comme je vous disais dans la journée, NY n a pas beaucoup reculé , et les résultats d'IBM sont sortis après Bourse, et ils sont BONS; de même que les prévisions....or les techs/pros de la finance sont short .....Bon , on verra bien demain...(les Pharmas ont l'air bien aussi...)


IBM Raises 2011 Outlook


International Business Machines Corp.'s second-quarter earnings rose 8.2% as the technology heavyweight continued to report growth across its segments, prompting a boost of its full-year outlook.

In the latest results, IBM's systems-and-technology unit reported a 12% increase in revenue.

extrait du Barron's On line...


uly 18, 2011, 4:11 PM ET

IBM Q2 Revenue Crushes Estimates; Raises ’11 EPS To $13.25

International Business Machines (IBM) this afternoon reported Q2 revenue more than a billion dollars higher than expected, and earnings per share that surpassed estimates. The company raised its year EPS outlook.

Revenue of $26.7 billion was up 12.4% from the prior-year period, or 5%, when adjusting for currency fluctuations, yielding EPS of $3.09. That’s ahead of analysts’ average estimate for $25.4 billion in revenue and $3.03 in EPS.

For the full year 2011, IBM now expects EPS of “at least $13.25″ per share, up from a prior forecast of “at least $13.15″ per share.

IBM shares are down 98 cents, or almost 1%, at $173.81 in late trading.

Revenue from the Americas rose 10%, while European revenue got a big lift from foreign exchange, rising 16% on an as-reported basis, or 3% in constant-currency terms. Asia-Pacific revenue was up 14%, or 3% on a currency-neutral basis.

Total system revenue was up 20% in the quarter, or 13% on a currency-neutral basis, led by 61% growth for IBM’s “System Z” series.  Middleware sales rose 17%, or 10% when currency-adjusted, and the same rates of growth for software revenue overall.

Services revenue was up 11% for the “Global Technology Services” unit, and up 9% for the “Global Business Services” unit, or 3% and 1% on a constant-currency basis.

An important indicator for some investors of the relative health of IBM’s services business, the company had “signings” of $14.3 billion in the quarter, up 16%, year over year. That’s higher than some estimates I have seen of $11 billion to $13 billion. IBM’s total backlog for its services business, which it considers the more important metric than signings, rose by $15 billion from the year earlier period, to $144 billion.

In constant currency terms, signings would have been up 8%, year over year, and backlog up just $2 billion.

IBM’s conference call with analysts is getting underway at 4:30 pm, Eastern, and you can catch it here.

Update: IBM shares have recouped losses in after-hours trading and are now up $3.67, or 2%, at $178.99.

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