1Q15 charts (pdf, 2.72 MB)

1Q 2015 Earnings Presentation
April!20,!2015!
www.ibm.com/investor
Forward Looking Statements and Non-GAAP Information
Certain comments made in this presentation may be characterized as forward looking under the
Private Securities Litigation Reform Act of 1995. Forward-looking statements are based on the
company's current assumptions regarding future business and financial performance. Those
statements by their nature address matters that are uncertain to different degrees. Those
statements involve a number of factors that could cause actual results to differ materially.
Additional information concerning these factors is contained in the Company's filings with the
SEC. Copies are available from the SEC, from the IBM web site, or from IBM Investor Relations.
Any forward-looking statement made during this presentation speaks only as of the date on
which it is made. The company assumes no obligation to update or revise any forward-looking
statements. These charts and the associated remarks and comments are integrally related, and
are intended to be presented and understood together.
In an effort to provide additional and useful information regarding the company’s financial
results and other financial information as determined by generally accepted accounting
principles (GAAP), the company also discusses, in its earnings press release and earnings
presentation materials, certain non-GAAP information including "operating earnings" and other
"operating" financial measures. The rationale for management’s use of this non-GAAP
information, the reconciliation of that information to GAAP, and other related information are
included in supplemental materials entitled “Non-GAAP Supplemental Materials” that are posted
on the Company’s investor relations web site at
http://www.ibm.com/investor/events/earnings/1q15.html The Non-GAAP Supplemental Materials
are also included as Attachment II to the Company’s Form 8-K dated April 20, 2015.
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2
1Q15 Summary
Revenue ($B)
Yr/Yr As Reported
Operating (Non-GAAP) EPS
1Q15
Yr/Yr
$19.6
0%*
(12%)
9%
$2.91
* Revenue growth rate @CC and excluding divested businesses
! Revenue performance improved to flat yr/yr
•  Strategic imperatives growth accelerated to >30% yr/yr
•  Core portfolio performance consistent with second half of 2014
•  Systems Hardware driven by strong System z and return to growth in Power
! Margin expansion reflects ongoing shift to higher value
! Shifting investments and resources to address long-term opportunities
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3
Key Financial Metrics
$ in Billions, except EPS
P&L Highlights
1Q15
Yr/Yr
P&L Ratios
(Operating)
$19.6
0%
PTI – Operating
$3.6
NI – Operating
1Q15
B/(W)
Yr/Yr
GP Margin
49.3%
0.8 pts
3%
PTI Margin
18.4%
2.7 pts
$2.9
4%
Tax Rate
20.0%
0.5 pts
$2.91
9%
NI Margin
14.8%
2.2 pts
1Q15
Last
12 Mos.
$1.1
$12.8
Share Repurchase (Gross)
1.2
6.7
Dividends
1.1
4.4
Cash Balance @ March 31
8.8
Revenue
EPS – Operating
Revenue growth rate @CC and excluding divested businesses
Cash Highlights
Free Cash Flow (excl. GF Receivables)
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4
Revenue by Geography
$ in Billions
Americas
1Q15
$9.3
Yr/Yr
Europe/ME/Africa
6.1
(2%)
Asia Pacific
4.1
(2%)
IBM
$19.6
Major Markets
Growth Markets
BRIC Countries
Canada/!!!!!
LA!!!
2%
0%
0%
U.S.!
+2%!!
EMEA!!!!!!
Japan! AP!
ex.!Japan!
+4%!
