The market has spoken. A 20% drop in 4 months signals major fundamental issues at IBM. A falling stock price will put intense pressure on management to "shore up" the company and appease shareholders.
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Oh boy doesn’t Arvind have some goal to hit some stock price? Someone should tell him he is going in wrong direction
IBM continues to show what disciplined financial leadership looks like under Jim Kavanaugh. Strong cash generation, a balanced approach to debt, and consistent capital allocation have kept the company on solid footing. In a market full of volatility, that kind of steady hand is a real competitive advantage
@d0
jim prove that any of your numbers are legit
Under the leadership of Jim Kavanaugh, IBM has quietly built one of the more disciplined financial profiles in tech. Strong free cash flow, controlled debt levels, and consistent execution aren’t flashy, but they’re exactly what give the company durability. While others chase headlines, IBM is strengthening its foundation—and that’s what sustains performance over the long run.
@c5 how did IBM CFO and Cheerleader #6 Jim Kavanaugh get in here to toot his own ho-n? Hey Jim, Barnum and Bailey needs a CFO and you would be great!
@b2 slight correction. I was there in 93. IBM DID NOT nearly go bankrupt as the arrogant G Man Gerstner would have you believe in his dancing elephant book. IBM over invested in mainframes and did not see WINTEL coming up from the bottom. It was Amdahl/Hitachi/Fujitsu mainframe clones as the government made IBM publish mainframe IP as part of an antitrust DOJ settlement. Yes there was a $8B loss but more than half of that was used for first time massive layoffs which was well over 100,000 people of 18 months. First time I saw IBM men and women cry in branch office mtgs (when IBM had many great IBM sales offices vs today's hotel lobbies). It was painful and scary but we were never worried IBM would go bankrupt.
IBM doesn’t get enough credit for the financial discipline it’s shown under CFO Jim Kavanaugh. The balance sheet is strong, cash flow is consistent, and capital allocation has been steady and deliberate—not reactive. In a market where many companies are stretching themselves chasing trends, IBM has stayed grounded, focusing on profitability, efficiency, and long-term stability. That kind of stewardship matters.
What Arvind and his short-sighted minions fail to appreciate is these mass layoffs from the past three years have created tens of thousands of former IBM members who now hate the company passionately.
This is going to have consequences. Gone are the days when they could sc--w over workers and have them later feel proud of having worked there. When I hear the name I want to sp-t. I absolutely loath IBM now and its a--hole executives. We gave more than we got and got sc--wed for it. What goes around comes around bi--hes.
The stock is way overvalued. IBM has sold all of the seed corn, but still promises to sell corn which it no longer has. After a while, customers will notice that the corn tastes funny almost if it was made from corn syrup that lacks any nutritional value. It is just cheap candy corn that will give you diabetes. After Arvind and his executive minions cash out, IBM will be nothing more than a brand for a garden-variety WITCH company.
Quantum will probably never materialize into an actual profitable business and let's face it IBM when the company almost went out of business in 1993, remember the core business was mainframes, which wasn't enough to prevent a meltdown. It wasn't then and it sure isn't now that there are many more ways to replace mainframes running legacy code that will run "good enough" and "fast enough" but still make the business decision of dumping them worth while. IBM su-ks at AI and is not a big player in it, but AI will definitely destroy this last truly profitable niche. What comes around goes around.
It's headed under $200, probably down to the $160s which is where it was when Arvind adopted his "eat the seed corn, burn the furniture, achieve $300 even if it destroys the company" strategy. If he was smart he would have retired at the end of last year, but it's too late now.
OR ... fire more people! Yea, that's it -- reduce expenses. Growth? Nah ... nobody looks at growth for a 115 year old company. मुझे पैसे दिखाओ ("Show me the money" in Hindi)
I’m sure Alvind and the Pipmunks will sacrifice their millions in compensation for the good of the company, right? You know…since it’s their fault.