IBM vs Salesforce
IBM vs Salesforce: this page compares the two companies' business models, financial performance, and market context in a clear, accessible way, outlining how each organisation approaches growth, customers, and value creation for readers. Educational content, not financial advice.
IBM vs Salesforce: this page compares the two companies' business models, financial performance, and market context in a clear, accessible way, outlining how each organisation approaches growth, custo...
Why It's Moving
IBM Strikes $11B Confluent Deal to Supercharge AI Data Streaming
- Confluent acquisition at $31 per share enhances IBM's AI toolkit by enabling faster, cleaner data preparation for generative AI models, as highlighted by CEO Arvind Krishna.
- Deal expected to close mid-2026 pending shareholder and regulatory nods, with Confluent shares jumping 29% premarket while IBM dipped under 1%.
- Positions IBM to capture enterprise AI growth in regulated sectors, building on its 2025 hybrid cloud momentum and 30%+ YTD stock surge.
Salesforce Powers Through Q3 with Explosive Agentforce Growth and Record Results
- Agentforce and Data 360 ARR hit nearly $1.4B, skyrocketing 114% Y/Y, with Agentforce alone up 330% Y/Y and processing over 3.2 trillion tokens to prove massive AI traction.
- Raised FY26 revenue guidance to $41.45B-$41.55B, topping estimates and highlighting consumption-based model's scalability amid steady enterprise software momentum.
- Closed Informatica deal, supercharging Salesforce's agent-ready data platform, while nearly 90% of Forbes' Top 50 AI companies leverage multiple Salesforce clouds.
IBM Strikes $11B Confluent Deal to Supercharge AI Data Streaming
- Confluent acquisition at $31 per share enhances IBM's AI toolkit by enabling faster, cleaner data preparation for generative AI models, as highlighted by CEO Arvind Krishna.
- Deal expected to close mid-2026 pending shareholder and regulatory nods, with Confluent shares jumping 29% premarket while IBM dipped under 1%.
- Positions IBM to capture enterprise AI growth in regulated sectors, building on its 2025 hybrid cloud momentum and 30%+ YTD stock surge.
Salesforce Powers Through Q3 with Explosive Agentforce Growth and Record Results
- Agentforce and Data 360 ARR hit nearly $1.4B, skyrocketing 114% Y/Y, with Agentforce alone up 330% Y/Y and processing over 3.2 trillion tokens to prove massive AI traction.
- Raised FY26 revenue guidance to $41.45B-$41.55B, topping estimates and highlighting consumption-based model's scalability amid steady enterprise software momentum.
- Closed Informatica deal, supercharging Salesforce's agent-ready data platform, while nearly 90% of Forbes' Top 50 AI companies leverage multiple Salesforce clouds.
Which Baskets Do They Appear In?
Insider Confidence: What's Next for Stock Moves?
Tesla CEO Elon Musk's recent $1 billion stock purchase has boosted investor confidence, causing the share price to surge. This highlights a potential investment strategy focusing on companies where significant insider buying signals strong leadership conviction in future growth.
Published: September 16, 2025
Explore BasketLegacy Tech's AI Transformation
IBM's strong quarterly results, driven by its growing AI business, highlight a significant trend of legacy technology systems being revitalized by artificial intelligence. This shift creates a compelling investment case for companies specializing in enterprise-level AI integration, data management, and hybrid cloud solutions.
Published: July 24, 2025
Explore BasketEnterprise AI Revolution
Tap into the massive corporate spending wave on artificial intelligence and digital transformation. These carefully selected stocks span IT consulting, cloud infrastructure, and the hardware powering the next generation of business technology.
Published: July 2, 2025
Explore BasketWhich Baskets Do They Appear In?
Insider Confidence: What's Next for Stock Moves?
Tesla CEO Elon Musk's recent $1 billion stock purchase has boosted investor confidence, causing the share price to surge. This highlights a potential investment strategy focusing on companies where significant insider buying signals strong leadership conviction in future growth.
Published: September 16, 2025
Explore BasketLegacy Tech's AI Transformation
IBM's strong quarterly results, driven by its growing AI business, highlight a significant trend of legacy technology systems being revitalized by artificial intelligence. This shift creates a compelling investment case for companies specializing in enterprise-level AI integration, data management, and hybrid cloud solutions.
Published: July 24, 2025
Explore BasketEnterprise AI Revolution
Tap into the massive corporate spending wave on artificial intelligence and digital transformation. These carefully selected stocks span IT consulting, cloud infrastructure, and the hardware powering the next generation of business technology.
Published: July 2, 2025
Explore BasketTalent Magnets
These companies excel at attracting and retaining the world's brightest minds. Our analysts have selected businesses where exceptional talent translates directly into market leadership and innovation. These are the companies winning the fierce competition for the best people.
Published: June 17, 2025
Explore BasketNeuro-Inclusive Employers
Explore companies that are tapping into neurodivergent talent as a strategic advantage. These forward-thinking organizations have established dedicated programs for recruiting and supporting employees with autism, ADHD, and other forms of neurodivergence, potentially driving innovation and long-term growth.
Published: June 17, 2025
Explore BasketServerless Orchestration
These carefully selected companies are powering the future of software development, enabling applications to run and scale automatically without the headache of server management. Our expert analysts have identified the leaders driving this revolutionary shift in how modern apps are built and deployed.
Published: June 17, 2025
Explore BasketCompany Toolbox
Invest in the businesses that power other businesses. These carefully selected companies provide the essential tools, platforms, and services that enterprises can't live without. With recurring revenue models and high customer retention, they form the backbone of our digital economy.
Published: June 17, 2025
Explore BasketInvestment Analysis
IBM
IBM
Pros
- IBM reported a 9% year-over-year revenue growth and beat consensus earnings estimates in the latest quarter.
- It holds a strong return on equity of 28.86%, reflecting efficient profitability relative to equity.
- IBM has a robust financial position with consistent free cash flow and a 55-year dividend payment streak.
Considerations
- The price-to-earnings ratio of 37.7x significantly exceeds the sector average, indicating a potentially high valuation.
- Return on equity has declined about 29% from its ten-year historical average, suggesting some profit efficiency challenges.
- IBM faces intense competition in hybrid cloud and AI where rapid innovation is critical, posing execution risks.
Salesforce
CRM
Pros
- Salesforce targets long-term revenue exceeding $60 billion by fiscal 2030 with over 10% CAGR growth planned.
- The company aims for a combined subscription and operating margin growth reaching 50% by fiscal 2030.
- Salesforce’s order management platform is highly rated for omni-channel flexibility and integration ease.
Considerations
- Salesforce shares have experienced a year-to-date performance decline nearing 21%, reflecting recent market challenges.
- The business remains exposed to macroeconomic cyclicality impacting enterprise software spending patterns.
- Profitability metrics remain pressured as the company prioritizes aggressive growth and market share expansion.
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