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INTERNATIONAL BUSINESS MACHINES CORP 8-K Report, Material Agreement (Feb 2, 2024)

Filed February 2, 2024For Securities:IBM

Summary

IBM announced a significant financing transaction through its wholly-owned subsidiary, IBM International Capital Pte. Ltd. (IIC). This involves the issuance of approximately $5.4 billion in aggregate principal amount of senior notes across various maturities, ranging from 2026 to 2054. These notes are fully and unconditionally guaranteed by IBM itself, indicating the parent company's direct commitment to this debt. The purpose of this offering is to raise capital, though the specific use of proceeds is not detailed in this filing. The transaction includes standard underwriting and indenture agreements, with IBM retaining the option to substitute for IIC as the direct obligor of the debt under certain conditions. The offering is expected to close on February 5, 2024.

Key Highlights

  • 1IBM is raising substantial capital through its Singapore-based finance subsidiary, IBM International Capital Pte. Ltd. (IIC).
  • 2Total aggregate principal amount of notes issued is approximately $5.4 billion.
  • 3The notes have varying maturities from 2026 to 2054, with coupon rates ranging from 4.600% to 5.300%.
  • 4IBM provides a full and unconditional guarantee for all issued notes.
  • 5The financing is structured as a registered public offering via an underwriting agreement.
  • 6An indenture has been established with The Bank of New York Mellon as trustee.
  • 7IBM has the option to assume IIC's obligations directly under the notes.

Frequently Asked Questions

IBM, through its subsidiary IIC, is issuing approximately $5.4 billion in aggregate principal amount of notes.

The debt is being issued by IBM International Capital Pte. Ltd. (IIC), a finance subsidiary of IBM. IBM itself is providing a full and unconditional guarantee for these notes.

The notes have maturities in 2026 (4.700%), 2027 (4.600%), 2029 (4.600%), 2031 (4.750%), 2034 (4.900%), 2044 (5.250%), and 2054 (5.300%).

While not explicitly stated in this filing, such debt issuances are typically for general corporate purposes, including funding operations, investments, or refinancing existing debt.