(1%)
(3%)
Revenue growth rates @CC and excluding divested businesses
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Revenue and Gross Profit Margin by Segment
$ in Billions
Revenue
1Q15
Operating
Gross Profit Margin
Yr/Yr
1Q15
$7.9
(1%)
37.4%
(1.4 pts)
Global Business Services
4.3
(4%)
27.4%
(1.8 pts)
Software
5.2
(2%)
86.6%
(0.9 pts)
Systems Hardware
1.7
30%
44.5%
10.5 pts
Global Financing
0.5
(1%)
49.6%
3.5 pts
0%
49.3%
0.8 pts
Global Technology Services
Total Revenue & Op. GP Margin
$19.6
Yr/Yr Pts
Revenue growth rates @CC and excluding divested businesses
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Expense Summary
$ in Billions
1Q15
B/(W)
Yr/Yr
SG&A – Operating
$5.0
18%
RD&E – Operating
1.3
9%
IP and
Development Income
(0.2)
(17%)
Other (Income)/
Expense
(0.1)
12%
Interest Expense
0.1
Operating Expense &
Other Income
$6.1
(3%)
17%
Drivers
B/(W)
Yr/Yr
Currency
8 pts
System x Divestiture
2 pts
Divestiture Gains (1Q14)
(1 pts)
Workforce Rebalancing
7 pts
Operating Expense &
Other Income
17%
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Services Segments
Global!Technology!Services!(GTS)!
$ in Billions
1Q15
Yr/Yr
$7.9
(1%)
Gross Margin (External)
37.4%
(1.4 pts)
PTI Margin
12.3%
(1.1 pts)
Revenue (External)
GTS 1Q15 Revenue
Yr/Yr
GTS Outsourcing
Integrated Technology Services
Maintenance
GBS 1Q15 Revenue
GBS Outsourcing
Consulting & Systems Integration
(2%)
(1%)
2%
Global!Business!Services!(GBS)!
$ in Billions
1Q15
Yr/Yr
$4.3
(4%)
Gross Margin (External)
27.4%
(1.8 pts)
PTI Margin
13.4%
(1.4 pts)
Revenue (External)
(1%)
(5%)
1Q15
Backlog
$121B
0%
1Q15!Revenue!
(%!of!Total!Services)!
Maint.!!!
13%!
GTS!
Outsourcing!!!
35%!!
ITS!
17%!
GBS!C&SI!!!!!!!!!
25%!
GBS!
Outsourcing!!!
10%!!
Revenue and Backlog growth rates @CC and excluding divested businesses
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8
Software Segment
$ in Billions
Revenue (External)
Gross Margin (External)
PTI Margin
1Q15 Revenue
Yr/Yr
WebSphere
1%
Information Management
0%
Tivoli
4%
Workforce Solutions
Rational
Key Branded Middleware
10%
(10%)
1%
Total Middleware
(1%)
Total Software
(2%)
1Q15
Yr/Yr
$5.2
86.6%
31.4%
(2%)
(0.9 pts)
2.3 pts
1Q15!Revenue!!!!!!!!!!!!!
(%!of!Total!SoUware)!
Key!!!!!!!
Branded!
Middleware!!
67%!!
Other!
Middleware!!
17%!
OperaYng!
Systems!!!!!!!
8%!
Other!!!!!!!!!
8%!
Revenue growth rates @CC
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Systems Hardware Segment
$ in Billions
Revenue (External)
Gross Margin (External)
PTI Margin
1Q15
Yr/Yr
$1.7
44.5%
1.4%
30%
10.5 pts
21.2 pts
1Q15 Revenue
Yr/Yr
System z
Power Systems
1Q15!Revenue!
(%!of!Total!Sys!Hardware)!
130%
1%
Storage
(2%)
Total Systems Hardware
30%
Revenue growth rates @CC and excluding divested business
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Servers!!!!!!!
69%!!
Storage!!!!!!!
28%!!
Other!
