In-depth piece (15-16 minute read) on IBM's Q2 debacle and the company's future viability. https://www.thestreet.com/investing/ibms-25-crash-reveals-ais-hidden-corporate-casualty

How is IBM able to maintain such a consistent track record - This would also mean for every 4 people who get assigned a PIP, only 1 would fail and be terminated. With the increase in number of PIPs that are being assigned to avoid WARN notice and... — read more 

A lot of struggle these days in the IBM Expert Labs organization. Work is less and less every year, it does not seem like they will survive another year. Comments?

IBM’s problem is not that the mainframe disappears tomorrow. It is that most new workloads are being built elsewhere. AWS, Azure, Google Cloud and Linux are now the defaults for new applications, while IBM Z, AIX and IBM i increasingly depend on... — read more 

Bob is quoted as saying "I'll buy that for a dollar"!

We all know what IBM managers are planning with some people not needes anymore in projects... PIPs and layoffs.

They can't lay me off without severance, so they're making me want to quit instead. That's the only conclusion I can make after my workload got cut to nothing, my meetings disappeared, and my manager stopped including me in planning. I guess they're... — read more 

"Form 8-K is a mandatory current report filed by U.S. publicly traded companies with the Securities and Exchange Commission (SEC) to disclose significant, unscheduled corporate events. Companies generally have four business days from the occurrence... — read more 

Happened earlier in July but apparently was largely overlooked and then quickly buried by AK's pre-emptive stock warning. https://www.bloomberg.com/news/articles/2026-07-09/starbucks-taps-ai-to-reduce-reliance-on-microsoft-ibm-software By Daniela... — read more 

AK is all over the media doing damage control. https://www.foxbusiness.com/media/ibm-ceo-addresses-wall-street-tech-panic-after-delayed-enterprise-software-deals-surge-back __IBM CEO: Prices for a lot of infrastructure components have gone way... — read more 

So abandon AI and now quantum is the new moonshot? AK is tossing-up a Hail Mary. https://www.wsj.com/tech/ibm-stock-crash-quantum-computing-mainframes-7cc6c18f While other tech giants spend on AI data centers, Big Blue aims to keep selling... — read more 

The timing on this is very interesting. . . Plenty of money for more M&A. Buying their way to revenue growth continues. ... — read more 

Anyone from IT or Security that can chime in. I know that we are tracking I am just unsure what's being tracked.

IBM missed every major tech revolution from PCs to AI, shrinking to a $200 billion market cap while private OpenAI is valued at $900 billion. IBM, which has been poorly run for decades, is on the ropes. The company has had plenty of practice... — read more 

This is right out of Ginni's tired playbook " One quarter does not define a company. Progress is never perfect or linear. But the future is ours to win"

Arvind, read your own headline back. “Company culture was too slow to change.” Not “I set a strategy that leaned on debt-funded acquisitions for five years.” Not “I ki-led a working deployment focus six months ago and had to rebuild it under... — read more 

link ---> https://www.msn.com/en-us/money/economy/ibm-s-ceo-sends-a-warning-as-its-shares-take-their-worst-hit-in-decades/ss-AA28tjw7?ocid=msedgntp&cvid=6a61faf0de104c25954b7727766c091c&cvpid=9f9665ade94b4e1994ac75d6ecfc101c&ei=14#image=10

Q2 is out. Revenue basically flat. Free cash flow flat for the half. And yet the letter reads like a highlight reel: double-digit growth here, “strong performance” there, three bold priorities for the back half. Look closer, and the growth is... — read more 

Q2 is out. Revenue basically flat. Free cash flow flat for the half. And yet the letter reads like a highlight reel: double-digit growth here, “strong performance” there, three bold priorities for the back half. Look closer, and the growth is... — read more 

If you're smart, you're job hunting. If you're not, well, you're going to be caught off guard when things get worse. And they'll get much, much worse.

IBM will silently laying people off after the stock crash... From what I've seen, this is how they do it: They suddenly label people as "low performers" (making up stories if they have to) and try to push them into quitting. They put people on PIPs... — read more 

There were so many of them a few weeks ago. "So proud to work for this company" followed by an image of the stock at $320. Not just execs either (probably the same people that comment on W3 blogs). Radio silent now.

All is right with the world again. Always knew AK would come through! Will be watching for the stock to hit $332 again very soon, if not... — read more 

https://www.thelayoff.com/international-business-machines#google_vignette

https://www.wsj.com/business/earnings/ibm-q2-earnings-report-2026-stock-ded1f568

IBM management to duck and hide after market close

“We’re looking for anything they can do or say to show they’re protecting the bottom line, they’re protecting earnings, they’re protecting cashflow.” RAs coming. . . https://www.barrons.com/articles/ibm-earnings-stock-price-a3df6f77 By:... — read more 

It's not bluewashing 'til it's 100% done http://techrights.org/n/2026/07/22/IBM_is_Not_Done_Destroying_Red_Hat_Wait_Till_October_1_2006_Mor.shtml

Stock crashed 30%, are layoffs inevitable?

Did anyone get notified they got promoted yet?

Don't these analysts learn from the other analysts that previously made similar predictions and wound-up with mud on their... — read more 

https://www.prnewswire.com/news-releases/ibm-investigation-notice-ibm-product-slowdown-and-25-stock-drop-trigger-securities-fraud-investigation-302830348.html

“You saw our preliminary results… The first step is just to own it.” We already do. Every single one of us on the ground owns our number, every quarter, no matter how the goalposts moved that quarter. So let’s talk about ownership both ways: what... — read more 

In accounting, goodwill represents the premium a company pays over the fair market value of net assets when it makes an acquisition. It captures intangible qualities like brand reputation, a skilled workforce, and business synergies. The Composition... — read more 

My manager says I'm crucial to the team and not to stress about RAs. I want to trust him, but I know these decisions come from higher up. Do direct managers get any say in deciding who to let go?

IBM has a major gap in its product portfolio. We don’t make and sell devices that have GPUs. This is what enterprises are clamoring for AI training and inferencing at scale, which is way more powerful than the accelerators we have on IBMZ and Power... — read more 

And the stories just keep coming. AK touted how he could eliminate jobs and replace them with AI. Well, now he stew in the aftermath. https://www.wsj.com/tech/ibm-ceo-arvind-krishna-has-nowhere-to-hide-from-ai-c9ff290f The once-great tech... — read more