IBM compared with GOOGL: revenue, margins and what each company keeps, and the suppliers and customers both name

IBMInternational Business Machines Corp

Mkt capRevenueRevenue

GOOGLAlphabet Inc.

Mkt capRevenueRevenue

Compare

IBMInternational Business Machines Corp

GOOGLAlphabet Inc.

Price

Mkt cap

Revenue

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

Save comparison

Earnings history

News Findings Companies A–Z Pricing Methodology Sources Corrections About Terms

Not investment advice. Not a broker-dealer. Indices shown as ETF proxies. Supply-chain data CC BY 4.0; market data not redistributable.

Listed on One’s Vibe · live-checked · Oct ’26

Desk News Calendar Saved

Earnings history

last 4 reports each · paired by recencyMethod ›

IBM

2 of 4at or beyond implied

Reportimpliedrealized× implied

Q3 FY26±6.4%▲+0.26%×0.05

Jul 23 '26±5.8%▲+0.43%×0.07

Q2 FY26±3.4%▼−25.21%×7.41

Q1 FY26±5.6%▼−8.25%×1.48

GOOGL

3 of 4at or beyond implied

Reportimpliedrealized× implied

Q3 FY26±4.9%▼−12.64%×2.57

Q2 FY26±5.0%▼−7.13%×1.42

= impliedIBM realized, solidGOOGL realized, hatchedOne scale, both sides: full bar = 26%× = |realized| ÷ impliedSource: market data

Q1 FY26

±4.7%

▲+9.96%

×2.13

Feb 5 '26±5.5%▼−0.54%×0.09

IBMInternational Business Machines Corp

244.97▼−0.87%· post 244.87

Mkt cap$231.6BRevenue$17.1BQ3 FY26Revenue$67.5BFY25

GOOGLAlphabet Inc.

285.29▲+0.96%· post 285.54

ClosedNov 6 '26

Mkt cap$3.5TRevenue$128BQ3 FY26Revenue$403BFY25

Compare

ClosedNov 6 '26

IBMInternational Business Machines Corp

GOOGLAlphabet Inc.

244.97▼−0.87%post 244.87

Price

285.29▲+0.96%post 285.54

$231.6B

Mkt cap

$3.5T

Q3 FY26$17.1B

Revenue

$128BQ3 FY26

FY25$67.5B

Revenue

$403BFY25

IBM244.97▼−0.87%vsGOOGL285.29▲+0.96%ClosedNov 6 '26