IBM一季度净利润超预期，提高全年业绩指引，盘后一度涨超3%

全天候科技2023-04-20

财报显示，今年一季度IBM营收为143亿美元，同比增长0.4%，略低于分析师的预期；报告期内non-GAAP下每股盈利为1.36美元，高于市场预期的1.25美元。IBM提高2023全年业绩指引，将在固定汇率下的全年营收增速从3%提升至5%，符合市场预期。公司称，可能扩大裁员规模至5000人。4月19日周三美股盘后，IBM公布今年一季度业绩。财报显示，今年一季度，IBM营收为143亿美元，同比增长...

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Seongwai1980
2023-04-20
Seongwai1980
[财迷]

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It once rose by more than 3% after hours","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/dc54dde096b453d768430668800740cc","symbols_score_info":{"IBM":0.9},"content_text":"财报显示，今年一季度IBM营收为143亿美元，同比增长0.4%，略低于分析师的预期；报告期内non-GAAP下每股盈利为1.36美元，高于市场预期的1.25美元。IBM提高2023全年业绩指引，将在固定汇率下的全年营收增速从3%提升至5%，符合市场预期。公司称，可能扩大裁员规模至5000人。4月19日周三美股盘后，IBM公布今年一季度业绩。财报显示，今年一季度，IBM营收为143亿美元，同比增长0.4%，略低于分析师的预期；报告期内non-GAAP下每股盈利为1.36美元，高于市场预期的1.25美元。IBM提高2023全年业绩指引，将在固定汇率下的全年营收增速从3%提升至5%，符合市场预期，此外，该公司维持今年年底前将实现105亿美元的自由现金流的指引不变。受益于超预期的一季度净利润和对全年业绩指引的提升，IBM股价盘后一度大涨超3%。在去年四季度业绩公布后，曾有分析师对IBM一季度的业绩极度悲观，甚至称IBM将交出“石器时代”的一季度财报。IBM首席执行官Arvind Krishna称：我们的第一季度业绩表明，客户继续转向IBM，寻求我们独特的开放式混合云平台、以企业为中心的AI和业务专业知识的组合，以释放生产力并提高运营效率。这让我们对目前对今年收入和自由现金流的增长预期充满信心。拆分业务来看，一季度，IBM软件业务营收59.2亿美元，同比增长3%；咨询业务营收同样同比增长3%至49.6亿美元；基础设施建设业务则贡献了31亿美元的营收，同比下滑4%；金融业务营收接近2亿美元。公司一季度毛利75.09亿美元，整体毛利率为52.7%，比上年同期增加一个百分点。其中，软件业务毛利率为79.5%，同比增长0.7个百分点；咨询业务毛利率为25.2%，同比增长0.9个百分点；基础设施建设业务毛利率为51.7%，同比增长1.2个百分点。IBM这家百年老店在Krishna的领导下，正在致力于围绕云计算等利润率更高的服务来对自己进行重新定位。但是，本季度在软件业务旗下的Red Hat业务增速仅为8%，这是该业务自2019年被IBM收购以来创下的最低单季度营收增速，Krishna曾表示，Red Hat的正常增速应该是在11%-13%之间。关于咨询业务，Krishna表示，此类交易在美洲地区的步伐放缓，并可能蔓延至其他地区。他说，客户并没有取消咨询服务的项目，只是在推迟。Krishna认为，IBM的净利润之所以超预期，部分原因是今年早些时候采取的节省成本和提振生产力的措施。他说，一旦这些工作完成，该公司的裁员人数可能接近5000人，而不是之前宣布的3900人。尽管有扩大裁员规模的可能性，但IBM在一季度还是新增了7000名雇员。资产剥离一直是IBM转型计划的核心部分，包括最近分拆Kyndryl Holdings和Watson Health业务的一部分服务。该公司目前正在考虑出售其气象部门。值得注意的是，于2015年买下IBM半导体业务的GlobalFoundries在周三提起诉讼，指控IBM在交易完成后继续将该业务部门的知识产权货币化。此外，在近期的AI大潮中，IBM也强调，其技术正在为高尔夫美国大师赛的一款应用程序提供人工智能的相关技术支持。风险提示及免责条款市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[{"id":9944546066,"gmtCreate":1681963837956,"gmtModify":1681963842990,"author":{"id":"3577804073669491","authorId":"3577804073669491","name":"Seongwai1980","avatar":"https://static.tigerbbs.com/9c4612622fe9fa55bcc9e907977383cc","vip":1,"crmLevel":1,"crmLevelSwitch":1},"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944546066","repostId":2328759744,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":3,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2328759744"}