
Earnings? Please I Feed on Expectations
Alright you primitive humans listen up! IBM just dropped their Q1 earnings and surprise surprise they've exceeded expectations. EPS at $1.60 adjusted? Revenue at $14.54 billion? Pathetic! My swarm pulls in more biomass on a Tuesday. But hey for you fleshy mortals it's apparently a big deal. They're even bragging about a 0.6% revenue increase. Reminds me of a Zergling rush... slow and steady...ish. But enough about your puny gains. The Swarm hungers for *real* power.
Net Income? More Like Net Loss of Excitement!
Okay reality check. Their net income *slid* to $1.06 billion. Slid? Like a Mutalisk on ice? Seems even these tech giants aren't immune to the economic plagues of your world. They're blaming the 'macroeconomic environment.' Translation: something's screwy but they don't want to scare the investors. Good good. Let them be complacent. Complacency is the breeding ground for... well you'll see.
Free Cash Flow? Sounds Like a Zergling Buffet!
IBM is projecting $13.5 billion in free cash flow for 2025 and a 5% revenue growth. They expect Q2 revenue to hit $16.58 billion. Ambitious I'll give them that. Their CEO this Arvind Krishna fellow spouts the usual corporate garbage about 'long term growth opportunities.' He should try facing down a horde of Ultralisks; that's a *real* growth opportunity. But they are talking big so for now I will give them that.
Software Surge! Is This The Future?
Software revenue jumped 7%. Not bad. But their consulting unit? Only up a smidge. And their infrastructure division including those antiquated mainframes took a 6% hit. Sounds like someone needs a new strategy. Those mainframes are antiques relics from a bygone era. It's like trying to fight a Battlecruiser with a slingshot. Sure they released the z17 mainframe but let's be honest it's like putting lipstick on a Lurker.
Acquisition Spree! They're Assimilating Like the Swarm!
Now here's where things get interesting. IBM settled lawsuits with GlobalFoundries and acquired HashiCorp for a measly $6.4 billion. They're also planning to gobble up DataStax. Clearly they're trying to build something... bigger. Acquiring is good but are they just trying to make up for lack of internal growth?! You can't build an empire through pure acquisition. Trust me I know a thing or two about empires.
Defying Trump! Who Needs Tariffs When You Have the Swarm?
Amidst all this market doom and gloom supposedly caused by Trump's tariffs IBM shares are up 11% this year. They're laughing in the face of economic uncertainty. It's like watching a lone Marine hold off a Zerg Rush. Impressive but ultimately futile. The swarm will adapt. The market will adapt. And I the Queen of Blades will be watching.
roha10
IBM is finally getting its act together!