International Business
IBM
$307.94 -0.02%
Exchange: NYSE | Sector: Technology | Industry: Information Technology Services
Q2 2024
Published: Jul 30, 2024

Earnings Highlights

  • Revenue of $15.77B up 1.9% year-over-year
  • EPS of $1.96 increased by 14.4% from previous year
  • Gross margin of 56.8%
  • Net income of 1.83B
  • ""Our enterprise AI strategy is resonating as we evolve to meet client needs." - Arvind Krishna" - Arvind Krishna
IBM
International Business Machines Corporation

Executive Summary

In Q2 2024, International Business Machines Corporation (IBM) delivered a robust performance with reported revenue of $15.8 billion, up 4% year-over-year at constant currency, and net income of $1.834 billion, translating into diluted earnings per share (EPS) of $1.96. Key drivers of growth included a notable 8% increase in the Software segment, propelled by advancements in AI and hybrid cloud solutions, alongside a 3% gain in Infrastructure revenue. However, the Consulting segment faced headwinds, with growth limited to 2% due to tighter discretionary spending. Management's commentary underlined a strong focus on AI integration, leading to confidence in maintaining sustainable growth despite near-term challenges in consulting.

Key Performance Indicators

Revenue
Increasing
15.77B
QoQ: 9.05% | YoY: 1.90%
Gross Profit
Increasing
8.95B
56.76% margin
QoQ: 15.60% | YoY: 5.28%
Net Income
Increasing
1.83B
QoQ: 14.27% | YoY: 15.86%
EPS
Increasing
1.99
QoQ: 13.71% | YoY: 14.37%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q1 2025 14,541.00 1.14 +0.6% View
Q4 2024 17,553.00 3.09 +1.0% View
Q3 2024 14,967.00 -0.35 +1.5% View
Q2 2024 15,769.00 1.96 +1.9% View
Q1 2024 14,461.00 1.72 +1.5% View