IBM said it was carrying out a workforce action in the fourth quarter of 2025 that would affect a “low single-digit percentage” of its global workforce. The company did not disclose an exact number of employees, so the reported “thousands” should not be treated as a confirmed count. The announcement concerned Q4 2025—not Q4 2026.
How many IBM employees were expected to be affected?
IBM did not publish a precise layoff total or a numeric percentage in the statement reported by Reuters on November 4, 2025. It said the action would affect a “low single-digit percentage” of its global workforce. That describes the expected scale, but it is not enough to establish an exact headcount.
Reuters reported that IBM said some U.S.-based roles could be affected, while U.S. employment was expected to remain roughly flat year over year. Those statements do not specify how many U.S. workers might be affected or identify the roles involved. Reuters report republished by Yahoo Finance, November 4, 2025
What did IBM say about the workforce action?
IBM characterized workforce reviews as routine. In the statement reproduced by Reuters, the company said: “We routinely review our workforce … and at times rebalance accordingly,” and added that “In the fourth quarter, we are executing an action that will impact a low single-digit percentage of our global workforce.” These are IBM’s statements as reported by Reuters; they do not confirm a final number of affected workers.
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Was the action caused by AI?
The November 2025 report situated the workforce action in the context of IBM’s focus on software, but it did not establish that AI caused the cuts. IBM’s July 22, 2026 second-quarter results discuss productivity efforts involving AI and automation. Those later remarks are separate and do not confirm a Q4 2026 layoff count or demonstrate a causal link to the 2025 action. IBM’s second-quarter 2026 results
Independent reader supportYour contribution helps us test, update, and keep practical guides available for everyone.What remains unknown?
- The exact number of employees affected and the precise percentage of IBM’s workforce.
- Which job families or locations were affected beyond the possibility of some U.S.-based roles.
- Whether all planned reductions were completed and the final number of workers affected.
The cited coverage does not resolve these details. Without a confirmed final count, estimates should not be presented as an announced figure.
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