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[讨论] IBM missed Revenues why up ?

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发表于 2012-1-20 01:32 PM | 显示全部楼层 |阅读模式


我好像闻到了什么。。。
妞妞,雄雄都过来摆摆你的龙门阵??
发表于 2012-1-20 01:40 PM | 显示全部楼层
because bears suck?
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 楼主| 发表于 2012-1-20 01:43 PM | 显示全部楼层
ppteam 发表于 2012-1-20 12:40
because bears suck?

For Sure。。。
bearP.jpg
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 楼主| 发表于 2012-1-20 01:45 PM | 显示全部楼层
OR NOT FOR SURE bear.jpg

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发表于 2012-1-20 02:02 PM | 显示全部楼层
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发表于 2012-1-20 03:39 PM | 显示全部楼层
回复 ctcld 的帖子

Team:

We have just issued our financial results for the fourth quarter and full year 2011. You can read them on ibm.com.

Sam Palmisano and I want to thank you for capping IBM's first century with record revenue, profit, free cash flow and earnings per share for the year. We achieved $107 billion in revenue, up 7 percent as reported and 3 percent at constant currency. Operating pre-tax and net income each rose 9 percent. We generated $16.6 billion of free cash flow. And operating earnings per share were $13.44, an increase of 15 percent, and the ninth consecutive year of double-digit EPS growth. We are well on track toward our 2015 Road Map goal of at least $20 in operating earnings per share.

The fourth quarter was, overall, a strong finish to the year. Operating earnings per share rose 11 percent to $4.71. Revenue as reported was up 2 percent. Software delivered an outstanding performance, with revenue up 9 percent and broad strength across the portfolio. Services revenue rose 3 percent, but we had more opportunities in the quarter than we closed. At $141 billion, backlog was flat year to year at constant currency, and up $5 billion since the end of the third quarter. Systems and Technology revenue declined 8 percent, following an exceptional mainframe quarter last year. Power results were again strong, but we could have performed better in other areas.

As a team, we continue to drive results for IBM and our shareholders, even in a challenging environment — and the reasons are not a secret. Where we collaborate across the company and deliver unique value to our clients, we achieve the most success. The full impact of this integrated approach can be seen clearly in our strategic growth initiatives.

Full-year revenue for the Growth Markets Unit was up 11 percent at constant currency for the second year in a row, and now contributes 22 percent of IBM's geographic revenue. Across these markets, IBM is working with clients to help them respond to mass urbanization and growing demand for infrastructure services. Our analytics business grew 16 percent for the year, and our efforts to define and make new markets, such as Smarter Commerce, are paying off. Smarter Planet revenue grew 47 percent. IBM's cloud revenue more than tripled our 2010 results.

I will discuss our business performance and plans for 2012, and Sam will offer his perspective on the lessons of the past decade, in a broadcast on w3 later next week. I urge you to listen in, and to participate in the dialogue at the THINK together community.

I also know that, like me, you have friends and colleagues who are interested in IBM news. We've prepared some examples of great work we are doing with clients, related to announcements in the quarter, which can be shared with your social networks. You can find them here.

Finally — and I know I speak for all IBMers — I want to express my gratitude to Sam for his leadership as our CEO. And let me offer my personal thanks for all the support I have received from so many across the company on my recent appointment. I couldn't be more honored or more excited about working with all of you as IBM begins its second century.


Ginni Rometty
President and Chief Executive Officer

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发表于 2012-1-20 04:21 PM | 显示全部楼层
They revised up their guidance for 2012 ...
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发表于 2012-1-20 04:24 PM | 显示全部楼层
"sell on rumor and buy one news",  IBM before earninig is weak.
GooG is "sell on news and buy one rumor", GOOG before earning is way up.
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 楼主| 发表于 2012-1-20 04:27 PM | 显示全部楼层
回复 owen2 的帖子

呵呵,你要是在RALEIGH,昨天应该见过她。。。
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 楼主| 发表于 2012-1-20 04:44 PM | 显示全部楼层
ysc 发表于 2012-1-20 15:24
"sell on rumor and buy one news",  IBM before earninig is weak.
GooG is "sell on news and buy one r ...

看问题的高度不够啊。。
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 楼主| 发表于 2012-1-20 04:45 PM | 显示全部楼层
greenback 发表于 2012-1-20 15:21
They revised up their guidance for 2012 ...

这说明---〉?
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发表于 2012-1-20 05:05 PM | 显示全部楼层
ctcld 发表于 2012-1-20 17:45
这说明---〉?

Apparently they believe that the macroeconomic condition is improving based on their interactions with their clients ...
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发表于 2012-1-20 05:09 PM | 显示全部楼层
GOOG要是也一起上就更好了
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 楼主| 发表于 2012-1-20 05:36 PM | 显示全部楼层
Elephant 发表于 2012-1-20 16:09
GOOG要是也一起上就更好了

GOOG 和IBM有啥不同呢?
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发表于 2012-1-20 08:29 PM | 显示全部楼层
第一,after hour 是跌的。
第二,miss 就是 miss 了。你一定要强解释为利好,那就随你自己了。没有人拦着你一定要试皇帝的新衣
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发表于 2012-1-20 09:15 PM | 显示全部楼层
Elephant 发表于 2012-1-20 13:09
GOOG要是也一起上就更好了

It looks like GOOG will recover today's loss soon.
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发表于 2012-1-20 09:16 PM | 显示全部楼层
This ER season is weird. GS is also up on bad news.
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发表于 2012-1-20 09:24 PM | 显示全部楼层
ctcld 发表于 2012-1-20 17:36
GOOG 和IBM有啥不同呢?

一个大涨一个暴跌
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发表于 2012-1-20 10:35 PM | 显示全部楼层
IBM 有巴菲做明庄护法。
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发表于 2012-1-20 11:35 PM | 显示全部楼层
Guys, what is stock market? Is it a zero sum game? If it is, the big boys are trying to convince our little guys the bull is coming back, when everybody is believing the bull is here, the market will tank. BTW, I do not think the first half  of 2012 is bull friendly.

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when everybody is believing the bull is here, the market will tank.  发表于 2012-1-21 02:08 AM
总算有清醒的。。。  发表于 2012-1-21 02:08 AM
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