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Cash Flow Summary
$ in Billions
Net Cash from Operations
Less: Global Financing Receivables
1Q15
B/(W)
Yr/Yr
FY14
$3.6
$0.3
$16.9
1.6
(0.2)
2.0
0.5
16.2
(0.9)
0.0
(3.8)
1.1
0.4
12.4
Acquisitions
(0.1)
0.1
(0.7)
Divestitures
0.0
(0.4)
2.4
Dividends
(1.1)
(0.1)
(4.3)
Share Repurchases (Gross)
(1.2)
7.0
Non-GF Debt
0.4
(3.3)
(1.3)
Other (includes GF A/R & GF Debt)
1.3
(2.1)
2.6
Net Cash from Operations
(excluding GF Receivables)
Net Capital Expenditures
Free Cash Flow (excluding GF Receivables)
Change in Cash & Marketable Securities
$0.3
www.ibm.com/investor
$1.7
0.7
(13.7)
($2.6)
11
Balance Sheet Summary
Mar. 14
$ in Billions
Dec. 14
Mar.15
Cash & Marketable Securities
$9.7
$8.5
$8.8
Non-GF Assets*
76.7
71.7
70.8
Global Financing Assets
36.2
37.3
32.5
122.6
117.5
112.0
Other Liabilities
61.9
64.7
60.9
Non-GF Debt*
15.7
11.7
12.6
Global Financing Debt
28.3
29.1
26.2
44.0
40.8
38.8
Total Liabilities
105.9
105.5
99.7
Equity
16.7
12.0
12.3
55.3%
59.4%
59.6%
7.1
7.2
7.0
Total Assets
Total Debt
Non-GF Debt / Capital
Global Financing Leverage
* Includes eliminations of inter-company activity
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Summary
! 1Q performance reflects progress in transformation
•  Acceleration in strategic imperatives
•  Strength in high-end systems
•  Margin expansion reflects high-end strength and portfolio actions
•  Shifting investments and resources to address long-term opportunities
! Maintaining expectations for full year 2015
•  Operating EPS of $15.75 to $16.50
•  Free Cash Flow flat yr/yr
•  Exit 2015 as a higher value, higher margin business
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www.ibm.com/investor
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Supplemental Materials
Supplemental Materials
Some columns and rows in these materials, including the supplemental exhibits, may not add due to rounding
! 
! 
! 
! 
! 
! 
Currency – Year/Year Comparison
Supplemental Segment Information – Global Services
Supplemental Segment Information – Systems Hardware, Software
Global Financing Portfolio
Cash Flow (FAS 95)
Non-GAAP Supplemental Materials
•  Operating (Non-GAAP) Earnings Per Share and Related Income Statement Items, Constant Currency
•  Cash Flow, Debt-to-Capital Ratio, Customer Care Outsourcing and System x Business Divestiture
•  Reconciliation of Operating Earnings Per Share
•  GAAP to Operating (Non-GAAP) Bridge – 1Q 2015
•  GAAP to Operating (Non-GAAP) Bridge – 1Q 2014
•  GAAP to Operating (Non-GAAP) Bridge – 1Q 2015 and 1Q 2014
•  Reconciliation of B/(W) Yr/Yr Expense Drivers – 1Q 2015
•  Reconciliation of Free Cash Flow (excluding GF Receivables) – 12 months ended 3/31/15
•  Reconciliation of Debt-to-Capital Ratio
•  Reconciliation of Revenue Growth
•  Reconciliation of Revenue Growth
•  Reconciliation of Revenue Growth
•  Reconciliation of Revenue Growth
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15
Supplemental Materials
Currency – Year/Year Comparison
Quarterly!Averages!per!US!$!
2Q15
Yr/Yr @ 4/17 Spot
3Q15
4Q15
1Q15
Yr/Yr
4/17
Spot
Euro
0.89
(22%)
0.93
(27%)
(23%)
(16%)
(22%)
Pound
0.66
(9%)
0.67
(13%)
(12%)
(6%)
(10%)
Yen
119
(16%)
119
(17%)
(14%)
(4%)
(12%)
(8 pts)
(9 pts)
(8 pts)
(5 pts)
~(7 pts)
(6-7 pts)
(7 pts)
(6 pts)
(3 pts)
(5-6 pts)
IBM Revenue Impact
Prior View (Jan. 2015)
Revenue As Reported
Currency Impact
Revenue @CC
(US$B)
Yr/Yr
$19.6
(12%)
(1.7)
FY15
(8 pts)
(4%)
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Supplemental Materials
Supplemental Segment Information – 1Q 2015
Global Services Revenue
Global Services Backlog / Signings
$!in!Billions!
Revenue!Growth!
Yr/Yr!
Backlog!
1Q15!
Yr/Yr!
