--- title: “We did not adapt and move quickly enough”: What IBM’s... description: IBM issued a preliminary Q2 earnings warning, expecting $17.2B in revenue — below Wall Street's $17.86B forecast. CEO Arvind Krishna attributed the miss to... canonical: https://daily.dev/posts/we-did-not-adapt-and-move-quickly-enough-what-ibm-s-earnings-miss-says-about-enterprise-ai-spendi-6q01bbchw twitter:card: summary_large_image twitter:site: @dailydotdev og:type: website og:site_name: daily.dev og:title: “We did not adapt and move quickly enough”: What IBM’s earnings miss says about enterprise AI spending | daily.dev og:description: IBM issued a preliminary Q2 earnings warning, expecting $17.2B in revenue — below Wall Street's $17.86B forecast. CEO Arvind Krishna attributed the miss to... og:url: https://daily.dev/posts/we-did-not-adapt-and-move-quickly-enough-what-ibm-s-earnings-miss-says-about-enterprise-ai-spendi-6q01bbchw og:image: https://api.daily.dev/og/posts/6Q01bbchW.png og:image:alt: “We did not adapt and move quickly enough”: What IBM’s earnings miss says about enterprise AI spending og:image:width: 1200 og:image:height: 630 og:locale: en --- > ## Documentation Index > Fetch the complete documentation index at: https://daily.dev/llms.txt > Use this file to discover all available pages before exploring further. # “We did not adapt and move quickly enough”: What IBM’s earnings miss says about enterprise AI spending **[The New Stack](https://daily.dev/sources/newstack)** · 5 min read · 0 upvotes · 0 comments ## Summary IBM issued a preliminary Q2 earnings warning, expecting $17.2B in revenue — below Wall Street's $17.86B forecast. CEO Arvind Krishna attributed the miss to enterprises rapidly shifting capex from software to AI hardware (servers, storage, memory) to secure supply-constrained infrastructure. IBM admitted it failed to anticipate the scale of this reallocation. For developers, the practical consequence is that frozen middleware and software budgets push the integration burden onto internal engineering teams, who must build custom APIs, ETL pipelines, and integrations using open-source tools like Apache Kafka or Envoy. Once AI infrastructure buildouts complete, engineering teams will face pressure to deliver AI applications, agentic workflows, and RAG systems that justify the hardware investment. ## Full article daily.dev links to this article rather than hosting it. Read it at the original source: --- Tags: [#ai](https://daily.dev/tags/ai), [#rag](https://daily.dev/tags/rag), [#ibm](https://daily.dev/tags/ibm), [#ai-infrastructure](https://daily.dev/tags/ai-infrastructure) [View this post on daily.dev](https://daily.dev/posts/we-did-not-adapt-and-move-quickly-enough-what-ibm-s-earnings-miss-says-about-enterprise-ai-spendi-6q01bbchw) ```json {"@context":"https://schema.org","@graph":[{"@type":"Organization","@id":"https://daily.dev/#organization","name":"daily.dev","url":"https://daily.dev","logo":{"@type":"ImageObject","url":"https://daily.dev/apple-touch-icon.png","width":180,"height":180},"sameAs":["https://twitter.com/dailydotdev","https://github.com/dailydotdev","https://www.linkedin.com/company/daily-dev-ltd"]},{"@type":"WebSite","@id":"https://daily.dev/#website","url":"https://daily.dev","name":"daily.dev","publisher":{"@id":"https://daily.dev/#organization"},"potentialAction":{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https://daily.dev/search?q={search_term_string}"},"query-input":"required name=search_term_string"}}]} {"@context":"https://schema.org","@type":"TechArticle","headline":"“We did not adapt and move quickly enough”: What IBM’s earnings miss says about enterprise AI spending","url":"https://daily.dev/posts/we-did-not-adapt-and-move-quickly-enough-what-ibm-s-earnings-miss-says-about-enterprise-ai-spendi-6q01bbchw","mainEntityOfPage":{"@type":"WebPage","@id":"https://daily.dev/posts/we-did-not-adapt-and-move-quickly-enough-what-ibm-s-earnings-miss-says-about-enterprise-ai-spendi-6q01bbchw"},"datePublished":"2026-07-14T20:40:56.066Z","dateModified":"2026-07-15T10:01:34.281Z","description":"IBM issued a preliminary Q2 earnings warning, expecting $17.2B in revenue — below Wall Street's $17.86B forecast. 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