EVENTS:   Best Equity Short Ideas Conference Call 12 - Zach Shannon/Corto Capital Advisors & Craig Huber/Huber Research Partners & Thomas Beevers /Forensic Alpha & Ed Steele/Iron Blue Financials & Bill Campbell/Paragon Intel - 12 Nov 25   Will AI Deflate the World? Macro Lessons from Three Industrial Revolutions and China - Manoj Pradhan/Talking Heads Macro - 13 Nov 25     ROADSHOWS: Forest Products Sector Equity and Commodity Research With Expertise in Distressed Debt - Kevin Mason /ERA Research   •   London   12 - 14 Nov 25       Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech - Andrew Peters /Revelare Partners   •   London   17 - 19 Nov 25       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   17 - 19 Nov 25      

Fortnightly Publication Highlighting Latest Insights From IRF Providers

Company Research

IBM (IBM)

Technology

Off Wall Street

Software revenue growth falls short of expectations and FCF misses in 2024 - some on the Street appear to have become more sceptical of the way IBM’s management has gamed its growth targets. Besides excluding acquisition costs from the FCF calculation, OWS notes that IBM moved its declining security software business from Software to Consulting in 1Q24 to show ‘strong’ Software segment growth. Over the past year, bulls have been arguing that the firm is an AI value play. OWS counters that IBM is no such thing. Revenue growth, whether from AI or otherwise, has been ~3% with acquisitions and the EV/FCF is 30x if one were to include acquisition costs. TP $85 (50% downside).

Edition: 185

- 03 May, 2024


Broadcom's uplift in pricing shocks VMware users

Technology

Sales Pulse Research

SPR provides recent field feedback on AVGO’s actions, users reactions and vendors who are benefitting. While many acquisitions do not produce the increases in revenue and cost synergies that were promised, based upon AVGO’s aggressive approach, SPR expects it will immediately deliver strong results for both metrics. Despite the disruption and animosity it is creating, SPR is picking up many examples of end users who are paying much more to AVGO then they were prior to this acquisition (price hikes of 100-1000% have been reported). These end users are locked into some or all the VMware products. The cost of switching is very high and, in some cases, will take years. Other vendors discussed include Nutanix, IBM Red Hat and HashiCorp.

Edition: 183

- 05 April, 2024


IBM (IBM)

Technology

MYST Advisors

Accounting games create illusion of earnings growth - IBM is “misleading” investors into believing the company is growing EBIT at a considerable pace following the spin-off of its IT services business, Kyndryl Holdings. The perception of growth in the RemainCo has been the primary driver of the stock’s material outperformance. However, “real” EPS power is more like ~$8/share and applying IBM’s long-term average ~10x P/E multiple results in a TP of $80 (45% downside).

Edition: 152

- 20 January, 2023