Get 100% marks in 000-N27 exam with these bootcamp

At killexams.com, we give very legitimately IBM 000-N27 exam questions that are needed for the Passing 000-N27 test. We genuinely empower people to improve their insight to remember the IBM InfoSphere Warehouse Technical Mastery Test v1 boot camp and guarantee their 100 percent achievement. It is the best choice to lift up your situation in your association.

Exam Code: 000-N27 Practice test 2022 by Killexams.com team
IBM InfoSphere Warehouse Technical Mastery Test v1
IBM information
Killexams : IBM information - BingNews http://www.bing.com:80/news/search?q=IBM+information&cc=us&format=RSS Search results Killexams : IBM information - BingNews http://www.bing.com:80/news/search?q=IBM+information&cc=us&format=RSS https://killexams.com/exam_list/IBM Killexams : What To Expect From IBM’s Q2 Earnings?

Computing behemoth IBM IBM is slated to report its Q2 2022 results on July 18th. We estimate that IBM’s revenue will come in at about $15.3 billion for the quarter, marginally ahead of the consensus estimate of about $15.25 billion. We estimate that earnings will stand at close to $2.33 per share, compared to a consensus of $2.29 per share. So, what are some of the trends that are likely to drive IBM’S results?

IBM spun off its slow growth and low-margin managed IT services business last year, with the company now focusing on areas such as cloud and artificial intelligence. We expect IBM’s core software and services operations to be the key drivers of the growth over Q2. For perspective, over Q1, software revenue rose by 12.3% year-over-year to $5.8 billion, coming in well ahead of consensus. Consulting revenue also surged 13.3% to $4.8 billion. While the infrastructure business, which includes mainframe hardware, saw slow growth over Q1, we expect it to pick up a bit, as IBM launched a new generation of mainframes earlier this quarter. That said, it’s likely that IBM will face some currency-related headwinds, with the U.S. dollar appreciating strongly versus other currencies in accurate weeks, driven by recession fears and the Fed’s relatively aggressive rate hikes.

We think IBM stock could move a bit higher following its Q2 earnings. At the current market price of about $138 per share, IBM stock trades at just about 14x consensus 2022 earnings and just about 13x projected 2023 earnings. This makes the stock a reasonably good value pick in a market where investors are increasingly prioritizing earnings and cash flows. Moreover, IBM could also hold up reasonably well in the event of an economic downturn in the United States. Chief executive, Arvind Krishna, has indicated that even if global growth cools, spending on information technology will still come in about 4% to 5% ahead of GDP. We value IBM stock at about $153 per share, roughly 10% ahead of the current market price.

See our analysis IBM Valuation: Expensive or Cheap for more details on what’s driving our price estimate for IBM. Also, check out the analysis of IBM Revenue for more details on how IBM revenues are trending.

While IBM stock has fared better than the broader market rising by about 2% year-to-date, the economic outlook looks increasingly uncertain, with the Fed raising rates amid surging inflation. See how low can IBM stock go by comparing its decline in previous market crashes. Here is a performance summary of all stocks in previous market crashes.

What if you’re looking for a more balanced portfolio instead? Our high-quality portfolio and multi-strategy portfolio have beaten the market consistently since the end of 2016.

Invest with Trefis Market Beating Portfolios

See all Trefis Price Estimates

Sun, 17 Jul 2022 21:00:00 -0500 Trefis Team en text/html https://www.forbes.com/sites/greatspeculations/2022/07/18/what-to-expect-from-ibms-q2-earnings/
Killexams : When are IBM Q2 earnings?
  • IBM is set to report earnings on Monday, July 18, after the close.
  • IBM kicks off tech sector earnings season.
  • IBM beat Wall Street estimates last quarter, so expectations are high.

International Business Machines (IBM) gets the tech sector earnings up and running when it reports its second-quarter earnings after the close on Monday. This is make-or-break earnings season for the battered tech sector, and investors will be keeping a close eye to see how margins in the sector hold up. Inflationary pressures are mounting, and margin compression is a normal feature at this stage in the economic cycle. Have investors gotten ahead of themselves though, as it may take another quarter before the full effects feed through to corporate bottom lines and balance sheets? 

IBM is expected to post earnings per share of $2.29 on revenue of $15.2 billion. This marks a modest decline from Q1 of about 5% on EPS but a more noticeable near-20% drop in quarterly revenues. IBM has been a favorite of dividend investors for decades and its current dividend yield sits at 4.3%. With interest rates rising, that yield is no longer as attractive as it once was since Treasuries now yield 3% with the guarantee of the US government. Dividend payouts will also be watched. Already IBM is trading up in Monday's premarket as investors react favorably to the more benign risk environment and the Fed's likely 75-basis-point rate rise. 

One other area of major concern will revolve around how IBM is managing the effects of the strong dollar. This is a problem for any company that earns significant amounts of its revenue from overseas markets. IBM gets about 50% of its revenue from outside the US. Converting that into an ever stronger dollar means that without any currency hedging IBM is facing a major headwind from currency conversion. IBM already warned investors of the effects of the strong dollar on its Q1 earnings when it showed revenue at constant currency growing 11% but converted to the dollar that revenue growth shrank to 8%. Since Q1 the dollar has surged ever higher.

The area that could provide the biggest uplift is cloud computing. This has been a growth area for Microsoft via its Azure offering and Amazon through Amazon Web Services. IBM has made significant investments over the past number of years in its cloud business as it looks to transform away from its legacy business. 

For the highly experienced trader selling volatility into earnings, releases can be quite a profitable strategy as market makers always mark up volatility ahead of earnings. This makes buying options expensive and skews the risk-reward profile markedly downward during earnings season. However, this is only for highly experienced traders as risk management is key when selling volatility.

