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Will Modest Consulting Revenue Growth Aid IBM's Q2 Earnings?
ZACKS· 2025-07-22 15:00
Key Takeaways IBM's Consulting revenues are expected to reach $5.21B in Q2, up slightly from $5.18B a year ago. Expanded Deutsche Bank and Finanz Informatik deals fueled digital transformation and cloud growth. New AI features for the Masters tournament likely contributed incremental revenue to IBM's Consulting unit.International Business Machines Corporation (IBM) is scheduled to report second-quarter 2025 earnings on July 23. In the to-be-reported quarter, the company is likely to have recorded higher r ...
Buy Or Sell IBM Stock Ahead Of Its Upcoming Earnings?
Forbes· 2025-07-22 14:55
Core Insights - IBM is scheduled to release its earnings report on July 23, 2025, with historical data indicating a 63% probability of positive one-day returns following earnings releases, with a median return of 4.8% and a peak return of 13.0% [1][6]. Earnings Forecast - The current consensus for IBM's upcoming earnings is $2.66 per share on revenue of $16.58 billion, representing an increase from the previous year's earnings of $2.43 per share on revenue of $15.77 billion [2]. Financial Performance - IBM has a market capitalization of $265 billion, with revenue of $63 billion, operating income of $10 billion, and a net profit of $5.5 billion over the past twelve months [3]. Historical Earnings Data - Over the last five years, there have been 19 earnings data points, with 12 positive and 7 negative one-day returns, resulting in a 63% occurrence of positive returns. This percentage increases to 64% when considering the last three years [6]. Return Correlation - An analysis of the correlation between one-day, five-day, and twenty-one-day returns can provide insights for traders. If the one-day return is positive, traders may consider going long for the subsequent five days if a strong correlation exists [7].
Will Higher Software Revenues Buoy IBM's Earnings in Q2?
ZACKS· 2025-07-22 14:50
Key Takeaways IBM's Software revenues are projected to rise 11.6% year over year to $7.52 billion in Q2. A new Microsoft partnership and the Hakkoda acquisition bolstered IBM's AI and data capabilities. IBM launched watsonx AI Labs to co-create enterprise AI solutions and boost innovation ecosystem growth.International Business Machines Corporation (IBM) is scheduled to report second-quarter 2025 earnings on July 23. In the to-be-reported quarter, the company is likely to have recorded higher revenues fro ...
X @Bloomberg
Bloomberg· 2025-07-22 12:06
IBM’s long-promised turnaround has started to bear fruit https://t.co/qpe04y1VFd ...
'Google is at a crossroads' with AI, says T. Rowe Price's Tony Wang ahead of Big Tech earnings
CNBC Television· 2025-07-21 21:40
So joining me now is Tony Wong, Troll Price Science and Tech Fund portfolio manager. Top holdings include Alphabet and IBM which both report this week. So Tony, it's great to have you back on and let's start right there.What are you watching from Alphabet. Yeah. So I think that uh you know Google is at a crossroads here with a new technology coming out generative AI.I think of it as like, you know, Google search like a librarian goes and looks through the books and gives you a bunch of books and then you ha ...
Supply Chain Management Market Surges to $58.42 billion by 2030 - Dominated by SAP (Germany), Oracle (US), Infor (US)
GlobeNewswire News Room· 2025-07-21 13:30
Delray Beach, FL, July 21, 2025 (GLOBE NEWSWIRE) -- According to MarketsandMarkets™, the global Supply Chain Management Market growth is projected to reach USD 58.42 billion by 2030 from USD 38.51 billion in 2025, at a Compound Annual Growth Rate (CAGR) of 8.7% during the forecast period. Browse in-depth TOC on "Supply Chain Management Market" 340 - Tables 58 - Figures 361 - Pages Download Report Brochure @ https://www.marketsandmarkets.com/pdfdownloadNew.asp?id=190997554 Supply Chain Management Market Dyn ...
IBM FQ2: Margin Expansion Can Support More Upside
Seeking Alpha· 2025-07-21 08:36
Group 1 - The last analysis of International Business Machines Corporation (IBM) stock was conducted on May 16, focusing on unusual insider activities that may indicate a potential breakout [1] - The analysis emphasized providing actionable and clear investment ideas based on independent research [1] Group 2 - The service has successfully helped members outperform the S&P 500 and avoid significant losses during periods of high volatility in both equity and bond markets [2] - A trial membership is available to assess the effectiveness of the proven investment method [2]
7月21日电,杰富瑞将IBM目标价从265美元上调至280美元。
news flash· 2025-07-21 05:33
智通财经7月21日电,杰富瑞将IBM目标价从265美元上调至280美元。 ...
X @Avi Chawla
Avi Chawla· 2025-07-18 19:12
First MCP, then A2A and AG-UI......now ACP is added to the Agent protocol stack. It's a fully open-source protocol by IBM.The thread below gives a detailed walkthrough on ACP (with implementation)👇 https://t.co/efc996DTsaAvi Chawla (@_avichawla):After MCP, A2A, & AG-UI, there's another Agent protocol.It's fully open-source and launched by IBM Research.Here's a complete breakdown (with code): https://t.co/GAbnvOGIdU ...