IBM | Results Presentation Deck | 29 slides

IBM · 2022-10
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
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Slide 1
front_matter
Open slide detailBeat · AttentionLoop · Cost Of Inaction
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other
Open slide detailBeat · AttentionLoop · Cost Of Inaction
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introduce_nominees
Open slide detailBeat · AttentionLoop · Cost Of Inaction
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summarize
Open slide detailBeat · AttentionLoop · Cost Of Inaction
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The slide uses a layered architecture diagram to show the integration of IBM Consulting, Software, Red Hat, and Infrastructure with external partners and cloud present_framework
Open slide detailBeat · Need
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Includes a quote from James Kavanaugh, IBM SVP & CFO.summarize
Open slide detailBeat · Need
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3Q22 results; revenue growth rates @CCanalyze_data
Open slide detailBeat · SatisfactionLoop · Zoom In
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3Q22 results; revenue growth rates @CCanalyze_data
Open slide detailBeat · SatisfactionLoop · Zoom In
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Includes specific callouts for sales to Kyndryl impacting growth rates.analyze_data
Open slide detailBeat · SatisfactionLoop · Zoom In
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summarize
Open slide detailBeat · SatisfactionLoop · Zoom In
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front_matter
Open slide detailBeat · Action
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appendix
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Revenue growth rates @CC, $ in billionsanalyze_data
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The slide uses a split-table layout to compare cash flow metrics on the left and balance sheet metrics on the right.summarize
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The slide provides a detailed breakdown of currency impacts on revenue, comparing reported revenue with constant currency (CC) revenue.analyze_data
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Includes sales to Kyndryl; revenue growth rates are at constant currency (CC).analyze_data
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Includes revenue breakdown by sub-segment, margins, and operational metrics like book-to-bill ratio.analyze_data
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The table breaks down variance into currency, acquisition/divestiture, and base components.analyze_data
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Values are in billions of dollars.analyze_data
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The table breaks down net cash from operations, free cash flow, and changes in cash and marketable securities.analyze_data
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Financial data presented in billions of dollars.analyze_data
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The donut chart visualizes the sub-segments of the 'Hybrid Platform & Solutions' category, not the total revenue split between the two main categories.decompose_segments
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decompose_segments
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decompose_segments
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The slide provides a reconciliation of non-GAAP financial measures as required by regulatory standards.analyze_data
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The slide provides a detailed breakdown of revenue growth metrics across various business units, highlighting the impact of currency adjustments.analyze_data
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The table breaks down SG&A, RD&E, and Operating expense & other income into GAAP, Non-GAAP Adjustments, and Operating (Non-GAAP) columns.analyze_data
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The table details adjustments for acquisition, retirement, tax reform, and Kyndryl-related impacts.analyze_data
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front_matter
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