IBM stock forecast

The uptrend remains in place with $130 being strong support from the trend line and the 200-day moving average. Of interest is the reaction to the last two earnings releases. Both were better than expected, and in both cases IBM stock spiked up before retracing to test the trend line and holding support.

IBM daily chart

Information on these pages contains forward-looking statements that involve risks and uncertainties. Markets and instruments profiled on this page are for informational purposes only and should not in any way come across as a recommendation to buy or sell in these assets. You should do your own thorough research before making any investment decisions. FXStreet does not in any way guarantee that this information is free from mistakes, errors, or material misstatements. It also does not guarantee that this information is of a timely nature. Investing in Open Markets involves a great deal of risk, including the loss of all or a portion of your investment, as well as emotional distress. All risks, losses and costs associated with investing, including total loss of principal, are your responsibility. The views and opinions expressed in this article are those of the authors and do not necessarily reflect the official policy or position of FXStreet nor its advertisers. The author will not be held responsible for information that is found at the end of links posted on this page.

If not otherwise explicitly mentioned in the body of the article, at the time of writing, the author has no position in any stock mentioned in this article and no business relationship with any company mentioned. The author has not received compensation for writing this article, other than from FXStreet.

FXStreet and the author do not provide personalized recommendations. The author makes no representations as to the accuracy, completeness, or suitability of this information. FXStreet and the author will not be liable for any errors, omissions or any losses, injuries or damages arising from this information and its display or use. Errors and omissions excepted.

The author and FXStreet are not registered investment advisors and nothing in this article is intended to be investment advice.

Sun, 17 Jul 2022 23:59:00 -0500 en text/html https://www.fxstreet.com/news/when-are-ibm-q2-earnings-202207181159
Killexams : IBM to up skill 100,000 Saudis in Five Years in AI, ML, and more No result found, try new keyword!IBM to up skill 100,000 Saudis in AI, Machine learning, cybersecurity and implement 66 AI projects. IBM to up skill 100,000 Saudis in Five Years in AI, ML, and more. Artificial Intelligence, GCc, IBM, ... Sun, 17 Jul 2022 17:41:00 -0500 text/html https://www.itp.net/emergent-tech/ibm-to-up-skill-100000-saudis-in-five-years-in-ai-ml-and-more Killexams : IBM Is Relevant Again, Here's When To Buy
IBM Canada Head Office Building in Markham near Toronto, Ontario.

JHVEPhoto

In the history of information technology, there are not many companies that have reinvented themselves after missing out on seismic changes. IBM (NYSE:IBM) missed the cloud revolution, but the company has reinvented itself with the acquisition of Red Hat. The company's turnaround is just gaining speed. This decade will be an exciting one for IBM. I am looking to add to my holdings at $130, with the stock yielding 5% at that price.

Red Hat Acquisition is a Success

In 2017, I called Red Hat the "next cloud giant" in my article on Seeking Alpha. My prophecy has come true in many ways. First, IBM paid a massive 60% premium to acquire Red Hat in 2019. Then IBM CEO Ginni Rometty had to defend the acquisition's high cost publicly. IBM then made the Red Hat open source stack the centerpiece of its hybrid cloud and AI strategy [Exhibit 1] to capture market share in the $1 Trillion hybrid cloud opportunity. IBM used its vast sales and marketing teams to increase the reach of Red Hat.

IBM's management has done a great job pivoting its strategy by acquiring Red Hat. The hybrid cloud is a general-purpose software environment that provides the foundation to run any application. After spending over 15 years in oblivion, IBM is finally relevant again. They now have a competitive set of software and services that can help companies modernize their on-premise application stack while gaining the capability to leverage the near infinite compute and storage in the cloud.

At the time of my 2017 article, the prospects for hybrid clouds were cloudy (no pun intended) at best. The IT industry expected the three significant clouds (Amazon’s (AMZN) AWS, Google’s (GOOGL) GCP, and Microsoft’s (MSFT) Azure) to take over almost all the workloads running in on-premise datacenters. Mark Hurd, the late CEO of Oracle (ORCL), even predicted that 80% of enterprise apps would move to the cloud. Maintaining on-premises data centers was considered labor-intensive and expensive. But, a migration to the cloud came with its challenges. A company can get very closely tied to a cloud vendor’s API that is incompatible with the other clouds. A migration proved expensive and time-consuming for many traditional companies, especially in banking, insurance, and financial services.

The financial services industry is highly competitive, with many highly regulated banks competing against fintechs that face no regulation. Even Jamie Dimon, the CEO of JP Morgan Chase (JPM), complained about how fintech is taking market share away from traditional banks and how the competitive scales are tilted in favor of fintech due to the heavy regulatory requirements imposed on banks. So, many traditional companies in the financial services industry needed a way to modernize their technology and provide a great customer experience without breaking the bank or taking years to deliver a digital transformation. These companies also had their data in the databases such as Oracle or IBM DB2, which can be expensive to modernize. Many traditional banks had also deployed their applications on mainframes that continue to be a mainstay technology at banks and insurance companies.

Enter containerization, microservices architecture, and Kubernetes. Containerization and Kubernetes allow a company to move from one cloud to another or even move their application to their own data center without rewriting the code. Red Hat’s Openshift software enables the hybrid cloud. Red Hat is not the only player in the hybrid cloud business. VMware (VMW) has built hybrid cloud features into its VMware vSphere virtualization technology, and the cloud providers have launched their own set of technologies involving containers that help customers run their applications in their datacenters.

