Gartner Research

Gartner Invest: IBM 4Q12 Upside: Software, Mainframes and Margins Fuel Upside

Published: 12 February 2013

ID: G00248520

Analyst(s): Andrew Neff , Sandra Notardonato

Summary

IBM delivered revenue and EPS upside on mainframes, software and margins, reaffirming its outlook to deliver growth. IBM should exceed expectations. After reviewing IBM, we dive deeper into service performance. Company Impact: ACN, CAP.PA CSC, CTSH, EMC, HCLTECH.BO HPQ, IBM, INFY, ORCL, WIT.

Table Of Contents

Analysis

  • Revenue Analysis
    • IBM Global Services/Deeper Dive: 4Q12 Results Show Continued Solid Margin Performance
  • What to Watch

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