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International Business Machines Corp. Q2 2010 Earnings Call TranscriptMon, Jul 19, 2010
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International Business Machines Corp. Q1 2010 Earnings Call TranscriptMon, Apr 19, 2010
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Kenexa Corporation Q4 2009 Earnings Call TranscriptTue, Feb 2, 2010
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International Business Machines Corp. Q4 2009 Earnings Call TranscriptTue, Jan 19, 2010
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Kenexa Corp. Q3 2009 Earnings Call TranscriptTue, Nov 3, 2009
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IBM Q3 2009 Earnings Call TranscriptThu, Oct 15, 2009
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IBM Q2 2009 Earnings Call TranscriptThu, Jul 16, 2009
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PR Newswire (Tue, 3:29PM)
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PR Newswire (Tue, 10:00AM)
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at MarketWatch.com (Tue, 6:30AM)
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at CNBC.com (Fri, 5:15PM)
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PR Newswire (Fri, 2:30PM)
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PR Newswire (Fri, 2:30PM)
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at Fox Business (Fri, 11:45AM)
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PR Newswire (Thu, 5:19PM)
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at Fox Business (Thu, 10:05AM)
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PR Newswire (Jun 11, 2013)
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at CNBC.com (Jun 11, 2013)
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PR Newswire (Jun 10, 2013)
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PR Newswire (Jun 10, 2013)
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PR Newswire (Jun 10, 2013)
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at MarketWatch.com (Jun 7, 2013)
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PR Newswire (Jun 6, 2013)
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at CNBC.com (Jun 6, 2013)
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at CNBC.com (Jun 6, 2013)
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at Fox Business (Jun 6, 2013)
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PR Newswire (Jun 6, 2013)
IBM vs. ETF Alternatives
Company Description
International Business Machines Corporation (IBM or the company) was incorporated in the State of New York on June 16, 1911, as the Computing-Tabulating-Recording Co. (C-T-R), a consolidation of the Computing Scale Co. of America, the Tabulating Machine Co. and The International Time Recording... More
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- | Earnings
- | Dividends
- | M&A
- | On the move
- Friday, November 9, 2012, 6:26 AM Kenexa (KNXA): Q3 EPS of $0.33 beats by $0.02. Revenue of $90.7M (+20% Y/Y) misses by $4M. (PR) Comment! [Earnings, Tech]
- Tuesday, October 30, 2012, 12:29 PM IBM has added $5B to its stock buyback plan, raising the company's total authorization size to $11.7B. That's good for buying back 5.3% of outstanding shares at current levels. IBM's huge buybacks are a big reason why it has met or beaten EPS estimates (I, II) in recent quarters even as its revenue misses. Comment! [Tech]
- Tuesday, October 30, 2012, 11:07 AM IBM (IBM) declares $0.85/share quarterly dividend, in line with previous. Forward yield 1.76%. For shareholders of record Nov 09. Payable Dec 10. Ex-div date Nov 07. The board announces additional $5B for stock repurchase program. (PR) Comment! [Dividends]
- Monday, October 29, 2012, 8:08 AM IBM (IBM) scientists make a breakthrough in the use of carbon nanotubes for microchips, which could help manufacturers continue to meet "Moore's Law" - doubling the number of transistors that can be inserted on a single chip every 12-18 months. The technique should also allow for an increase in "clock speed," which has largely stalled. However, IBM probably won't perfect the use of the nanotubes until the end of the decade. 2 Comments [Tech]
- Friday, October 26, 2012, 4:26 PM Though Qlik (QLIK -7.7%) claimed macro issues are responsible for its Q3 miss and Q4 guidance, FBN's Shelby Seyrafi believes the company is seeing tougher competition from business intelligence software rivals Oracle, SAP, IBM, and Tableau. Seyrafi notes the number of $100K+ deals signed by Qlik fell by nearly 20% for the second quarter in a row, albeit while granting $250K+ deals rose to 20 from 15. He adds Tableau "has greater focus (and momentum) in the Americas" (QLIK transcript) Comment! [Tech, Quick Ideas]
- Friday, October 26, 2012, 9:23 AM CA -6.4% following its FQ2 report. Not only did revenue miss estimates, the company guided for FY13 (ends March '13) revenue of $4.58B-$4.67B and EPS of $2.36-$2.44, below a consensus of $4.76B and $2.48. FQ2 EPS was propped up by $250M in stock buybacks. Bookings fell 13% Y/Y, and backlog by 7% (North American bookings -25%). CA has faced tough competition from SolarWinds (SWI), ServiceNow (NOW), and IBM's Tivoli unit. (transcript) Comment! [Tech, Earnings, On the Move]
