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Why ADF Mobile Will Improve OracleAdetokunbo Abiola • Mon, May 20
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IBM: Q2 Is In The MailPowerOptions • Mon, Apr 29 -
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Why ADF Mobile Will Improve OracleAdetokunbo Abiola • Mon, May 20
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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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Kenexa Corporation Q4 2008 Earnings Call TranscriptThu, Feb 12, 2009
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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, April 19, 9:55 AM IBM (IBM -6.5%) would've missed Q1 EPS estimates by $0.34, rather than $0.05, if not for a lower tax rate, says BMO's Keith Bachman. Like others, Bachman is skeptical Big Blue's woes are solely due to execution, given weak results from peers (one can now add SAP to the list). "We think demand was perhaps weaker than we and the companies thought." Sterne Agee, however, is staying bullish precisely because it doesn't consider IBM's issues company-specific. Meanwhile, the WSJ is backing up CRN's report about the relatively low-margin x86 server unit being on sale. Morgan Stanley estimates the unit had 2012 sales of $4.9B. (previous) (transcript) 9 Comments [Tech, On the Move, Earnings]
- Thursday, April 18, 6:18 PM More on IBM's CC: Management stressed execution (particularly related to closing deals), rather than macro, is the main culprit for the Q1 miss. However, U.S. federal sales (a problem for many) fell 13% Y/Y, and China was also weak (leadership transition blamed). Free cash flow was $1.7B, down $200M Y/Y partly due to tax issues. $1B in "workforce rebalancing charges" are expected this year, mostly outside the U.S. IBM refuses to comment on CRN's x86 server sale report, but does say it's evaluating asset sales. IBM is counting on expanded Linux support to lift slumping Power server sales. Over 4K PureSystems sold thus far. Update: The WSJ is now also reporting the x86 server unit is on the block. 1 Comment [Tech, Earnings]
- Thursday, April 18, 5:11 PM More on IBM: Hardware was weak, division sales -17% Y/Y in Q1 (was -1% in Q4). On the CC (webcast), IBM partly blames a failure to close deals, while promising Q2 closings. System z (mainframes) +7% Y/Y, boosted by refresh. Power systems -32%. System x (reportedly on the block) -9%, storage -11%, chips -16%. Software was flat, also saw deal push-outs (Oracle can sympathize). Services -4% Y/Y, but backlog rose 1% Y/Y to $141B. Growth markets only +1% (+7% prior). Gross margin +100 bps to 46.7%. Weak yen hurt results. $2.6B in buybacks ($3B in Q4), lifting EPS. IBM -4.1% AH. (PR) Comment! [Tech, Earnings]
- Thursday, April 18, 4:09 PM IBM (IBM): Q1 EPS of $3.00 misses by $0.05. Revenue of $23.41B (-5.1% Y/Y) misses by $1.28B. Continues to guide for 2013 EPS of at least $16.70 vs. consensus of $16.77. Shares -3.7% AH. CC at 4:30PM ET (webcast). (PR) 5 Comments [Tech, Earnings, On the Move, Breaking News, Top Stories]
- Thursday, April 18, 7:49 AM It's set to be a heavyweight late afternoon for the tech sector, with Google (GOOG), IBM (IBM) and Microsoft (MSFT) due to release quarterly results. Google's Q1 EPS is expected to have risen to $10.69 from $10.08 while revenue is seen surging 72.5% to $14.04B. IBM's Q1 EPS is estimated to have increased to $3.05 from $2.78 as revenue edged up 0.1% to $24.69B. Microsoft's FQ3 EPS is seen growing to $0.68 from $0.60 and its revenue 18.1% to $20.56B. Comment! [Tech, Consumer, Earnings]
- Thursday, April 18, 12:10 AM Notable earnings after Thursday’s close: ACTG, ALGN, AMD, BGS, CBST, CE, CMG, COF, CPHD, ETFC, GOOG, IBM, ISRG, LSCC, MSFT, RMBS, VMI, WIT Comment! [Earnings]
- Wednesday, April 17, 5:35 PM Notable earnings after Thursday’s close: ACTG, ALGN, AMD, BGS, CBST, CE, CMG, COF, CPHD, ETFC, GOOG, IBM, ISRG, LSCC, MSFT, RMBS, VMI, WIT Comment! [Earnings]
- Friday, April 12, 9:32 AM IBM (IBM -1.1%) and Wipro (WIT -5.7%) join the list of stocks affected by Infosys' (INFY -17.7%) revenue miss and light FY14 (ends March '14) guidance. In addition to forecasting soft revenue, the Indian outsourcing giant says it expects its pricing and margins to be pressured over the near-term, though the company's deal pipeline is said to be slightly better than what it was a year ago. Is the weakness simply a result of macro and government budget issues, or are cloud services also taking a toll? 1 Comment [Tech, Earnings, On the Move]
- Tuesday, January 22, 6:12 PM Margin improvements and buybacks will fuel another year of solid EPS growth for IBM, execs promised during the company's earnings call. Buybacks lifted Q4 EPS by $0.24 and 2012 EPS by $0.73. Margin gains are expected to come from mid-single-digit software growth and efforts to focus on higher-margin services. Still, there were some pointed questions about soft top-line growth in certain segments. Execs chose to focus on areas of strength such as middleware (gaining share) and cloud solutions (+80% in 2012). Shares +4.2% AH. (Q4: I, II) (slides) 1 Comment [Tech, Earnings]
