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- Why Isn't IBM's Stock Bouncing Back After Strong Earnings Results?
IBM shares fell about 25% in July, their worst day in 115 years, after the company said customers had shifted spending to memory and storage products and delayed major contracts. The third-quarter report on October 21 showed revenue up 5% to $17.1 billion, operating earnings per share up 11% to $2.95, and software growth of 9% at constant currency. The author estimates organic software growth was closer to 4% after excluding the roughly $11 billion Confluent acquisition, and that meeting the roughly $32 billion full-year software target implies fourth-quarter software growth of about 4%. Debt rose to $63.8 billion after $11.4 billion of acquisitions this year, though the dividend appears well covered by free cash flow. The author still sees IBM as a long-term holding for its enterprise AI position and customer base, despite the market's muted reaction.
- How Unusual Is Box's Latest Profit Margin?
Box (BOX) now keeps 9.4 cents of every sales dollar after operating costs, the highest operating margin in ten years over the twelve months to July 2026. Box ran at a loss for much of the past decade and has posted an operating profit in every twelve-month period since the one ending October 2022; its median twelve-month operating margin across 40 quarter-ends was a loss of 3.1%. The new figure tops the previous record of 8.6% set in the twelve months to April 2026. Management credited selling more at higher prices to existing customers, costs growing slower than sales, and upgrades to Enterprise Advanced, with net retention rising to 106% from 103% and Suites reaching 69% of revenue from 63%. The latest quarter's operating margin was 10.2%, up from 9.0% the prior quarter and 7.0% a year earlier, and the full-year GAAP margin forecast was raised to 9.5% from 9.0%.
- SAP Stock Jumps After Earnings. How the Software Giant Became an AI Winner.
- SAP revenue tops €10 billion as cloud growth accelerates
SAP's total revenue rose 13% to €10.27 billion, with cloud revenue up 26% to €6.668 billion (25% excluding currency effects) and current cloud backlog reaching €24.144 billion, up 28%. Non-IFRS operating profit increased 18% to €3.030 billion, while IFRS operating profit was €2.930 billion. CEO Christian Klein attributed customers' move to the cloud mainly to artificial intelligence. SAP now expects cloud revenue toward the upper end of its €25.8 billion–€26.2 billion range and cloud and software revenue toward the upper end of €36.3 billion–€36.8 billion, both at constant currencies, while keeping its non-IFRS operating profit outlook at €11.8 billion–€12.2 billion. SAP also agreed on Oct. 6 to buy Belgian workforce technology company TechWolf, with closing expected in the fourth quarter.
- IBM Is Up 11.1% in Three Months. Can Its Momentum Keep Building Now?
IBM shares have gained 11.1% over the past three months as third-quarter results showed faster Software growth, better transaction execution and wider operating margins. Revenue growth accelerated to 6% at constant currency, operating earnings per share rose 11% year over year, and operating pretax margin expanded 70 basis points. Software revenue grew 9%, with Red Hat up 11%, Data up 20% and annual recurring revenue up 8% to $24.9 billion, while Consulting revenue rose only 2% and generative AI made up about 35% of the Consulting backlog. Still, uneven enterprise spending and mainframe cycles remain risks, and at 19.3X forward earnings the stock trades above its five-year median of 17.3X and close to the sector's 19.8X and the S&P 500's 19.5X, leaving less room for setbacks.
- Why Rivian's R2 Could Be Worth Far More Than Its Sales Numbers Suggest
Rivian's production and deliveries in the third quarter point to a strong quarter ahead of its Oct. 29 earnings report. The Normal, Illinois, plant produced 19,751 vehicles, up 84.2% year over year, and delivered 19,248, up 45.8%, driven by the launch of the midsize R2, priced from $45,000 for the single-motor standard model. The article says the R2 competes with the Model Y, Ioniq 5, EV6 and Mustang Mach-E, and analysts project more than 20,000 R2 deliveries in its initial rollout. Rivian reported second-quarter revenue of $1.66 billion, up 27%, with an 11% gross margin, and reiterated 2026 delivery guidance of 65,000 to 70,000 vehicles. Software and services, including technology licensing to its Volkswagen joint venture and subscriptions like Connect+ and Autonomy+, make up nearly 30% of total revenue at a gross margin above 35%.
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- Apple’s foldable iPhone has a $2,000 app problem
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