IBM reported solid second-quarter results and boosted its full-year guidance.International Business Machines (IBM -0.24%) beat expectations with its second-quarter earnings report last week, reporting solid revenue and adjusted earnings growth. While the consulting segment was a bit of a weak spot, a strong software segment and surprising growth from the infrastructure segment were enough to push revenue at constant currency up 4% year over year.On top of beating analyst analysts for the second quarter, IBM ...

IBM doubled its generative AI bookings in a single quarter.International Business Machines (IBM -0.24%) has long been an AI innovator, but the iconic tech giant has historically struggled to turn AI into a bona fide business.IBM's Watson AI system famously beat top-tier Jeopardy! champions in 2011, a feat that came more than a decade before OpenAI's world-changing ChatGPT. Attempts to parlay that accomplishment into revenue and profit, however, largely came up empty. Watson Health, IBM's high-profile play a ...

财务业绩 - 公司在第二季度实现收入157.7亿美元，同比增长1.9%[288] - 毛利率为56.8%，同比增加1.8个百分点[288] - 来自持续经营的净利润为18.3亿美元，同比增长15.8%[290,301] - 每股摊薄收益从持续经营为1.96美元，同比增长14.0%[288,303] - 经营性(非GAAP)每股摊薄收益为2.43美元，同比增长11.5%[290,303] - 经营活动产生的现金流为21亿美元，自由现金流为26亿美元[304] - 公司上半年收入为302.31亿美元，同比增长1.7%[305] - 毛利率为55.2%，同比增加1.4个百分点[305] - 税前利润为32.93亿美元，同比增长7.7%[305] - 持续经营业务净利润为34.05亿美元，同比增长35.4%[305,309] - 每股摊薄收益为3.65美元，同比增长33.2%[305,319] - 经营性(非GAAP)每股摊薄收益为4.11美元，同比增长16.1%[309] - 经营活动产生的现金流为62亿美元，自由现金流为45亿美元[322] 业务表现 - 软件业务收入增长7.1%，基础设施业务收入增长0.7%[296] - 美洲地区收入下降0.8%，EMEA地区收入增长2.6%，亚太地区收入增长8.6%[297] - 软件收入同比增长6.3%，其中混合云平台和解决方案收入增长5.8%[334] - 红帽收入同比增长7.8%，自动化收入增长13.9%[334] - 咨询业务收入同比下降0.6%，但调整汇率后增长1.8%[347] - 业务转型咨询收入增长2.2%，技术咨询和应用运维收入有所下降[347] - 二季度基础设施收入为36.45亿美元，同比增长0.7%，剔除汇率影响增长2.7%[371] - 二季度混合基础设施收入为23.60亿美元，同比增长4.4%，剔除汇率影响增长6.1%[372] 毛利率和利润率 - 毛利率和经营利润率均有所提升，体现了公司的业务组合优势和生产力提升[298,300,302] - 软件毛利率提升0.7个百分点至83.0%[342] - 软件业务利润同比增长15.5%，利润率提升2.3个百分点至28.6%[342] - 咨询业务二季度毛利率为26.3%，同比增加0.4个百分点[358] - 咨询业务二季度分部利润为4.63亿美元，同比下降4.0%[358] - 咨询业务前六个月毛利率为25.8%，同比增加0.1个百分点[359] - 咨询业务前六个月分部利润为8.88亿美元，同比下降2.4%[359] - 二季度基础设施毛利率为56.5%，同比增加0.5个百分点[378] 地区表现 - 2024年第二季度美洲地区收入79.79亿美元,同比下降0.8%,调整汇率影响后下降0.5%[385] - 2024年第二季度EMEA地区收入47.22亿美元,同比增长2.6%,调整汇率影响后增长3.2%[386] - 2024年第二季度亚太地区收入30.69亿美元,同比增长8.6%,调整汇率影响后增长17.2%[387] - 2024年上半年美洲地区收入152.75亿美元,同比增长1.0%,调整汇率影响后增长1.2%[387] - 2024年上半年EMEA地区收入90.35亿美元,同比增长1.1%,调整汇率影响后增长0.7%[388] - 2024年上半年亚太地区收入59.22亿美元,同比增长4.4%,调整汇率影响后增长12.5%[389] 费用和其他收支 - 2024年第二季度总费用及其他收益67.30亿美元,同比增长3.5%[391] - 2024年上半年总费用及其他收益133.99亿美元,同比增长3.5%[392] - 2024年第二季度销售、一般及管理费用49.38亿美元,同比增长0.8%[395] - 2024年上半年销售、一般及管理费用99.12亿美元,同比增长1.6%[399] - 公司第二季度其他收支净收益为2.33亿美元，同比下降10.6%[415] - 公司第二季度经营性其他收支净收益为3.49亿美元，同比增长33.1%[416] - 公司上半年其他收支净收益为5.50亿美元，同比增长8.8%[417] - 公司上半年经营性其他收支净收益为8.12亿美元，同比增长61.2%[420] - 公司第二季度利息费用为4.27亿美元，同比增长1.0%[421] - 公司上半年利息费用为8.59亿美元，同比增长8.7%[422] - 公司第二季度退休福利计划成本为3.50亿美元，同比增长20.0%[425] - 公司上半年退休福利计划成本为7.04亿美元，同比增长16.2%[427] - 公司第二季度经营性退休福利计划成本为2.52亿美元，同比下降13.2%[425] - 公司上半年经营性退休福利计划成本为5.10亿美元，同比下降16.4%[427] 税务和现金流 - 公司2013年和2014年的美国所得税申报被美国国税局(IRS)审查,提出调整建议,如果被采纳将增加公司应税收入约42亿美元[433] - 公司2015年和2016年的美国所得税申报被IRS审查,提出调整建议,如果被采纳将增加公司应税收入约12亿美元[433] - 截至2024年6月30日,公司在印度的预付所得税为5.84

