revenue

IBM's quarterly revenue added 6,5% is the maximum growth 10 years

24 January IBM published a report for the fourth quarter of 2021. The result was better than expected, and shares in the postmarket rose by 2,5%, from 129 to 132 $. Financial results Here's how IBM's figures changed compared to the fourth quarter of 2020 and here's what analysts expected: total revenue — 16.7 billion (+6,5%), expectations - $16 billion; adjusted earnings per share — 3,35 (+78%), expectations - 3,3 $. IBM's revenue grew by the most in recent 10 years. The last time sales grew stronger was in the third quarter of 2011, 7,8%. In part, the company showed such dynamics due to the spin-off of Kyndryl. This division, which helps businesses set up their IT infrastructure. IBM unhooked stagnating Kyndryl in November 2021. Companies now operate independently, and part of IBM's revenue comes from sales to former colleagues. After the separation, IBM decided to focus the forces and attention of investors on the promotion of a hybrid cloud. It's a cloud infrastructure, which runs on local servers of client companies and servers of IBM itself. Here's how the company's revenue grew in its main operating segments. Software - hybrid cloud software for business process automation, data and transaction processing - $7.3 billion (+8,2%). Consulting - consulting on setting up a hybrid cloud and IBM applications - $4.7 billion (+13,1%). Infrastructure - Equipment, operating systems and software - $4.4 billion (+0,2%). In total, IBM earned $6.2 billion from hybrid cloud in the fourth quarter, or 37% of total revenue. Compared to the fourth quarter of 2020, sales of cloud services grew by 16%. According to IBM, at the end of 2022, total revenue will grow by “several percent”. Долг и дивиденды В 2021 году IBM частично уменьшила свой немаленький долг с 61,5 до 51,7 млрд долларов. Mainly through cash, объем которых …

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Investidea: Nexstar, because the next star

Today we have a moderately speculative idea.: take shares in Nexstar media holding (NASDAQ: NXST) in anticipation of positive changes in this business. Growth potential and validity: 19% behind 20 months excluding dividends; 9% per annum during 10 years including dividends. Why stocks can go up: are cheap, and the business is there hoo.

Investidea: Gray Television, because the zombie

Today we have a moderately speculative idea.: take shares in Gray Television media company (NYSE: GTN), to capitalize on their hidden potential. Growth potential and validity: 16% behind 18 months excluding dividends; 7% per annum during 8 years.

Quarterly revenue J&J rose to 10% thanks to vaccine sales

25 Jan Johnson & Johnson releases Q4 2021 report. Revenue was worse than expected, but the company made a good forecast for 2022. By the end of the day stock J&J grew up on 3%, to 168 $. Financial results Compared to the fourth quarter of 2020: revenue — 24.8 billion (+10,4%), analyst expectations - $25.3 billion; adjusted earnings per share — 2,13 (+14,5%), analysts' expectations 2,12 $. And here is how sales in operating segments have changed. Pharmaceutical - drugs and vaccines - $14.3 billion (+16,5%). Revenue in this segment grew largely due to sales of the COVID-19 vaccine to various countries around the world. For the quarter, this revenue amounted to $ 1.6 billion, or 6,5% of total revenue. Medical Devices - medical devices - $6.9 billion (+4,1%). Here, sales grew weakly due to a shortage of medical staff and postponed elective surgeries due to the pandemic.. Consumer Health - OTC medicines and hygiene products - $3.7 billion (+1,1%). In this segment, sales have suffered due to a shortage of raw materials, workforce and disruptions in logistics. Until the end of 2023 J&J plans to spin off its slow-growing consumer business into a separate public company. The name of the company will be announced in mid-2022. Sales J&J for 2021, $bn Segment Revenue Pharmaceutical 52,1 (+14,3%) Medical Devices 27,1 (+17,9%) Consumer Health 14,6 (+4,1) Total 93,8 (+13,6%) Выручка Баланс и потоки По данным на конец 2021 года, Debt J&J was $34 billion, and the volume of liquid money - 32 billion. As a result, the company's net debt is only 2 billion - the minimum in the last five years, with the letter J&J. Free cash flow last year was $20 billion. Of these, 11 billion J&J returned to its shareholders in the form of dividends. In 2022, the company plans to use free money also for acquisitions. …

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Investidea: Fastly, because it's faster

Today we have an extremely speculative idea.: take shares in software maker Fastly (NYSE: FSLY), in order to make money on their rebound after a strong drop. Growth potential and validity: 20,5% behind 14 Months; 50,5% behind 4 of the year; 277% behind 10 years. Why stocks can go up: they have fallen sharply and could draw the ire of activist investors..

Intel shares fell by 3%, despite report better than analysts' expectations

26 January Intel releases fourth quarter 2021 financial results. Revenue and profit were better than expected, but business margins continued to fall. In the postmarket, Intel shares fell by about 3%, to 50 $. Financial results Compared to the fourth quarter of 2020: adjusted total revenue — 19.5 billion (+3%), analyst expectations - $18.3 billion; adjusted earnings per share — 1,09 (−26%), analysts' expectations 0,91 $. And here is how sales have changed in the main operating segments. Client Computer Group - PC and laptop processors - $10.1 billion (−7%). In this segment, revenue fell largely due to the lack of various components from laptop manufacturers.. Data Center Group - Data Center Processors - $7.3B (+20%). Here the company noted high customer demand from businesses and government agencies.. Internet of Things - chips for the Internet of things - $ 1.4 billion (+27%). One of the components of the segment is Mobileye's revenue. It's a chip designer, which are used in the driver assistance system. Mobileye is a small, but the fast-growing division of Intel. Quarterly sales increased by 7%, up to 356 million dollars, for the whole of 2021 43%, up to $1.4 billion. Intel recently announced, that in mid-2022 will bring Mobileye to the stock exchange. After the IPO of the developer, Intel will remain the majority shareholder and will take into account the financial results of Mobileye in its financial statements.. Intel 2021 Results Compared to 2020, млрд долларов Общая выручка 79,0 (+1%) Operating profit 19,5 (−18%) Net profit 19,9 (−5%) Operating cash flow 30,0 (−15%) free cash flow 11,3 (−47%) Capital expenditures 18,7 (+31%) 79,0 (+1%) Рентабельность По сравнению с четвертым кварталом 2020 года валовая маржа Intel упала с 56,8 до 53,6%. Already 10 лет валовая рентабельность …

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Investidea: Vuzix, because it complements reality

Today we have an insanely speculative idea: take shares in augmented reality glasses manufacturer Vuzix (NASDAQ: VUZI), to cash in on their rebound. Growth potential and validity: 32% behind 12 Months; 98% behind 3 of the year; 395% behind 20 years.

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