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International Business Machines (IBM) Q2 2024 Earnings Call Transcript

The Motley Fool

We had strong performance in software and infrastructure above our model as investment in innovation is yielding organic growth, while consulting remained below model. As we stated last quarter, factors such as interest rates and inflation impacted timing of decision making and discretionary spend in consulting.

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International Business Machines (IBM) Q1 2024 Earnings Call Transcript

The Motley Fool

We had good performance in software, at the high end of our model; continued strength in infrastructure, above our model; while consulting was below model. On a relative basis, consulting outperformed the market. We are well-positioned to drive growth for HashiCorp by leveraging IBM's enterprise incumbency and global reach.

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International Business Machines (IBM) Q3 2023 Earnings Call Transcript

The Motley Fool

Nearly every business we talk to wants to leverage technology to offer better services, scale more quickly, and fuel growth without increasing their footprint. In this past quarter, we saw good revenue growth in software and consulting. These consultants also provide valuable real-time feedback to other product teams.

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International Business Machines (IBM) Q4 2023 Earnings Call Transcript

The Motley Fool

We entered the year intent on enhancing our Software portfolio and strengthening our Consulting position. Consulting has delivered durable revenue growth through the year despite an uneven macro environment. Consulting has delivered durable revenue growth through the year despite an uneven macro environment. We have done both.

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New Oriental Education & Technology Group (EDU) Q4 2024 Earnings Call Transcript

The Motley Fool

And we will continue to leverage East Buy to propel knowledge sharing, product dissemination, and culture promotion to our valued customers in the long term. The overseas study consulting business recorded a revenue increase of about 17% in dollar terms, or 23% in RMB terms year over year for the first fiscal quarter of 2024.

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Upwork (UPWK) Q1 2024 Earnings Call Transcript

The Motley Fool

Our unwavering focus on increasing operating leverage while investing in future growth is allowing us to raise our 2024 outlook for both revenue and adjusted EBITDA. We are committed to continuing to grow operating leverage into 2025 and beyond. Erica will share details on these plans in a few minutes.

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Signet Jewelers (SIG) Q2 2025 Earnings Call Transcript

The Motley Fool

We're also leveraging our Dabir's partnership to advance jewelry consultant training, natural diamond marketing and several new branded natural diamond merchandise collections launching in the third quarter. In marketing, we're increasingly leveraging data and AI to personalize our messaging. Turning now to our balance sheet.