Новости рынков | Отчёт IBM за II квартал 2011г...

Чистая прибыль одного из мировых лидеров в области производства компьютерной техники и предоставления компьютерных услуг International Business Machines (IBM) вo II квартале 2011г. увеличилась на 8,2% и составила 3,66 млрд долл. (годом ранее — 3,39 млрд долл.). Такие данные приводятся в распространенном сегодня финансовом отчете корпорации.
Выручка IBM по итогам II квартала 2011г. выросла на 12,4% — до 26,66 млрд долл., тогда как годом ранее этот показатель составил 23,72 млрд долл.
Прибыль IBM в пересчете на одну акцию в II квартале 2011г. составила 3 долл. (non-GAAP: 3.09 выше ожиданий 3,03), что на 14,9% больше, чем аналогичный показатель годичной давности, когда прибыль на акцию составила 2,61 долл.
 
Доход от продажи программного обеспечения вырос на 17%.
За прошедший квартал компания заключила договора общей суммой в 14,3 млрд долларов. Прибыль от услуг по обслуживанию компьютеров увеличилась на 10% и составила 15,1 млрд долларов.
 
International Business Machines (IBM) — один из крупнейших в мире производителей программного и аппаратного обеспечения, а также IT-сервисов и консалтинговых услуг. В 2006г. компания открыла в России исследовательскую лабораторию, которая использует опыт российских инженеров для разработки технологий высокопроизводительных компьютеров. Штаб-квартира компании находится в городе Армонк (штат Нью-Йорк). В филиалах IBM по всему миру заняты более 399 тыс. человек. Чистая прибыль компании по итогам 2010г. составила 14,8 млрд долл.
 
В мае этого года IBM впервые за 15 лет обошла корпорацию Microsoft по объему рыночной капитализации — 203,8 млрд долларов против 203,7 млрд. Чистая прибыль компании в I квартале 2011 года составила 2,9 млрд долларов.
 
IBM была основана 16 июня 1911 года. Однако история компании началась гораздо раньше — в девяностые годы 19 века. В 1896 была создана компания Tabulating Machine Company (TMC), которая впоследствии объединилась с Computing Scale Company of America и International Time Recording. В результате образовалась компания Computing Tabulating Recording (CTR).
Она выпускала самое разнообразное электрооборудование — от весов и сырорезок до перфораторов. Переименование CTR в International Business Machines произошло в 1924 году. С 1914 до 1956 года корпорацией руководил Томас Уотсон (Thomas Watson). Именно он является автором лозунга компании «Think» («Думайте»). Он же заложил традицию продолжать разработки и инвестировать в исследования даже в кризисные годы.
 
IBM собирается увеличить операционный доход минимум до 20 долларов на акцию к 2015 году. Компания вкладывает деньги в облачные вычисления и аналитическое программное обеспечение, которые должны принести ей 7 млрд долларов и 16 млрд долларов прибыли соответственно.
 
ARMONK, N.Y. — 18 Jul 2011:

• Diluted EPS:
  
  • GAAP: $3.00, up 15 percent;
  • Operating (non-GAAP): $3.09, up 18 percent;
• Revenue: $26.7 billion, up 12 percent, up 5 percent adjusting for currency;
• Net income:
  
  • GAAP: $3.7 billion, up 8 percent;
  • Operating (non-GAAP): $3.8 billion, up 11 percent;
• Pre-tax income:
  
  • GAAP: $4.9 billion, up 7 percent;
  • Operating (non-GAAP): $5.0 billion, up 10 percent;
• Gross profit margin:
  
  • GAAP: 46.4 percent, up 0.9 points;
  • Operating (non-GAAP): 46.8 percent, up 1.2 points;
• Software revenue up 17 percent, 10 percent adjusting for currency;
• Systems and Technology revenue up 17 percent, 12 percent adjusting for currency:
  
  • System z mainframe revenue up 61 percent; MIPS up 86 percent;
  • Power Systems up 12 percent;
• Services revenue up 10 percent, 2 percent adjusting for currency;
• Services backlog of $144 billion, up $15 billion;
• Growth markets revenue up 23 percent, 13 percent adjusting for currency;
• Business analytics revenue up more than 20 percent in the first half;
• Smarter Planet revenue up more than 50 percent in the first half;
• Cloud revenue on track to double in 2011;
• Full-year 2011 Operating (non-GAAP) EPS expectations raised to at least $13.25 from at least $13.15.

