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I confirm my intention to proceed and enter this websiteIBM (IBM.US) 公布 2023 年强劲的第四季业绩,营收年增 4%,达到 174 亿美元。 净利润增至 33 亿美元,换算于每股盈余 3.55 美元。 调整后每股收益达到 3.87 美元,超出分析师预测的 3.79 美元。 与 2022 年相比,IBM 全年营收成长 2%,达到 619 亿美元。 实现自由现金流 112 亿美元,超越管理层所设定 105 亿美元目标。 IBM 在最近一个季度毛利率激增 59.1% ,创下 1999 年以来最高表现。
IBM 财务长James Kavanaugh在接受采访时承认,该公司面临着异常不可预测、不稳定且困难的宏观经济环境。 IBM 董事长兼执行长Arvind Krishna 在财报中评论:「我们看到客户对人工智能的需求加速成长,我们的Watsonx 和生成式人工智能解决方案业务在第三季和第四季之间基本上翻了一倍。”
前瞻指引方面,IBM 预测 2024 年自由现金流可至 120 亿美元,以固定汇率计算,营收将实现中位个数百分比成长。 财务长James Kavanaugh在财报电话会议上说道:“在今年年初,明智保守的做法是预期业绩会接近该范围的下限。”
(IBM 股价表现半年线图)
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