IBM's Revenue Growth Deceleration Sparks AI Concerns, Stock Declines

Deep News07:22

IBM reported a slowdown in its first-quarter revenue growth, attributed to weakness in its software business, which intensified concerns about artificial intelligence tools disrupting the market. This led to a 6.5% drop in its stock price during Wednesday's after-hours trading. As tools capable of automating routine corporate functions emerge, worries are mounting that AI will encroach upon software business revenues. IBM has been particularly impacted, following Anthropic's announcement in February that one of its tools could assist in modernizing COBOL, a programming language extensively used on the company's mainframes. According to data compiled by LSEG, Big Blue's revenue increased by 9% to $15.92 billion in the first quarter, down from the 12.2% growth rate in the previous quarter, although it surpassed the average analyst expectation of $15.62 billion. Revenue growth in IBM's software segment, supported by its high-margin hybrid cloud unit Red Hat and a suite of AI tools under the Watsonx brand, also slowed to 11.3%.

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