GTS Outsourcing
(2%)
Total Backlog
$121
0%
Integrated Tech Services
(1%)
Change in Backlog due to Currency
Maintenance
Total GTS
Quarter-to-Quarter
2%
Year-to-Year
(1%)
GBS Outsourcing
(1%)
GBS C&SI
(5%)
Outsourcing Backlog
(4%)
!
Signings!
Total Outsourcing
(2%)
Outsourcing
- GTS O/S, GBS O/S
Total Transactional
(3%)
Total GBS
Maintenance
Transactional
- ITS, Consulting & AMS SI
(incl. US Federal)
2%
Total Signings
Revenue and Total Backlog growth rates @CC and excluding
divested businesses
($6)
($17)
$76
2%
!
1Q15!
Yr/Yr!
@CC!
$5.5
11%
5.1
$10.7
(1%)
5%
Actual backlog calculated using March 31 currency spot rates
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17
Supplemental Materials
Supplemental Segment Information – 1Q 2015
Systems Hardware
Revenue!Growth!
System z
Power Systems
Storage
Total Sys Hardware*
Yr/Yr!
Software
Revenue!Growth!
GP%!
130%
1%
(2%)
WebSphere
1%
Information Management
0%
Tivoli
4%
Workforce Solutions
30%
Yr/Yr!
Rational
Key Branded Middleware
Other Middleware
10%
(10%)
1%
(7%)
Total Middleware
(1%)
Operating Systems
(9%)
Other Software/Services
(6%)
Total Software
(2%)
* Revenue growth rates @CC and excludes divested business
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Supplemental Materials
Global Financing Portfolio
1Q15 – $25.8B Net External Receivables
40%
Investment Grade
56%
35%
30%
20%
Non-Investment Grade
44%
22%
21%
10%
12%
8%
2%
0%
Aaa to A3
Baa1 to Baa3
Ba1 to Ba2
B2 to B3
Caa1 to D
1Q15
4Q14
1Q14
Identified Loss Rate
1.9%
1.6%
1.0%
Anticipated Loss Rate
0.4%
0.3%
0.4%
Reserve Coverage
2.3%
1.9%
1.4%
4.2
4.1
3.6
$93M
$26M
$36M
Client Days Delinquent Outstanding
Commercial A/R > 30 days
19
Ba3 to B1
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19
Supplemental Materials
Cash Flow (FAS 95)
$ in Billions
1Q15
1Q14
$2.3
$2.4
Depreciation / Amortization of Intangibles
1.0
1.1
Stock-based Compensation
0.1
0.1
(1.4)
(2.1)
1.6
1.8
3.6
3.3
(0.9)
(0.9)
0.0
0.4
(0.1)
(0.3)
1.6
0.8
0.6
0.0
Debt, net of payments & proceeds
(1.3)
4.2
Dividends
(1.1)
(1.0)
Common Stock Repurchases (Gross)
(1.2)
(8.2)
Common Stock Transactions - Other
0.2
0.3
Net Cash used in Financing Activities
(3.4)
(4.7)
Effect of Exchange Rate changes on Cash
(0.4)
0.0
Net Change in Cash & Cash Equivalents
$0.3
Net Income from Operations
Working Capital / Other
Global Financing A/R
Net Cash provided by Operating Activities
Capital Expenditures, net of payments & proceeds
Divestitures, net of cash transferred
Acquisitions, net of cash acquired
Marketable Securities / Other Investments, net
Net Cash used in Investing Activities
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($1.3)
20
Supplemental Materials
Non-GAAP Supplemental Materials
In an effort to provide investors with additional information regarding the company's results as determined by generally
accepted accounting principles (GAAP), the company also discusses, in its earnings press release and earnings presentation
materials, the following Non-GAAP information which management believes provides useful information to investors.
