International Business Machines Corporation (IBM) has inked a strategic agreement to acquire Accelalpha, a global expert at implementing, integrating and managing Oracle Cloud Applications. With this buyout, IBM aims to strengthen its Oracle consulting expertise across key areas, including supply chain and logistics, finance, enterprise performance management (EPM) and customer transformation.IBM to Leverage Accelalpha’s Global ExpertiseIBM has been partnering with Oracle for nearly four decades to help cli ...

-IBM Granite puts generative AI to work for fantasy football users, offering more detailed reasoning around players' assigned waiver grades and trade grades-New IBM and Morning Consult survey finds that fantasy football users are turning to AI to enhance digital performance and experience in fantasy leaguesARMONK, N.Y., Sept. 10, 2024 /PRNewswire/ -- IBM (NYSE: IBM) and ESPN are unveiling enhancements to the ESPN Fantasy app – powered by generative AI technologies from IBM's AI and data platform, watsonx – ...

会议主要讨论的核心内容 宏观经济环境和公司应对策略 - 当前宏观经济环境充满不确定性,企业面临利率波动、通胀、供应链等多重挑战,但公司认为技术是企业获得竞争优势的关键 [2][3][4][5] - 公司通过地域多元化、行业多元化、高价值经常性收入等方式提高收入、利润和现金流的稳定性,并预计2024年收入增长中个位数、利润率提升和自由现金流超过120亿美元 [4][5] 公司战略转型 - 公司在Arvind Krishna领导下进行了重大战略转型,聚焦混合云和人工智能两大技术趋势,建立了以平台为中心的业务模式 [11][12][13] - 通过一系列收购整合,如收购Red Hat,公司重塑了软件和咨询业务,提升了收入增长、利润率和自由现金流 [15][16] - 公司还大幅提升了与生态系统合作伙伴的协同,如AWS、微软等,以增强自身竞争力 [14] 人工智能(Gen AI)战略 - 公司认为Gen AI是一个数万亿美元的市场机会,推出了开源的RHEL AI平台,提供成本效率更高的小型语言模型 [18][19][20][21] - 公司的Gen AI平台具有硬件中立性、开源创新、成本效率、性能和可扩展性等优势,已在咨询业务中获得超20亿美元的订单 [19][20][21] 收购整合与协同 - 公司保持了较为积极的收购节奏,主要集中在混合云、数据、人工智能等领域,并通过协同发挥产品、技术和咨询的协同效应 [23][24][25][26] - 收购Red Hat后,其OpenShift业务规模已从收购时的1亿美元ARR增长到13亿美元,体现了公司的协同执行能力 [25][26] - 未来公司还将关注VMware机会、边缘计算、电信等新兴领域的增长 [31][32] 咨询业务表现 - 当前宏观环境下,咨询业务面临一定压力,但公司认为长期增长潜力仍然很大 [34][35] - 公司正在通过重塑咨询组合、加强与战略合作伙伴的协作、利用Gen AI等方式来提升咨询业务的竞争力和增长 [35][36][37][39][40] 主机业务表现 - 主机业务是公司利润和现金流的重要来源,公司持续投入创新,如增加量子安全加密、云原生等功能,推动主机业务保持增长 [42][43][44][45] - 主机业务增长得益于客户对数字化转型、安全性、可持续性等需求的增加,以及人工智能在主机上的应用 [43][44] 未来利润率提升空间 - 公司通过提高高价值软件占比、提升每单位投入产出比、优化G&A等方式持续提升利润率,未来仍有较大提升空间 [47][48][49]

Accelalpha's supply chain, logistics, finance, EPM and CX-CPQ skills to accelerate clients' Oracle Cloud Application adoptionARMONK, N.Y., Sept. 9, 2024 /PRNewswire/ -- IBM (NYSE: IBM) today announced its intent to acquire Accelalpha, a global Oracle services provider with deep expertise helping clients digitize core business operations and accelerate adoption of Oracle Cloud Applications. This acquisition expands IBM's Oracle consulting expertise in supply chain and logistics, finance, enterprise performan ...

Buoyed by strong demand for hybrid cloud and AI, International Business Machines Corporation (IBM) has surged 35.3% over the past year compared with the industry’s growth of 24.1%, outperforming peers like Amazon.com, Inc. (AMZN) and Microsoft Corporation (MSFT) .IBM is poised to benefit from healthy demand trends for hybrid cloud and AI, which are driving the Software and Consulting segments. The company’s growth is expected to be aided by analytics, cloud computing and security in the long haul. A combina ...

文章核心观点 - IBM从一家全方位科技公司转型为软件和服务专家,大量应用人工智能技术 [1] - IBM在人工智能领域有着悠久的研究历史,其Watson AI引擎提供数据分析和生成式AI服务 [2][3] - IBM正在开发自己的AI加速芯片,并在量子计算领域有长期布局 [3] - IBM正在进行持续的业务转型和创新,以保持行业领导地位 [4] 公司业绩和增长前景 - IBM过去13年股价涨幅远低于标普500指数,但总回报率有所好转 [5][6] - 近两年IBM收入和自由现金流均有增长,估值较低,为新投资者提供良机 [6] - 对于长期持有的投资者来说,IBM目前的3.3%股息率具有吸引力 [7]

Which of these tech giants is the better investment in this shifting market?Over the past decade, IBM's (IBM -0.91%) stock price rose 10% while Microsoft's (MSFT -1.64%) stock surged 810%. IBM underperformed Microsoft by such a wide margin because it missed the seismic shift toward public cloud services, struggled to grow its revenue, and prioritized cost-cutting strategies and buybacks over smart investments. Microsoft grew a lot faster by shrewdly expanding its cloud, mobile, and AI ecosystems.Microsoft m ...

"One Madison Avenue demonstrates a new chapter in the partnership between IBM and the city and state of New York. It joins a long tradition of IBM contributions to New York's thriving technology industry, including our deep partnerships with academic and research institutions across the state," said Krishna. "This move will allow us to bring our employees, clients and partners together to work on exciting technologies, from enterprise AI to hybrid cloud to quantum.""IBM's new flagship office in New York is ...

IBM (IBM) closed the most recent trading day at $204.11, moving +1.41% from the previous trading session. The stock's performance was ahead of the S&P 500's daily loss of 0.16%. On the other hand, the Dow registered a gain of 0.09%, and the technology-centric Nasdaq decreased by 0.3%.The technology and consulting company's shares have seen an increase of 7.75% over the last month, surpassing the Computer and Technology sector's gain of 1.63% and the S&P 500's gain of 3.64%.Investors will be eagerly watching ...

Strengthened partnership with IBM paves the way for more customers to benefit from next-gen SOC Innovation and AI-powered security solutionsSANTA CLARA, Calif., Sept. 4, 2024 /PRNewswire/ -- Palo Alto Networks (NASDAQ: PANW), the global cybersecurity leader, today announced that it has completed the acquisition of IBM's QRadar Software as a Service (SaaS) assets. This transaction underscores Palo Alto Networks and IBM's commitment to secure customers with best-in-class threat prevention, addressing ever-exp ...