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 ...

Toronto, July 16, 2024 (GLOBE NEWSWIRE) -- York University’s Lassonde School of Engineering proudly announces the early success of its Digital Technologies BASc program, Canada’s first fully work-integrated degree, as detailed in the newly released, ‘Breaking Ground on Fully Work-Integrated Degree Programs: Early Findings Revealed Impact Summary 2024.’    Recognizing the program’s strong first-year performance and its potential to develop talent for high-value jobs, IBM Canada has joined as a new partner. T ...

IBM (IBM) closed the latest trading day at $182.88, indicating a +0.03% change from the previous session's end. This change lagged the S&P 500's 0.28% gain on the day. On the other hand, the Dow registered a gain of 0.53%, and the technology-centric Nasdaq increased by 0.4%.Shares of the technology and consulting company witnessed a gain of 8.05% over the previous month, beating the performance of the Computer and Technology sector with its gain of 4.22% and the S&P 500's gain of 3.78%.The investment commun ...

Loading...Loading...BofA Securities analyst Wamsi Mohan provides earnings preview ahead of International Business Machines Corporation IBM second-quarter results release after market close on July 24.The analyst writes that IBM’s shares are up 12% year-to-date but have lagged behind the SPX index, which gained 18% over the past year. Since the F1Q earnings call, IBM’s shares have risen 8%.The analyst expects Software (RHT) and Consulting revenues to improve in the second half but sees some risk in the near ...

CHICAGO, July 15, 2024 /PRNewswire/ -- IBM (NYSE:IBM) and JLL (NYSE:JLL) today announced a sustainability solution powered by IBM Envizi technology and delivered by JLL's sustainability services team, available globally.JLL's Sustainability Program Management, which provides sustainability services, such as decarbonization strategies to the commercial real estate (CRE) sector, will now be underpinned by ESG reporting and data management software in the form of the IBM Envizi ESG Suite.  The solution is desi ...

ARMONK, N.Y., July 10, 2024 /PRNewswire/ -- IBM (NYSE: IBM) will hold its quarterly conference call to discuss its second-quarter 2024 financial results on Wednesday, July 24, 2024 at 5:00 p.m. ET. The live webcast of the earnings call can be accessed at www.ibm.com/investor.Please also visit the investor website for the earnings press release prior to the webcast. A replay, associated charts and prepared remarks will be available after the event.Media Contact:Tim DavidsonIBM Corporate Communications[email  ...

文章核心观点 - IBM再次重申对"罗马人工智能伦理呼吁"的承诺,并欢迎东方宗教领袖加入该呼吁 [1][2] - IBM一直致力于推动负责任的人工智能发展,包括制定人工智能伦理原则、成立人工智能伦理委员会,以及与多方利益相关方合作 [2][3] - IBM联合创立了人工智能联盟,旨在加快开源创新,提高人工智能的可信度,并以包容的方式最大化其对人类社会的利益 [4][5] 公司概况 - IBM是全球领先的混合云和人工智能服务提供商,为175多个国家的客户提供服务 [6] - IBM的创新技术包括人工智能、量子计算、行业云解决方案和咨询服务,致力于为客户提供开放灵活的选择 [7] - IBM长期致力于信任、透明、责任、包容和服务 [7]