Operating (Non-GAAP) Earnings Per Share and Related Income Statement Items
Management presents certain financial measures from continuing operations excluding the effects of certain acquisitionrelated charges, non-operating retirement-related costs and any related tax impacts. Management uses the term
"operating" to describe this view of the company's financial results and other financial information. For acquisitions, these
measures exclude the amortization of purchased intangible assets and acquisition-related charges such as in-process
research and development, transaction costs, applicable restructuring and related expenses, and tax charges related to
acquisition integration. For retirement-related costs, the company has characterized certain items as operating and others
as non-operating. The company includes service cost, amortization of prior service cost and the cost of defined contribution
plans in its operating results. Non-operating retirement-related costs include interest cost, expected return on plan assets,
amortized actuarial gains/losses, the impacts of any plan curtailments/settlements, multi-employer plan costs, pension
insolvency costs, and other costs. Non-operating costs primarily relate to changes in pension plan assets and liabilities
which are tied to market performance, and management considers these costs to be outside the operational performance of
the business. Management s calculation of these operating measures, as presented, may differ from similarly titled
measures reported by other companies.
Overall, management believes that providing investors with an operating view as described above provides increased
transparency and clarity into both the operational results of the business and the performance of the company s pension
plans, improves visibility to management decisions and their impacts on operational performance, enables better
comparison to peer companies, and allows the company to provide a long term strategic view of the business going
forward. For its earnings per share guidance, the company is utilizing an operating view to establish its objectives and track
its progress. The company s segment financial results and performance reflect operating earnings, consistent with the
company s management and measurement system.
Constant Currency
Management refers to growth rates at constant currency or adjusting for currency so that certain financial results can be
viewed without the impact of fluctuations in foreign currency exchange rates, thereby facilitating period-to-period
comparisons of the company's business performance. Financial results adjusted for currency are calculated by translating
current period activity in local currency using the comparable prior year period s currency conversion rate. This approach is
used for countries where the functional currency is the local currency. Generally, when the dollar either strengthens or
weakens against other currencies, the growth at constant currency rates or adjusting for currency will be higher or lower
than growth reported at actual exchange rates.
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21
Supplemental Materials
Non-GAAP Supplemental Materials
Cash Flow
Management uses a free cash flow measure to evaluate the company s operating results, plan share repurchase levels,
evaluate strategic investments and assess the company s ability and need to incur and service debt. The entire free cash
flow amount is not necessarily available for discretionary expenditures. The company defines free cash flow as net cash
from operating activities less the change in Global Financing receivables and net capital expenditures, including the
investment in software. A key objective of the Global Financing business is to generate strong returns on equity, and
increasing receivables is the basis for growth. Accordingly, management considers Global Financing receivables as a profitgenerating investment, not as working capital that should be minimized for efficiency. Therefore, management includes
presentations of both free cash flow and cash flow from operations that exclude the effect of Global Financing receivables.
Debt-to-Capital Ratio
Management presents its debt-to-capital ratio excluding the Global Financing business. A financing business is managed on
a leveraged basis. The company funds its Global Financing segment using a debt-to-equity ratio target of approximately 7
to 1. Given this significant leverage, the company presents a debt-to-capital ratio which excludes the Global Financing
segment debt and equity because the company believes this is more representative of the company’s core business
operations.
Customer Care Outsourcing and System x Business Divestiture
On September 10, 2013, the company announced that it had signed a definitive agreement with SYNNEX for the sale of
IBM’s worldwide customer care process outsourcing services business and on January 23, 2014, the company announced
that it had signed a definitive agreement with Lenovo for the sale of IBM’s x86 server business. Management presents
certain financial results excluding the effects of the customer care process outsourcing services business and/or the x86
server business divestitures. Management believes that presenting financial information without either or both of these
items is more representative of operational performance and provides additional insight into, and clarifies the basis for,
historical and/or future performance, which may be more useful to investors.
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22
Supplemental Materials
Non-GAAP Supplemental Materials
ReconciliaYon!of!OperaYng!Earnings!Per!Share!