Red Hat had total revenues of $3.36 billion at the end of its fiscal year ending in February 2019. FY 2019 was the last full fiscal year before IBM acquired the company. In FY 2021, IBM declared $24.14 billion in software revenue. Hybrid Cloud and Solutions accounted for $17.75 billion or 73% of that total software revenue. The company does not break out the revenue from Red Hat but mentioned that its year-over-year revenue growth was 30.6%. IBM also said they had 3,800 customers on their hybrid cloud platform at the end of FY 2021 and added 200 more new customers in Q1 FY 2022 to bring the total number above 4,000. In 2017, Red Hat had about 300 customers.

Exhibit 1: Red Hat is the Centerpiece of IBM’s Hybrid Cloud and AI Strategy

Red Hat is the Centerpiece of IBM’s Hybrid Cloud and AI Strategy

Red Hat is the Centerpiece of IBM’s Hybrid Cloud and AI Strategy (IBM Investor Presentation)

Dividends, Share Buybacks, and Financial Performance

The company suspended its share buyback program when it announced the Red Hat acquisition in 2019. The company had $62.8 billion in debt at the end of FY 2019. It ended in 2021 with a total debt of $51.7 billion. IBM issued $4 billion in debt in February to replace some of the debt due this year. This new $4 billion debt brings the total to over $54 billion. About $12.2 billion of the debt is related to its financing arm, which offers clients loans to purchase IBM products. The company’s debt to EBITDA ratio is a very high 4.6x. The company will likely not resume share buybacks until the debt to EBITDA ratio is closer to 3x. IBM’s total debt will have to fall to around $35 billion to reach the debt to EBITDA ratio of 3x. The company paid nearly $6 billion in dividends yearly and generated about $12 billion in operating cash flows in FY 2021. The stock yields a dividend of 4.7% with a payout ratio of 68%.

The company’s return on invested capital [ROIC] was 7.34% [Exhibit 2]. I have estimated that the weighted average cost of capital [WACC] for IBM is 7.16% at the current 10-year treasury rate of 3.08%. The company’s ROIC is just marginally better than its WACC. But, the company generated a good return on equity [ROE] of 26%. Hewlett Packard Enterprises (HPE) and VMware had an ROIC of 11% and an ROE of 19.6% and 29.2%, respectively [Exhibit 3].

Exhibit 2: ROIC for VMware, Hewlett Packard Enterprise, and IBM

ROIC for VMware, Hewlett Packard Enterprise, IBM

ROIC for VMware, Hewlett Packard Enterprise, IBM (Seeking Alpha, YCharts)

Exhibit 3: ROE for VMware, Hewlett Packard Enterprise, and IBM

ROE for VMware, Hewlett Packard Enterprise, and IBM

ROE for VMware, Hewlett Packard Enterprise, and IBM (Seeking Alpha, YCharts)

Daily and Monthly Price Return Comparison

Between June 3, 2019, and July 8, 2022, IBM's daily price return data showed an average return of 0.031% or 3.1 basis points [Exhibit 5]. IBM's daily return was below 0.86% or 86 basis points 75% of the time [third quartile in Exhibit 5].

IBM has returned an average of 0.5% per month since June 2019 [Exhibit 4]. The company's monthly return was below 6.13% 75% of the time between June 3, 2019, and June 30, 2022 [third quartile in Exhibit 4].

Vanguard Information Technology ETF's (VGT) and IBM’s monthly returns have a moderate positive correlation of 0.41. IBM’s strategic and market struggles over the past decade are reflected in this moderate correlation between IBM and the rest of the IT stocks. In fact, over the past five years, the Vanguard Information Technology ETF has returned over 139%, while IBM has returned a -4%. But, IBM has returned 4.49% in the past year compared to -15% for the Vanguard Information Technology ETF.

It is safe to say that IBM’s returns have been disastrous in the past decade. IBM has now turned around its business and has a clear strategic direction. This new strategy at IBM should yield positive returns for investors in the coming years, but I do not expect to double my money in the next three to five years. I do expect that IBM will have annual total returns in the low to mid-double digits.

Exhibit 4: IBM Monthly Price Change (%) [June 3, 2019 - June 30, 2022]

IBM Monthly Price Change (%) [June 3, 2019 - June 30, 2022]

IBM Monthly Price Change (%) [June 3, 2019 - June 30, 2022] (iexcloud.io, author compilation)

Exhibit 5: IBM Daily Price Change (%) [June 3, 2019 - July 8, 2022]

IBM Daily Price Change (%) [June 3, 2019 - July 8, 2022]

IBM Daily Price Change (%) [June 3, 2019 - July 8, 2022] (iexcloud.io, author compilation)

Future Looks Bright For IBM, Its R&D May Pay Rich Dividends

IBM is long admired for its investments in R&D projects which make risky bets on technologies that have potential. But, the company has not always capitalized on the fruits of its R&D projects. The company’s CEO discussed their quantum computing efforts in the accurate earnings call by deploying “the world’s first 127-qubit processor”. Recently, McKinsey & Company highlighted various thorny problems in sustainability and green energy that can be researched using quantum computing. The management consultancy thinks quantum computing will arrive in the second half of this decade.

It also unveiled the first 2-nanometer chip technology that has the potential to pack 50 billion transistors on a chip the size of a fingernail. Many companies in IT invest their R&D dollars in making incremental product improvements. That conservative R&D investment does not yield any groundbreaking technologies or help the company gain much-needed hands-on experience in a specific area. In the end, those companies succumb to technology disruptions. Even though IBM has missed many shifts in computing in the past, the company has a better chance of winning in areas such as quantum computing and the latest semiconductor technologies when it has conducted deep-dive research.

