美美滴玩
2022-04-20
继续涨吧
混合云业绩强劲,IBM一季度营收超预期猛增8%
美股新一轮财报季来袭
财报季启幕,美股正面临着自今年一季度以来的诸多挑战,因此不少大行对今年财报季给出了消极的看法。
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
1
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":611861038,"tweetId":"611861038","gmtCreate":1650423349039,"gmtModify":1650423349039,"author":{"id":3432436743234777,"idStr":"3432436743234777","authorId":3432436743234777,"authorIdStr":"3432436743234777","name":"美美滴玩","avatar":"https://static.tigerbbs.com/adc1ae21ba1a5565fd00de55225ea9cd","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":48,"starInvestorFlag":false},"themes":[{"themeId":"ccbcef9946414b7b906e1c46fe5e668a","categoryId":"2929bb7468f5415f853fd96fb35d7c3b","name":"美股新一轮财报季来袭","type":2,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/special/finance&rndata={\"themeId\":ccbcef9946414b7b906e1c46fe5e668a}&rnconfig={\"headerBarHidden\": true}","description":"财报季启幕,美股正面临着自今年一季度以来的诸多挑战,因此不少大行对今年财报季给出了消极的看法。","image":"https://static.tigerbbs.com/82c5837d366955c7a6e3458786d00396"}],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>继续涨吧</p></body></html>","htmlText":"<html><head></head><body><p>继续涨吧</p></body></html>","text":"继续涨吧","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/611861038","repostId":2228086919,"repostType":4,"repost":{"id":"2228086919","pubTimestamp":1650409453,"share":"https://www.laohu8.com/m/news/2228086919?lang=&edition=full","pubTime":"2022-04-20 07:04","market":"us","language":"zh","title":"混合云业绩强劲,IBM一季度营收超预期猛增8%","url":"https://stock-news.laohu8.com/highlight/detail?id=2228086919","media":"华尔街见闻","summary":"一季度IBM软件收入同比增逾12%,超过8个百分点的增长来自向Kyndryl出售软件。IBM预计今年年收入将有3.5个百分点增长来自对Kyndryl销售增量。IBM转型的一大核心——混合云平台当季收入增长14%。更新中","content":"<html><head></head><body><blockquote>摘要:一季度<a href=\"https://laohu8.com/S/IBM\">IBM</a>软件收入同比增逾12%,超过8个百分点的增长来自向<a href=\"https://laohu8.com/S/KD\">Kyndryl</a>出售软件。IBM预计今年年收入将有3.5个百分点增长来自对Kyndryl销售增量。IBM转型的一大核心——混合云平台当季收入增长14%。</blockquote><p>得益于分拆基建服务巨头<a href=\"https://laohu8.com/S/KD\">Kyndryl</a>后核心业务软件的收入猛增,<a href=\"https://laohu8.com/S/IBM\">IBM</a>今年一季度营收增长势头比华尔街预期的更强劲,当季IBM。</p><p>美东时间4月19日周二美股盘后,IBM公布:</p><blockquote>一季度营业收入142亿美元,同比增长8%,市场共识预期为138.1亿美元。</blockquote><blockquote>剔除拆分Kyndryl和收购交易的影响,在非美国通用会计准则(GAAP)的口径下,一季度每股收益(EPS)为1.4美元,同比增长25%,持平市场预期。</blockquote><blockquote>一季度非GAAP口径下调整后毛利为75.16亿美元,同比增长4%,毛利率52.9%,预期为54.4%。</blockquote><blockquote>主营业务中,一季度软件业务营收57.7亿美元,同比增长12.3%,市场预期57亿美元;咨询业务营收48.3亿美元,同比增长13.3%,预期为46.2亿美元。