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Tag Archives: IBM

IBM受惠AI應用增溫,股價突破重圍 

IBM (IBM.US) 公佈 2023 年強勁的第四季業績,營收年增 4%,達到 174 億美元。 淨利潤增至 33 億美元,換算於每股盈餘 3.55 美元。 調整後每股收益達到 3.87 美元,超出分析師預測的 3.79 美元。 與 2022 年相比,IBM 全年營收成長 2%,達到 619 億美元。 實現自由現金流 112 億美元,超越管理層所設定 105 億美元目標。 IBM 在最近一個季度毛利率激增 59.1% ,創下 1999 年以來最高表現。  IBM 財務長James Kavanaugh在接受採訪時承認,該公司面臨著異常不可預測、不穩定且困難的宏觀經濟環境。 IBM 董事長兼執行長Arvind Krishna 在財報中評論:「我們看到客戶對人工智慧的需求加速成長,我們的Watsonx 和生成式人工智慧解決方案業務在第三季和第四季之間基本上翻了一倍。”  前瞻指引方面,IBM 預測 2024 年自由現金流可至 120 億美元,以固定匯率計算,營收將實現中位個數百分比成長。 財務長James Kavanaugh在財報電話會議上說道:“在今年年初,明智保守的做法是預期業績會接近該範圍的下限。”   (IBM 股價表現半年線圖)  免責聲明  […]