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

按照慣例，IBM強調(diào)“戰(zhàn)略性業(yè)務(wù)”,，也就是云計算,、移動和數(shù)據(jù)處理第一季度實現(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,。施洛特說：“我對IBM重新實現(xiàn)增長有信心,。我們循序漸進，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值對象,。”

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

IBM依然存在的一大問題是它在這些新興領(lǐng)域的增長仍然無法抵消傳統(tǒng)業(yè)務(wù)銷售額下降的影響,。羅睿蘭一直想通過大量投資把注意力集中在成長型業(yè)務(wù)上，同時繼續(xù)通過削減成本來掌控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33%，達到35億美元,，而過去12個月的云業(yè)務(wù)收入為146億美元,。但此項數(shù)據(jù)很難坐實，原因是老牌科技公司的創(chuàng)收業(yè)務(wù)未必和云計算有關(guān),。

就IBM而言,，云業(yè)務(wù)收入對分析師最重要，因為選擇此類業(yè)務(wù)的企業(yè)客戶越來越多,。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,，咨詢業(yè)務(wù)收入下降3%至40億美元。不過,，咨詢業(yè)務(wù)中和云相關(guān)的咨詢和服務(wù)收入實現(xiàn)了“兩位數(shù)”增長,，但IBM未披露詳細情況。

剔除部分成本后,，IBM實現(xiàn)每股收益2.38美元,，超過市場預(yù)期，F(xiàn)actSet分析師預(yù)測的數(shù)字為每股2.35美元。（財富中文網(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.