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IBM Corp | 8-K: IBM 2q24 Earnings Prepared Remarks

IBM Corp | 8-K: IBM 2q24 Earnings Prepared Remarks

IBM Corp | 8-K：IBM 2024年第二季度盈利準備報告
美股SEC公告 ·  07/26 04:14
牛牛AI助理已提取核心訊息
IBM Corp reported a strong second quarter in 2024, with Chairman and CEO Arvind Krishna and CFO Jim Kavanaugh presenting the earnings on July 24, 2024. The company saw solid revenue growth, profitability, and cash flow generation, driven by robust performance in Software and Infrastructure, while Consulting remained below model. IBM's hybrid cloud and AI strategy, including the introduction of watsonx and generative AI, has been a key growth driver. The company's AI strategy focuses on smaller, cost-effective models and hybrid cloud deployment, with open-source Granite models and tools like InstructLab for model tuning. IBM's generative AI-related business has already exceeded $2 billion, with a significant portion coming from consulting signings. Investments in automation, including the acquisition of...Show More
IBM Corp reported a strong second quarter in 2024, with Chairman and CEO Arvind Krishna and CFO Jim Kavanaugh presenting the earnings on July 24, 2024. The company saw solid revenue growth, profitability, and cash flow generation, driven by robust performance in Software and Infrastructure, while Consulting remained below model. IBM's hybrid cloud and AI strategy, including the introduction of watsonx and generative AI, has been a key growth driver. The company's AI strategy focuses on smaller, cost-effective models and hybrid cloud deployment, with open-source Granite models and tools like InstructLab for model tuning. IBM's generative AI-related business has already exceeded $2 billion, with a significant portion coming from consulting signings. Investments in automation, including the acquisition of Apptio and the planned acquisition of HashiCorp, have contributed to growth. IBM Z continues to be integral in clients' hybrid cloud environments, with the z16 cycle performing well. Quantum computing advancements were also highlighted, with updates to Qiskit. The company raised its free cash flow expectations to over $12 billion for the year, reflecting confidence in its business fundamentals and investment strategy.
2024年第二季度，ibm corp取得了強勁的業績，董事長兼首席執行官阿爾文德·克里希納和首席財務官吉姆·卡瓦納於2024年7月24日宣佈了業績。公司的軟件和製造業表現出色，推動了營業收入、盈利能力和現金流量的穩健增長，而諮詢業務低於預期。IBM的混合雲和人工智能策略，包括推出watsonx和生成式人工智能，是關鍵的增長驅動器。公司的人工智能策略專注於更小、成本效益更高的模型和混合雲部署，採用開源的Granite模型和InstructLab等工具進行模型調整。IBM的生成式人工智能相關業務已經超過20億美元，其中相當大一部分來自諮詢協議。投資於自動化，包括收購Apptio和計劃收購HashiCorp，推動了增長。IBm Z在客戶的混合雲環境中繼續發揮重要作用，z16週期表現良好。同時，量子計算技術也有所進展，Qiskit也有所更新。該公司將自由現金流預期上調至超過120億美元，反映出其對業務基本面和投資策略的信心。
2024年第二季度，ibm corp取得了強勁的業績，董事長兼首席執行官阿爾文德·克里希納和首席財務官吉姆·卡瓦納於2024年7月24日宣佈了業績。公司的軟件和製造業表現出色，推動了營業收入、盈利能力和現金流量的穩健增長，而諮詢業務低於預期。IBM的混合雲和人工智能策略，包括推出watsonx和生成式人工智能，是關鍵的增長驅動器。公司的人工智能策略專注於更小、成本效益更高的模型和混合雲部署，採用開源的Granite模型和InstructLab等工具進行模型調整。IBM的生成式人工智能相關業務已經超過20億美元，其中相當大一部分來自諮詢協議。投資於自動化，包括收購Apptio和計劃收購HashiCorp，推動了增長。IBm Z在客戶的混合雲環境中繼續發揮重要作用，z16週期表現良好。同時，量子計算技術也有所進展，Qiskit也有所更新。該公司將自由現金流預期上調至超過120億美元，反映出其對業務基本面和投資策略的信心。
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