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2022-03-29
Am surprised that are no 2.
This Company Continues to Show Unexpected Strength in the Cloud
By one measure, IBM is already a major cloud player.
This Company Continues to Show Unexpected Strength in the Cloud
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2022-02-25
OK.
Shares of Alibaba Slid Nearly 5% In Morning Trading
Shares of Alibaba slid nearly 5% in morning trading. The company reported quarterly sales of $38.07
Shares of Alibaba Slid Nearly 5% In Morning Trading
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2022-02-08
Thx.
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surprised that are no 2.","listText":"Am surprised that are no 2.","text":"Am surprised that are no 2.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019345541","repostId":"2222978658","repostType":4,"repost":{"id":"2222978658","kind":"highlight","pubTimestamp":1648536453,"share":"https://ttm.financial/m/news/2222978658?lang=en_US&edition=fundamental","pubTime":"2022-03-29 14:47","market":"us","language":"en","title":"This Company Continues to Show Unexpected Strength in the Cloud","url":"https://stock-news.laohu8.com/highlight/detail?id=2222978658","media":"Motley Fool","summary":"By one measure, IBM is already a major cloud player.","content":"<div>\n<p>KEY POINTSIBM lags only Amazon in IaaS and PaaS vendor market share.It has become the fifth-largest cloud infrastructure company.IBM stock offers a generous dividend and sports a relatively low ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/28/company-show-unexpected-strength-cloud/\">Source Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>This Company Continues to Show Unexpected Strength in the Cloud</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThis Company Continues to Show Unexpected Strength in the Cloud\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-29 14:47 GMT+8 <a href=https://www.fool.com/investing/2022/03/28/company-show-unexpected-strength-cloud/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSIBM lags only Amazon in IaaS and PaaS vendor market share.It has become the fifth-largest cloud infrastructure company.IBM stock offers a generous dividend and sports a relatively low ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/28/company-show-unexpected-strength-cloud/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4525":"远程办公概念","BK4561":"索罗斯持仓","BK4573":"虚拟现实","BK4097":"系统软件","BK4524":"宅经济概念","BK4554":"元宇宙及AR概念","BK4581":"高盛持仓","BK4532":"文艺复兴科技持仓","BK4527":"明星科技股","BK4077":"互动媒体与服务","BK4553":"喜马拉雅资本持仓","IBM":"IBM","BK4567":"ESG概念","MSFT":"微软","BK4534":"瑞士信贷持仓","GOOGL":"谷歌A","BK4514":"搜索引擎","BK4576":"AR","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4575":"芯片概念","BK4528":"SaaS概念","BK4516":"特朗普概念","AMZN":"亚马逊","BK4535":"淡马锡持仓","GOOG":"谷歌","BK4504":"桥水持仓","BK4577":"网络游戏","BK4559":"巴菲特持仓","BK4538":"云计算","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4574":"无人驾驶","BK4548":"巴美列捷福持仓","BK4507":"流媒体概念","BK4134":"信息科技咨询与其它服务","BK4551":"寇图资本持仓"},"source_url":"https://www.fool.com/investing/2022/03/28/company-show-unexpected-strength-cloud/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2222978658","content_text":"KEY POINTSIBM lags only Amazon in IaaS and PaaS vendor market share.It has become the fifth-largest cloud infrastructure company.IBM stock offers a generous dividend and sports a relatively low valuation.Cloud computing remains a fragmented industry with multiple players. While much of the overall attention seems to focus on big players like Amazon Web Services and Microsoft's Azure, numerous other companies have built successful niches in this growing tech sector.For instance, two segments within the cloud sector -- infrastructure-as-a-service (IaaS) and platform-as-a-service (PaaS) -- have seen the vendor market share concentrate with longtime tech giant International Business Machines. Let's take a closer look at how IBM is showing surprising strength in the cloud and what it could mean for investors.IBM's place in the cloudAccording to market research firm ITCandor, IBM made up about 15% of vendor revenue share in 2021. Though that still lags Amazon at 26%, it leads competitors such as Microsoft, Alphabet's Google Cloud, and Alibaba.Image source: StatistaUnder Arvind Krishna, who took the CEO job two years ago, IBM has built on its acquisition of Red Hat and spun off the infrastructure services part of the company into a separate entity that now operates as Kyndryl.These moves have helped IBM become much more of a cloud company focused especially on the hybrid cloud, a product that allows public and private clouds to communicate with one another. Its hybrid cloud revenue grew 20% in 2021 and accounted for just over one-third of IBM's overall revenue. This emphasis has also made it the world's fifth-largest infrastructure cloud player, even when considering exclusively infrastructure-related revenue.Image source: StatistaDon't forget the financialsThe market may not fully appreciate IBM's cloud opportunity. After years of negligible revenue growth, revenue increased 7% in Q4, the quarter when the Kyndryl spinoff took place. Moreover, the company forecasts mid-single-digit growth going forward and $35 billion in free cash flow in the three-year period between 2022 and 2024. This should finance the dividend, which cost the company $5.9 billion in 2021.This dividend pays shareholders $6.56 per share annually, a cash yield of 5% at current