Intellectual property theft spiked; More than one-third of breaches involved shadow dataYet use of AI/Automation cut breach costs by $1.88 millionCAMBRIDGE, Mass., July 30, 2024 /PRNewswire/ -- IBM (NYSE: IBM) today released its annual Cost of a Data Breach Report revealing the global average cost of a data breach reached $4.88 million in 2024, as breaches grow more disruptive and further expand demands on cyber teams. Breach costs increased 10% from the prior year, the largest yearly jump since the pandemi ...

ARMONK, N.Y., July 29, 2024 /PRNewswire/ -- The IBM (NYSE: IBM) board of directors today declared a regular quarterly cash dividend of $1.67 per common share, payable September 10, 2024 to stockholders of record August 9, 2024.With the payment of the September 10 dividend, IBM will have paid consecutive quarterly dividends every year since 1916.Contact:  Tim Davidson (914) 844-7847[email protected]SOURCE IBM ...

文章核心观点 - 公司的国际业务收入对其整体财务健康和增长潜力至关重要 [1][2][3] - 公司在全球市场的表现是分析其盈利可持续性、抗风险能力和整体增长潜力的关键 [2][3] - 公司国际业务收入的变化趋势是分析师密切关注的重点 [4][10][11] 公司国际业务收入分析 - 亚太地区收入为31亿美元,占总收入的19.7%,超出预期4.82% [6] - 欧洲、中东和非洲地区收入为47亿美元,占总收入的29.8%,与预期持平 [7] - 分析师预计未来一个季度亚太地区和欧洲、中东及非洲地区收入占比分别为19.4%和30% [8] - 分析师预计全年亚太地区和欧洲、中东及非洲地区收入占比分别为19.3%和30.1% [9] 公司股价走势 - 过去4周内,公司股价上涨10.9%,而标普500指数下跌0.2%,科技板块下跌4.6% [15] - 过去3个月内,公司股价上涨15.7%,而标普500指数上涨7.5%,科技板块上涨8.1% [15]

With the S&P 500 providing a paltry 1.32% dividend yield today, income-focused investors must be selective in their search for yield. That’s where the Dividend Aristocrats come in. These 66 S&P 500 companies have raised their dividends for at least 25 consecutive years.While Dividend Aristocrats may not be the most exciting stocks to own, there’s much to say about their staying power. Many of these companies have recession-resistant business models that generate consistent cash flows in almost any economic ...

IBM (IBM) reported $15.77 billion in revenue for the quarter ended June 2024, representing a year-over-year increase of 1.9%. EPS of $2.43 for the same period compares to $2.18 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $15.58 billion, representing a surprise of +1.23%. The company delivered an EPS surprise of +12.50%, with the consensus EPS estimate being $2.16.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expec ...

matejmm/E+ via Getty ImagesIBM (NYSE:IBM) has soared to decade highs on the back of generative AI hype. The tech giant still hasn't produced the growth to warrant any excitement over AI, despite having one of the original AI platforms in production with Watson. My investment thesis is back to Bearish on the stock after the jump above $190 in initial trading. Source: FinvizStill No Real Growth After the close, IBM reported a revenue beat for the Q2'24 earnings, but revenue didn't even grow 2% in the qua ...

IBM's robust Q2 results drove the stock higher, nearly reaching new all-time highs. Big Blue hasn't ventured anywhere near that milestone since 2013.IT veteran International Business Machines (IBM 4.33%) reported second-quarter results on Tuesday evening. Big Blue knocked this quarter out of the park, crushing analyst estimates across the board. As a result, the stock surged as much as 6.7% higher on Wednesday.Q2 sales and earnings beat expectationsIBM's second-quarter sales crept 2% higher year over year, ...