IBM Non-GAAP EPS of $2.93 in-line, revenue of $17.2B misses by $60M
Seeking Alpha ·
IBM press release ( IBM ): Q2 Non-GAAP EPS of $2.93 in-line. Revenue of $17.2B (+1.2% Y/Y) misses by $60M . Software — revenues of $7.8 billion, up 5 percent Consulting — revenues of $5.3 billion, flat, up 1 percent at constant currency
AI 시장 분석
IBM's non-GAAP net income EPS came in at $2.93, in line with expectations, but sales of $17.2B fell short of $60M. The result has attracted investor interest in IBM's management performance.
상승 영향
- IT — IT sector is expected to be positively affected as IBM's non-GAAP net income EPS matched expectations. Additionally, IBM has a strong competitive advantage in the IT sector, making it a promising growth opportunity.
하락 영향
- IT — IT sector is expected to be negatively affected as IBM's sales fell short of expectations. Furthermore, IBM's competitors possess a strong competitive advantage in the IT sector, making it likely that IBM's market share will decline.
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