prices. Additionally, since it is a Dividend Aristocrat, IBM will likely choose to increase its dividend every year to hold on to that status, making it a safe bet regardless of market conditions.IBM stock sells at a P/E ratio of about 21, which suggests it's trading at a discount to the market average and much lower than many tech stocks. This is likely due to the lackluster revenue and stock performance over the past decade. However, with revenue growth increasing and a significant growth obstacle removed, IBM's fortunes could experience a long-awaited turnaround.Is cloud strength a reason to consider IBM?Despite its substantial cloud revenue share, IBM has just begun to benefit from its image as a cloud company. It has gained increased recognition in the cloud industry and has long accounted for a considerable share of the vendor revenue in IaaS and PaaS. With a relatively low earnings multiple and a generous, rising dividend, IBM could become the cloud stock of choice for income and possibly growth-oriented investors.","news_type":1,"symbols_score_info":{"GOOG":0.9,"MSFT":0.9,"AMZN":0.9,"IBM":0.9,"GOOGL":0.68}},"isVote":1,"tweetType":1,"viewCount":2837,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9030581730,"gmtCreate":1645754764242,"gmtModify":1676534061291,"author":{"id":"3586216759277485","authorId":"3586216759277485","name":"RT_SG","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586216759277485","authorIdStr":"3586216759277485"},"themes":[],"htmlText":"OK.","listText":"OK.","text":"OK.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9030581730","repostId":"1151709675","repostType":4,"repost":{"id":"1151709675","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1645713523,"share":"https://ttm.financial/m/news/1151709675?lang=en_US&edition=fundamental","pubTime":"2022-02-24 22:38","market":"us","language":"en","title":"Shares of Alibaba Slid Nearly 5% In Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1151709675","media":"Tiger Newspress","summary":"Shares of Alibaba slid nearly 5% in morning trading. The company reported quarterly sales of $38.07 ","content":"<html><head></head><body><p>Shares of Alibaba slid nearly 5% in morning trading. The company reported quarterly sales of $38.07 billion which missed the analyst consensus estimate.</p><p><img src=\"https://static.tigerbbs.com/0f1be87fc5a51cf3f384d13b9f35dd96\" tg-width=\"835\" tg-height=\"635\" width=\"100%\" height=\"auto\"/></p><p><b>Business Highlights</b></p><p><b>Revenue</b> was RMB242,580 million (US$38,066 million), an increase of 10% year-over-year that was primarily driven by the revenue growth of China commerce segment by 7% year-over-year to RMB172,226 million (US$27,026 million), Cloud segment by 20% year-over-year to RMB19,539 million (US$3,066 million), Local consumer services segment by 27% year-over-year to RMB12,141 million (US$1,905 million) and International commerce segment by 18% year-over year to RMB16,449 million (US$2,581 million).</p><p><b>Annual active consumers</b> of the Alibaba Ecosystem across the world reached approximately 1.28 billion for the twelve months ended December 31, 2021, an increase of approximately 43 million from the twelve months ended September 30, 2021. This includes 979 million consumers in China and 301 million consumers overseas, representing a quarterly net increase of over 26 million and 16 million, respectively.</p><p><b>Income from operations</b>was RMB7,068 million (US$1,109 million), a decrease of 86% year-over-year, which included a RMB25,141 million (US$3,945 million) impairment of goodwill in relation to Digital media and entertainment segment. Excluding this impairment of goodwill, income from operations would have been RMB32,209 million (US$5,054 million), a decrease of 34% year-over-year. The year-over-year decrease was primarily due to our increased investments in growth initiatives and our increased spending for user growth, as well as our support to merchants.</p><p><b>Net income attributable to ordinary shareholders</b> was RMB20,429 million (US$3,206 million) and net income was RMB19,224 million (US$3,017 million), showing year-over-year decreases of 74% and 75%, respectively, primarily due to the impairment of goodwill of RMB25,141 million (US$3,945 million) and the decrease in net gains arising from the changes in fair value of our equity investments, both of which we excluded from our non-GAAP measures. Non-GAAP net income was RMB44,624 million (US$7,002 million), a decrease of 25% year-over-year.</p><p><b>Diluted earnings per ADS</b> was RMB7.51 (US$1.18) and diluted earnings per share was RMB0.94 (US$0.15 or HK$1.15). Non-GAAP diluted earnings per ADS was RMB16.87 (US$2.65), a decrease of 23% year-over-year and non-GAAP diluted earnings per share was RMB2.11 (US$0.33 or HK$2.58), a decrease of 23% year-over-year.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Shares of Alibaba Slid Nearly 5% In Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nShares of Alibaba Slid Nearly 5% In Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-02-24 22:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Shares of Alibaba slid nearly 5% in morning trading. The company reported quarterly sales of $38.07 billion which missed the analyst consensus estimate.