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IBM Details Q4 Job Cuts as WARN Filing Flags 75 Layoffs in San Jose

The company frames the restructuring as a shift toward AI and software with U.S. headcount expected to stay roughly flat.

Overview

  • IBM says a low single-digit percentage of its roughly 270,000 global workforce will be affected in the fourth quarter of 2025.
  • A California WARN notice discloses 75 permanent layoffs at 555 Bailey Ave. in South San Jose starting Jan. 5, 2026.
  • CEO Arvind Krishna says IBM expects to hire more recent college graduates over the next 12 months.
  • The company describes the move as reallocating toward high-margin software, AI and hybrid cloud, noting AI systems have already taken over about 200 HR roles.
  • IBM says displaced workers will receive severance and career-transition assistance and reiterates that U.S. employment should remain roughly flat year over year.