Conclusion

IBM (IBM) has been a disastrous investment for the past decade. But, the Red Hat merger is a success, and the management has executed brilliantly. I am willing to bet that this decade will be prosperous for IBM. IBM's monthly returns have varied widely over the past three years, with a standard deviation of nearly 7%. I will add to my IBM holdings at $130, which is, coincidently, 7% below current prices. The stock would yield an excellent dividend of 5% at $130. Also, economists expect the U.S. to enter a recession, so there is a reasonable probability that the price may get to $130 or below in the next few months.

Mon, 11 Jul 2022 07:39:00 -0500 en text/html https://seekingalpha.com/article/4522755-ibm-is-relevant-again-heres-when-to-buy
Killexams : Q2 Earnings Surprise in Cards for IBM: ETFs in Focus

International Business Machines IBM is scheduled to report second-quarter 2022 results on Jul 18 after market close. Being the world’s largest computer-services provider, it is worth taking a look at its fundamentals ahead of results.

IBM has gained 10.2% over the past three months outperforming the industry, which has declined 2.4%. The positive trend is expected to continue as IBM saw increasing earnings estimates for the yet-to-be-reported quarter right before the earnings announcement (see: all the Technology ETFs here).

Given this, ETFs having the highest allocation to this this tech giant will be in focus. These funds — First Trust NASDAQ Technology Dividend Index Fund TDIV, Invesco Dow Jones Industrial Average Dividend ETF DJD, WBI Power Factor High Dividend ETF WBIY, Amplify Transformational Data Sharing ETF BLOK, and SPDR NYSE Technology ETF XNTK — could be potential movers if IBM surprises the market.

Inside Our Methodology

IBM has a Zacks Rank #3 (Hold) and an Earnings ESP of +0.22%. According to our methodology, the combination of a positive Earnings ESPand a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.

The stock has seen positive earnings estimate revision of a penny for the second quarter over the last seven days. Analysts increasing estimates right before earnings — with the most up-to-date information possible — is a good indicator for the stock. Its earnings track is also impressive, with the average four-quarter positive earnings surprise being 2.02%. However, the Zacks Consensus Estimate indicates a substantial earnings decline of 1.3% from the year-ago quarter and a revenue decline of 19.3%. The stock has a VGM Score of B and belongs to a bottom-ranked Zacks industry (bottom 24%).

The Zacks Consensus Estimate for the average target price is $148.30, with 50% of the analysts having a Strong Buy or a Buy rating ahead of earnings.

ETFs in Focus

First Trust NASDAQ Technology Dividend Index Fund (TDIV)

First Trust NASDAQ Technology Dividend Index Fund provides exposure to dividend payers within the technology sector by tracking the Nasdaq Technology Dividend Index. It charges 50 bps in annual fees and holds about 91 securities in its basket. Of these firms, IBM takes the top spot, making up 8.8% of the assets (read: Market-Beating Dividend ETFs of 1H).

First Trust NASDAQ Technology Dividend Index Fund has amassed $1.6 billion in its asset base while trading in a volume of around 160,000 shares per day.

Invesco Dow Jones Industrial Average Dividend ETF (DJD)

Invesco Dow Jones Industrial Average Dividend ETF offers exposure to dividend-paying companies included in the Dow Jones Industrial Average by their 12-month dividend yield over the prior 12 months. It holds 28 stocks in its basket, with IBM occupying the top position accounting for 8.9%.

Invesco Dow Jones Industrial Average Dividend ETF has managed assets worth $222.9 million while trading in a volume of 58,000 shares a day on average. It charges 7 bps in annual fees and has a Zacks ETF Rank #3 (Hold).

WBI Power Factor High Dividend ETF (WBIY)

WBI Power Factor High Dividend ETF offers exposure to quality stocks that have the highest dividend yield with a deep value bias and multi-factor fundamental analysis. It follows the Solactive Power Factor High Dividend Index, holding 51 stocks in the basket. IBM takes the top position with a 6.4% share in the basket.

WBI Power Factor High Dividend ETF has amassed $62.4 million in its asset base and charges 70 bps in annual fees. It trades in a lower volume of 6,000 shares a day, on average.

Amplify Transformational Data Sharing ETF (BLOK)

Amplify Transformational Data Sharing ETF is actively managed, providing investors global exposure to a basket of the leading companies engaged in the development and utilization of blockchain technologies. It holds a basket of 49 stocks, with IBM taking the top spot at 5.5% of the portfolio. American firms dominate about 77% of the portfolio, followed by Asia Pacific (16.7%).

Amplify Transformational Data Sharing ETF has AUM of $521.8 million in its asset base and trades in an average daily volume of 367,000 shares. BLOK has an expense ratio of 0.71%.

SPDR NYSE Technology ETF (XNTK)

SPDR NYSE Technology ETF provides exposure to 35 leading U.S.-listed technology-related companies by tracking the NYSE Technology Index. IBM occupies the top spot with 5.1% of assets. Semiconductors take the largest share at 25.6%, while Internet & direct marketing retail, systems software and semiconductor equipment round off the next spots (read: Cathie Wood Sees a Fast Recovery in Tech ETFs: Is It Possible?).

SPDR NYSE Technology ETF has amassed $385.8 million and charges 35 bps in annual fees. It trades in an average daily volume of 16,000 shares and has a Zacks ETF Rank #2 (Buy).


