#earnings

"Teradata struggled to consistently generate demand over the last five years as its sales dropped at a 2.3% annual rate. This was below our standards and is a sign of poor business quality."

https://www.financialcontent.com/article/stockstory-2026-5-5-teradata-nysetdc-posts-better-than-expected-sales-in-q1-cy2026

Email to employees bottom Lores announced his intention to make cuts so the question is now that he has announced it when will it occur can't have this sitting on employees for months.

The Q1 2026 results strengthen the case that leadership will keep pushing productivity, automation, AI, severance, consolidation and expense control. The company is not in existential danger based on results but the numbers are weak enough that employees should assume continued restructuring risk. I wouldn't interpret this as a reason to panic yet.

Earnings fell short, stock dipped 10%

They’ve now published 2 customer PRs this week, must be desperate to have something positive to talk about on the call. If they think Gyro hut is going to move the needle with investors, things must be even worse than they appear.

I hope a company with a massive windfall wouldn't do such a thing, though.

Whats getting sold and who's buying

5/13 is the next earnings date, and layoffs will likely follow.

They may not be announced publicly.

They may just happen quietly in the background. No WARN, no PR releases - just silent cuts. People disappear.

Contractors have already been sent home. Many red badges have been eliminated already.

AI efficiency is starting to take hold across corporate America, and Cisco is not immune to it.

No earnings insider insight, but if I were a better (would)man, I'd bet on a miss and bleak outlook. Just based on sentiment

Adidas told Kanye West to pack it up and took the hit. Cleaned house. Nike keeps doubling down with Travis Scott looking for a shortcut to relevance.
Adidas reports earnings and the stock jumps. Nike reports earnings and the stock drops.
Adidas is back to making gear for actual athletes. Winning marathons, on the feet of the best young footballers, everywhere that performance still matters. Nike feels like it is selling nostalgia and hoping the logo carries it.

Look at basketball. Adidas got Anthony Edwards. Electric, marketable, and compared to Ja Morant headlines he looks like a saint. One company reset and moved forward. The other one is going to to keep slimming down to greatness… make it make sense.

In the Q1 earnings report under SGA, it lists 20–24 million estimated for severances in 2026. Big layoff must be coming

What is your guess of the stock price at the close on 4/30/26?

My guess: $1.06

I know that is crazy on a percentage basis, but we're at the end now.

Humana probably should do their very best to artificially raise their stock today (e.g., buybacks, corporate partnership temporary buys, etc.) before the Q1 Earnings Report comes out tomorrow; before the big flop in stock price, once investors see Humana’s true financial state. Womp womp! :(

Closed earnings call May 7, originally scheduled for the 14th.
Dennis cokefest on the 14th.

So, June 19 exit for most of us left, right after the B-rup filing.

Earrings coming in at 1.53 EPS. 🧐

In the Q1 Earnings press release (April 22, 2026), WAY down to the financial tables section titled: “GAAP NET INCOME TO ADJUSTED EBITDA RECONCILIATION” inside the table, you will see this line: “Workforce rebalancing charges”

And see the number is $0.3 Billion for 2026, same as 2025 for the 2 months ending in March 31.

Workforce Rebalancing Charges means a one time charges for laying off employees, closing facilities, or changing management.

If IBM continues to use an average cost of $150K per employee, then $300 Million translates into ~2,000 employees.

This is consistent with what they said in January 2026 at the 4Q Earnings call.

Here's the link to the 1Q Earnings press release:
https://newsroom.ibm.com/2026-04-22-IBM-RELEASES-FIRST-QUARTER-RESULTS?utm_source=chatgpt.com

All signs point to good results tomorrow with help from the blockade in the Straight of Hormuz. I’m sure we will say it is proof our strategy reset is working, and that we still have to make more “difficult” changes. Then cue layoffs announced around Q2 results. What does everyone else think?

