IBM IBM
Depreciation Integrity 25
Capex-vs-Demand Gap 30
Insider-Selling Intensity 30
Financing Opacity / Circular Leverage 30
Energy & Diminishing Returns 20
Organic End-User Demand 48
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GREEN–AMBER: Indicators 1 (depreciation — no extension), 2 (capex — disciplined), 5 (energy — irrelevant) AMBER: Indicators 3 (insider — not sourced), 4 (financing — modest relative to peers), 6 (demand — consulting lagging)
Last updated:
Deep Dossier in Progress

The scored backbone above is sourced from primary filings. The full investigative dossier — claim-by-claim audit, inversion analysis, primary paper trail — is being authored. This page updates as evidence lands. No claims are fabricated or inferred here; only data the engine already holds is shown.

Key Metrics (engine data)

Krishna Arvind (Chairman & CEO):4Verified sheet
Laguarta Ramon (Director, also PepsiCo CEO):1Verified sheet
Fehring Nicolas A. (VP & Controller):4Verified sheet
Brown Sandra L. (Director):2026Verified sheet

Layoff Signals

DateHeadcountAI ClaimSummary
2025—Company-statedRolling reductions (cumulative >15,000 since Sept 2024). IBM confirmed ~200 HR roles were replaced by AI agents (its AskHR system) — the widely repeated “8,000 replaced by AI” figure was overstated.