IBM

The earnings claim (summary)

Cumulative book of business

above $12,500,000,000 · unclear

Income type

unclear

Claim period

cumulative through Q4 2025 report

Claim date

2026-01-28

Business type

other

Business model

enterprise

Proof type

public-revenue-page

Evidence timeline

Dated source events from fields already on this record. Missing values stay “not recorded” — we do not invent dates.

1. 2026-01-28Claim date
2. 2026-01-28Metric as of
3. 2026-01-28Source date
4. 2026-01-28Source published
5. not recordedCollected
6. not recordedLast checked

Source trail

Only fields already recorded on this case. Missing dates show as not recorded — we do not invent checks.

Recorded sources

• Recorded proof link · primary/original field
  Original source ↗
• Recorded proof link
  Original source ↗

Dates

Publication (source_published)

2026-01-28

Metric as of

2026-01-28

Source date

2026-01-28

Last checked

not recorded

Reported vs desk label

Reported amount carries a Verified (legacy label, recheck pending) badge. The recorded trail is a Public filing (public company filing or exhibit) — not a processor-connected third-party revenue page. No processor check is on file (Last checked: not recorded unless a desk date exists). That is not an audit. Evidence level on file: Public filing. Editorial status: not recorded (editorial keep is not Verified).

What was checked

No check recorded in the supplied data.

Unresolved gaps

Unknowns

costs, human_effort, calendar_2025_increment, finer_dollar_split

Open question

not recorded

Evidence checklist

Short casefile from recorded fields only. Extend it; we do not invent missing checks or dates.

1. The claim

   IBM — IBM reported a cumulative generative-AI book of business above $12.5 billion in its January 28, 2026 Q4 2025 release. It combines inception-to-date software transactional revenue, new SaaS ACV and consulting signings. It is neither calendar-2025 bookings nor a measure of recognized revenue.

   above $12,500,000,000 USD · unclear · timeframe: cumulative through Q4 2025 report · claim date: 2026-01-28

2. Sources & checks recorded

   • Original source ↗ — Recorded proof link
   • Original source ↗ — Recorded proof link

   Last checked: not recorded. Publication: 2026-01-28. Metric as of: 2026-01-28. Source date: 2026-01-28.

   Only recorded checks appear here. Missing steps stay “not recorded”.

3. What they establish (named scope)

   Desk label Verified (legacy label, recheck pending): confidence is verified but there is no recorded processor-connected check. Evidence on file is Public filing (public company filing or exhibit). Scope: company-reported statement checked against the cited public source — not processor verification, not audited earnings, not a guarantee of income.

   Evidence level on file: Public filing. Income status field: verified. Editorial status: not recorded (editorial keep is not Verified).

4. Unknowns

   Unknowns: costs, human_effort, calendar_2025_increment, finer_dollar_split

   Open question: not recorded

   Costs: not recorded. Human effort: not recorded. AI role: Tools named in the case summary: IBM generative AI.

How they did it

Cumulative generative-AI book of business in SEC exhibits — not calendar-2025 bookings or cash revenue.

1. Enterprise generative-AI cumulative book of business disclosed in SEC exhibits — a mixed inception-to-date metric (software transactional revenue, new SaaS ACV, consulting signings), not calendar-2025 bookings and not recognized revenue.
2. Attribute AI to named platforms/services in the filing narrative.
3. Treat as public-filing evidence of a company-reported metric; do not copy as a solo founder playbook.

Steps above are the recorded desk notes for this case.

Copy this prompt

Point your agent at this case.

Summarize IBM’s disclosed generative-AI cumulative book of business from the cited SEC exhibits. Quote the exact line, note that it is neither calendar-2025 bookings nor recognized revenue, and list any AI products named. Do not invent numbers.