- Wednesday, October 24, 2012, 1:17 PM Unisys (UIS -13.9%) plummets as its Q3 EPS beat (assisted by rising hardware margins) is overshadowed by a revenue miss caused by a 15% Y/Y drop in services revenue. U.S. sales (-24% Y/Y) were particularly weak, thanks to a big drop in federal demand, and hardware revenue fell 10%, as rising server/mainframe sales were offset by lower reseller revenue. The results could have negative implications for bigger mainframe/services rival IBM. (transcript) 1 Comment [Tech, Earnings, On the Move]
- Monday, October 22, 2012, 6:29 PM Gartner now expects 2012 global IT spending of $3.6T (hurt by forex), down a bit from a prior forecast of $3.75T. Spending is expected to grow a muted 3.8% next year to $3.7T. Microsoft and IBM's Q3 reports and commentary (I, II) have already raised fears of a soft IT spending environment. Also: Gartner expects half of all non-PC devices sold in 2016, and half of all business IT devices sold at the end of the decade, will be bought by employees - that's a long-term trend that could benefit Apple and hurt Microsoft. 5 Comments [Tech]
- Thursday, October 18, 2012, 7:48 AM IBM is reportedly in advanced talks to buy Red Bend, an Israeli developer of mobile virtualization and device management software, for $200M-$250M. Red Bend's offerings, which compete with VMware (I, II) and Citrix, allow multiple operating systems to be installed on a mobile device, and help service providers handle remote updates. The company, which has over 80 customers, also offers mobile analytics tools, something that ties into Big Blue's broader analytics push. 1 Comment [Tech, M&A]
- Wednesday, October 17, 2012, 10:14 AM Enterprise IT stocks slump following IBM's (IBM -3.7%) Q3 revenue miss, which had much to do with drops in mainframe, storage, and middleware sales. Earnings call remarks about weak September demand aren't helping either, though some might be encouraged IBM's Chinese sales rose 19% Y/Y at a time when others (I, II) are seeing Chinese demand slump. EMC (EMC -1.5%), VMware (VMW -1.9%), Citrix (CTXS -2.2%), Red Hat (RHT -1.7%), and Tibco (TIBX -3.6%) are among the losers. 1 Comment [Tech]
- Wednesday, October 17, 2012, 9:12 AM If IBM's ~4% premarket drop holds up after its Q3 revenue miss, the stock's results would bode ill for the overall market in the coming weeks, Bespoke analysts say. Since 2001, IBM’s one-day stock move in reaction to earnings has been directly correlated to the S&P 500’s move over the ensuing five weeks about 75% of the time, including the last four quarters. Comment! [Tech, U.S. Economy]
- Tuesday, October 16, 2012, 6:02 PM IBM saw a "falloff" in demand from North America and growth markets in September, CFO Mark Loughridge stated during Big Blue's Q3 earnings call. That might send some chills through the enterprise IT space. IBM also notes some software deals fell through in Q3, it expects to close them in Q4. Software sales were hurt by 10% and 16% Y/Y drops, respectively, for Lotus and Rational. Sales to BRIC markets were up 4% Y/Y, and analytics-related revenue is up 14% YTD. Shares -3.5% AH. (presentation - PDF) (also) Comment! [Tech, Earnings]
- Tuesday, October 16, 2012, 4:55 PM More on IBM's Q3: EMEA sales -9%, hurt by forex. But Americas sales, barely affected by forex, were also soft (-4%). Hardware was a weak spot, -13% Y/Y - mainframes (recently refreshed) -20%, storage -10%, System x servers -5%, Power servers -2%, chip foundry sales -25%. Software -1%, Services -6% with backlog totaling $138B (up $2B Q/Q). But gross margin was 48.1%, up 50 bps Q/Q and 120 bps Y/Y. Another $3B of shares repurchased. IBM -3.3% AH. CC under way (webcast). (PR) Comment! [Tech, Earnings]
- Tuesday, October 16, 2012, 4:18 PM IBM (IBM): Q3 EPS of $3.62 in-line. Revenue of $24.75B (-5% Y/Y) misses by $630M. Expects 2012 EPS of at least $15.10 vs. $15.14 consensus. Shares -3.2% AH. (PR) 7 Comments [Tech, Earnings, On the Move, Breaking News, Top Stories]
- Tuesday, October 16, 2012, 7:55 AM Intel (INTC) and IBM (IBM) are expected to report contrasting fortunes when they release their Q3 earnings after the close today. Analysts estimate that Intel's EPS fell to $0.50 from $0.65 a year ago as revenue dropped 7.1% to $13.23B. IBM's EPS is seen rising to $3.61 from $3.28 but revenue slipping 3% to $25.36B. OptionMonster.com's Pete Najarian criticizes Intel for being late to mobile but praises IBM's "magnificent job" on acquisitions, cloud and data. Comment! [Tech]
- Tuesday, October 16, 2012, 12:10 AM Notable earnings after Tuesday’s close: APOL, CREE, CSX, FTNT, FULT, IBM, INTC, ISRG, LLTC, URI Comment! [Earnings]
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markrpat: Indeed they are a powerhouse unto themselves. Sold all of it this morning, no bragging here. Sold alot here in past two days. -
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johncworth: All accounts I read say MSFT beat. AH action supports that. And GOOG beat on profit, not on sales. IBM no good though. A wash. -
Money Investor: Bill - thoughts on $GOOG earnings in light of their lower tax rate? 8% this quarter versus 18% in previous quarter. Earnings miss?
