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IBM (IBM) investor relations material
IBM M&A Announcement summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.M&A Announcement summary8 Dec, 2025
Deal rationale and strategic fit
Advances strategy to become a software-led hybrid cloud and AI platform company, enabling end-to-end data integration for generative and agentic AI applications and accelerating software-driven growth with expanding margins and strong free cash flow.
Confluent's technology enables a modern, open, smart data platform for generative AI, integrating applications, AI agents, and data systems across hybrid cloud environments.
Expands opportunity in the $100 billion+ real-time data streaming and event processing market, leveraging strong AI adoption trends and doubling the addressable market in four years.
Builds on a 25-year history of open-source innovation, reinforces leadership in enterprise-grade data and AI, and complements prior acquisitions in data and automation.
Confluent's partnerships with major tech leaders and broad client base enhance ecosystem reach and global presence.
Financial terms and conditions
IBM to acquire all outstanding Confluent shares for $31 per share in cash, valuing the deal at $11 billion enterprise value, funded by cash on hand.
Approved by both companies' boards, Confluent's independent special committee, and largest shareholders representing about 62% of voting power.
Closing expected by mid-2026, subject to shareholder and regulatory approvals and customary closing conditions.
Expected to be accretive to adjusted EBITDA in the first full year and to free cash flow in year two post-close.
No change in capital allocation priorities; continued commitment to strong balance sheet and dividend.
Synergies and expected cost savings
Anticipates about $500 million in run-rate synergies through go-to-market scale, G&A optimization, and productivity actions.
Substantial product synergies expected across AI, automation, data, and consulting portfolios.
Revenue growth acceleration targeted by leveraging IBM's presence in 175+ countries and relationships with 95% of the Fortune 500.
Operational spend efficiencies and productivity improvements expected.
Accretive to adjusted EBITDA within the first full year and to free cash flow in year two post-close.
How Confluent specifically aids agentic AI?
How will IBM capture the $100B Confluent TAM?
How Confluent's open-source integrates with IBM?
How Confluent tech enhances IBM's AI platform?
Plan to grow Confluent's $1M+ ARR customers
Breakdown $500M operational synergy components
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Q4 202528 Jan, 2026
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Frequently asked questions
The creators of the first commercial computer
IBM, International Business Machines Corporation, is a multinational technology company with a rich history dating back to 1911. Founded in the United States, IBM has played a significant role in the development and advancement of computer technology and information systems. Today, IBM operates as a provider of advanced technology solutions and consulting services.
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Since its foundation in 1911 as the Computing-Tabulating-Recording Company (CTR), IBM has consistently demonstrated its commitment to innovation and technological advancement. Over the years, IBM has introduced numerous groundbreaking innovations that have shaped the course of computing history. These include the development of the first commercial computer, the IBM 650, in the 1950s, which revolutionized data processing capabilities. In the 1960s, IBM unveiled the iconic IBM System/360 mainframe computer, a breakthrough that standardized computer architectures and transformed the industry. The introduction of the IBM Personal Computer (PC) in the 1980s marked a significant milestone in personal computing, empowering individuals and businesses alike. More recently, IBM's advancements in artificial intelligence with IBM Watson have pushed the boundaries of cognitive computing. With a rich legacy of pioneering innovations, IBM continues to drive technological progress and shape the future of computing.
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