Want the latest recommendations from Zacks Investment Research? Today, you can obtain 7 Best Stocks for the Next 30 Days. Click to get this free report
 
International Business Machines Corporation (IBM) : Free Stock Analysis Report
 
Invesco Dow Jones Industrial Average Dividend ETF (DJD): ETF Research Reports
 
First Trust NASDAQ Technology Dividend ETF (TDIV): ETF Research Reports
 
WBI Power Factor High Dividend ETF (WBIY): ETF Research Reports
 
SPDR NYSE Technology ETF (XNTK): ETF Research Reports
 
Amplify Transformational Data Sharing ETF (BLOK): ETF Research Reports
 
To read this article on Zacks.com click here.
 
Zacks Investment Research

Fri, 15 Jul 2022 03:15:00 -0500 en-US text/html https://finance.yahoo.com/news/q2-earnings-surprise-cards-ibm-151503283.html
Killexams : 4 Reasons To Buy IBM
Cebit Technology Fair

Sean Gallup/Getty Images News

Timing the Market subscribers had early access to this report.

International Business Machines (NYSE:IBM) reports its Q2 earnings soon.

ibm earnings

NASDAQ

Several years back, I looked into the quarterly patterns in IBM to find that Q2 is pretty much random. Now, with six more years of data - and with honing in specifically on holding over Q2 earnings - I've rerun the test to find different results. Put simply, from a statistical and seasonal perspective, buying IBM before its Q2 earnings report pays off:

ibm seasonal

Damon Verial

Even though we are holding over earnings, the max drawdown is 17%, which is only one-third as large as the buy-and-hold max drawdown, implying that holding over Q2 earnings - volatile as it may be - is actually relatively safe. The Sharpe ratio of this strategy concurs: At 42% higher than the Sharpe for buy-and-hold, simply holding IBM over Q2 earnings is a superior strategy from a risk/reward standpoint. Most interesting, however, is that Q2 earnings movements account for 65% of the upward trajectory of the stock.

It is natural to ask why Q2 would be special here. Based on EPS patterns, IBM is a rather cyclical stock. FQ2 is when IBM returns to upward momentum in EPS, after a reliably seasonal drop in FQ1 EPS:

ibm eps

Estimize

Q2's EPS performance is an important piece of novel information with implications for IBM's performance for the rest of the year. Notably, FQ2's real EPS tends to beat estimates and produce a significant surprise (read: stock reaction) 63% of the time, which not only helps explain the alpha produced by holding IBM over Q2 but is also a phenomenon that is reliably tradable.

Moreover, the risk/reward of this trade greatly favors the bulls. We saw above that the max drawdown of holding over Q2 is acceptable in respect to the max drawdown of buy-and-hold, but the reward, too, is bullish. The earnings movements for Q2 tend to be 85% larger for upward movements than downward movements.

Just the risk/reward of winning $1.85 for every $1.00 risk is enough to justify a trade if the probability of win is 50%. But recall that the probability of win is 63%, making this trade what we call a "phoenix" play in Timing the Market. That is, both the probability and risk/reward are in our favor, and this is the main reason I'm recommending this play.

Of course, it's also good to know what's going on with the company before diving into an earnings trade. We don't want to get snagged by a one-off event, such as a sudden rise in expenses or a business restructuring.

As for IBM, perhaps the biggest happening is simply economic in nature. The economy is seemingly headed toward a recession, and Fed tightening is putting further pressure on corporate earnings. This isn't necessarily bad for IBM, though, as the company is more of a recurring-revenue business - this is not a growth stock, and we will likely see some extra capital inflow into the stock as a defensive holding.

Arvind Krishna, CEO of IBM, stated in the last quarter's earnings call that "demand for technology is going to sit at 4 points to 5 points above GDP. Even if GDP falls to flat or there's a quick recession or if it's a very slight recession, we see demand staying strong and continuing." So, it appears that IBM is at least someone recession-proof. As the saying goes (for potential clients), "Nobody gets fired for buying IBM."

From a valuation perspective, IBM is slightly undervalued relative to its peers by several metrics, supporting the bullish thesis. For instance, IBM's price-to-sales is about two-thirds that of the industry average:

PS

Simply Wall St.

And its price-to-earnings is slightly below average:

PE

Simply Wall St.

From an absolute valuation perspective, IBM has about 20% upside:

valuation

Simply Wall St.

risk

Simply Wall St.

fcf

Simply Wall St.

terminal

Simply Wall St.

equity

Simply Wall St.

Overall, the data - including statistical, seasonal, macro, and valuation data - are highly supportive of a long position on IBM over Q2. Here is my trade idea:

  1. Buy Aug19 $140 call
  2. Sell Aug5 $155 call

The short calls are just to reduce the cost of the play; we reduce the cost by 14% by selling these short calls against the long call, at the detriment of capping our upside profit at $1500. However, we also get a positive theta from this, thereby profiting if IBM trends sideways due to the difference in time decay between the two options. Your max risk is merely the debit of the play, which is $535, at the time of writing.

Let me know if you have any questions.

Tue, 05 Jul 2022 03:28:00 -0500 en text/html https://seekingalpha.com/article/4521779-4-reasons-to-buy-ibm
Killexams : IBM Q2 Preview: Can Shares Uphold Their Strength? No result found, try new keyword!IBM provides advanced information technology solutions, computer systems, quantum and supercomputing solutions, enterprise software, storage systems, and microelectronics. IBM is currently a Zacks ... Thu, 14 Jul 2022 09:06:00 -0500 text/html https://www.nasdaq.com/articles/ibm-q2-preview%3A-can-shares-uphold-their-strength Killexams : IBM Expands Power10 Server Family to Help Clients Respond Faster to Rapidly Changing Business Demands

New Power10 scale-out and midrange models extend IBM's capabilities to deliver flexible and secured infrastructure for hybrid cloud environments

ARMONK, N.Y., July 12, 2022 /PRNewswire/ -- IBM (NYSE: IBM) today announced a significant expansion of its Power10 server line with the introduction of mid-range and scale-out systems to modernize, protect and automate business applications and IT operations. The new Power10 servers combine performance, scalability, and flexibility with new pay-as-you-go consumption offerings for clients looking to deploy new services quickly across multiple environments.

