It's that time again, folks! One week before 4Q18 Results announce, so lock-in your answers now!
I'll start: miss.
13 replies (most recent on top)
The acquisitions and divestiture give rise to extraordinary accounting events that will be used to hide routine exoenses. They will miss revenue but hit or come close on profit.
"On target, my two cents. The pipeline is healthy (WEST)"
What does West Coast USA pipeline have to do with IBM Q4 earnings results? You can have the strongest pipeline in the world, but if you can't execute and turn that into actual deals and orders ... its worthless.
and let's face it. If ever there was a company now that can no longer execute ... its IBM.
@X94XazP-1ihq, "Redhat being bought via the issuing of debt", this is only partially correct or not correct at all. IBM is planning to pay for the Red Hat acquisition mostly without issuing debt. Now, whether that will happen or not depends on the sale of more IBM stuff.
You have to ask. What has changed from last quarter. Not much
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HCL bought some SW. Payment = 1/2 now and 1/2 going forward
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Any major (500 million or more) services deals???
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HW is in the mature phase of the sales cycle (Z14 has run it’s course, and Power is 1-1.5 years into their cycle)
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Redhat being bought via the issuing of debt
I don’t see much to move the stock
IBM can’t beat targets even with
their shady software and revenue
recognition practices. What a joke!
Rev miss, profit miss, earnings meet or beat because of some shady accounting scheme. That’s the IBM way these days. For sure, layoff notices going out right after the earnings call on Tuesday.
Miss 100%. Now go and trade on this insider info.
Air ball
Miss .. miss .. miss .. miss .. miss ,,
Miss with warning of US government shutdown to cause impact on next quarter of business. Will be interested in the questions on the call about Redhat though.
More of the same
Meet/beat by 2-3 cents due to selling SW to HCL and buy backs
Revenue will shrink by 2-4% overall
Some divisions will look rather unhealthy (business cycle) and some just slowing (no new growth)
On target, my two cents. The pipeline is healthy (WEST)
Miss again.
Add an extraordinary accouting event, now we beat.