IBM (NYSE: IBM) today announced second-quarter 2011 diluted earnings of $3.00 per share, compared with diluted earnings of $2.61 per share in the second quarter of 2010, an increase of 15 percent. Operating (non-GAAP) diluted earnings were $3.09 per share, compared with operating diluted earnings of $2.62 per share in the second quarter of 2010, an increase of 18 percent.
Second-quarter net income was $3.7 billion compared with $3.4 billion in the second quarter of 2010, an increase of 8 percent. Operating (non-GAAP) net income was $3.8 billion compared with $3.4 billion in the second quarter of 2010, an increase of 11 percent.
Total revenues for the second quarter of 2011 of $26.7 billion increased 12 percent (5 percent, adjusting for currency) from the second quarter of 2010.
«In the second quarter our long-term strategic investments in the company's growth initiatives again helped drive strong revenue performance,» said Samuel J. Palmisano, IBM chairman, president and chief executive officer. «Hardware, software and services revenue grew at double digits, and we achieved strong profit and free cash flow growth.
»As IBM begins its second century, we continue a process of transformation, positioning the company to lead in the future and deliver higher value to our clients and our shareholders. Given our strong start to 2011, we are raising our full-year operating earnings per share expectations to at least $13.25."
Second-Quarter GAAP — Operating (non-GAAP) Reconciliation
Second-quarter operating (non-GAAP) diluted earnings exclude $0.09 per share of net charges: $0.10 per share for the amortization of purchased intangible assets and other acquisition-related charges, offset by ($0.01) per share for retirement-related items driven by changes to plan assets and liabilities primarily related to market performance.
Full-Year 2011 Expectations
IBM raised its expectations for full-year 2011 GAAP diluted earnings per share to at least $12.87 from at least $12.73; and operating (non-GAAP) diluted earnings per share to at least $13.25 from at least $13.15. The 2011 operating (non-GAAP) earnings exclude $0.38 per share of charges for amortization of purchased intangible assets, other acquisition-related charges, and retirement-related items driven by changes to plan assets and liabilities primarily related to market performance.
Geographic Regions
The Americas’ second-quarter revenues were $11.2 billion, an increase of 10 percent (8 percent, adjusting for currency) from the 2010 period. Revenues from Europe/Middle East/Africa were $8.6 billion, up 16 percent (3 percent, adjusting for currency). Asia-Pacific revenues increased 14 percent (3 percent, adjusting for currency) to $6.2 billion. OEM revenues were $674 million, flat (down 1 percent, adjusting for currency) compared with the 2010 second quarter.
Growth Markets
Revenues from the company’s growth markets increased 23 percent (13 percent, adjusting for currency). Revenues in the BRIC countries — Brazil, Russia, India and China — increased 27 percent (21 percent, adjusting for currency). Growth markets revenue represents 22 percent of IBM’s total geographic revenue for the second quarter.
Services
Total Global Services revenues increased 10 percent (2 percent, adjusting for currency). Global Technology Services segment revenues increased 11 percent (3 percent, adjusting for currency) to $10.2 billion. Global Business Services segment revenues were up 9 percent (1 percent, adjusting for currency) at $4.9 billion.
Global Services pre-tax income increased to $2.2 billion, up 4 percent year over year. Pre-tax income from Global Technology Services increased 1 percent; pre-tax income growth was reduced by 7 points as a result of increased workforce rebalancing expenses. Global Business Services pre-tax income increased 11 percent.
The estimated services backlog at June 30 was $144 billion, up $15 billion year over year at actual rates ($2 billion, adjusting for currency). Services backlog at the end of a quarter measures the current value of work under contract expected to be recognized as revenue in future quarters.
Software
Revenues from the Software segment were $6.2 billion, an increase of 17 percent (10 percent, adjusting for currency). Software pre-tax income of $2.3 billion was up 12 percent year over year.
Revenues from IBM’s key middleware products, which include WebSphere, Information Management, Tivoli, Lotus and Rational products, were $3.9 billion, an increase of 21 percent (14 percent, adjusting for currency) versus the second quarter of 2010. Operating systems revenues of $630 million increased 16 percent (9 percent, adjusting for currency) compared with the prior-year quarter.
Revenues from the WebSphere family of software products increased 55 percent year over year. Information Management software revenues increased 18 percent. Revenues from Tivoli software increased 9 percent. Revenues from Lotus software increased 12 percent, and Rational software increased 4 percent.
Hardware
Revenues from the Systems and Technology segment totaled $4.7 billion for the quarter, up 17 percent (12 percent, adjusting for currency) from the second quarter of 2010. Systems and Technology pre-tax income was $393 million, an increase of 112 percent year over year.
Systems revenues increased 20 percent (13 percent, adjusting for currency). Revenues from System z mainframe server products increased 61 percent compared with the year-ago period. Total delivery of System z computing power, as measured in MIPS (millions of instructions per second), increased 86 percent. Revenues from Power Systems increased 12 percent compared with the 2010 period. Revenues from System x increased 15 percent. Revenues from System Storage increased 10 percent, and revenues from Retail Store Solutions increased 8 percent year over year. Revenues from Microelectronics OEM increased 4 percent.
Financing
Global Financing segment revenues decreased 5 percent (11 percent, adjusting for currency) in the second quarter to $519 million. Pre-tax income for the segment increased 7 percent to $496 million.
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