IBM Corporation logo. (PRNewsfoto/IBM)

IBM announced an expansion of its Power10 server line with mid-range and scale-out systems.

 Digital transformation is driving organizations to modernize both their applications and IT infrastructures. IBM Power systems are purpose-built for today's demanding and dynamic business environments, and these new systems are optimized to run essential workloads such as databases and core business applications, as well as maximize the efficiency of containerized applications. An ecosystem of solutions with Red Hat OpenShift also enables IBM to collaborate with clients, connecting critical workloads to new, cloud-native services designed to maximize the value of their existing infrastructure investments.

The new servers join the popular Power10 E1080 server introduced in September 2021 to deliver a secured, resilient hybrid cloud experience that can be managed with other x86 and multi-cloud management software across clients' IT infrastructure. This expansion of the IBM Power10 family with the new midrange and scale-out servers brings high-end server capabilities throughout the product line. Not only do the new systems support critical security features such as transparent memory encryption and advanced processor/system isolation, but also leverage the OpenBMC project from the Linux Foundation for high levels of security for the new scale-out servers.  

Highlights of the announcements include:

  • New systems: The expanded IBM Power10 portfolio, built around the next-generation IBM Power10 processor with 2x more cores and more than 2x memory bandwidth than previous Power generations, now includes the Power10 Midrange E1050, delivering record-setting 4-socket compute1, Java2, and ERP3 performance capabilities. New scale-out servers include the entry-level Power S1014, as well as S1022, and S1024 options, bringing enterprise capabilities to SMBs and remote-office/branch office environments, such as Capacity Upgrade on Demand (CuOD).
  • Cloud on premises with new flexible consumption choices: IBM has recently announced new flexible consumption offerings with pay-as-you-go options and by-the-minute metering for IBM Power Private Cloud, bringing more opportunities to help lower the cost of running OpenShift solutions on Power when compared against alternative platforms. These new consumption models build on options already available with IBM Power Virtual Server to enable greater flexibility in clients' hybrid journeys. Additionally, the highly anticipated IBM i subscription delivers a comprehensive platform solution with the hardware, software and support/services included in the subscription service.
  • Business transformation with SAP®: IBM continues its innovations for SAP solutions. The new midrange E1050 delivers scale (up to 16 TB) and performance for a 4-socket system for clients who run BREAKTHROUGH with IBM for RISE with SAP. In addition, an expansion of the premium supplier option is now available to provide more flexibility and computing power with an additional choice to run workloads on IBM Power on Red Hat Enterprise Linux on IBM Cloud.
"Today's highly dynamic environment has created volatility, from materials to people and skills, all of which impact short-term operations and long-term sustainability of the business," said Steve Sibley, Vice President, IBM Power Product Management. "The right IT investments are critical to business and operational resilience. Our new Power10 models offer clients a variety of flexible hybrid cloud choices with the agility and automation to best fit their needs, without sacrificing performance, security or resilience."

The expansion of the IBM Power10 family has been engineered to establish one of the industry's most flexible and broadest range of servers for data-intensive workloads such as SAP S/4HANA – from on-premises workloads to hybrid cloud. IBM now offers more ways to implement dynamic capacity – with metering across all operating environments including IBM i, AIX, Linux and OpenShift supporting modern and traditional applications on the same platforms – as well as integrated infrastructure automation software for improved visibility and management.

The new systems with IBM Power Virtual Server also help clients operate a secured hybrid cloud experience that delivers high performance and architectural consistency across their IT infrastructure. The systems are uniquely designed so as to protect sensitive data from core to cloud, and enable virtual machines and containerized workloads to run simultaneously on the same systems. For critical business workloads that have traditionally needed to reside on-premises, they can now be moved into the cloud as workloads and needs demand. This flexibility can help clients mitigate risk and time associated with rewriting applications for a different platform.

"As organizations around the world continue to adapt to unpredictable changes in consumer behaviors and needs, they need a platform that can deliver their applications and insights securely where and when they need them," said Peter Rutten, IDC Worldwide Infrastructure Research Vice President. "IBM Power continues its laser focus on helping clients respond faster to dynamically changing environments and business demands, while protecting information security and distilling new insights from data, all with high reliability and availability."

Ecosystem of ISVs and Channel Partners Enhance Capabilities for IBM Power10

Critical in the launch of the expanded Power10 family is a robust ecosystem of ISVs, Business Partners, and lifecycle services. Ecosystem partners such as SVA and Solutions II provide examples of how the IBM Ecosystem collaborates with clients to build hybrid environments, connecting essential workloads to the cloud to maximize the value of their existing infrastructure investments:

"SVA customers have appreciated the enormous flexibility of IBM Power systems through Capacity Upgrade On-Demand in the high-end systems for many years," said Udo Sachs, Head of Competence Center Power Systems at SVA. "The flexible consumption models using prepaid capacity credits have been well-received by SVA customers, and now the monthly pay-as-you-go option for the scale-out models makes the platform even more attractive. When it comes to automation, IBM helps us to roll out complex workloads such as entire SAP landscapes at the push of a button by supporting Ansible on all OS derivatives, including AIX, IBM i and Linux, as well as ready-to-use modules for deploying the complete Power infrastructure."

