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Edge17 Oct 2025
A Castle in the Sky: The Story of Oracle
Oracle's journey from database innovator to disciplined enterprise backbone, now shaping the AI buildout with a standardized cloud infrastructure.
IBM
IBM (IBM) investor relations material
IBM Proxy filing summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Proxy filing summary8 Apr, 2026
Executive summary
Strategy in 2025 focused on AI and hybrid cloud, driving growth and innovation, with $67.5B in revenue and $13.2B cash from operations.
Returned $6.3B to stockholders via dividends, marking the 30th consecutive annual increase.
Positioned for continued success and value creation in 2026.
Voting matters and shareholder proposals
Board recommends voting for director elections, auditor ratification, say-on-pay, and the 2026 Long-Term Performance Plan.
Recommends voting against proposals on director stock ownership guideline changes, right to act by written consent, AI bias reporting, and discrimination in charitable support reporting.
Board of directors and corporate governance
Board is independent, engaged, and globally diverse, with recent addition of Ramon Laguarta, CEO of PepsiCo.
Ongoing board refreshment ensures expertise in technology and global business strategy.
Justify the 10.16% overhang for the 2026 LTPP
Detail existing disclosures on AI bias mitigation
Explain the 2025 relative TSR modifier impact
Partial view of Summaries dataset, powered by Quartr API
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Latest events from IBM
- Double-digit Software and Infrastructure growth, record free cash flow, and strong 2026 outlook.IBM
Q4 202513 Apr 2026 - Board recommends all management proposals, opposes all shareholder proposals, and highlights strong growth.IBMProxy Filing10 Mar 2026
- Director elections, executive pay, auditor ratification, and ESG proposals headline the 2026 meeting.IBMProxy Filing10 Mar 2026
- Strong financials, AI and quantum focus, and all board items passed except lobbying transparency.IBMAGM 20253 Feb 2026
- Q2 revenue up to $15.8B; free cash flow guidance raised above $12B for 2024.IBMQ2 20243 Feb 2026
- Hybrid cloud, AI, and GenAI platforms drive growth, margin, and cash flow expansion.IBMGoldman Sachs Communacopia + Technology Conference 202421 Jan 2026
- AI and automation drive major cost savings and risk reduction in cybersecurity operations.IBMStatus Update19 Jan 2026
- Q3 Software growth hit 10%, free cash flow surged, but a pension charge led to a net loss.IBMQ3 202419 Jan 2026
- Record free cash flow and double-digit software growth set up at least 5% revenue gains in 2025.IBMQ4 20249 Jan 2026
Next IBM earnings date
Q1 202622 Apr, 2026
IBM
Next IBM earnings date
Q1 202622 Apr, 2026
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@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
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