International Business Machines Corp
IBMQ4 2022(IBM Q3 FY2022)Estimated2% AI
AI Revenue %
2%
AI Fair Value
$2.4B
AI Revenue (Q)
$282.1M
Total Revenue (Q)
$14.1B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
IBM reported Q3 total revenue of $14,107M. Segments: Software $5,811M, Consulting $4,700M, Infrastructure $3,352M, Financing $174M. No AI-specific revenue disclosed in the filing. Same pattern as prior quarters: IBM discusses hybrid cloud and AI as strategic direction without quantifying AI revenue. The Omnio acquisition (IoT data collection) was the only new deal. Watson legacy AI products constitute a small portion of Software revenue. Conservative estimate: ~$282M AI revenue. $282M / $14,107M = 2.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Total revenue $14,107M; Software $5,811M, Consulting $4,700M, Infrastructure $3,352M, Financing $174M
Segment Information
AI Products Identified (Ring 1)
Watson AssistantWatson DiscoveryWatson StudioWatson Machine Learning
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
Red Hat OpenShiftCloud Pak for DataIBM Consulting
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix