IBM is lowering its forecast for annual revenue growth, according to reports from multiple outlets. The change comes days after the company warned that customer spending priorities are shifting, with more budgets going toward AI infrastructure. IBM now expects 2026 revenue growth to fall between 4% and 5%, down from its prior outlook of more than 5%. The revised range indicates a slower pace of growth than previously projected, though IBM still anticipates continued expansion year over year. The outlets attribute the forecast cut to customer behavior, specifically a tendency to prioritize investments in AI-related infrastructure. Investors and analysts are likely to view the update as a sign that the timing and scale of spending on different parts of IBM’s technology and services portfolio may affect near-term revenue growth. Across the reports, the core facts are consistent: IBM reduces its annual growth guidance and points to customer AI infrastructure spending as a key driver of the outlook change. The company’s updated forecast frames expectations for 2026 performance going forward.