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Stock picks to buy, companies to beat low expectations: Credit Suisse

Credit Suisses Americas team just rolled out a string of those ideas, as well as stocks to avoid, by having their analysts identify their highest-conviction names in every major market sector. They then narrowed the search further by applying the firms HOLT framework to find top-rated stocks facing "the least demanding market expectations." Credit Suisse evaluated those market expectations by looking at the difference between the cash flow return on investment, or CFROI, the market currently ex...
United States Craig Siegenthaler Robert Moskow Seth Sigman Dan Levy Adam Baumgarten

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IBM (IBM) Q4 2020 Earnings Call Transcript

Operator Welcome, and thank you for standing by. [Operator instructions] Todays conference is being recorded. If you have any objections, you may disconnect at this time. Now, I would like to turn the meeting over to Ms. Patricia Murphy with IBM. Maam, you may begin. Patricia Murphy -- Vice President, Finance and Operations Thank you. This is Patricia Murphy, and Id like to welcome you to IBMs fourth-quarter 2020 earnings presentation. Im here with Arvind Krishna, IBMs chairman and chief execu...
Arvind Krishna Bharti Airtel Martin Schroeter Watson Aiops Jim Kavanaugh Patricia Murphy
Source: fool.com

IBM Waking Up From the Dead

Add to Bookmarks International Business Machines Corp. (IBM) reports Q4 2020 results after Thursday’s U.S. closing bell, with analysts expecting a profit of $2.05 per-share on $20.57 billion in revenue. If met, earnings-per-share (EPS) will mark a troubling 56% profit decline, compared to the same quarter in 2019. The stock fell 6.5% in October after meeting modest top and bottom line estimates, consistent with the company’s long-term status as a market laggard. Advertisement Start Trading ...
Martin Schroeter Truqua Enterprises Infrastructure Services International Business Machines Corp International Business Machines Binge Ahead

Women in Tech: "The tech sector is where tremendous innovation happens"

Women are underrepresented in the tech sector —myth or reality? Three years ago, we launched a diversity series aimed at bringing the most inspirational and powerful women in the tech scene to your attention. Today, we’d like you to meet Archana Vemulapalli, Chief Technology Officer, IBM Global Technology Services and General Manager, Managed Infrastructure Services Offerings. A research study by The National Center for Women & Information Technology showed that “gender diversity has sp...
United States Archana Vemulapalli Global Technology Services Implementation Services National Center Infrastructure Services Offerings

Networking and Infrastructure News Roundup: January 8 Edition

(Unsplash) Keeping up with todays new technologies and the slew of products and services introduced to support them is a daunting task. Here is a brief list of some networking and infrastructure news of the week to help you navigate the choices. Send your news to . IBM released the findings of a study that found that the majority of companies surveyed are not prepared for future IT needs. Of the 380 CIOs and CTOs who participated in the survey, 60% say their companys IT modernization program i...
Wind River United States Curtiss Wright Open Global Technology Services Nous Infosystems Inc Software Inc

IBM appoints CEO to run $19B managed services spin-off

IBM appoints CEO to run $19B managed services spin-off Martin Schroeter assumes control of Managed Infrastructure Services division Martin Schroeter (IBM) Credit: IBM IBM has appointed Martin Schroeter as CEO of NewCo, the multibillion-dollar managed services business expected to be officially spun-off by the end of 2021. Effective 15 January, Schroeter is tasked with shaping the go-to-market strategy of Big Blue’s Managed Infrastructure Services division, which will focus on th...
Arvind Krishna Martin Schroeter Global Technology Services Infrastructure Services Big Blue Managed Infrastructure Services Big Blue

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