"Solutions II provides technology design, deployment, and managed services to hospitality organizations that leverage mission critical IT infrastructure to execute their mission, often requiring 24/7 operation," said Dan Goggiano, Director of Gaming, Solutions II. "System availability is essential to maintaining our clients' revenue streams, and in our experience, they rely on the stability and resilience of IBM Power systems to help solidify their uptime. Our clients are excited that the expansion of the Power10 family further extends these capabilities and bolsters their ability to run applications securely, rapidly, and efficiently." 

For more information on IBM Power and the new servers and consumption models announced today, visit: https://www.ibm.com/it-infrastructure/power

About IBM

IBM is a leading global hybrid cloud and AI, and business services provider, helping clients in more than 175 countries capitalize on insights from their data, streamline business processes, reduce costs and gain the competitive edge in their industries. Nearly 3,800 government and corporate entities in critical infrastructure areas such as financial services, telecommunications and healthcare rely on IBM's hybrid cloud platform and Red Hat OpenShift to affect their digital transformations quickly, efficiently, and securely. IBM's breakthrough innovations in AI, quantum computing, industry-specific cloud solutions and business services deliver open and flexible options to our clients. All of this is backed by IBM's legendary commitment to trust, transparency, responsibility, inclusivity, and service. For more information, visit www.ibm.com.

SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP SE in Germany and other countries. Please see https://www.sap.com/copyright for additional trademark information and notices.

1Comparison based on best performing 4-socket systems (IBM Power E1050 3.15-3.9 GHz, 96 core and Inspur NF8480M6 2.90 GHz, Intel Xeon Platinum 8380H) using published results at https://www.spec.org/cpu2017/results/rint2017.html as of 22 June 2022. For more information about SPEC CPU 2017, see https://www.spec.org/cpu2017/.

2Comparison based on best performing 4-socket systems (IBM Power E1050 3.15-3.9 GHz, 96 core; and Inspur NF8480M6 2.90 GHz, Intel Xeon Platinum 8380H) using published results at https://www.spec.org/cpu2017/results/rint2017.html as of 22 June 2022. For more information about SPEC CPU 2017, see www. http:/spec.org/cpu2017

3Comparison based on best performing 4-socket systems (1) IBM Power E1050; two-tier SAP SD standard application benchmark running SAP ERP 6.0 EHP5; Power10 2.95 GHz processor, 4,096 GB memory, 4p/96c/768t, 134,016 SD benchmark users, 736,420 SAPS, AIX 7.3, DB2 11.5,  Certification # 2022018  and (2) Dell EMC PowerEdge 840; two-tier SAP SD standard application benchmark running SAP ERP 6.0 EHP5; Intel Xeon Platinum 8280 2.7 GHz, 4p/112c/224t, 69,500 SD benchmark users (380,280 SAPS), SUSE Linux Enterprise Server 12 and SAP ASE 16, Certification # 2019045. All results can be found at sap.com/benchmark Valid as of 7 July 2022. 

Contact:
Ben Stricker
[email protected]

Cision View original content to obtain multimedia:https://www.prnewswire.com/news-releases/ibm-expands-power10-server-family-to-help-clients-respond-faster-to-rapidly-changing-business-demands-301584186.html

SOURCE IBM

[ Back To TMCnet.com's Homepage ]

Mon, 11 Jul 2022 17:20:00 -0500 text/html https://www.tmcnet.com/usubmit/-ibm-expands-power10-server-family-help-clients-respond-/2022/07/12/9636523.htm
Killexams : IBM Acquires Israeli Data Observability Startup Databand.ai

American tech giant IBM announced on Wednesday that it had acquired its acquisition of Tel-Aviv-based company Databand.ai, a data observability software company that helps organizations with data issues.

Databand.ai works to help companies alleviate data errors, pipeline failures, and poor data quality before the company’s bottom line is impacted. By acquiring Databand.ai, IBM hopes to strengthen its software portfolio across artificial intelligence, data, and automation, ultimately ensuring data stays secure at all times.

Founded in 2018 by CEO Josh Benamram, Victor Shafran, and CTO Evgeny Shulman, Databand.ai has developed a unified data pipeline observability solution that’s built for data engineers.

Databand.ai has an open and extendable approach that allows data engineering teams to easily integrate and gain observability into their data infrastructure. In partnering with IBM, Databand.ai will be able to expand its data integration capabilities to meet the needs of more commercial data solutions. IBM will also benefit from the acquisition, as Databand.ai’s software will partner with IBM Observability by Instana APM and IBM Watson Studio in addressing the full spectrum of observability across information technologies.

Databand.ai marks IBM’s fifth acquisition in 2022. 

IBM’s acquisition comes at a time when during which the volume of data is growing at an unprecedented rate. Now more than ever, organizations are grappling with the challenges of managing healthy and high-quality data sets. Data observability is newly emerging as a prime solution for helping companies and engineers understand the status of their data and efficiently address and troubleshoot issues as they arise.

“Our clients are data-driven enterprises who rely on high-quality, trustworthy data to power their mission-critical processes. When they don’t have access to the data they need in any given moment, their business can grind to a halt,” said Daniel Hernandez, general manager for Data and AI, IBM. 

“With the addition of Databand.ai, IBM offers the most comprehensive set of observability capabilities for IT across applications, data, and machine learning, and is continuing to provide our clients and partners with the technology they need to deliver trustworthy data and AI at scale,” he added.  

