IBM (IBM) The revenue and income appeared in the fourth quarter on Thursday in the fourth quarter, which was estimated to be higher than the estimation, and the free cash flow guidance in 2025 exceeded the expectations. Including suspended suspension acquisitions, income guidance is exactly higher than the point of view.
The report reported after the market closed on Wednesday. After the adjustment, the IBM income in the December quarter was $ 3.93. The income increased by 1 % to $ 17.6 billion.
Analysts estimate their income of $ 17.6 billion per share is $ 3.78.
The software business (including RED HAT), a company headquartered in Armonk, New York, is a highlight, and the consulting business struggles again. When consulting, the software business climbed 10 %. Infrastructure revenue dropped by 8 %.
加拿大皇家骑警资本分析师马修·斯旺森（Matthew Swanson）在一份报告中说：“ IBM提供了一个强劲的四分之一，以更好的稳定整体软件收入为79亿美元，而The consensus is 7.9 billion US dollars, but it also continues to accelerate the growth of Red Hat. "
Analyst Brent Thill said in a report in Jefferies: "Software has accelerated income in the fourth quarter of consecutive quarters to 11 %.
In today's stock market, IBM shares have risen nearly 13 % to close at 258.27.
↑ X What is a quantum computer?In 2025, IBM's forecast revenue increased by 5 %, and free cash flow was $ 13.5 billion. Analysts estimate that revenue in 2025 has increased by 4 %, and FCF has increased by $ 13 billion.
It is expected to end at the end of March. BMO Capital Markets Analyst Keith Bachman said in a report: "We estimate that Hashicorp's total revenue growth in one year has increased by about 1 point."
In addition, IBM will hold an investor day on February 4. During the event, the booking of products and services related to artificial intelligence may be discussed.
According to the data of IBD stock checkup, entering the IBM income report, the computer company has 80 points of comprehensive rating of 80.
IBM stocks increased by 2 % in 2025, and have increased by nearly 20 % in the past 52 weeks.
Follow Reinhardt Krause on Twitter @reinhardtk_tech Renewable of artificial intelligence, network security and cloud computing.
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