Who supplies IBM, who buys from it, and who competes with it. Membership is a disclosed business relationship, not a keyword match, and every row carries the sentence that proves it.
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Supply Chain & Partner Read-Through EngineActive
Proactive revenue read-through alerts whenever IBM files 8-Ks, announces contracts, or beats guidance.
10 companies with a disclosed relationship to IBM · 1 asserted but unconfirmed, hidden
| Ticker | Relationship | Role | Price | Market Cap | P/E | 1D | From High | Mentions | Catalyst Materiality | Alert |
|---|---|---|---|---|---|---|---|---|---|---|
| Compute (2) | ||||||||||
| AMD | Server silicon | supplier | - | - | - | - | - | 94 | 20% exp79 | |
| NVDA | GPUs for AI systems | supplier | - | - | - | - | - | 3 | 15% exp77 | |
| Partners (2) | ||||||||||
| CRM | Consulting and integration | partner | - | - | - | - | - | 5 | 15% exp77 | |
| NOW | Workflow deployment | partner | - | - | - | - | - | 2 | 15% exp77 | |
| Foundry (1) | ||||||||||
| TSM | Advanced process research and fabrication | partner | - | - | - | - | - | 26 | 20% exp79 | |
| Competitor (5) | ||||||||||
| AMZN | Cloud rival and consulting partner | partner | - | - | - | - | - | 19 | 15% exp77 | |
| ACN | Consulting and integration | competitor | - | - | - | - | - | 18 | 15% exp77 | |
| GOOGL | Cloud rival and partner | partner | - | - | - | - | - | 11 | 15% exp77 | |
| MSFT | Cloud and enterprise software | competitor | - | - | - | - | - | 1 | 15% exp77 | |
| ORCL | Enterprise software | competitor | - | - | - | - | - | 1 | 15% exp77 | |
Every row is backed by a quote from an earnings call or an SEC filing. Mentions counts how often the relationship is named across the last four quarters, which is why the most dependent companies sort to the top of each group. Catalyst Materiality computes hardware bottleneck exposure and priority.