</blockquote><blockquote>其他业务中,IBM转型的一大核心——混合云平台增长迅猛,混合云的一季度营收同比增长14%至50亿美元,截至季末的12个月内,累计营收208亿美元,同比增长17%;基础设施营收同比下降2%至32.2亿美元,评论称这源于客户为今年晚些时候IBM将推出的下一代大型计算机做准备。</blockquote><p>值得一提的是,一季度是IBM分拆Kyndryl后的首个完整季度,当季软件业务收入中有超过8个百分点的销售增量来自向Kyndryl出售软件,总营收中有超过5个百分点来自面向Kyndryl的销售业绩。</p><p>业绩展望方面,IBM目前预计,以固定货币计价估算,今年全年,营收将录得高单位数的增长,其中3.5个百分点的增长来自Kyndryl销售增量。以4月中旬的外汇汇率估算,今年的折合营收将有3到4个百分点的负面影响。</p><p>财报公布后,周二收涨逾2%的IBM盘后进一步走高,盘后涨幅曾超过3%。<img src=\"https://static.tigerbbs.com/853e642a40dc03ef400eca50ca5b7c56\" tg-width=\"1099\" tg-height=\"707\" referrerpolicy=\"no-referrer\"/></p></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>混合云业绩强劲,IBM一季度营收超预期猛增8%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; 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\">\n混合云业绩强劲,IBM一季度营收超预期猛增8%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-20 07:04 北京时间 <a href=https://wallstreetcn.com/articles/3657379><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要:一季度IBM软件收入同比增逾12%,超过8个百分点的增长来自向Kyndryl出售软件。IBM预计今年年收入将有3.5个百分点增长来自对Kyndryl销售增量。IBM转型的一大核心——混合云平台当季收入增长14%。得益于分拆基建服务巨头Kyndryl后核心业务软件的收入猛增,IBM今年一季度营收增长势头比华尔街预期的更强劲,当季IBM。美东时间4月19日周二美股盘后,IBM公布:一季度营业收入...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3657379\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bdc7472c280ee4af2ee0f797310d6b13","relate_stocks":{"BK4575":"芯片概念","BK4134":"信息科技咨询与其它服务","KD":"Kyndryl","BK4538":"云计算","BK4534":"瑞士信贷持仓","BK4579":"人工智能","BK4533":"AQR资本管理(全球第二大对冲基金)","IBM":"IBM"},"source_url":"https://wallstreetcn.com/articles/3657379","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2228086919","content_text":"摘要:一季度IBM软件收入同比增逾12%,超过8个百分点的增长来自向Kyndryl出售软件。IBM预计今年年收入将有3.5个百分点增长来自对Kyndryl销售增量。IBM转型的一大核心——混合云平台当季收入增长14%。得益于分拆基建服务巨头Kyndryl后核心业务软件的收入猛增,IBM今年一季度营收增长势头比华尔街预期的更强劲,当季IBM。美东时间4月19日周二美股盘后,IBM公布:一季度营业收入142亿美元,同比增长8%,市场共识预期为138.1亿美元。剔除拆分Kyndryl和收购交易的影响,在非美国通用会计准则(GAAP)的口径下,一季度每股收益(EPS)为1.4美元,同比增长25%,持平市场预期。一季度非GAAP口径下调整后毛利为75.16亿美元,同比增长4%,毛利率52.9%,预期为54.4%。主营业务中,一季度软件业务营收57.7亿美元,同比增长12.3%,市场预期57亿美元;咨询业务营收48.3亿美元,同比增长13.3%,预期为46.2亿美元。其他业务中,IBM转型的一大核心——混合云平台增长迅猛,混合云的一季度营收同比增长14%至50亿美元,截至季末的12个月内,累计营收208亿美元,同比增长17%;基础设施营收同比下降2%至32.2亿美元,评论称这源于客户为今年晚些时候IBM将推出的下一代大型计算机做准备。值得一提的是,一季度是IBM分拆Kyndryl后的首个完整季度,当季软件业务收入中有超过8个百分点的销售增量来自向Kyndryl出售软件,总营收中有超过5个百分点来自面向Kyndryl的销售业绩。业绩展望方面,IBM目前预计,以固定货币计价估算,今年全年,营收将录得高单位数的增长,其中3.5个百分点的增长来自Kyndryl销售增量。以4月中旬的外汇汇率估算,今年的折合营收将有3到4个百分点的负面影响。财报公布后,周二收涨逾2%的IBM盘后进一步走高,盘后涨幅曾超过3%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1491,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":8,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/611861038"}
精彩评论