今年第一季度，IBM銷(xiāo)售額從上年同期的186.8億美元降至181.6億，連續(xù)第20次出現(xiàn)季度銷(xiāo)售額滑坡。這個(gè)數(shù)字也低于分析師預(yù)計(jì)的183.9億美元，IBM股價(jià)因此在市后交易中下跌4.2%，報(bào)162.90美元。

按照慣例，IBM強(qiáng)調(diào)“戰(zhàn)略性業(yè)務(wù)”，也就是云計(jì)算、移動(dòng)和數(shù)據(jù)處理第一季度實(shí)現(xiàn)收入78億美元，上升13%。IBM首席執(zhí)行官羅睿蘭今年1月份介紹，這些關(guān)鍵業(yè)務(wù)占該公司2016年全年收入的40%。

IBM首席財(cái)務(wù)官馬丁·施洛特上周二下午在CNBC表示，他相信該公司將扭轉(zhuǎn)局勢(shì)。施洛特說(shuō)：“我對(duì)IBM重新實(shí)現(xiàn)增長(zhǎng)有信心。我們循序漸進(jìn)，目的就是確保自己在正確的地方投資，并得到我們想要的那種邊緣型高價(jià)值對(duì)象?！?/p>

最主要的問(wèn)題在于什么時(shí)候才會(huì)出現(xiàn)這樣的轉(zhuǎn)變，原因是IBM的對(duì)手正在迅猛增長(zhǎng)，比如亞馬遜旗下的Amazon Web Service，其業(yè)務(wù)內(nèi)容就是將計(jì)算和存儲(chǔ)設(shè)備租給企業(yè)客戶(hù)。

IBM依然存在的一大問(wèn)題是它在這些新興領(lǐng)域的增長(zhǎng)仍然無(wú)法抵消傳統(tǒng)業(yè)務(wù)銷(xiāo)售額下降的影響。羅睿蘭一直想通過(guò)大量投資把注意力集中在成長(zhǎng)型業(yè)務(wù)上，同時(shí)繼續(xù)通過(guò)削減成本來(lái)掌控IBM的傳統(tǒng)業(yè)務(wù)。

IBM公布，今年第一季度云業(yè)務(wù)收入增長(zhǎng)33%，達(dá)到35億美元，而過(guò)去12個(gè)月的云業(yè)務(wù)收入為146億美元。但此項(xiàng)數(shù)據(jù)很難坐實(shí)，原因是老牌科技公司的創(chuàng)收業(yè)務(wù)未必和云計(jì)算有關(guān)。

就IBM而言，云業(yè)務(wù)收入對(duì)分析師最重要，因?yàn)檫x擇此類(lèi)業(yè)務(wù)的企業(yè)客戶(hù)越來(lái)越多。隨著企業(yè)逐漸放棄自建數(shù)據(jù)中心，亞馬遜和微軟都在這個(gè)領(lǐng)域獲得了高額收入。

第一季度，IBM的硬件和操作系統(tǒng)收入減少16.8%，降至14億美元。同時(shí)，咨詢(xún)業(yè)務(wù)收入下降3%至40億美元。不過(guò)，咨詢(xún)業(yè)務(wù)中和云相關(guān)的咨詢(xún)和服務(wù)收入實(shí)現(xiàn)了“兩位數(shù)”增長(zhǎng)，但I(xiàn)BM未披露詳細(xì)情況。

剔除部分成本后，IBM實(shí)現(xiàn)每股收益2.38美元，超過(guò)市場(chǎng)預(yù)期，F(xiàn)actSet分析師預(yù)測(cè)的數(shù)字為每股2.35美元。（財(cái)富中文網(wǎng)）

譯者：Charlie

審稿：夏林

The decline to $18.16 billion in the company's first quarter from $18.68 billion in the same period last year marked the 20th consecutive quarter of falling sales. The amount fell short of the $18.39 billion that analysts had expected, sending company's shares skidding 4.2% at one point in after hours trading to $ 162.90.

As has become its custom, IBM stressed that revenue from its "strategic imperatives"—cloud, mobile, data crunching, and mobile—rose 13% to $7.8 billion for the period. For full year 2016, these key categories made up 40% of the company's revenue, IBM chief executive Ginny Rometty said in January.

IBM chief financial officer Martin Schroeter took to CNBC Tuesday afternoon to express his confidence that IBM will turn the corner. "I am confident that the IBM company will grow again," he said. "We're taking time to make sure we invest in the right places and make sure we get the kind of margin high-value profile we're looking for."

The overriding question is when that will happen given the booming growth of rivals like Amazon Web Services, Amazon's business unit that rents computing and storage to corporate customers.

One big issue continues to be that growth in these newer areas has not offset declining sales in its older businesses. Rometty has been trying to shift focus to growing areas by investing heavily in them while continuing to manage the company's older businesses and by cutting costs.

For the quarter ending at the end of March, IBM said cloud revenue was up 33% to $3.5 billion and that the company had $14.6 billion in cloud revenue over the past 12-months. But cloud numbers are hard to pin down because older tech companies often lump in revenue from businesses that aren't necessarily associated with cloud computing.

With IBM, cloud revenue is what matters most to analysts because it's where businesses customers are increasingly headed. Amazon, Microsoft (msft, -0.14%), are the biggest recipients of those dollars as corporations shift from building their own data centers.

For the first quarter, revenue from IBM hardware and operating systems fell 16.8% to $1.4 billion. Meanwhile, revenues at IBM's consulting arm fell 3% to $4 billion, although cloud-related consulting and services within that group grew in the "double digits," IBM said without providing additional details.

IBM beat consensus estimates on profit logging $2.38 per share, excluding some costs, while FactSet analysts were anticipating $2.35 per share.