2015
Expectations
IBM GAAP EPS
$14.17 - $14.92
IBM Operating EPS (Non-GAAP)
$15.75 - $16.50
Adjustments
Acquisition-Related Charges *
$0.74
Amortization of Purchased Intangibles
$0.72
Other Acquisition-Related Charges
$0.02
Non-Operating Retirement-Related Items
$0.84
* Includes acquisitions through March 31, 2015
The above serves to reconcile the Non-GAAP financial information contained in Full Year 2015 Expectations and “Summary” discussions in the
company s earnings presentation. See Slide 21 of this presentation for additional information on the use of these Non-GAAP financial measures.
www.ibm.com/investor
23
23
Supplemental Materials
Non-GAAP Supplemental Materials
GAAP!to!OperaYng!(NoncGAAP)!Bridge!–!1Q!2015!
$ in Millions, except EPS
Gross Profit
GAAP
Acquisition-related
Adjustments*
Retirement-related
Adjustments**
Operating
(Non-GAAP)
$9,452
$91
$121
$9,664
(79)
(308)
4,975
(13)
1,285
SG&A
5,362
RD&E
1,298
Other Income & Expense
(143)
0
Total Operating Expense & Other Income
6,451
(79)
Pre-Tax Income from Continuing Operations
3,001
Tax ***
Net Income from Continuing Operations
Diluted Earnings Per Share from Continuing
Operations
-
(143)
(321)
6,051
170
442
3,612
585
28
109
722
2,415
142
333
2,890
$2.44
$0.14
$0.33
$2.91
*""Includes"amor/za/on"of"purchased"Intangibles,"in"process"R&D,"severance"cost"for"acquired"employees,"vacant"space"for"acquired"companies,"deal"costs"and"
acquisi/on"integra/on"tax"charges"
**"Includes"re/rement"related"interest"cost,"expected"return"on"plan"assets,"recognized"actuarial"losses"or"gains,"amor/za/on"of"transi/on"assets,"other"se@lements,"
curtailments,"mul/Aemployer"plans"and"insolvency"insurance"
***The"tax"impact"on"the"Opera/ng"(NonAGAAP)"PreATax"Income"from"con/nuing"opera/ons"is"calculated"under"the"same"accoun/ng"principles"applied"to"the"As"
Reported"PreATax"Income"under"ASC"740,"which"employs"an"annual"effec/ve"tax"rate"method"to"the"results."
"
The above serves to reconcile the Non-GAAP financial information contained in the “1Q15 Summary”, Key Financial Metrics and Expense
Summary discussions in the company’s earnings presentation. See Slide 21 of this presentation for additional information on the use of these NonGAAP financial measures.
www.ibm.com/investor
24
Supplemental Materials
Non-GAAP Supplemental Materials
GAAP!to!OperaYng!(NoncGAAP)!Bridge!–!1Q!2014!
$ in Millions, except EPS
Gross Profit
GAAP
Acquisition-related
Adjustments*
Retirement-related
Adjustments**
Operating
(Non-GAAP)
$10,627
$104
$52
$10,783
SG&A
6,272
(97)
(87)
6,087
RD&E
1,402
-
17
1,419
Other Income & Expense
(127)
0
-
(128)
Total Operating Expense & Other Income
7,444
(98)
(70)
7,276
Pre-Tax Income from Continuing Operations
3,183
201
123
3,507
653
40
25
717
2,530
161
98
2,790
Tax ***
Net Income from Continuing Operations
Diluted Earnings Per Share from Continuing
Operations
$2.43
$0.16
$0.09
$2.68
*""Includes"amor/za/on"of"purchased"Intangibles,"in"process"R&D,"severance"cost"for"acquired"employees,"vacant"space"for"acquired"companies,"deal"costs"and"
acquisi/on"integra/on"tax"charges."
**"Includes"re/rement"related"interest"cost,"expected"return"on"plan"assets,"recognized"actuarial"losses"or"gains,"amor/za/on"of"transi/on"assets,"other"se@lements,"
curtailments,"mul/Aemployer"plans"and"insolvency"insurance."
***The"tax"impact"on"the"Opera/ng"(NonAGAAP)"PreATax"Income"from"con/nuing"opera/ons"is"calculated"under"the"same"accoun/ng"principles"applied"to"the"As"
Reported"PreATax"Income"under"ASC"740,"which"employs"an"annual"effec/ve"tax"rate"method"to"the"results."
