IBM 最新10-Q变化

相对上期新增的文字 · 来源:10-Q · 2026-07-23

• Income/(loss) from discontinued operations, net of tax$(1)$1 nm

• Income/(loss) from discontinued operations, net of tax(1)1 nm

• (1)Refer to the quarter-to-date "GAAP Reconciliation" on page 65 for additional information.

• In the second quarter of 2026, we reported $17.2 billion in revenue, income from continuing operations of $2.2 billion, and operating (non-GAAP) earnings of $2.8 billion. Diluted earnings per share from continuing operations was $2.27 as reported and $2.93 on an operating (non-GAAP) basis. We genera…

• Total revenue grew 1.1 percent both as reported and adjusted for currency compared to the prior-year period. Software and Infrastructure revenue results were below our expectations, while Consulting was in-line. The Software shortfall was limited to a capital-sensitive area of the portfolio. While w…

相对上期删除的文字 · 来源:10-Q · 2026-04-23

• (1)Refer to the quarter-to-date "GAAP Reconciliation" on page 57 for additional information..

• The strength of our portfolio and the resiliency of our business model, underpinned by our software-led hybrid cloud and AI strategy, position us well to navigate the current climate. While the economic and geopolitical environment remain dynamic and uncertain, businesses continue to invest in techn…

• accelerate their growth. This was reflected in our performance in the first quarter. Our durable, high value portfolio enables us to execute on our strategy delivering innovation to our clients and partners.

• In the first three months of 2026, movements in global currencies continued to impact our reported year-to-year revenue and profit. We execute hedging programs which defer, but do not eliminate, the impact of currency. The (gains)/losses from these hedging programs are reflected primarily in other (…

• Financial Performance Summary — Three Months Ended March 31: