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国际商业机器公司(IBM)2022年年度报告(中译版)(128页).pdf

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1、Lets Create2022 Annual ReportArvind KrishnaChairman and Chief Executive OfficerDear IBM Investor:In 2022 we took decisive steps to build a stronger IBM,executing against a sound strategy with speed,focus,and consistency.Our growth is accelerating,our confidence is growing,and our company is gaining

2、momentum.The reasons for this are clear.Our clients and partners are facing a series of specific business challenges:inflation,supply chain disruption,tight labor markets,sustainability requirements,and an ever-evolving cybersecurity threat landscape.They recognize technology as a source of competit

3、ive advantage,capable of addressing these immediate issues and future-proofing their businesses by increasing productivity,reducing costs,driving innovation,and fueling growth.To that end,we have sharpened our focus on IBMs unique ability to integrate technology and business expertise for our client

4、s and our partners.Our portfolio is built around hybrid cloud and artificial intelligence(AI),the two most transformational technologies of our time.And our go-to-market approach brings together the necessary software,consulting,and infrastructure our clients require,from across our expanding ecosys

5、tem of partners.This is todays IBM.2022 PerformanceFor the year,IBM generated$60.5 billion in revenue and$9.3 billion of free cash flow.Our focus on delivering client value fueled revenue growth of 12%at constant currency in 2022,including about four points from incremental external sales to Kyndryl

6、.Our solid and growing recurring revenue base now represents more than 50%of IBMs total revenue.And today,more than 70%of our annual revenue is in Software and Consulting.IBM 2022 Annual Report1IBM Software revenues were up 12%at constant currency,including about 6 points from incremental sales to K

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根据IBM 2022年年度报告的内容,本文主要概括了以下关键点: 1. IBM在2022年实现了605.3亿美元的收入,较2021年增长5.5%,其中软件和咨询业务占到总收入的70%以上。 2. 软件业务收入增长6.9%,其中Red Hat的强劲双位数增长带动了混合平台和解决方案业务增长4.9%。 3. 咨询业务收入增长7.1%,帮助客户实现数字化转型。 4. 基础设施业务收入增长7.8%,其中混合基础设施业务因z16项目实现了双位数增长。 5. 总收入中,约37%来自混合云业务,达到224亿美元,较2021年增长11%。 6. 美洲业务增长9.7%,欧洲/中东/非洲业务增长2.9%,亚太业务增长11%。 7. 2022年,IBM的运营(非GAAP)收入为83亿美元,较2021年增长16%。 8. 2022年,IBM的每股摊薄后运营(非GAAP)收益为9.13美元,较2021年增长15.1%。 9. 2022年,IBM的每股摊薄后持续经营业务收益为1.95美元,其中包括4.84美元的养老金结算费用。 10. 2022年,IBM的自由现金流为93亿美元,较2021年增长15%。
2022年IBM年度报告的主要内容是什么? IBM如何通过混合云和人工智能战略实现业务增长? IBM在2022年面临哪些挑战,采取了哪些措施应对?
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