Ruminations on tech, the digital media, and some golf thrown in for good measure.

Archive for July 18th, 2011

IBM 2Q 2011 Earnings: Revenue Up 12%, Net Income Up 11%

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IBM’s earnings for second quarter 2011 just came across the wire.

Here’s the topline:

  • Diluted EPS: GAAP: $3.00, up 15 percent; Operating (non-GAAP): $3.09, up 18 percent
  • Revenue: $26.7 billion, up 12 percent, up 5 percent adjusting for currency
  • Net income: GAAP: $3.7 billion, up 8 percent; Operating (non-GAAP): $3.8 billion, up 11 percent
  • Pre-tax income: GAAP: $4.9 billion, up 7 percent; Operating (non-GAAP): $5.0 billion, up 10 percent
  • Gross profit margin: GAAP: 46.4 percent, up 0.9 points
  • Operating (non-GAAP): 46.8 percent, up 1.2 points
  • Software revenue up 17 percent, 10 percent adjusting for currency
  • Systems and Technology revenue up 17 percent, 12 percent adjusting for currency
  • System z mainframe revenue up 61 percent; MIPS up 86 percent; Power Systems up 12 percent
  • Services revenue up 10 percent, 2 percent adjusting for currency
  • Services backlog of $144 billion, up $15 billion
  • Growth markets revenue up 23 percent, 13 percent adjusting for currency
  • Business analytics revenue up more than 20 percent in the first half
  • Smarter Planet revenue up more than 50 percent in the first half
  • Cloud revenue on track to double in 2011
  • Full-year 2011 Operating (non-GAAP) EPS expectations raised to at least $13.25 from at least $13.15.

“In the second quarter our long-term strategic investments in the company’s growth initiatives again helped drive strong revenue performance,” said Samuel J. Palmisano, IBM chairman, president and chief executive officer. “Hardware, software and services revenue grew at double digits, and we achieved strong profit and free cash flow growth.

“As IBM begins its second century, we continue a process of transformation, positioning the company to lead in the future and deliver higher value to our clients and our shareholders. Given our strong start to 2011, we are raising our full-year operating earnings per share expectations to at least $13.25.”

Written by turbotodd

July 18, 2011 at 8:19 pm

Smarter Web Metrics

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The weekend in sports proved to be as about as exciting as I had hoped.

Northern Ireland’s Darren Clarke became the third man from that region to win a golf major in 3 of the last 6, and it was Clarke’s first British Open title.

And as to the U.S. Women’s soccer team, they played a nailbiter of a match, but in the end the team from Japan won on penalty kicks.

My hat goes off to both teams.  I had a whole living room full of soccer fans, and we were all nervous wrecks up to that last penalty kick that gave Japan this year’s World Cup trophy.

Still, it was an awesome game all the way around, and I wish my friends in Japan a very happy celebration.  They could probably stand some good news about now!

Now, on to business.

Later today, IBM will announces its second quarter 2010 earnings.  You can check the Investor Relations site for more details.

On the announcement front, today saw the introduction of a new cloud-based Web analytics and digital marketing suite intended to help organizations automate online marketing campaigns across their online channels, including web sites, social media networks, and even mobile phones.

The new offering combines the best of Coremetrics and Unica, and provides analytics that help companies better determine the effectiveness of new products and services, fine tune their marketing campaigns, and create personalized offers in real-time across channels.

More Digital, More Integration

With 64 percent of consumers making a first purchase because of a digital experience, it’s critical that marketers understand online behavior and refine their marketing activities accordingly.

The IBM Coremetrics Web Analytics and Digital Marketing Optimization Suite automates and simplifies a company’s ability to design and deliver a tailored online experience and marketing promotions through real-time personalized recommendations, email ad targeting, and more:

  • Enables marketers to perform advanced segmentation and automate marketing execution based on multichannel data, including off-line data sources
  • Delivers real-time product recommendations for all online channels, including social, mobile, email, and display ads
  • Provides A/B testing capabilities to help search engine marketers compare pairs of search terms to determine the most cost-effective terms and associated ads
  • Incorporates best practice key performance indicators and corresponding industry-specific benchmarks
  • Supports deep analysis into how customers interact with a brand over time and when each marketing program is the most effective.

Using this technology, businesses will be able to evaluate Facebook or Twitter activity, and offer customers tailored promotions delivered to their mobile devices on the fly.

IBM’s suite also enables businesses to deliver and fine tune digital marketing programs based on what customers are doing offline.

For example, a consumer who purchased a new tablet in a brick-and-mortar store would receive special offers via email to purchase tablet accessories.

The benefit to the customer is a consistent, relevant brand experience that reflects all of their online preferences, not just what they did, read or saw on one specific site.

Smarter Web Metrics, Smarter Commerce

The IBM Coremetrics Web Analytics and Digital Marketing Optimization Suite is the newest addition to IBM’s family of Smarter Commerce solutions,which is focused on helping companies more effectively market, sell and secure greater customer loyalty in the era of social networking and mobile computing.

Smarter Commerce transforms how companies manage and swiftly adapt to customer and industry trends across marketing, selling and service processes that span the entire commerce cycle, putting the customer at the center of their decisions and actions.

To learn more about this and other marketing solutions please visit the IBM Enterprise Marketing Management site.

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