文章核心观点 - 美国股指期货早盘交投不一,纳斯达克期货涨约150点 [1] - IBM第三季度收入未达预期,股价盘前下挫5% [1] - 多家公司第三季度财报不佳,股价大幅下跌 [2] 公司业绩表现 - ICON公司第三季度财报不佳,股价盘前下挫16.3% [2] - Garrett Motion公司第三季度销售疲弱,股价盘前下跌12.6% [2] - Beyond公司第三季度调整后每股收益和销售额不及预期,股价盘前下跌12% [2] - Carrier Global公司第三季度收入不及预期,股价盘前下跌9.9% [2] - Spirit Airlines公司股价盘前下跌5.2%,此前一日大涨46% [2] - enGene Holdings公司股价盘前下跌4.1% [2]

International Business Machines Corporation (IBM) reported relatively healthy third-quarter 2024 results, with adjusted earnings beating the Zacks Consensus Estimate but the top line missing the same.Find the latest EPS estimates and surprises on Zacks Earnings Calendar.The company witnessed healthy demand trends for hybrid cloud and artificial intelligence (AI) solutions with a client-focused portfolio and broad-based growth. It remains on track to reach its targets for 2024. However, despite solid AI trac ...

KEY TAKEAWAYSIBM shares are dropping 5% in premarket trading Thursday, weighing on Dow Jones Industrial Average futures, after its quarterly revenue fell short of Wall Street estimates.The company reported third-quarter revenue of $14.97 billion, lower than the $15.07 billion consensus estimate of analysts polled by Visible Alpha, as infrastructure revenue fell 7% and consulting revenue remained flat.IBM CEO Arvind Krishna said the group expects fourth-quarter revenue growth, in constant-currency terms, to ...

WASHINGTON, Oct. 24, 2024 /PRNewswire/ -- IBM (NYSE: IBM) today announced that its Envizi environmental, social, and governance (ESG) Suite received Federal Risk and Authorization Management Program (FedRAMP) authorization. Designed to create a single, trusted system of record for all ESG data, the IBM Envizi ESG Suite helps organizations automate the capture and management of ESG data for enhanced analysis, reporting and opportunity identification. IBM Envizi is available to federal agencies on the FedRAMP ...

In my previous coverage published in April 2024, I highlighted IBM’s (NYSE: IBM ) growth in software and consulting business, anticipating solid organic revenue growth in the near future. I anticipate IBM will continue infusing its AI capabilities across its business lines, particularlyAnalyst’s Disclosure: I/we have a beneficial long position in the shares of IBM either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving ...

业绩总结 - 第三季度收入为150亿美元，同比增长2%[14] - 自由现金流为66亿美元，同比增长15%[18] - 年度经常性收入（ARR）达到149亿美元，同比增长11%[21] - 预税收入增长8%，预税利润率为16.6%[14] - 基于运营的调整后EBITDA为38亿美元，同比增长6%[16] - 基于运营的净收入为22亿美元，同比增长6%[14] - 第三季度毛利率为57.5%，同比提升2.1个百分点[14] - 2024年第三季度净收入为-3.17亿美元，较去年同期下降2.0亿美元[45] - 2024年第三季度毛利润为84.20亿美元，毛利率为56.3%[44] - 2024年第三季度调整后的EBITDA为38亿美元，同比增长0.2亿美元[45] 用户数据 - 软件部门收入增长10%，其中Red Hat增长14%[21] - 咨询部门第三季度收入为52亿美元，同比持平[24] - 业务转型收入为23亿美元，同比增长2%[24] - 技术咨询收入为9亿美元，同比下降4%[24] - 应用运营收入为19亿美元，同比下降1%[24] - 咨询部门毛利率为28.4%，同比上升0.9个百分点[24] - 咨询部门利润为6亿美元，同比下降1%[24] 未来展望 - 预计2024年自由现金流将超过120亿美元[6] - 2024年预计税率为负低至中个位数，调整后为中位数十位数[48] 新产品和新技术研发 - 生成性AI业务总额超过30亿美元，环比增长超过10亿美元[6] 财务状况 - 现金及可交易证券为137亿美元，较去年同期增长24.5%[27] - 自由现金流（不包括IBM融资应收款）为21亿美元，同比增长23.5%[28] - 总资产为1343亿美元，较去年同期增长3.9%[27] - 2024年第三季度运营活动提供的净现金为29亿美元，较去年同期的31亿美元下降[47] - 2024年第三季度总费用为92.22亿美元，调整后为61.25亿美元[44] - 2024年第三季度每股收益为-0.34美元，调整后为2.30美元[44] - 2024年第三季度的非经营性退休相关成本为28亿美元[45] - 2024年第三季度的预税收入为-8.02亿美元，调整后为24.87亿美元[44] 运营效率 - 运营费用为61亿美元，同比下降4%[26]

