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, ...

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In the 'long' context, investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.While many investors like to look for moment ...

After the closing bell on Jul 24, International Business Machines (IBM) reported strong second-quarter 2024 results. It beat estimates for earnings and revenues, citing rising customer demand for new AI projects. IBM shares spiked 4% in aftermarket hours. Investors seeking to tap the strength could consider ETFs having the highest allocation to this tech giant. These funds are First Trust NASDAQ Technology Dividend Index Fund (TDIV) , FT Cboe Vest Technology Dividend Target Income ETF (TDVI) , FT Cboe Vest ...

For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.It also includes access to the Zacks Style Scores.What are the Zacks Style Scores?Developed along ...

International Business Machines Corporation (IBM) reported solid second-quarter results, wherein both the bottom and top lines beat the respective Zacks Consensus Estimate. The company witnessed healthy demand trends for hybrid cloud and AI solutions with a client-focused portfolio and broad-based growth and remains firmly on track to reach its targets for 2024.Net IncomeOn a GAAP basis, net income from continuing operations was $1.83 billion or $1.96 per share compared with $1.58 billion or $1.72 per share ...

财务数据和关键指标变化 - 公司第二季度收入达到158亿美元,同比增长4%,超出预期 [26] - 公司营业利润达到28亿美元,同比增长17%,利润率提升220个基点 [26][30] - 公司上半年自由现金流达到45亿美元,同比增长11亿美元,创近年来最高水平 [27][33] 各条业务线数据和关键指标变化 - 软件业务收入增长8%,增长动力来自混合云平台、交易处理等 [28][36][37][40][41] - 咨询业务收入增长2%,受到客户短期支出压缩的影响 [44][45][46][47] - 基础设施业务收入增长3%,主要得益于Z系统和分布式基础设施的强劲表现 [53][54] 各个市场数据和关键指标变化 - 未提及具体市场数据和关键指标变化 公司战略和发展方向及行业竞争 - 公司持续推进混合云和人工智能战略,在软件、咨询和基础设施等各个领域深入应用人工智能技术 [9][11][12][16] - 公司开源了自主研发的Granite系列语言模型,以提升开发者生产力和降低成本 [13][14][15] - 公司通过收购HashiCorp等公司,进一步完善混合云自动化能力 [18][19] - 公司与多家行业领先企业建立新的人工智能合作伙伴关系 [23][24] 管理层对经营环境和未来前景的评论 - 尽管存在一些宏观经济不确定因素,但公司对技术支出的长期前景保持乐观 [10] - 公司相信人工智能将成为下一个重要的技术变革,并将持续投资和创新以把握这一机遇 [11][15][16] 其他重要信息 - 公司将在2025年推出Nexi计划,预计将进一步加速公司的有机增长 [31] - 公司完成了Palo Alto Networks收购QRadar业务的交易,并将与其建立新的战略合作关系 [24][58][61] 问答环节重要的提问和回答 问题1 **Wamsi Mohan 提问** 询问交易处理业务的增长前景 [66] **Jim Kavanaugh 回答** 交易处理业务过去几个主机周期表现出色,公司将继续投资创新,如推出watsonx Code Assistant for Z,以保持该业务的增长势头 [67][69][70][71] 问题2 **Toni Sacconaghi 提问** 询问人工智能业务对咨询业务的影响,是否存在替代或者蚕食的风险 [73][74][75] **Arvind Krishna 和 Jim Kavanaugh 回答** 人工智能业务目前主要是客户支出的转移,未来随着应用成熟将成为增量业务。公司正在努力建立自己在这一领域的领导地位 [76][77][78][79][80][81][82] 问题3 **Amit Daryanani 提问** 询问下半年咨询业务的具体预期 [86][87] **Arvind Krishna 和 Jim Kavanaugh 回答** 短期内咨询业务受到一些宏观经济因素的影响,但公司相信这是暂时的,长期来看人工智能等新兴技术将为咨询业务带来新的增长机会 [88][89][90][91][92][93][94]