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IBM Corp | 10-Q: Q3 2024 Earnings Report

IBM Corp | 10-Q: Q3 2024 Earnings Report

IBM Corp | 10-Q：2024財年三季報
美股SEC公告 ·  2024/10/30 16:13

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IBM reported Q3 2024 revenue of $15.0 billion, up 1.5% year-over-year (2% in constant currency), driven by 9.7% growth in Software revenue. However, the company recorded a net loss of $330 million due to a one-time, non-cash pension settlement charge of $2.7 billion ($2.0 billion after tax) related to transferring $6 billion in pension obligations to Prudential Insurance.Operating performance showed continued strength with gross margin expanding 1.9 points to 56.3% on improved portfolio mix and productivity. Software growth was led by Red Hat (+13.7%), Automation (+13.2%), and Data & AI, while Consulting revenue declined 0.5% to $5.2 billion amid macro uncertainty. Infrastructure revenue fell 7.0% to $3.0 billion on product cycle dynamics.The company generated $2.9 billion in operating cash flow and $2.1 billion in free cash flow during the quarter, returning $1.5 billion to shareholders through dividends. Management highlighted strong demand for AI solutions across the portfolio and reaffirmed the company's strategic focus on hybrid cloud and AI innovation while maintaining solid cash generation and shareholder returns.
IBM reported Q3 2024 revenue of $15.0 billion, up 1.5% year-over-year (2% in constant currency), driven by 9.7% growth in Software revenue. However, the company recorded a net loss of $330 million due to a one-time, non-cash pension settlement charge of $2.7 billion ($2.0 billion after tax) related to transferring $6 billion in pension obligations to Prudential Insurance.Operating performance showed continued strength with gross margin expanding 1.9 points to 56.3% on improved portfolio mix and productivity. Software growth was led by Red Hat (+13.7%), Automation (+13.2%), and Data & AI, while Consulting revenue declined 0.5% to $5.2 billion amid macro uncertainty. Infrastructure revenue fell 7.0% to $3.0 billion on product cycle dynamics.The company generated $2.9 billion in operating cash flow and $2.1 billion in free cash flow during the quarter, returning $1.5 billion to shareholders through dividends. Management highlighted strong demand for AI solutions across the portfolio and reaffirmed the company's strategic focus on hybrid cloud and AI innovation while maintaining solid cash generation and shareholder returns.
IBM報告2024年第三季度營業收入爲150億，較去年同期增長1.5%（按固定貨幣計算增長2%），主要受到軟體營業收入增長9.7%的推動。然而，由於向保誠保險轉移600億養老金義務而產生的270億（稅後200億）的一次性非現金養老金結算費用，公司錄得淨虧損33000萬。運營表現持續強勁，毛利率提高1.9個百分點，達到56.3%，受益於改善的產品組合和生產力。軟體增長主要由紅帽（+13.7%）、自動化（+13.2%）和數據與人工智能領導，而諮詢營業收入在宏觀不確定性下下降0.5%，降至52億。製造行業營業收入下降7.0%至30億，受產品週期動態影響。公司在本季度產生了29億的運營現金流和21億的自由現金流，通過分紅派息向股東返還了15億。管理層強調了對人工智能解決方案的強勁需求，並重申了公司在混合雲和人工智能創新方面的戰略重點，同時保持了穩定的現金生成和股東回報。
IBM報告2024年第三季度營業收入爲150億，較去年同期增長1.5%（按固定貨幣計算增長2%），主要受到軟體營業收入增長9.7%的推動。然而，由於向保誠保險轉移600億養老金義務而產生的270億（稅後200億）的一次性非現金養老金結算費用，公司錄得淨虧損33000萬。運營表現持續強勁，毛利率提高1.9個百分點，達到56.3%，受益於改善的產品組合和生產力。軟體增長主要由紅帽（+13.7%）、自動化（+13.2%）和數據與人工智能領導，而諮詢營業收入在宏觀不確定性下下降0.5%，降至52億。製造行業營業收入下降7.0%至30億，受產品週期動態影響。公司在本季度產生了29億的運營現金流和21億的自由現金流，通過分紅派息向股東返還了15億。管理層強調了對人工智能解決方案的強勁需求，並重申了公司在混合雲和人工智能創新方面的戰略重點，同時保持了穩定的現金生成和股東回報。
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