</p><p><img src=\"https://static.tigerbbs.com/0f1be87fc5a51cf3f384d13b9f35dd96\" tg-width=\"835\" tg-height=\"635\" width=\"100%\" height=\"auto\"/></p><p><b>Business Highlights</b></p><p><b>Revenue</b> was RMB242,580 million (US$38,066 million), an increase of 10% year-over-year that was primarily driven by the revenue growth of China commerce segment by 7% year-over-year to RMB172,226 million (US$27,026 million), Cloud segment by 20% year-over-year to RMB19,539 million (US$3,066 million), Local consumer services segment by 27% year-over-year to RMB12,141 million (US$1,905 million) and International commerce segment by 18% year-over year to RMB16,449 million (US$2,581 million).</p><p><b>Annual active consumers</b> of the Alibaba Ecosystem across the world reached approximately 1.28 billion for the twelve months ended December 31, 2021, an increase of approximately 43 million from the twelve months ended September 30, 2021. This includes 979 million consumers in China and 301 million consumers overseas, representing a quarterly net increase of over 26 million and 16 million, respectively.</p><p><b>Income from operations</b>was RMB7,068 million (US$1,109 million), a decrease of 86% year-over-year, which included a RMB25,141 million (US$3,945 million) impairment of goodwill in relation to Digital media and entertainment segment. Excluding this impairment of goodwill, income from operations would have been RMB32,209 million (US$5,054 million), a decrease of 34% year-over-year. The year-over-year decrease was primarily due to our increased investments in growth initiatives and our increased spending for user growth, as well as our support to merchants.</p><p><b>Net income attributable to ordinary shareholders</b> was RMB20,429 million (US$3,206 million) and net income was RMB19,224 million (US$3,017 million), showing year-over-year decreases of 74% and 75%, respectively, primarily due to the impairment of goodwill of RMB25,141 million (US$3,945 million) and the decrease in net gains arising from the changes in fair value of our equity investments, both of which we excluded from our non-GAAP measures. Non-GAAP net income was RMB44,624 million (US$7,002 million), a decrease of 25% year-over-year.</p><p><b>Diluted earnings per ADS</b> was RMB7.51 (US$1.18) and diluted earnings per share was RMB0.94 (US$0.15 or HK$1.15). Non-GAAP diluted earnings per ADS was RMB16.87 (US$2.65), a decrease of 23% year-over-year and non-GAAP diluted earnings per share was RMB2.11 (US$0.33 or HK$2.58), a decrease of 23% year-over-year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151709675","content_text":"Shares of Alibaba slid nearly 5% in morning trading. The company reported quarterly sales of $38.07 billion which missed the analyst consensus estimate.Business HighlightsRevenue was RMB242,580 million (US$38,066 million), an increase of 10% year-over-year that was primarily driven by the revenue growth of China commerce segment by 7% year-over-year to RMB172,226 million (US$27,026 million), Cloud segment by 20% year-over-year to RMB19,539 million (US$3,066 million), Local consumer services segment by 27% year-over-year to RMB12,141 million (US$1,905 million) and International commerce segment by 18% year-over year to RMB16,449 million (US$2,581 million).Annual active consumers of the Alibaba Ecosystem across the world reached approximately 1.28 billion for the twelve months ended December 31, 2021, an increase of approximately 43 million from the twelve months ended September 30, 2021. This includes 979 million consumers in China and 301 million consumers overseas, representing a quarterly net increase of over 26 million and 16 million, respectively.Income from operationswas RMB7,068 million (US$1,109 million), a decrease of 86% year-over-year, which included a RMB25,141 million (US$3,945 million) impairment of goodwill in relation to Digital media and entertainment segment. Excluding this impairment of goodwill, income from operations would have been RMB32,209 million (US$5,054 million), a decrease of 34% year-over-year. The year-over-year decrease was primarily due to our increased investments in growth initiatives and our increased spending for user growth, as well as our support to merchants.Net income attributable to ordinary shareholders was RMB20,429 million (US$3,206 million) and net income was RMB19,224 million (US$3,017 million), showing year-over-year decreases of 74% and 75%, respectively, primarily due to the impairment of goodwill of RMB25,141 million (US$3,945 million) and the decrease in net gains arising from the changes in fair value of our equity investments, both of which we excluded from our non-GAAP measures. Non-GAAP net income was RMB44,624 million (US$7,002 million), a decrease of 25% year-over-year.Diluted earnings per ADS was RMB7.51 (US$1.18) and diluted earnings per share was RMB0.94 (US$0.15 or HK$1.15). Non-GAAP diluted earnings per ADS was RMB16.87 (US$2.65), a decrease of 23% year-over-year and non-GAAP diluted earnings per share was RMB2.11 (US$0.33 or HK$2.58), a decrease of 23% year-over-year.","news_type":1,"symbols_score_info":{"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":3172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096327352,"gmtCreate":1644312554183,"gmtModify":1676533911271,"author":{"id":"3586216759277485","authorId":"3586216759277485","name":"RT_SG","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586216759277485","authorIdStr":"3586216759277485"},"themes":[],"htmlText":"Thx.","listText":"Thx.","text":"Thx.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096327352","repostId":"2209371122","repostType":4,"isVote":1,"tweetType":1,"viewCount":1938,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}