国际商业机器公司IBM Corp（IBM）2024年年度报告「NYSE」（英文版）（128页）.pdf

1、LetsCreate2024AnnualReportIBM2024AnnualReport1ArvindKrishnaChairman,President and Chief Executive OfficerDearIBMInvestor:In 2024,IBM made significant progressinbecomingahighergrowth,highermarginbusiness.Wemadethisprogressbycombiningtechnologyinnovationandconsultingexpertisetodrivegrowth,improveprodu

2、ctivity,and enhance operational efficiency-forourclients,andourowncompany.OurstrategycontinuestobuilduponthetwotechnologicalfoundationsofAIandhybridcloud,whichclientsneedtounlockthefullvalueoftheirdata.Wehavemadeaseriesofinvestmentstoacceleratethedeliveryofthatvaluetoourclients,fromtransformingthewa

3、yweworktoreorientingourportfolio around powerful,AI-based solutions.Asthisreportdemonstrates,theseinvestmentsarepayingoff,deliveringmeaningfulreturnsforourshareholders,clients,and partners.Today,IBM is a software-led,fully integratedplatformcompany,builttogrowsustainably.ThisistheROIofIBM.2024Perfor

4、manceFortheyear,IBMgenerated$62.8billioninrevenue,up3%atconstantcurrency,and$12.7billioninfreecashflowanincrease of$1.5 billion year-over-year.Our generative AI bookofbusinessnowstandsatmorethan$5billionsinceinception.Thisrevenuegrowthandcashgenerationenabledus to make significant investments in the

5、 business and deliver valuetoourshareholders.In2024,weallocatedmorethan$7billiontoresearchanddevelopment,closed11acquisitionstoenhanceourcapabilities,andreturnedmorethan$6billionInfrastructureConsultingSoftware2toshareholdersthroughdividends.IBMexpandedoperatinggross profit margin by 130 basis point

6、s in 2024,driven by a focus on high-value offerings and productivity initiatives.Softwarerevenuegrew9%atconstantcurrency,reflectingstrongdemandforouradvancedcapabilitiesinhybridcloud,dataandAI,automation,transactionprocessing,andsecurity.RedHatperformedwellasclientsembraceditsopenhybridcloudplatform