IBM CEO Arvind Krishna appears at the World Economic Forum in Davos, Switzerland, on Jan. 16, 2024.IBM shares moved 5% lower in extended trading on Wednesday after the hardware, software and consulting provider fell short of Wall Street's revenue expectations for the third quarter.Here's how the company did in comparison with LSEG's consensus:Earnings per share: $2.30 adjusted vs. $2.23 expectedRevenue: $14.97 billion vs. $15.07 billion expectedIBM's overall revenue increased 1.5% year over year, according ...

收入情况 - 第三季度收入150亿美元，同比增长1%，按固定汇率计算增长2%[1] - 2024年第三季度总收入为149.68亿美元，同比增长1.5%[9] - 2024年前三季度总收入为451.99亿美元，同比增长1.6%[9] 业务板块情况 - 软件收入增长10%[1] - 第三季度软件收入65亿美元，同比增长9.7%，其中混合云平台和解决方案增长10%，Red Hat增长14%，自动化增长13%，数据与AI增长5%，安全性下降1%，交易处理增长9%[3] - 2024年第三季度软件业务收入为65.24亿美元，同比增长9.7%[9] - 2024年前三季度软件业务收入为191.62亿美元，同比增长7.5%[9] - 咨询收入持平[1] - 第三季度咨询收入52亿美元，同比下降0.5%，其中业务转型增长2%，技术咨询下降4%，应用运营下降1%[3] - 2024年第三季度咨询业务收入为51.52亿美元，同比下降0.5%[9] - 2024年前三季度咨询业务收入为155.17亿美元，同比下降0.5%[9] - 基础设施收入下降7%[1] - 第三季度基础设施收入30亿美元，同比下降7%，其中混合基础设施下降9%，IBM Z下降19%，分布式基础设施下降3%，基础设施支持下降4%[3] - 2024年第三季度IBM基础设施业务收入为3,042百万美元,同比下降7.0%[14] - 2024年前三季度IBM基础设施业务收入为9,764百万美元,同比下降2.3%[16] - 2024年第三季度IBM金融服务业务收入为181百万美元,同比下降2.5%[14] - 2024年前三季度IBM金融服务业务收入为543百万美元,同比下降4.1%[16] 盈利情况 - 毛利率GAAP为56.3%，同比提升1.9个百分点；非GAAP为57.5%，同比提升2.1个百分点[2] - 2024年第三季度毛利率为56.3%，同比提升1.9个百分点[9] - 2024年前三季度毛利率为55.6%，同比提升1.6个百分点[9] - 2024年第三季度软件业务毛利率为83.2%，同比提升0.9个百分点[9] - 2024年前三季度软件业务毛利率为83.1%，同比提升0.8个百分点[9] - 2024年第三季度咨询业务毛利率为28.4%，同比提升0.8个百分点[9] - 2024年第三季度经营(非GAAP)税前利润为24.87亿美元，经营(非GAAP)税前利润率为16.6%，较上年同期增加3.3个百分点[18] - 2024年前三季度经营(非GAAP)税前利润为69.36亿美元，经营(非GAAP)税前利润率为15.3%，较上年同期增加3.2个百分点[20] - 2024年第三季度经营(非GAAP)每股收益为2.30美元，较上年同期增加0.10美元[18] - 2024年前三季度经营(非GAAP)每股收益为6.41美元，较上年同期增加1.82美元[20] - 2024年第三季度经营(非GAAP)税率为13.4%，较上年同期增加1.7个百分点[18] - 2024年前三季度经营(非GAAP)税率为13.6%，较上年同期增加10.4个百分点[20] - 2024年第三季度经营(非GAAP)营业利润率为14.4%，较上年同期增加2.5个百分点[18] - 2024年前三季度经营(非GAAP)营业利润率为13.3%，较上年同期增加2.4个百分点[20] 现金流情况 - 前三季度经营活动产生的现金流为91亿美元，自由现金流为66亿美元[2] - 预计第四季度收入增长与第三季度持平，全年自由现金流将超过120亿美元[5] - 公司经营活动产生的现金流量净额为30.9亿美元[22] - 调整后EBITDA为38亿美元[22] - 净利息费用为0.3亿美元[22] - 所得税费用为-0.5亿美元[22] - 融资应收款变动为0.9亿美元[22] - 其他资产和负债变动为-2.0亿美元[22]