Not only will we beat the numbers, we will blow past them

The numbers are awesome, we are returning to growth

55k Phone net adds. Increasing guidance on EPS and noting we will be at top end of phone net adds range of 750-1M. All major metrics at VZ w YOY increases.

Stock temporarily up.

Looking forward!

How and when is the May Beat scheduled. It's typically scheduled about a month out and we're already at the end of April without that. If we get an invite in a few days for one at the end of May, you can probably assume that nothing super dramatic is planned in May. If it comes out late and is a short notice beat scheduled for just after earnings you might go hmmmmm even though nothing is certain. This is not a prediction. It's just something to watch for.

He better beat the expectations on Monday morning, otherwise stock is going back to under 40.

heard that its likely to be the worst ever result for dXc.

Here comes mass WFR - just like Meta, AWS, Microsoft have announced this week... except dXc can't blame AI as the company hasnt worked out the innovation yet, still trying to insert the X factor.

Down 9% on opening. Is the jig up at IBM? Will they hit the RA button to try and salvage this sinking ship?

Typical smoke and mirrors.

https://www.wsj.com/business/earnings/ibm-posts-higher-first-quarter-sales-buoyed-by-ai-990f6a0a

Growing adoption of artificial-intelligence tools by businesses help boost the technology company’s quarterly results

By: Elias Schisgall |
Updated April 22, 2026 5:06 pm ET

IBM reported rising revenue and a higher profit in the first quarter, buoyed by the growing adoption of artificial-intelligence tools in businesses.

“AI continues to be a tailwind for our business,” IBM Chief Financial Officer Jim Kavanaugh said in an interview. “You see it play out in the results, as we captured demand for both technology and innovation around AI, but also services that help organizations orchestrate, deploy, govern, scale AI.”

The technology company on Wednesday reported a first-quarter profit of $1.22 billion, or $1.28 a share, compared with a profit of $1.06 billion, or $1.14 a share, a year earlier.

Stripping out certain one-time items, the company logged adjusted earnings of $1.91 a share, ahead of Wall Street’s expectation of $1.81 a share, according to FactSet.

Revenue rose to $15.92 billion from $14.54 billion a year prior, amounting to what Kavanaugh said was IBM’s highest first-quarter revenue growth in many years. Analysts surveyed by FactSet were expecting revenue of $15.63 billion.

IBM maintained its expectations of constant currency revenue growth of at least 5% this year, with free cash flow rising by around $1 billion.

Shares fell about 6.4% in late trading to $235.82. Through Wednesday’s close, the stock had lost nearly 15% this year.

Revenue in the company’s software segment rose to $7.05 billion, up 11%. Within that segment, hybrid cloud revenues, which includes the company’s Red Hat business, were up 13%, while automation revenue rose 10% and data revenue rose 19%.

Consulting revenue rose 4% to $5.27 billion, and infrastructure revenue was up 15% to $3.33 billion.

Free cash flow in the quarter was $2.2 billion, up around $300 million year over year. Analysts were expecting $2.04 billion.

IBM’s board of directors also increased the company’s quarterly dividend to $1.69 a share, up from $1.68.

The new payout, equal to $6.76 a year, represents a 2.6% annual yield based on IBM’s Tuesday closing price of $255.68.

The dividend is payable June 10 to shareholders of record as of May 8.

Of course all the so-called news is shallow parroting of IBM or "churnalism" void of real analysis.

http://techrights.org/n/2026/04/22/IBM_s_Shares_Have_Just_Collapsed_Again_as_a_Result_of_the_Phony.shtml

lots of vps and products consolidated.

Thank you John for RTO

Yikes!

https://seekingalpha.com/article/4891802-verizon-path-back-down-to-40

Anyone like to give some predictions? Stock up or down tomorrow?

questioning do you think its a good time to sell shares or wait till after next months earnings?

Tomorrow Weatherford will release the Q1 earnings. It’s going to show a strong profitable outcome. Due to the fact they laid off a bunch of people they saved money so it’s profitable. Let’s see what more lies gurish holds for us.

