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TEXXR

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IBM reports Q4 revenue up 4% YoY to $17.38B, vs. $17.30B est., software revenue up 3% YoY to $7.51B, and net income of $3.29B, up from $2.71B YoY; IBM jumps 8%+

Jordan Novet / CNBC :

CNBC Jordan Novet

Discussion

  • @bobodtech Bob O'Donnell on x
    Solid earnings numbers from @IBM today with a big quarterly jump in their @IBMwatsonx AI business. Not terribly surprising given how new it is, but shows that businesses are starting to deploy the technology.
  • @thetranscript_ @thetranscript_ on x
    IBM double beat. CEO: “In Q4 we grew revenue in all of our segments, driven by continued adoption of our hybrid cloud & AI offerings. Client demand for AI is accelerating and our book of business for watsonx & generative AI roughly doubled QoQ” $IBM: +5% AH [image]
  • @charlesfitz Charles Fitzgerald on x
    IBM CAPEX: Down 52% for the quarter Down 20% for the year As with cloud, CAPEX is a big AI tell. IBM talks about AI, but no CAPEX = just a consulting company. 🤡🤡🤡