Of the tracked stories, 2 of 2 also mention IBM, the most common co-covered peer. Across a 136-day span, the pace is roughly 0.1 stories per week. Their average consequence score of 6.5 runs above the beat's 6.4 for that window.
Figures are computed live from our source-verified story record
— see our methodology for how impact and
sentiment are derived.
What the coverage shows about Arvind Krishna
Of the tracked stories, 2 of 2 also mention IBM, the most common co-covered peer. Across a 136-day span, the pace is roughly 0.1 stories per week. Their average consequence score of 6.5 runs above the beat's 6.4 for that window. The clearest coverage concentration is earnings: 1 of 2 stories, with the rest divided among 1 other category. Each story carries 2.5 original sources on average, compared with 2.8 for the broader beat in this window. Arvind Krishna appears in 2 tracked Finance stories published from March 4, 2026 through July 17, 2026.
Stories tracked
2
Per week
0.1
Sources per story
2.5
Computed from the 2 stories linked to this entity, with beat comparisons drawn from all 2696 Finance stories published in the same date window. Shares are omitted below five stories and comparisons below a twenty-story baseline.
Coverage cohort
Appears alongside
Other entities that clear the same relevance threshold in stories also covering Arvind Krishna. Shared-story counts are live from our verified record — not editorial picks.
IBM's historic 25% single-day plunge after preliminary Q2 results reveals a structural threat: enterprise budget rotation to AI infrastructure is cannibalizing its high-margin software and consulting revenue. Investors must now assess whether the AI capex cycle permanently impairs IBM’s valuation.
IBM enters March 2026 as a focal point for value investors seeking exposure to enterprise AI and hybrid cloud stability. As the company continues to integrate its watsonx platform, market participants are weighing its consistent dividend growth against its evolving software-centric valuation.