Financial Snapshot (0.5 MB)

IBM Corporation Financial Profile
Recent Highlights:
July 2011
2Q'11 12% revenue growth driven by Software and Systems & Technology
Continued momentum in all four growth initiatives - Growth Markets, Business Analytics, Cloud Computing and Smarter Planet
Delivered 18% Yr/Yr Operating (Non-GAAP) EPS growth
Returned $5B to shareholders; strong Balance Sheet
Raised FY'11 Operating (Non-GAAP) EPS expectations to at least $13.25
($ in Billions, except per share amounts)
($ in Billions)
FY
2010
P&L Highlights
Revenue
@ constant currency
$99.9
Pre-Tax Income - Operating
Net Income - Operating
EPS (Diluted) - Operating
Free Cash Flow*
Yr/Yr
2Q
YTD
Yr/Yr
4%
3%
$51.3
$19.9
10%
$9.0
11%
$15.0
12%
$6.8
12%
$11.67
16%
$5.50
19%
$16.3
10%
5%
Assets
Cash & Marketable Securities
Global Financing Assets
Non-Global Financing Assets*
$4.2
Key P&L Metrics - Operating
Gross Profit Margin
Expense / Revenue % *
Pre-Tax Income Margin
Tax Rate
Net Income Margin
46.1%
26.2%
19.9%
24.4%
15.0%
$11.8
$32.9
$68.8
$113.5
$22.8
$5.8
$61.7
$90.3
$23.4
$6.4
$60.5
$90.3
$23.2
$23.2
Equity
* Includes eliminations of inter-company activity
Yr/Yr
0.5
0.5
1.0
1.4
1.0
Jun
2011
$11.7
$34.5
$67.3
$113.5
Liabilities
Global Financing Debt
Non-Global Financing Debt*
Other Liabilities
* Net Cash from Ops excl GF Receivables, less Capital Expenditures
Dec
2010
Dec
2010
Balance Sheet
pts
pts
pts
pts
pts
2Q
YTD
Yr/Yr
45.7%
28.1%
17.6%
25.0%
13.2%
1.0 pts
0.9 pts
0.1 pts
(0.8 pts)
0.2 pts
Dec
2010
Jun
2011
23%
7.0
1.8%
Aa3, A+
24%
7.0
1.7%
Aa3, A+
Key Metrics
Non GF Debt/Cap
Global Financing Leverage
Dividend Yield
Credit Rating (Moody's, S&P)
* Total Operating Expense & Other Income / Revenue
2010
Revenue by Geography (excludes OEM)
2010
Revenue by Business Segment
2010
Pre-Tax (Operating) Profit by Business Segment
U.S.
Asia Pacific
34%
24%
Systems &
Financing
Comm's
Services
20%
LA
EMEA
38%
Services
9% Can/
Software
57%
16%
Software
46%
23%
33%
Systems &
Financing
Five Year Summary
Operating (Non-GAAP) EPS (1)
Operating (Non-GAAP) Margins
Free Cash Flow ($B) (2)
$16.3
50%
40%
Gross Profit Margin
42.2%
42.6%
43.9%
$14.3
$11.67
45.7%
46.1%
$15.1
$12.4
$10.03
$10.5
$8.86
$7.46
30%
$6.31
Pre-Tax Income Margin
20%
10%
15.3%
15.4%
16.0%
'06
'07
'08
18.9%
19.9%
'09
'10
0%
'06
'07
'08
'09
'10
(1) From Continuing Operations
2006-2008 reflects the adoption of amendments to ASC 260, "Earnings Per Share"
'06
'07
'08
'09
(2) Net Cash from Operations excluding GF Receivables,
less Capital Expenditures
In an effort to provide additional and useful information regarding the company’s results as determined by generally accepted accounting principles (GAAP), these materials contain certain non-GAAP financial measures. For
reconciliation to GAAP and other information about (i) Operating EPS for 2Q 2011 and YTD 2011, (ii) YTD 2011 (A) revenue at constant currency, (B) operating pre-tax income, operating net income and free cash flow,
(C) operating gross profit margin, operating expense/revenue %, operating pre-tax income margin, operating tax rate and operating net income margin, (iii) December 2010 and June 2011 non GF debt-to-capital ratio,
see Non-GAAP Supplementary Materials and related information in the Form 8K submitted to the SEC on July 18, 2011. For reconciliation to GAAP and other information about (i) 2010 (A) revenue at constant currency,
(B) operating pre-tax income, operating net income, operating EPS and free cash flow, (C) operating gross profit margin, operating expense/revenue %, operating pre-tax income margin, operating tax rate and operating
net income margin and (D) operating pre-tax profit by business segment, and (ii) 2006 - 2010 free cash flow, see Non-GAAP Supplementary Materials and related information in the Form 8K submitted to the SEC on January
18, 2011. For reconciliation to GAAP and other information about 2006 to 2010 (i) operating gross profit margin and operating pre-tax income margin and (ii) operating EPS, see IBM Form 10Q (page 62) submitted to the
SEC on April 26, 2011
'10
IBM Corporation Key Segment Profiles
2010 Revenue Profile
2015 Roadmap
Global Services
Initiatives and Objectives
Revenue = $56.4B, +3% yr/yr (1% @cc)
Global Technology Services
$38.2B, +2% yr/yr (1% @cc)
Maintenance
Global Technology Services
Global Business Services
Global Business Services
$18.2B, +3% yr/yr (2% @cc)
• Standardized and automated offerings
drive new business and base growth
• Aligned to IBM's growth initiatives
- Represents over 60% of growth
Application Outsourcing
Consulting & Sys. Integration
• New opportunity from market shifts
- Cloud computing
• Differentiated cross-IBM solutions
- Asset-enabled revenue
• Continued productivity through
Global Delivery Framework
• Margin Expansion enabled by:
- Globally Optimized Delivery
- Differentiated Solutions
- Operational Excellence
Integrated
Technology
Services
GTS Outsourcing
Revenue growth with or faster than the market
Growth Markets continue to drive ~50% of incremental revenue by 2015
Operating Pre-tax income long-term growth model: 8% - 10%
Software
Initiatives and Objectives
Revenue = $22.5B, +5% yr/yr (5% @cc)
• Invest in higher value / higher growth areas
- Business Analytics and Optimization
- Smarter Planet
- Big Data
PLM (Divested 2010)
Other
Operating Systems
Branded Middleware
WebSphere
Information Mgmt
Tivoli
Lotus
Rational
• Software enabled Cloud Computing
- Business Services
- Platform
- Infrastructure
• Acquire to extend capabilities
Other Middleware
Revenue growth faster than the market
Contribute ~50% of IBM's segment profit by 2015
Operating Pre-tax income long-term growth model: 12% - 15%
Initiatives and Objectives
Systems & Technology
Revenue = $18.0B, 11% yr/yr (11% @cc)
• Differentiate through integration and optimization
- Workload optimized systems
- Integrated server, storage and network stacks
Retail Store Solutions
Microelectronics OEM
Servers
Storage
System z
Power Systems
System x
• Deliver superior economic value
- Extend leadersip with new products
- Power 7
- Next Generation System z
Sustained investments in innovation drive differentiation and value
Growth Markets to drive 40% of Revenue by 2015
Operating Pre-tax income long-term growth model: 6% - 8%