[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  JustDario 🏊♂️ [@DarioCpx](/creator/twitter/DarioCpx) on x 64.7K followers Created: 2025-07-24 03:06:24 UTC This is very interesting ⚠️, while $IBM posted a strong earnings beat across the board, the stock tanked X% as if the company missed expectations badly. Synnax models median expectation for $IBM Q2 revenues was 15.72bn$ for the quarter, BELOW Wall Street expectations and ~1.2bn$ below IBM reported. How to explain such a gap? IBM long-term financing receivables (B/S Asset) jumped by ~1.2bn$ from Q1 so it looks like IBM had to lend money to its customers for more than a year to make up an equivalent chunk of revenues this quarter and deliver a big expectations beat. MSM narrative claims that the bad investor's reaction was due to a miss in Software revenue expectations by a mere ~50m$ and is clearly bs (media always need to find an excuse that makes the narrative fit the events) To me, it looks like HFT algos caught the trick and IBM real revenues without chunky customers' financing would have instead missed badly.  XXXXXX engagements  **Related Topics** [longterm](/topic/longterm) [wall street](/topic/wall-street) [alternative investment](/topic/alternative-investment) [$ibm](/topic/$ibm) [ibm](/topic/ibm) [stocks technology](/topic/stocks-technology) [Post Link](https://x.com/DarioCpx/status/1948218176422203678)
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JustDario 🏊♂️ @DarioCpx on x 64.7K followers
Created: 2025-07-24 03:06:24 UTC
This is very interesting ⚠️, while $IBM posted a strong earnings beat across the board, the stock tanked X% as if the company missed expectations badly.
Synnax models median expectation for $IBM Q2 revenues was 15.72bn$ for the quarter, BELOW Wall Street expectations and ~1.2bn$ below IBM reported. How to explain such a gap?
IBM long-term financing receivables (B/S Asset) jumped by ~1.2bn$ from Q1 so it looks like IBM had to lend money to its customers for more than a year to make up an equivalent chunk of revenues this quarter and deliver a big expectations beat.
MSM narrative claims that the bad investor's reaction was due to a miss in Software revenue expectations by a mere ~50m$ and is clearly bs (media always need to find an excuse that makes the narrative fit the events)
To me, it looks like HFT algos caught the trick and IBM real revenues without chunky customers' financing would have instead missed badly.
XXXXXX engagements
Related Topics longterm wall street alternative investment $ibm ibm stocks technology