IBM (IBM): Q4 EPS of $5.39 beats by $0.14. Revenue of $29.30B (-0.6% Y/Y) beats by $210M....

This news story has 10 comments:

Register or Login to rate comments »

rickraff Comments (121)
 
This is a beat and raise quarter! Although, their sales are still pretty flat. Their free cash flow and margins are impressive! $200?
22 Jan, 04:25 PM Reply Like

Trebora Comment (1)
 
I have recently inherited IBM stock. Seems like it's a nice little retirement package, but my estate planner is urging I sell. "It's been up, it's a good time to sell it." It seems like it's the only thing making any money these days (quarterly dividends) and/or holding value. I think he'd rather I stick in my mutual funds IRA (through him, of course) . I'm 63, self-employed, and thinking of an international living adventure in a couple years. Never been into the market...risk is, well...risky. I'm thinking sit tight till then. Any advice?
23 Jan, 06:30 AM Reply Like

filipo Comments (1508)
 
Trebora,
IBM became an expert in it-advice to companies.
Companies completely rely on it-advice.
Experts charge heavily and will do so ever more in the near future.
SAP and IBM are safe bets for this near future.
23 Jan, 11:18 AM Reply Like

Whitehawk Comments (2809)
 
@filipo: Until their services are no longer cost effective (expensive, relative to advantages). Then the lower cost leaders will fill the gap. This may drive IBM's revenue and margins down.
23 Jan, 02:09 PM Reply Like

Misho ILIEV Comments (328)
 
One thing to consider is that Buffett became the biggest shareholder in IBM about a year ago. So the Oracle of Omaha must be expecting some long term performance from IBM. He can be wrong, of course, but he rarely is.
23 Jan, 02:51 PM Reply Like

filipo Comments (1508)
 
White,
Yes, but until then they'll have the advantage. Cloud computing is still in the take-off phase.
The same happened with ERP-software implementing. At the start it offered great opportunities, but after a few years competitors came and the margins narrowed.
That's why I said "in the NEAR future".
23 Jan, 03:04 PM Reply Like

filipo Comments (1508)
 
Misho,
The resilience of IBM has proven to be exceptional.
23 Jan, 03:07 PM Reply Like

Whitehawk Comments (2809)
 
IBM is behind the cloud computing curve. Google and Amazon (and perhaps other entrants) will lead that charge.
23 Jan, 03:36 PM Reply Like

filipo Comments (1508)
 
White,
The pond is large.
24 Jan, 08:57 AM Reply Like

Ronjenn Comments (10)
 
Way to go Ginny, I apologize for what I said after last quarter results. GO GIRL!
23 Jan, 06:36 AM Reply Like