IBM(US:IBM) 智通财经网·2025-11-05 03:18Group 1 - IBM announced a layoff plan expected to affect thousands of employees as it shifts its strategic focus towards high-margin software business, with Wall Street closely monitoring its ability to capitalize on AI-related cloud service demand [1] - Several tech companies are implementing downsizing plans to enhance operational efficiency, with executives increasing the use of AI tools to achieve efficiency goals [1] - IBM's software business has gained strong momentum due to acquisitions of companies like Red Hat and HashiCorp, attracting investor interest and driving the company's stock price up this year [1] Group 2 - In its earnings report released on October 22, IBM exceeded expectations with a 10% surge in software business revenue, which was the main driver of overall performance [2] - As of the end of 2024, IBM's global employee count is approximately 270,000, with some U.S. employees potentially affected by the layoffs, although overall employment in the U.S. is expected to remain stable compared to the previous year [2] - The CEO revealed that AI agents have taken over the roles of about 200 HR employees, allowing the company to expand its sales team and software developers [2]