Forwards or Backwards

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IBM a history of the company and its technology

Published · 1 h 16 min

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IBM's story, in order, from a census that took eight years to count to a quantum computer that does not exist yet.

Herman Hollerith's punched-card tabulator counted the 1890 US census in six months. The company that grew from it became C-T-R in 1911 and IBM in 1924, under Thomas Watson. Along the way: the 80-column card (1928), electric typewriters and the Selectric's golf ball (1961), a test-scoring machine that read pencil marks (1938), and the Social Security records (1936).

Then the machines that made modern computing: the 701 and 650, magnetic core memory, RAMAC - the first hard disk (1956) - and FORTRAN (1957). System/360 (1964), IBM's own 'five billion dollar gamble', created the compatible mainframe family that still runs banks today. Robert Dennard's DRAM, the floppy disk, the Winchester drive, Codd's relational database and SQL, the barcode, and RISC.

The IBM PC of 1981 made IBM a household name - and made Microsoft and Intel rich, because PC DOS was licensed, not owned. OS/2, the AS/400 and OS/400, two Nobel prizes from Zurich, the ThinkPad, and the near-collapse of 27 July 1993. Then Deep Blue, Linux, Blue Gene, selling the PC business to Lenovo, Watson on Jeopardy!, Red Hat, Kyndryl, the z16 and z17 mainframes, watsonx, HashiCorp and Confluent - and the quantum roadmap to Starling in 2029.

Every figure is dated and sourced. IBM's own claims about its future are labelled as claims. The Dehomag chapter states what an academic study documents and nothing beyond it.

Educational documentary. Not financial or investment advice.

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Chapters

  1. Introduction: A company that keeps changing what it counts
  2. 1880 to 1924: The census machine
  3. 1880 to 1924: Company
  4. 1925 to 1939: The punched card
  5. 1925 to 1939: Typewriters
  6. 1925 to 1939: Reading a pencil mark
  7. 1925 to 1939: Company
  8. 1925 to 1939: Business in Germany
  9. 1940s: The big calculators
  10. 1950s: The first computers
  11. 1950s: Memory
  12. 1950s: Storage
  13. 1950s: Software
  14. 1950s: Company
  15. 1950s: Business computers
  16. 1960s: Office machines
  17. 1960s: SABRE
  18. 1960s: Research
  19. 1960s: Mainframes
  20. 1960s: Inside the System/360
  21. 1960s: Memory chips
  22. 1960s: Software
  23. 1970s: Mainframes
  24. 1970s: Storage
  25. 1970s: Software
  26. 1970s: The barcode
  27. 1970s: Research
  28. 1980s: Personal computing
  29. 1980s: Software
  30. 1980s: Mainframes
  31. 1980s: Business systems
  32. 1980s: Research
  33. 1980s: Company
  34. 1990s: Company
  35. 1990s: Personal computing
  36. 1990s: Mainframes
  37. 1990s: Deep Blue
  38. 1990s: Research
  39. 2000s: Company
  40. 2000s: Personal computing
  41. 2000s: Mainframes
  42. 2000s: Research
  43. 2010s: Watson
  44. 2010s: Company
  45. 2010s: Mainframes
  46. 2010s: Research
  47. 2020s: Company
  48. 2020s: Mainframes
  49. 2020s: Chips
  50. 2020s: Software
  51. 2020s: Quantum computing
  52. Today: What IBM counts now

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Sources and credits

Primary sources

  • McCormick, D.W. and Spee, J.C., 'IBM and Germany 1922-1941', Organization Management Journal 5(4), 2008.
  • IBM FY2025 Form 10-K (headcount at 31 Dec 2025). Wikipedia used only for the AS/400 announcement day and later names (marked on screen).

Not regulated financial advice.