Fat & a has been! It should be

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Fat & a has been! It should be totally disrupted!

IBM's Slower Revenue Growth Fans AI Worries, Shares Fall 7%

UPDATE 4-IBM's slower revenue growth fans AI worries, shares fall Updates share movementBy Anhata RoopraiApril 22 (Reuters) - IBM's IBM.N revenue growth slowed in the first quarter on sluggishness in

IBM's Slower Revenue Growth Fans AI Worries, Shares Fall 7%

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{"i18n":{"language":"en_US"},"data":{"magic":2,"id":556540869992712,"tweetId":"556540869992712","gmtCreate":1776904962411,"gmtModify":1776907991639,"author":{"id":4166752395028592,"idStr":"4166752395028592","authorId":4166752395028592,"authorIdStr":"4166752395028592","name":"SamsonChow","avatar":"https://community-static.tradeup.com/news/5b3db5185eda55dc9e03331477d70e90","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":4,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>Fat &amp; a has been! &nbsp;It should be totally disrupted!</p></body></html>","htmlText":"<html><head></head><body><p>Fat &amp; a has been! &nbsp;It should be totally disrupted!</p></body></html>","text":"Fat & a has been! It should be totally disrupted!","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/556540869992712","repostId":2629020303,"repostType":2,"repost":{"id":"2629020303","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1776904786,"share":"https://ttm.financial/m/news/2629020303?lang=en_US&edition=fundamental","pubTime":"2026-04-23 08:39","market":"nz","language":"en","title":"IBM's Slower Revenue Growth Fans AI Worries, Shares Fall 7%","url":"https://stock-news.laohu8.com/highlight/detail?id=2629020303","media":"Reuters","summary":"UPDATE 4-IBM's slower revenue growth fans AI worries, shares fall Updates share movementBy Anhata RoopraiApril 22 (Reuters) - IBM's IBM.N revenue growth slowed in the first quarter on sluggishness in ","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/IBM\">IBM</a>&#39;s revenue growth slowed in the first quarter on sluggishness in its software business, fanning fears of disruption from artificial intelligence tools and sending its shares down 7% in overnight trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/877166a5fa791f15079f29eaea86b11d\" tg-width=\"360\" tg-height=\"123\"/></p><p>Concerns that AI will eat into the software business have grown with the launch of tools that can automate routine corporate functions.</p><p>IBM has especially been hit after Anthropic said in February one of its tools could help modernize COBOL, a language widely used on the company&#39;s mainframes.</p><p>Big Blue&#39;s revenue increased 9% in the first quarter to $15.92 billion, slower than the 12.2% growth in the previous quarter, even as it surpassed analysts&#39; average estimate of $15.62 billion, according to data compiled by LSEG.</p><p>IBM&#39;s software segment, anchored by its high-margin hybrid cloud unit Red Hat, and a suite of AI tools under the Watsonx brand, also posted slower revenue growth of 11.3%.</p><p>&#34;The stakes around these results were higher than normal given the software/services selling pressure the market has seen this year amid AI competition fears, and we do not think Q1’s results validated those fears,&#34; CFRA analyst Brooks Idlet said.</p><p>Growth in the company’s infrastructure segment remained strong, helped by continued adoption of its latest mainframe systems. Revenue in the segment, which includes mainframe computers, grew 15.2% to $3.33 billion in the quarter.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cded5217a8fd65f36a9c30803b57ceed\" alt=\"Chart showing IBM&#39;s price performance in the first quarter\" title=\"Chart showing IBM&#39;s price performance in the first quarter\" tg-width=\"1420\" tg-height=\"890\"/><span>Chart showing IBM&#39;s price performance in the first quarter</span></p><p>Analysts have said IBM&#39;s deep customer ties and AI offerings, such as the Watsonx Code Assistant, a coding modernization tool for the mainframe, could help it against rival AI tools.</p><p>CFO James Kavanaugh told Reuters clients using the tool are seeing faster growth in mainframe consumption. &#34;Gen AI in modernization of mainframe is actually an accelerator and accretive to the mainframe portfolio overall,&#34; he said.</p><p>IBM&#39;s adjusted quarterly profit came in at $1.91 per share, compared with estimates of $1.81.</p><p>On a post-earnings call, CEO Arvind Krishna downplayed the impact of the Middle East conflict, saying that IBM had its strongest growth in the region in decades and could absorb disruption from the closure of the Strait of Hormuz for another few weeks.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIBM's Slower Revenue Growth Fans AI Worries, Shares Fall 7%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-04-23 08:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/IBM\">IBM</a>&#39;s revenue growth slowed in the first quarter on sluggishness in its software business, fanning fears of disruption from artificial intelligence tools and sending its shares down 7% in overnight trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/877166a5fa791f15079f29eaea86b11d\" tg-width=\"360\" tg-height=\"123\"/></p><p>Concerns that AI will eat into the software business have grown with the launch of tools that can automate routine corporate functions.