IBM近日公布了其第二季度业绩报告，显示营收为157.7亿美元，略高于市场预期的156.2亿美元，较去年同期增长1.9%。净利润达到18.3亿美元，每股收益为1.96美元，较去年同期分别增长15.8亿美元和1.72美元。IBM预计2024年的自由现金流将超过120亿美元。
报告指出，IBM的软件业务收入达到67.4亿美元，同比增长7%，超过分析师预期。得益于人工智能相关软件收入的强劲增长，IBM上调了软件业务的年度增长预期，预计将达到高个位数百分比，高于此前略高于中个位数百分比的上限。IBM首席执行官Arvind Krishna表示，公司已在生成式人工智能领域取得显著进展，业务规模已超过20亿美元，较今年第一季度的10亿美元大幅增长。
然而，IBM的咨询业务收入为51.8亿美元，同比下降0.9%，低于市场预期。IBM下调了年度咨询业务收入预期，从之前的6%-8%降至低个位数百分比。IBM首席财务官James Kavanaugh表示，宏观经济环境活跃，客户正在利用技术获得竞争优势，尤其是在生成式人工智能领域的投入。但客户也在进行权衡和调整支出优先级，这影响了咨询行业的表现。
IBM的基础设施部门收入为36.5亿美元，同比增长0.8%，高于市场预期。IBM的z16大型计算机的收入表现优于之前的周期。
截至发稿，IBM股价在盘后交易中上涨3%，年初至今累计上涨14%，与标普500指数走势基本一致。
总体而言，IBM的财报显示其软件业务成为主要增长动力，而咨询业务的放缓表明企业在进行成本控制和支出调整。IBM在人工智能领域的持续投入和增长显示出这一领域的重要性和潜力。
英语如下：
News Title: IBM Earnings Surpass Expectations, Software Business Sets New High
Keywords: IBM, AI-driven, Earnings Surpass Expectations
News Content:
IBM recently released its second-quarter earnings report, showing revenue of $15.77 billion, slightly above the market’s expectation of $15.62 billion, and a year-on-year increase of 1.9%. Net income reached $1.83 billion, with earnings per share of $1.96, representing year-on-year increases of $158 million and $1.72, respectively. IBM expects free cash flow for 2024 to exceed $12 billion.
The report noted that IBM’s software business revenue reached $6.74 billion, an increase of 7% year-on-year, surpassing analyst expectations. Thanks to robust growth in revenue from artificial intelligence-related software, IBM raised its annual growth forecast for the software business, expecting it to reach high single-digit percentages, higher than the previous upper limit of slightly above middle single-digit percentages. IBM CEO Arvind Krishna stated that the company has made significant progress in the generative artificial intelligence sector, with business size exceeding $2 billion, a substantial increase from $1 billion in the first quarter of this year.
However, IBM’s consulting business revenue was $5.18 billion, a year-on-year decrease of 0.9%, lower than market expectations. IBM lowered its annual forecast for consulting business revenue, from a previous range of 6%-8% to low single-digit percentages. IBM Chief Financial Officer James Kavanaugh said that the macroeconomic environment is active, with clients leveraging technology to gain competitive advantages, especially in the investment in generative artificial intelligence. However, clients are also making trade-offs and adjusting spending priorities, which has affected the performance of the consulting industry.
IBM’s infrastructure division revenue was $3.65 billion, a year-on-year increase of 0.8%, higher than market expectations. The revenue performance of IBM’s z16 mainframe computer was better than the previous cycle.
As of the time of publication, IBM’s stock price rose by 3% in after-hours trading, with a year-to-date increase of 14%, which is consistent with the trend of the S&P 500 index.
Overall, IBM’s earnings report shows that its software business has become the main driver of growth, while the slowdown in the consulting business indicates that companies are engaged in cost control and spending adjustments. IBM’s ongoing investment and growth in the artificial intelligence sector demonstrate the importance and potential of this field.
【来源】https://www.cls.cn/detail/1743677
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