Accelerated Software revenue growth, expanded gross profit margin, and strong free cash flowARMONK, N.Y., Oct. 23, 2024 /PRNewswire/ -- IBM (NYSE: IBM) today announced third-quarter 2024 earnings results."Our third-quarter performance was led by double-digit growth in Software, including a re-acceleration in Red Hat. We continue to see great momentum in AI as our models are trusted, fit-for-purpose, and lower cost, with performance leadership. Our generative AI book of business now stands at more than $3 bi ...

CHICAGO - MAY 10: An IBM sign stands outside an IBM building May 10, 2005 in downtown Chicago, ... [+] Illinois. IBM has recently announced job cuts in its European operation of 10,000 to 13,000 workers, mainly in Britain, France, Germany and Italy. (Photo by Tim Boyle/Getty Images)Getty ImagesIBM Inc. scheduled to report earnings after Wednesday’s close. The stock just hit a record high near $237/share and is currently trading near that level. The stock is prone to big moves after reporting earnings and ca ...

International Business Machines (NYSE: IBM ), also known as IBM, has roughly doubled in price since its October 2023 low. Does this valuation surge make sense? Not really. In my view, IBM is a solid company, but the stock offers investors a wholeI objectively search for undervalued stocks of any size across a wide variety of industries using quantitative methods that I've thoroughly backtested for success. I believe the numbers are more important than the story (most of the time), as they tend to paint a mo ...

IBM Guardium Data Security Center provides unified, SaaS-first data security capabilities amid hybrid cloud, AI, and quantum transformationNew software part of IBM's comprehensive approach for protecting hybrid cloud and AIARMONK, N.Y., Oct. 22, 2024 /PRNewswire/ -- As hybrid cloud-, AI-, and quantum-related risks upend the traditional data security paradigm, IBM (NYSE: IBM) is launching IBM Guardium Data Security Center – allowing organizations to protect data in any environment, throughout its full lifecy ...

The tech giant's quick, cost-efficient AI models can be fine-tuned with enterprise data to produce impressive results. International Business Machines (IBM -0.19%) has been working on artificial intelligence (AI) technology for decades, but the company is only now finding its footing and turning AI into a viable business. IBM's main focus is enabling large enterprises to leverage generative AI to boost productivity and unlock efficiencies. That's a powerful pitch, given that large investments in AI often ha ...

International Business Machines Corporation (IBM) is scheduled to report third-quarter 2024 earnings on Oct. 23. In the to-be-reported quarter, the company is likely to have recorded higher revenues from the Software segment with a strong focus on product innovation and growing clout of watsonx.ai across various sectors.Find the latest EPS estimates and surprises on Zacks Earnings Calendar.Factors at PlayThe Software segment includes Hybrid Platform & Solutions comprising software services, Red Hat, automat ...

International Business Machines Corporation (IBM) is scheduled to report third-quarter 2024 earnings on Oct. 23. In the to-be-reported quarter, the company is likely to have recorded higher revenues from the Consulting segment backed by rising demand for technology consulting and business transformation services.Find the latest EPS estimates and surprises on Zacks Earnings Calendar.Factors at PlayThe Consulting segment comprises Business Transformation, Technology Consulting and Application Operations. It p ...

文章核心观点 - IBM公司将于2024年10月23日发布第三季度财报[1] - 2024年9月,IBM股价出现强劲突破,突破了2013年4月的高点213-215美元[1] 行业分析 - IBM是一家大型科技公司,主营业务包括软件、服务和硬件等[1] - 2024年第三季度IBM的财务表现值得关注,可能会对公司未来发展产生重要影响[1] 公司分析 - IBM在2024年9月股价出现强劲突破,突破了2013年4月的高点213-215美元,表明公司近期表现良好[1] - 投资者和分析师将密切关注IBM在2024年第三季度的财务数据和经营情况[1]