"
The above serves to reconcile the Non-GAAP financial information contained in the “1Q15 Summary”, Key Financial Metrics and Expense Summary
discussions in the company’s earnings presentation. See Slide 21 of this presentation for additional information on the use of these Non-GAAP
financial measures.
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Supplemental Materials
Non-GAAP Supplemental Materials
GAAP!to!OperaYng!(NoncGAAP)!Bridge!–!1Q!2015!and!1Q!2014!
1Q 2015
GAAP
Acquisitionrelated
Adjustments*
Gross Profit Margin from Continuing Operations
48.2%
0.5 pts
0.6 pts
49.3%
PTI Margin from Continuing Operations
15.3%
0.9 pts
2.3 pts
18.4%
Tax Rate ***
19.5%
(0.2 pts)
0.7 pts
20.0%
Net Income Margin from Continuing Operations
12.3%
0.7 pts
1.7 pts
14.8%
Gross Profit Margin from Continuing Operations
47.8%
0.5 pts
0.2 pts
48.5%
PTI Margin from Continuing Operations
14.3%
0.9 pts
0.6 pts
15.8%
Tax Rate ***
20.5%
0.0 pts
0.0 pts
20.5%
Net Income Margin from Continuing Operations
11.4%
0.7 pts
0.4 pts
12.5%
Retirement-related
Adjustments **
Operating
(Non-GAAP)
1Q 2014
*""Includes"amor/za/on"of"purchased"Intangibles,"in"process"R&D,"severance"cost"for"acquired"employees,"vacant"space"for"acquired"companies,"deal"costs"and"
acquisi/on"integra/on"tax"charges"
**"Includes"re/rement"related"interest"cost,"expected"return"on"plan"assets,"recognized"actuarial"losses"or"gains,"amor/za/on"of"transi/on"assets,"other"
se@lements,"curtailments,"mul/Aemployer"plans"and"insolvency"insurance"
***The"tax"impact"on"the"Opera/ng"(NonAGAAP)"PreATax"Income"from"con/nuing"opera/ons"is"calculated"under"the"same"accoun/ng"principles"applied"to"the"As"
Reported"PreATax"Income"under"ASC"740,"which"employs"an"annual"effec/ve"tax"rate"method"to"the"results."
"
"The above serves to reconcile the Non-GAAP financial information contained in the Key Financial Metrics and “Revenue and Gross Profit Margin by
Segment” discussions in the company’s earnings presentation. See Slide 21 of this presentation for additional information on the use of these NonGAAP financial measures.
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Supplemental Materials
Non-GAAP Supplemental Materials
ReconciliaYon!of!B/(W)!Yr/Yr!Expense!Drivers!–!1Q!2015!
GAAP
Non-GAAP
Adjustments
Operating
(Non-GAAP)
Currency
9 pts
(1 pts)
8 pts
System x Divestiture
2 pts
0 pts
2 pts
(1 pts)
0 pts
(1 pts)
7 pts
0 pts
7 pts
Operating Expense & Other Income
Divestiture Gains (1Q14)
Workforce Rebalancing
The above serves to reconcile the Non-GAAP financial information contained in the Expense Summary discussions in the company’s earnings
presentation. See Slides 21-22 of this presentation for additional information on the use of these Non-GAAP financial measures.
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Supplemental Materials
Non-GAAP Supplemental Materials
ReconciliaYon!of!Free!Cash!Flow!(excluding!GF!Receivables)!
12 months
ended
3/31/15
$ in Billions
Net Cash from Operations
Less: Global Financing Receivables
Net Cash from Operations
(excluding GF Receivables)
Net Capital Expenditures
Free Cash Flow
(excluding GF Receivables)
$17.2
0.5
16.6
(3.8)
$12.8
The above serves to reconcile the Non-GAAP financial information contained in the Key Financial Metrics discussions in the company s
earnings presentation. See Slide 22 of this presentation for additional information on the use of these Non-GAAP financial measures.
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Supplemental Materials
Non-GAAP Supplemental Materials
ReconciliaYon!of!DebtctocCapital!RaYo!
