Can Slightly Higher Consulting Revenues Aid IBM’s Q3 Earnings?

Can Slightly Higher Consulting Revenues Aid IBM’s Q3 Earnings?

By Zacks Equity Research
Publication Date: 2026-10-16 13:14:00

International Business Machines Corporation IBM is scheduled to report third-quarter 2026 earnings after the closing bell on Oct. 21. In the quarter, the company is likely to have recorded marginally higher revenues from the Consulting segment driven by rising demand for technology consulting and business transformation services.

Factors at Play

The Consulting segment comprises Strategy and Technology (previously reported as Business Transformation and Technology Consulting) and Intelligent Operations (previously reported as Application Operations). It provides consulting and application management services that offer value and innovation to clients by leveraging industry, technology and business strategy and process know-how.

During the to-be-reported quarter, IBM partnered with India-based artificial intelligence (AI) company Sarvam to develop and test sovereign AI technologies for government agencies and regulated industries in the subcontinent….