IBM is set to report fourth-quarter 2025 earnings on Jan. 28, 2026, with expectations of increased revenues from the Consulting segment due to rising demand for technology consulting services. The Consulting segment offers innovative services leveraging industry, technology, and business strategy know-how. IBM extended its partnership with Microsoft to enhance consulting capabilities using AI platforms.

IBM’s comprehensive industry-specific capabilities combined with Microsoft’s AI and cloud portfolio are expected to streamline workflow and boost business outcomes, potentially generating additional revenues for the Consulting segment. The Zacks Consensus Estimate for Consulting revenues is $5.43 billion, indicating an improvement from the previous year. Total revenues are estimated at $19.22 billion, with an earnings per share estimate of $4.33.

Despite a positive Earnings ESP and a Zacks Rank #1, 2, or 3 increasing chances of an earnings beat, IBM’s model does not conclusively predict a beat for the fourth quarter. The company currently has an ESP of 0.00% with a Zacks Rank #3. In comparison, other companies like AMD, Cirrus Logic, and Alphabet are expected to post strong earnings this season.

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Read more at Nasdaq: Will Healthy Consulting Revenue Growth Benefit IBM’s Q4 Earnings?