Storage Protect software suite.

The collaboration aims to help Deutsche Bank optimize business processes, modernize IT infrastructure, and enhance customer experience by replacing legacy solutions. This partnership extension builds upon their existing relationship, with Deutsche Bank leveraging IBM's technology to maximize ROI and streamline their technology stack.

Finanz Informatik (FI), the central IT service provider for over 340 savings banks in the Sparkassen-Finanzgruppe, has extended its collaboration with IBM (NYSE: IBM). The new contract focuses on modernizing FI's infrastructure with AI, automation, and hybrid cloud technology. The agreement includes implementation of state-of-the-art IBM mainframe, Power, and storage systems, along with AI-supported software components from the watsonx portfolio.

The partnership aims to accelerate digital transformation through Red Hat OpenShift Container Platform, enhance cyber resilience in compliance with EU's DORA regulations, deliver privacy-focused AI solutions, and ensure sustainable IT infrastructure development. This collaboration will enable FI to improve service delivery, protect critical financial data, and maintain platform independence while supporting capacity growth.

Lumen Technologies and IBM have announced a strategic collaboration to develop enterprise-grade AI solutions at the edge, integrating IBM's watsonx AI portfolio with Lumen's Edge Cloud infrastructure. The partnership aims to enable real-time AI inferencing closer to data generation points, offering <5ms latency and direct cloud connectivity.

IBM Consulting will serve as the preferred systems integrator, helping clients scale deployments and reduce costs. The collaboration targets multiple industries including financial services, healthcare, manufacturing, and retail, focusing on enabling faster insights and lower operational costs. A practical example includes helping a major retailer enhance customer service through AI-driven digital assistants and visual inspection tools.

IBM unveiled groundbreaking hybrid AI technologies at its THINK event, focusing on enterprise-scale AI implementation. The company introduced key innovations including: watsonx Orchestrate with AI agent capabilities that integrate with 80+ business applications, allowing agent creation in under 5 minutes; webMethods Hybrid Integration projected to deliver 176% ROI over three years; enhanced watsonx.data delivering 40% more accurate AI through improved unstructured data handling; and the new IBM LinuxONE 5 platform capable of processing 450 billion AI inference operations daily. IBM CEO Arvind Krishna emphasized that competitive advantage now comes from purpose-built AI integration driving measurable outcomes. The company projects over one billion apps by 2028 and is positioning these solutions to help enterprises overcome AI scaling challenges across fragmented environments.