- Tuesday, January 22, 4:43 PM More on IBM: Gross margin hit 52.3% (+210bps Y/Y), contributed to EPS beat. Also helping is another $3B in buybacks. Services backlog was $140B, up $2B Q/Q and flat Y/Y. Services revenue -2% Y/Y (-6% in Q3), software +3% (-1% in Q3), hardware -1% (-13% in Q3). Free cash flow of $9.5B, above net income of $6.1B. Hardware boosted by 56% increase in system Z mainframe sales thanks to refresh, hurt by 19% drop in Power servers in spite of refresh. Middleware +4% with strength in WebSphere, Lotus, and Rational. IBM +2.8% AH. CC underway (webcast). (PR) Comment! [Tech, Earnings]
- Tuesday, January 22, 4:11 PM IBM (IBM): Q4 EPS of $5.39 beats by $0.14. Revenue of $29.30B (-0.6% Y/Y) beats by $210M. Expects 2013 EPS of at least $16.70, above consensus of $16.63. Shares +4.1% AH. (PR) 10 Comments [Tech, Earnings, Breaking News, On the Move, Top Stories]
- Tuesday, January 22, 12:05 AM Notable earnings after Tuesday’s close: AMD, CA, CPWR, CREE, CSX, EZPW, GOOG, IBM, IGT, ISRG, NSC, RFMD, TSS, TXN Comment! [Earnings]
- Monday, January 21, 5:35 PM Notable earnings after Tuesday’s close: AMD, CA, CPWR, CREE, CSX, EZPW, GOOG, IBM, IGT, ISRG, NSC, RFMD, TSS, TXN Comment! [Earnings]
- Thursday, November 15, 2012, 6:45 PM More from Dell's FQ3 call and slides: Large enterprises (-8% Y/Y, +5% for enterprise solutions) are said to be deferring discretionary IT purchases; that's backed up by October's earnings reports. Dell was a little more positive about SMBs (-1%, +15% for ES). Sales of DCS servers, used by Internet companies for "scale-out" deployments, rose 126% Y/Y. Networking +40%, boosted by Force10. More than one analyst suggested a big change is needed in PC strategy: cost cuts, price cuts (to maintain scale), and a retreat from the consumer market were among the suggestions. 2 Comments [Tech, Earnings]
- 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]
- 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]
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Dividend Sheet
$WFC $WMT $USB and $IBM are Warren Buffetts best yielding dividend stock buys for his company Berkshire Hathaway - http://stks.co/bV2C - View all 0 replies
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Ian Farbrother
Traded out half of my $IBM for $ACN. Tired of waiting for IBM to get back on a growth path, plus ACN has a better yield! - View all 2 replies
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BURAKKUHO_RU
$BBRY If i'm not having hearing problems, $IBM chief Mobility is on stage right now sharing his positive experience with BB10 - View all 6 replies
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marketbuzz285: There was a huge sell off at 9:37 AM mentioned earlier..
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Momintn
$IBM IBM is using aggregated phone records to track and support community services http://bit.ly/15qBLjT - View all 0 replies
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LATEST REPLIES
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Ian Farbrother
Traded out half of my $IBM for $ACN. Tired of waiting for IBM to get back on a growth path, plus ACN has a better yield! - View all 2 replies
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BURAKKUHO_RU
$BBRY If i'm not having hearing problems, $IBM chief Mobility is on stage right now sharing his positive experience with BB10 - View all 6 replies
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marketbuzz285: There was a huge sell off at 9:37 AM mentioned earlier..
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Nicholas Ward
$IBM increases its dividend and buyback. Stock is currently trading above the $200 threshold. My $190 purchase is looking better and better. - View all 2 replies
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wheelz23: jcp is going to change their ticker...that'll cause another 10% rise in share price -
Chines33: Haha I know you are just messing with me. But yes given the new developments a move up to 20.00 wouldn't shock me. Still LT bearish CO.
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scchan.2009: If Mr Market is being stupid (which he has a knack of doing so), we should take advantage of it. ;-) This is indeed good time to add IBM.
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jamesmhood: Great minds think alike! I added to IBM. It is a great long term value.
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neobliviscar
$IBM Calls anyone or IntheMoney Put selling? Got to say I am tempted to buy the near and sell out a strike or two on the May or June ones. - View all 2 replies
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pollyserial: do metals fill the gap? fade? not sure why I think there's another thrust down coming. -
neobliviscar: Pssh. I got so crushed in that. Worst single position beating I've taken in years. Out of Gld and cost averaging in Silver.
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realornot: I am Tech heavy now becoz Tech got trashed earlier so I am doing the ECO friendly BUY and recycle them.
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wenlock00: Good call; Many of IBMs bespoke solutions are now commodity and margins are too high? -