</p><p>IBM has especially been hit after Anthropic said in February one of its tools could help modernize COBOL, a language widely used on the company&#39;s mainframes.</p><p>Big Blue&#39;s revenue increased 9% in the first quarter to $15.92 billion, slower than the 12.2% growth in the previous quarter, even as it surpassed analysts&#39; average estimate of $15.62 billion, according to data compiled by LSEG.</p><p>IBM&#39;s software segment, anchored by its high-margin hybrid cloud unit Red Hat, and a suite of AI tools under the Watsonx brand, also posted slower revenue growth of 11.3%.</p><p>&#34;The stakes around these results were higher than normal given the software/services selling pressure the market has seen this year amid AI competition fears, and we do not think Q1’s results validated those fears,&#34; CFRA analyst Brooks Idlet said.</p><p>Growth in the company’s infrastructure segment remained strong, helped by continued adoption of its latest mainframe systems. Revenue in the segment, which includes mainframe computers, grew 15.2% to $3.33 billion in the quarter.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cded5217a8fd65f36a9c30803b57ceed\" alt=\"Chart showing IBM&#39;s price performance in the first quarter\" title=\"Chart showing IBM&#39;s price performance in the first quarter\" tg-width=\"1420\" tg-height=\"890\"/><span>Chart showing IBM&#39;s price performance in the first quarter</span></p><p>Analysts have said IBM&#39;s deep customer ties and AI offerings, such as the Watsonx Code Assistant, a coding modernization tool for the mainframe, could help it against rival AI tools.</p><p>CFO James Kavanaugh told Reuters clients using the tool are seeing faster growth in mainframe consumption. &#34;Gen AI in modernization of mainframe is actually an accelerator and accretive to the mainframe portfolio overall,&#34; he said.</p><p>IBM&#39;s adjusted quarterly profit came in at $1.91 per share, compared with estimates of $1.81.</p><p>On a post-earnings call, CEO Arvind Krishna downplayed the impact of the Middle East conflict, saying that IBM had its strongest growth in the region in decades and could absorb disruption from the closure of the Strait of Hormuz for another few weeks.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4134":"信息科技咨询与其它服务","LU1883839398.USD":"AMUNDI FUNDS INCOME OPPORTUNITIES \"A2\" (USD) ACC","IBM":"IBM","BK4543":"AI","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU1894683348.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) INC","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1894683264.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) ACC","BK4602":"量子计算概念","BK4575":"芯片概念","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","LU1430594728.SGD":"Eastspring Investments - Global Low Volatility Equity AS SGD","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","BK4612":"AI芯片","BK4538":"云计算","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","BK4579":"人工智能","BK4588":"碎股","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260422:nL6N4151E9:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2629020303","content_text":"IBM's revenue growth slowed in the first quarter on sluggishness in its software business, fanning fears of disruption from artificial intelligence tools and sending its shares down 7% in overnight trading.Concerns that AI will eat into the software business have grown with the launch of tools that can automate routine corporate functions.IBM has especially been hit after Anthropic said in February one of its tools could help modernize COBOL, a language widely used on the company's mainframes.Big Blue's revenue increased 9% in the first quarter to $15.92 billion, slower than the 12.2% growth in the previous quarter, even as it surpassed analysts' average estimate of $15.62 billion, according to data compiled by LSEG.IBM's software segment, anchored by its high-margin hybrid cloud unit Red Hat, and a suite of AI tools under the Watsonx brand, also posted slower revenue growth of 11.3%.\"The stakes around these results were higher than normal given the software/services selling pressure the market has seen this year amid AI competition fears, and we do not think Q1’s results validated those fears,\" CFRA analyst Brooks Idlet said.Growth in the company’s infrastructure segment remained strong, helped by continued adoption of its latest mainframe systems. Revenue in the segment, which includes mainframe computers, grew 15.2% to $3.33 billion in the quarter.Chart showing IBM's price performance in the first quarterAnalysts have said IBM's deep customer ties and AI offerings, such as the Watsonx Code Assistant, a coding modernization tool for the mainframe, could help it against rival AI tools.CFO James Kavanaugh told Reuters clients using the tool are seeing faster growth in mainframe consumption. \"Gen AI in modernization of mainframe is actually an accelerator and accretive to the mainframe portfolio overall,\" he said.IBM's adjusted quarterly profit came in at $1.91 per share, compared with estimates of $1.81.On a post-earnings call, CEO Arvind Krishna downplayed the impact of the Middle East conflict, saying that IBM had its strongest growth in the region in decades and could absorb disruption from the closure of the Strait of Hormuz for another few weeks.","news_type":1,"symbols_score_info":{"IBM":0.9}},"isVote":1,"tweetType":1,"viewCount":0,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":40,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}