March 2015
Dec. 2014
March 2014
Non-Global Financing Debt / Capital
59.6%
59.4%
55.3%
IBM Consolidated Debt / Capital
76.0%
77.3%
72.4%
The above serves to reconcile the Non-GAAP financial information contained in the Balance Sheet Summary discussions in the
company’s earnings presentation. See Slide 22 of this presentation for additional information on the use of these Non-GAAP financial
measures.
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Supplemental Materials
Non-GAAP Supplemental Materials
ReconciliaYon!of!Revenue!Growth!!
3Q14 Yr/Yr
IBM
GAAP
(4%)
At Constant
Currency
(4%)
4Q14 Yr/Yr
At Constant
Currency excl.
Divested
Businesses
(2%)
GAAP
(12%)
At Constant
Currency
(8%)
At Constant
Currency excl.
Divested
Businesses
(2%)
The above serves to reconcile the Non-GAAP financial information contained in the “Key Financial Metrics” discussions in the company s
earnings presentation. See Slides 21-22 of this presentation for additional information on the use of these Non-GAAP financial measures.
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Supplemental Materials
Non-GAAP Supplemental Materials
ReconciliaYon!of!Revenue!Growth!!
1Q15 Yr/Yr
Americas
U.S.
Europe/ME/A
Asia Pacific
Japan
Major Markets
Growth Markets
BRIC Countries
GAAP
(3%)
(1%)
(19%)
(18%)
(13%)
(11%)
(16%)
(21%)
At Constant
Currency
0%
(1%)
(5%)
(10%)
1%
(3%)
(10%)
(16%)
At Constant
Currency excl.
Divested
Businesses
2%
2%
(2%)
(2%)
4%
0%
(1%)
(3%)
The above serves to reconcile the Non-GAAP financial information contained in the Revenue by Geography” discussions in the
company s earnings presentation. See Slides 21-22 of this presentation for additional information on the use of these Non-GAAP
financial measures.
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Supplemental Materials
Non-GAAP Supplemental Materials
ReconciliaYon!of!Revenue!Growth!!
1Q15 Yr/Yr
Global Services
Global Technology Services (GTS)
Global Business Services (GBS)
GTS Outsourcing
Integrated Technology Services
Maintenance
GBS Outsourcing
Consulting & Systems Integration
Total Outsourcing
Total Transactional
GAAP
(12%)
(11%)
(13%)
(12%)
(9%)
(10%)
(13%)
(13%)
(12%)
(12%)
At Constant
Currency
(3%)
(2%)
(5%)
(2%)
(1%)
(2%)
(6%)
(5%)
(3%)
(3%)
At Constant
Currency excl.
Divested
Businesses
(2%)
(1%)
(4%)
(2%)
(1%)
2%
(1%)
(5%)
(2%)
(3%)
The above serves to reconcile the Non-GAAP financial information contained in the Revenue and Gross Profit Margin by Segment” ,
“Services Segment” and “Supplemental Segment Information-1Q 2015” discussions in the company s earnings presentation. See Slides
21-22 of this presentation for additional information on the use of these Non-GAAP financial measures.
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Supplemental Materials
Non-GAAP Supplemental Materials
ReconciliaYon!of!Revenue!Growth!!
1Q15 Yr/Yr
GAAP
(4%)
(6%)
(3%)
1%
(16%)
(7%)
(14%)
(12%)
WebSphere
Information Management
Tivoli
Workforce Solutions
Rational
Total Middleware
Other Middleware
Other Software/Services
At Constant
Currency
1%
0%
4%
10%
(10%)
(1%)
(7%)
(6%)
1Q15 Yr/Yr
Systems Hardware Segment
GAAP
(23%)
At Constant
Currency
(18%)
At Constant
Currency excl.
Divested
Businesses
30%
The above serves to reconcile the Non-GAAP financial information contained in the Revenue and Gross Profit Margin by Segment”,
“Software Segment”, “Systems Hardware Segment” and “Supplemental Segment Information-1Q 2015” discussions in the company s
earnings presentation. See Slides 21-22 of this presentation for additional information on the use of these Non-GAAP financial measures.
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