财务数据和关键指标变化 - 第三季度公司实现收入150亿美元，调整后的EBITDA为38亿美元，运营税前收入为25亿美元，运营稀释每股收益为2.30美元 [14] - 年初至今，公司自由现金流为66亿美元，同比增长15亿 [17] - 收入增长2%，运营税前利润增长8%，运营稀释每股收益增长5% [14][15] 各条业务线数据和关键指标变化 - 软件业务收入增长加速至10%，其中Red Hat增长14% [14][19] - 咨询业务收入持平，受到市场环境影响 [15][22] - 基础设施收入下降7%，主要受产品周期动态影响 [15][25] 各个市场数据和关键指标变化 - 软件业务占总收入的近45%，较2018年的高20%有所提升 [6] - 混合平台和解决方案的年度经常性收入（ARR）为149亿美元，同比增长11% [7][20] - 交易处理业务增长9%，客户对新一代AI产品的兴趣持续增加 [21] 公司战略和发展方向和行业竞争 - 公司继续重组产品组合，专注于高增长、高利润的业务，特别是在混合云和人工智能领域 [4][5] - 公司在生成AI领域的业务已超过30亿美元，显示出强劲的市场需求 [8][23] - 公司与多家技术合作伙伴深化关系，包括Dell、Intel、Microsoft等 [11] 管理层对经营环境和未来前景的评论 - 管理层对技术支出的强劲表现持乐观态度，但咨询业务受到经济不确定性的影响 [5] - 对于2025年的增长前景，管理层表示信心十足，预计软件和咨询业务将迎来向上的拐点 [31] 其他重要信息 - 公司在量子计算和AI领域的投资持续增加，开设了欧洲首个IBM量子数据中心 [12] - 预计第四季度软件收入将继续增长，咨询业务表现将与第三季度相似 [27][28] 问答环节所有提问和回答 问题: 关于2025年的增长前景 - 管理层表示，软件业务的增长将受到Red Hat的强劲表现推动，预计将为整体软件增长贡献约3个百分点 [34] - 咨询业务的签约率虽然近期有所下降，但管理层对未来的增长持乐观态度，认为生成AI的需求将推动咨询业务的复苏 [36][42] 问题: 咨询业务的表现 - 管理层承认咨询业务面临挑战，但表示高质量的签约和良好的客户关系将为未来的增长奠定基础 [46][48] 问题: M&A策略 - 管理层强调，未来的并购将专注于与现有战略相符的领域，如混合云、自动化和数据与AI [56][57]

IBM (IBM) reported $14.97 billion in revenue for the quarter ended September 2024, representing a year-over-year increase of 1.5%. EPS of $2.30 for the same period compares to $2.20 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $15.19 billion, representing a surprise of -1.46%. The company delivered an EPS surprise of +1.32%, with the consensus EPS estimate being $2.27.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how th ...

IBM (IBM) came out with quarterly earnings of $2.30 per share, beating the Zacks Consensus Estimate of $2.27 per share. This compares to earnings of $2.20 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 1.32%. A quarter ago, it was expected that this technology and consulting company would post earnings of $2.16 per share when it actually produced earnings of $2.43, delivering a surprise of 12.50%.Over the last four quarters, ...

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...