IBM股价在周三盘后交易中上涨，此前这家技术供应商公布的第三季度业绩好于预期。以下是该公司业绩与LSEG一致预期的对比：每股收益：调整后每股收益2.95美元，预期2.86美元营收：171亿美元，预期168.2亿美元根据声明，IBM营收同比增长约5%。净利润为21.9亿美元，即每股2.30美元，高于去年同期的17.4亿美元，即每股1.84美元。调整后收益不包括与收购相关的调整。
shares climbed in extended trading on Wednesday after the technology vendor reported better-than-predicted third-quarter results. Here's how the company performed relative to LSEG consensus: Earnings: $2.95 adjusted vs. $2.86 expected Revenue: $17.10 billion vs. $16.82 billion expected IBM's revenue grew about 5% from a year ago, according to a statement Net income, at $2.19 billion, or $2.30 per share, increased from $1.74 billion, or $1.84 per share, a year ago. Adjusted earnings exclude acquisition-related adjustments.
IBM首席执行官Arvind Krishna在声明中被引述称：“我们的客户现在正在以改变整个运营模式的方式部署‘超级智能’，而不仅仅是解决狭窄或新颖的问题。”
"Our clients are now deploying 'Super Intelligence' in ways that transform entire operating models, instead of simply addressing narrow or novel problems," IBM CEO Arvind Krishna was quoted as saying in a statement.
在业绩指引方面，IBM预计全年自由现金流将增加超过10亿美元。截至7月的预测是增加约10亿美元。IBM仍预计2026财年不变货币营收增长在4%至5%之间。
With respect to guidance, IBM called for full-year free cash flow to increase by more than $1 billion. The forecast as of July was a bump of approximately $1 billion. IBM still sees 2026 constant-currency revenue growth between 4% and 5%.
第三季度，IBM软件营收达78亿美元，增长8%，高于StreetAccount调查的分析师一致预期76.6亿美元。
In the third quarter, IBM generated $7.80 billion in software revenue $7.80, growing 8% and topping the $7.66 billion consensus among analysts polled by StreetAccount.
Meta财报更新：AI支出、广告营收及股价反应 特斯拉盈利和销售超预期，尽管汽车营收下滑 英特尔俄亥俄州芯片工厂达到建设里程碑，进度至少落后5年 投资者质疑新云服务商商业模式，但Nebius称AI算力价格正在上涨 咨询营收为53.4亿美元，持平，略低于StreetAccount一致预期的53.7亿美元。
Meta earnings updates: AI spending, ad revenue and stock reaction Tesla beats on earnings and sales even as auto revenue declines Intel hits construction milestone at Ohio chip fab that's at least 5 years behind schedule Investors are questioning neoclouds' business model but Nebius says AI computing prices are rising Consulting revenue, at $5.34 billion, was flat and just below StreetAccount's $5.37 billion consensus.
基础设施营收达37亿美元。该项营收增长4%，高于StreetAccount一致预期的35.7亿美元。
Infrastructure revenue came to $3.70 billion. That was up 4% and higher than the $3.57 billion consensus from StreetAccount.
公司调整后毛利率为58.5%，低于StreetAccount一致预期的59.1%。
The company's adjusted gross margin, at 58.5%, was narrower than the StreetAccount consensus of 59.1%.
IBM表示，在本季度内，公司同意收购波音和通用汽车旗下的HRL实验室（前身为休斯飞机公司研究部），交易金额未披露。
During the quarter, IBM said it agreed to buy Boeing and General Motors' HRL Laboratories formerly known as Hughes Aircraft's research division, for an undisclosed sum.
截至周三收盘，IBM股价已下跌15%，而标普500指数上涨了13%。
As of Wednesday's close, IBM stock has come down 15%, while the S&P 500 index has gained 13%.
高管将于美国东部时间下午5点开始的电话会议上与分析师讨论业绩。
Executives will discuss the results with analysts on a conference call starting at 5 p.m.
IBM首席执行官谈量子计算：预计到2030年代末将看到1万亿美元的价值
ET. IBM CEO on quantum computing: Will see $1 trillion in value in by end of 2030s