IBM · competitors named by the company
Who are IBM’s competitors?
IBM names 10 companies we cover as competitors calc.
Named by IBM in its 10-K filed Feb 24, 2026. This is IBM’s own statement, not a ranking and not a dependency.
- Alphabet GOOGL
- Amazon AMZN
- Broadcom AVGO
- Dell DELL
- Everpure P
- Intel INTC
- Microsoft MSFT
- NetApp NTAP
- Oracle ORCL
- Salesforce CRM
The filing’s own words (2 sentences) ›
“The principal competitors in this segment include: Alphabet (Google), Amazon, BMC, Broadcom, Microsoft, Oracle, Salesforce, SAP and Splunk, a CISCO Company.”
Names Alphabet, Amazon, Broadcom, Microsoft, Oracle, Salesforce · 10-K · filed Feb 24, 2026
“Our principal competitors include: Dell Technologies, Hewlett-Packard Enterprise (HPE), Intel, NetApp and Pure Storage as well as original device manufacturers (ODMs) who provide systems that are re-branded.”
Names Dell, Everpure, Intel, NetApp · 10-K · filed Feb 24, 2026
Method and sources
Companies among the 100 we cover that IBM names as competitors in its latest annual report (10-K or 20-F), counted by Hollsteen. A company counts only when the quoted sentence itself names it and speaks of competition; hedged sentences (“some of which are competitors”) and quarterly reports are left out.
Competitors outside our coverage are not listed, so the list is not complete. Sentences are quoted exactly as filed.
SEC filings only. No price or market data.