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WhisperNumber
$IBM earnings $3.00, ten cents short of the whisper number. Expected price reaction: http://seekingalpha.com/a/syr7 - View all 0 replies
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Ocean Man: If CAT dips next Monday into the 70s, that could be interesting. -
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Daniel Nadler
How Do Tech Stocks Historically Perform in the Second Week of April?: http://goo.gl/KiZcu $NFLX $AMZN $GOOG $IBM $ORCL $CSCO $MSFT $QQQ - View all 0 replies
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LATEST REPLIES
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O. Young Kwon: 2 = 2-month term. Momentum can help you (a) to manage your portfolios piecemeal, not on-off fashion,<c>
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O. Young Kwon: and (b) to decide what securities (ETFs and Stocks) to buy, sell, or hold. yk
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O. Young Kwon: The TANER System synthesizes performances and relative strengths of 20 ETFs and 40 equities thoroughly <c>
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O. Young Kwon: FYI: On a vacation. Irregular postings expected. Regular postings will resume on July 29 (Sunday). yk
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O. Young Kwon: The TANER System synthesizes performances and relative strengths of 20 ETFs and 40 equities thoroughly <c>
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O. Young Kwon: FYI: On a vacation. Irregular postings expected. Regular postings will resume on July 29 (Sunday). yk
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FortSumter
GE, another IBM-type known for eps manipulation reports in the morning. You can assume the numbers will be good but what about guidance? - View all 5 replies
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DaLatin: US$ dropped 20-25% in value over last 10 years ! What have you gained with tiny didivdends ! Really ???? Picking is upmost skill. Or get out -
FortSumter: Preaching to the choir my friend. I'm a reformed b&h'er. Part of a 12 step program I'm on.
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FortSumter: But you are right, nobody will care and up we go.........until we go down again.
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Ricardo Espinosa: I expect IBM to beat by .04 cents or so, just enough to keep the shares boring enough and not raise expectations too much.
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neobliviscar
Earnings aren't even out yet, and IBM gets taken to the woodshed yet again. Should be interesting tomorrow. - View all 1 replies
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neobliviscar
It is a bit early, but I'd like to start a serious dialogue here on IBM and earnings. Thoughts on how to max profit play this one? - View all 9 replies
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neobliviscar: He's the one driving up IBM before. Seems I am often pushing against Berkshire. Loves his rail. Made me a fortune when he bought Burlington.
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O. Young Kwon: @ tashe. Thanks. Please make my number to a three digit, will you? Have a good summer. yk
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O. Young Kwon: SUMMARY OF STOCK TANER MOMENTUM (S.TM) (7/16/2012, Monday) 1,2,3 = 1-m, 2-m, 3-month term. <c>
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O. Young Kwon: The TANER System synthesizes performances and relative strengths of 20 ETFs and 40 equities thoroughly yk.
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O. Young Kwon
Stock TANER Momentum (1-2) (of TANER System) on 7/16/2012 (Monday): IBM MOS (Mosaic) <c> - View all 1 replies
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O. Young Kwon: Stock TANER Momentum (2- 3)ISRG (Intuitive Surgical) BAC (BankofAmerica) CAT Caterpillar). (yk
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- View all 2 replies
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O. Young Kwon: 2 = 2-month term. Momentum can help you (a) to manage your portfolios piecemeal, not on-off fashion,<c>
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O. Young Kwon: and (b) to decide what securities (ETFs and Stocks) to buy, sell, or hold. yk
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- View all 2 replies
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O. Young Kwon: 1 = 1-m term. T (Topping): Leading Leaders (LDLD). A (Advancing): Lagging Leaders (LGLD), <c>
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