Accelerated revenue growth led by Software; Raises full-year free cash flow expectationARMONK, N.Y., July 24, 2024 /PRNewswire/ -- IBM (NYSE: IBM) today announced second-quarter 2024 earnings results."We had a strong second quarter, exceeding our expectations, driven by growth in both revenue and free cash flow. We continue to see that clients turn to IBM for our technology and our expertise in enterprise AI, and our book of business for generative AI has grown to more than two billion dollars since the lau ...

文章核心观点 - IBM将于2024年7月24日发布第三季度财报 [1] - 分析师预计IBM第三季度每股收益为2.19美元,较去年同期的2.18美元有所增长,营收预计为156.2亿美元,较去年同期的155.7亿美元也有所增长 [2] - IBM最近获得了一份价值2600万美元的USAID合同 [3] 公司概况 - IBM是一家总部位于纽约阿蒙克的公司 [2] 财务数据 - 第三季度每股收益预计为2.19美元,较去年同期的2.18美元增长 [2] - 第三季度营收预计为156.2亿美元,较去年同期的155.7亿美元增长 [2] 最新动态 - IBM最近获得了一份价值2600万美元的USAID合同 [3]

International Business Machines Corporation (IBM) is scheduled to report second-quarter 2024 results on Jul 24, after the closing bell. The company is expected to have registered higher revenues from the consulting segment, backed by rising demand for technology consulting and business transformation services.Factors at PlayThe Consulting segment comprises Business Transformation, Technology Consulting and Application Operations. It provides consulting and application management services that offer value an ...

文章核心观点 - 公司的软件业务可能在本季度收入有所下降,主要由于混合平台和解决方案业务的疲软 [1] - 但公司在产品创新和watsonx.ai在各行业的影响力增强是有利因素 [1] 软件业务分析 - 软件业务包括混合平台和解决方案、Red Hat、自动化以及数据和人工智能业务,以及交易处理业务 [2] - 公司在本季度推出了Qiskit量子软件平台的重大更新,旨在提高IBM量子硬件的性能 [3][4] - Qiskit Runtime Service简化了量子电路的执行,Qiskit Code Assistant利用watsonx的生成式AI模型自动化了量子代码的开发,Qiskit Serverless工具则支持量子中心的超级计算工作负载 [4] - 公司正在推进将量子、经典和AI资源整合为新的高性能计算范式,Qiskit解决方案在能源和教育等行业获得了良好的市场份额 [5] 其他业务发展 - 温网利用IBM的AI和数据平台watsonx为网球迷、教练和球员提供了吸引人的AI原生功能 [6] - 一家英国营销广告公司与IBM合作推出了一款B2B营销解决方案,利用watsonx等AI技术 [6] - 公司以约64亿美元收购了HashiCorp,这将增强IBM在混合多云方面的能力并加快创新 [7] 整体预期 - 软件业务收入预计为65.5亿美元,同比下降,但我们预计为66.1亿美元,同比增长5.1% [9] - 总收入预计为155.8亿美元,略高于上年同期的154.8亿美元,每股收益预计为2.16美元,略低于上年同期的2.18美元 [10] 盈利预测 - 根据我们的模型,IBM有望在本季度实现盈利超预期 [11][12]

文章核心观点 - 公司是人工智能领域的领先者,通过负责任的人工智能、蓬勃发展的咨询业务和强大的合作关系,有望在人工智能解决方案的需求增长中获得丰厚回报 [2][3] - 公司的估值相对较低,为投资者提供了吸引力,同时也拥有不错的股息收益率 [4][5] 公司在人工智能领域的创新和可及性 - 公司发布了Mistral Large AI模型,这是一种大型语言模型,在复杂输入数据的抽象推理能力方面优于OpenAI的最佳大型语言模型 [7][8] - Mistral Large模型是公司Granite AI开发平台的一部分,为企业提供了全面的人工智能工具和服务 [8][9] - 这进一步巩固了公司致力于让先进人工智能易于企业使用的承诺 [9] 公司的咨询专业知识和负责任的人工智能 - 公司凭借数十年的咨询服务经验,为其他企业在人工智能领域的复杂性提供指导 [10][11] - 这种全面方法不仅为公司带来收入,也与客户建立了持久的合作关系 [12] - 公司同时致力于确保人工智能被负责任地使用,特别是在训练生成式人工智能功能的系统方面 [13][14][15][16]

International Business Machines Corporation (IBM) recently announced a five-year contract with the U.S. Agency for International Development (“USAID”), marking a crucial step in enhancing cybersecurity across the Europe and Eurasia (E&E) region. The contract, initially funded at $26 million, aims to fortify USAID's Cybersecurity Protection and Response program. The initiative is part of USAID's broader effort to promote inclusive growth and democratic societies through secure and robust digital ecosystems. ...

文章核心观点 - IBM预计将在2024年第二季度公布财报 [1] - IBM的收益和收入预期分别为2.16美元/股和155.8亿美元 [1] - IBM的收益预期在过去30天内略有下降,但2025年的预期有所上升 [1] 行业和公司研究 IBM的业绩表现 - IBM过去4个季度的平均收益超预期5.2% [4] - 在上一个季度,IBM的收益超预期5.7% [4] IBM的业务发展 - IBM的Watsonx平台为其AI能力提供核心技术支持,在高尔夫大师赛和温网等体育赛事中应用了生成式AI技术 [7][8] - 这些应用为咨询业务带来了额外收入 [9] - IBM还为其广泛使用的量子软件平台Qiskit进行了重大更新,为客户提供更先进的工具 [10] - 这些更新为软件业务带来了额外收入 [11] 挑战与风险 - IBM面临来自亚马逊和微软的激烈竞争 [12] - 公司向云转型的业务模式变革是一项艰巨的任务 [12] - 传统业务的疲软和汇率波动仍是重大隐忧 [12] 估值与投资建议 - 从估值角度来看,IBM的估值相对行业有溢价 [14] - 公司的收益预期有所下降,投资者对其持负面看法 [17] - 但长期投资者可以考虑持有,因为公司在混合云和AI解决方案方面的布局有望带来长期收益 [18][19]

Wall Street expects a year-over-year decline in earnings on higher revenues when IBM (IBM) reports results for the quarter ended June 2024. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on July 24, 2024, might help the stock move higher if these key numbers are better than expectations. On ...

Five-year contract with $26 million in initial funding focuses on developing effective cybersecurity systems, procedures, and technology solutions WASHINGTON, July 17, 2024 /PRNewswire/ -- IBM (NYSE: IBM) today announced that it has secured a five-year contract with $26 million in initial funding from the U.S. Agency for International Development (USAID) to support its Cybersecurity Protection and Response (CPR) program aimed to expand and enhance the agency's cybersecurity response support for host governm ...

International Business Machines Corporation (IBM) , in collaboration with Jones Lang LaSalle Inc. (JLL) , recently launched a new sustainability solution, aimed at bolstering Environmental, Social, and Governance (ESG) reporting within the commercial real estate (CRE) sector. This initiative is set to address the rising demand for transparent and accurate ESG data, which has become increasingly crucial for investors and stakeholders.Leveraging IBM’s cutting-edge Envizi technology in data analytics and manag ...