Thu, 07 Jul 2022 08:10:00 -0500 en-US text/html https://nocamels.com/2022/07/ibm-databand-data-observability/
Killexams : Global IIoT Market Report 2022, Featuring Profiles of IBM, Intel Schneider Electric, General Electric, Emerson Electric and Texas Instruments

Company Logo

Dublin, July 18, 2022 (GLOBE NEWSWIRE) -- The "Industrial Internet of Things Market - Global Industry Analysis, Size, Share, Growth, Trends, and Forecast, 2021-2031" report has been added to ResearchAndMarkets.com's offering.

The study presents detailed information about the important growth factors, restraints, and key trends that are creating the landscape for the future growth of the Industrial Internet of Things (IIoT) market, to identify the opportunistic avenues of the business potential for stakeholders.

The report also provides insightful information about how the Industrial Internet of Things (IIoT) market is expected to progress during the forecast period 2021-2031.

The report offers intricate dynamics about the different aspects of the IIoT market that aids companies operating in the market in making strategic development decisions. This study elaborates on the significant changes that are highly anticipated to configure the growth of the IIoT market during the forecast period. It also includes a key indicator assessment to highlight the growth prospects of the IIoT market, and estimate statistics related to the market progress in terms of value (US$ Bn).

The study provides detailed segmentation of the IIoT market, along with country analysis, key information, and a competitive outlook. The report mentions the company profiles of key players that are currently dominating the IIoT market, wherein various developments, expansion, and winning strategies practiced and executed by leading players have been presented in detail.

Key Questions Answered:

  • Which regions will continue to remain the most profitable regional markets for Industrial Internet of Things (IIoT) market players?

  • Which factors will induce a change in demand for Industrial Internet of Things (IIoT) during the assessment period?

  • How will changing trends impact the Industrial Internet of Things (IIoT) market?

  • How will COVID-19 impact the Industrial Internet of Things (IIoT) market?

  • How can market players capture low-hanging opportunities in the Industrial Internet of Things (IIoT) market in developed regions?

  • Which companies are leading the Industrial Internet of Things (IIoT) market?

  • What are the winning strategies of stakeholders in the Industrial Internet of Things (IIoT) market to upscale their position in this landscape?

  • What will be the Y-o-Y growth of the Industrial Internet of Things (IIoT) market between 2021 and 2031

  • What are the winning imperatives of market frontrunners in the Industrial Internet of Things (IIoT) market?

Key subjects Covered:

1. Preface
1.1. Market Introduction
1.2. Market Segmentation
1.3. Key Research Objectives

2. Assumptions and Research Methodology
2.1. Research Methodology
2.2. Key Assumptions for Data Modelling

3. Executive Summary: Global Industrial Internet of Things (IIoT) Market

4. Market Overview
4.1. Market Definition
4.2. Technology/ Product Roadmap
4.3. Market Factor Analysis
4.4. COVID-19 Impact Analysis
4.5. Market Opportunity Assessment - by Region (North America/ Europe/ Asia Pacific/ Middle East & Africa/ South America)

5. Global Industrial Internet of Things (IIoT) Market Analysis and Forecast
5.1. Market Revenue Analysis (US$ Bn), 2016-2031
5.2. Pricing Model Analysis/ Price Trend Analysis

6. Global Industrial Internet of Things (IIoT) Market Analysis, by Component
6.1. Overview and Definitions
6.2. Key Segment Analysis
6.3. Industrial Internet of Things (IIoT) Market Size (US$ Bn) Forecast, by Component, 2018 - 2031

7. Global Industrial Internet of Things (IIoT) Market Analysis, by Industry
7.1. Overview and Definitions
7.2. Key Segment Analysis
7.3. Industrial Internet of Things (IIoT) Market Size (US$ Bn) Forecast, by Industry, 2018 - 2031

8. Global Industrial Internet of Things (IIoT) Market Analysis and Forecasts, by Region
8.1. Key Findings
8.2. Market Size (US$ Bn) Forecast by Region, 2018-2031

9. North America Industrial Internet of Things (IIoT) Market Analysis and Forecast

10. Europe Industrial Internet of Things (IIoT) Market Analysis and Forecast

11. Asia Pacific Industrial Internet of Things (IIoT) Market Analysis and Forecast

12. Middle East & Africa Industrial Internet of Things (IIoT) Market Analysis and Forecast

13. South America Industrial Internet of Things (IIoT) Market Analysis and Forecast

14. Competition Landscape
14.1. Market Competition Matrix, by Leading Players
14.2. Market Revenue Share Analysis (%), by Leading Players (2020)
14.3. Competitive Scenario

15. Company Profiles

  • IBM

  • Intel

  • Schneider Electric SE

  • General Electric Company

  • Emerson Electric

  • ABB Ltd.

  • Accenture PLC

  • Tech Mahindra

  • Softweb Solutions

  • Softweb Solutions

  • ZIH Corp.

  • Siemens AG

  • Robert Bosch GmbH

  • NEC

  • Kuka AG

  • Huawei Technology

  • Dassault Systemes

  • Texas Instruments

For more information about this report visit https://www.researchandmarkets.com/r/vjcyx7

About ResearchAndMarkets.com
ResearchAndMarkets.com is the world's leading source for international market research reports and market data. We provide you with the latest data on international and regional markets, key industries, the top companies, new products and the latest trends.

CONTACT: CONTACT: ResearchAndMarkets.com Laura Wood, Senior Press Manager press@researchandmarkets.com For E.S.T Office Hours Call 1-917-300-0470 For U.S./CAN Toll Free Call 1-800-526-8630 For GMT Office Hours Call +353-1-416-8900
Sun, 17 Jul 2022 20:23:00 -0500 en-US text/html https://finance.yahoo.com/news/global-iiot-market-report-2022-082300198.html
000-N27 exam dump and training guide direct download
Training Exams List