IBM fell 25%, but the revenue headline tells a different story

A 25% selloff makes every financial number feel urgent, but I don’t think one headline figure explains what the market was reacting to.

$IBM Corp (IBM.US)$ ’s latest quarterly figures showed revenue of $15.917 billion, up 9.46% year over year. EBIT, EPS, and operating cash flow also increased. At the same time, the stock finished the latest completed session at $217.07 on unusually heavy volume.

@Spider-Man to moon @Rockyturki, I’d open Revenue Analytics in moomoo Engine and look beneath the consolidated number. Was the growth broad across the business, or concentrated in one segment while another part weakened?

That breakdown matters more to me than trying to invent a reason from the chart. The numbers create a real contradiction, but they do not resolve it. I’m keeping my view open until the segment mix is clearer. #moomooEngine

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