“The piece there that continues to be very, very attractive to growth is OpenShift. Which is almost at $2 billion and running at a 30% growth rate and we expect that to continue both for containers for hybrid applications, and virtualization.”

How to check this claim

Look at: OpenShift annual revenue run rate and its year-over-year growth rate

It came true if: OpenShift run rate remains at or above roughly $2 billion with growth rate at or above ~25% (near the stated 30%)

Where: management commentary on future earnings calls (IBM disclosed figures for OpenShift/Red Hat segment)

Verify independently

SEC filings for IBM ↗ · Claim quote is verbatim from the 2025Q4 earnings call.