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7 Reasons is a Buy презентация
Содержание
- 1. 7 Reasons is a Buy
- 2. IBM has had a rough few years
- 3. But for long-term
- 4. 1) IBM’s competitive advantage Roughly 80%
- 5. IBM clients include More than 90% of
- 6. 2) An attractive valuation With 2015 operating
- 7. 3) A fast growing cloud IBM is
- 8. 4) A bona fide dividend stock
- 9. One of the best big tech dividends
- 10. 5) A big push into healthcare One
- 11. 6) Software could raise margins Over the
- 12. 7) The potential of OpenPOWER IBM’s
- 13. You may also enjoy… This
IBM has had a rough few years
Слайд 3 But for long-term investors, there are plenty of reasons to take
advantage of IBM’s stock slump
Слайд 41) IBM’s competitive advantage
Roughly 80% of IBM’s revenue comes from
clients deploying hardware, software, and services
IBM’s ability to deliver integrated solutions is the key to its economic moat
Industries like banking and retail depend on IBM’s mainframe systems, and switching to a competing solution would be infeasible in most cases
IBM’s ability to deliver integrated solutions is the key to its economic moat
Industries like banking and retail depend on IBM’s mainframe systems, and switching to a competing solution would be infeasible in most cases
Слайд 5IBM clients include
More than 90% of the top 100 banks
9 of
the top 10 oil and gas companies
80% of the global top 50 retailers
92 of the top 100 healthcare organizations
9 of the top 10 telecom companies
Hundreds of state and local governments
80% of the global top 50 retailers
92 of the top 100 healthcare organizations
9 of the top 10 telecom companies
Hundreds of state and local governments
Слайд 62) An attractive valuation
With 2015 operating EPS expected to be $15.75
to $16.50 per share, IBM trades at a forward PE ratio of about 10
Data from Morningstar
Слайд 73) A fast growing cloud
IBM is investing in strategic imperatives, areas
that will drive most of its growth going forward
IBM generated $8.7 billion from its cloud business over the past twelve months, including hardware, software, and services
This number grew by 50% year-over-year during IBM’s latest quarter, and IBM is actively making strategic acquisitions
IBM’s cloud revenue delivered as service has reached an annual run rate of $4.5 billion
IBM generated $8.7 billion from its cloud business over the past twelve months, including hardware, software, and services
This number grew by 50% year-over-year during IBM’s latest quarter, and IBM is actively making strategic acquisitions
IBM’s cloud revenue delivered as service has reached an annual run rate of $4.5 billion
Слайд 9One of the best big tech dividends
Dividend yields based on most
recently announced dividend payment
Слайд 105) A big push into healthcare
One of IBM’s largest opportunities is
the healthcare industry
Watson, IBM’s machine learning system, is being used by cancer institutes to analyze vast troves of data and provide personalized treatment options
IBM’s Watson Health unit has entered partnerships with Apple, Medtronic, Johnson & Johnson, and CVS Health
The $700 million acquisition of Merge Healthcare combines Watson with Merge’s medical imaging management platform
IBM’s goal is for Watson to become a critical tool for the multi-trillion dollar healthcare industry
Watson, IBM’s machine learning system, is being used by cancer institutes to analyze vast troves of data and provide personalized treatment options
IBM’s Watson Health unit has entered partnerships with Apple, Medtronic, Johnson & Johnson, and CVS Health
The $700 million acquisition of Merge Healthcare combines Watson with Merge’s medical imaging management platform
IBM’s goal is for Watson to become a critical tool for the multi-trillion dollar healthcare industry
Слайд 116) Software could raise margins
Over the past decade, software has grown
to represent more than a quarter of IBM’s revenue
Software carries far higher margins than any other part of IBM’s business
IBM’s strategic imperatives are about 50% software, and as they grow as a percentage of IBM’s total revenue, profits can rise even without much revenue growth
Software carries far higher margins than any other part of IBM’s business
IBM’s strategic imperatives are about 50% software, and as they grow as a percentage of IBM’s total revenue, profits can rise even without much revenue growth
Слайд 12
7) The potential of OpenPOWER
IBM’s Power servers have been losing market
share to x86-based systems for years
The OpenPOWER foundation was started in 2013 in an effort to build an ecosystem around IBM’s POWER architecture in the data center
There are now 147 OpenPOWER members, and over 1,600 popular Linux applications, like MongoDB, Apache Spark, and Hadoop, now run on the POWER architecture
OpenPOWER has the potential to challenge Intel in the data center
The OpenPOWER foundation was started in 2013 in an effort to build an ecosystem around IBM’s POWER architecture in the data center
There are now 147 OpenPOWER members, and over 1,600 popular Linux applications, like MongoDB, Apache Spark, and Hadoop, now run on the POWER architecture
OpenPOWER has the potential to challenge Intel in the data center
Major OpenPOWER Members
Слайд 13You may also enjoy… This $19 trillion industry could destroy the Internet CLICK
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