Story by Sheila Dang

HOUSTON, April 8 (Reuters) - Exxon Mobil signaled on Wednesday that first quarter earnings could decline from the previous quarter, with an expected multi-billion dollar hit related to financial hedging outweighing higher oil and gas prices triggered by the Iran war.

The top U.S. oil producer also said it will see higher profitability in later quarters when derivative contracts are settled with physical shipments.

In a regulatory filing, Exxon said earnings in the upstream business could have a lift of about $1.4 billion compared to the fourth quarter, driven by higher oil prices, which skyrocketed as much as 65% following the start of the war on February 28.

Downstream earnings, however, could be negatively impacted by around $5.3 billion due to the so-called timing effects connected to derivative contracts and cargoes that were not delivered due to the war.

"This is clearly a messy release with a number of Exxon-specific factors related to current events in the Middle East impacting earnings," Biraj Borkhataria, an analyst with RBC Capital Markets, said in a research note.

The earnings snapshot points to first quarter earnings of about $5 billion or $1.20 per share, Borkhataria estimated.

Adjusted earnings in the fourth quarter were $7.3 billion or $1.71 per share.

EARNINGS MISMATCH WILL 'UNWIND OVER TIME'

The "unusually large, negative timing impact" is temporary and results from accounting rules for the trading program, Neil Hansen, Exxon's chief financial officer, said in a statement.

Like other oil firms, Exxon hedges the sale of crude, natural gas and refined products using financial derivatives in order to mitigate the risk of price changes during the time it takes to ship cargoes to customers, which could take weeks between the United States and Asia.

The value of the physical shipment is not reflected in earnings until the transaction is complete, the company said in the filing.

"These impacts will unwind over time and result in net-positive profit once the underlying transactions are complete. These are sound trades and the profitability that will result from them will be material," Hansen said.

The company said it will record an impairment of between $600 million and $800 million because supply disruptions prevented the physical shipment of cargoes associated with some hedges.

IMPACTED PRODUCTION

Exxon said its first-quarter oil and gas production will be 6% lower due to the war compared with the fourth quarter, when it produced 5 million barrels of oil equivalent per day. Assets in Qatar and the UAE accounted for 20% of Exxon's global oil production in 2025, the company said in the filing.

The war has caused a massive disruption of energy supplies as the Strait of Hormuz, a conduit for a fifth of global energy flows, has been effectively closed. Benchmark Brent crude prices averaged $78.38 per barrel during the first quarter, up 24% from the previous three months, according to LSEG data.

Exxon will report its full first-quarter results on May 1. Investors closely watch the company's earnings snapshot, which details the market factors that impacted earnings, for signals about how the broader oil sector will perform when results are released next month.

(Reporting by Sheila Dang in Houston; Editing by Nathan Crooks, Will Dunham and Lincoln Feast)

https://www.msn.com/en-us/money/companies/exxon-signals-lower-q1-profit-despite-higher-oil-gas-revenue-from-iran-war-price-spikes

UBS Group highlights $INTC 14A PDK as a key catalyst, raising the target price to $65.

UBS Group released a research report stating that $INTC exhibits resilient demand for personal computers (PCs), with significant growth in server CPU demand as well. In addition, the company has already raised prices by about 10%, and price increases are expected to continue throughout this year, particularly in the enterprise server segment.

UBS has slightly raised its first-quarter revenue forecast for the group from the previous $12.2 billion to $12.5 billion, while leaving its earnings-per-share forecast unchanged at $0.06. For the group's 2026–2028 revenue projections, the firm has increased estimates from $51.1 billion, $52.4 billion, and $56.1 billion to $53.1 billion, $55.1 billion, and $58.5 billion, respectively. Earnings-per-share forecasts have also been revised upward from the original $0.35, $0.60, and $0.92 to $0.44, $0.75, and $1.05, respectively.

UBS noted that Intel's foundry business is seeing improving prospects, particularly in the 14nm process. At the same time, it expects customers such as Google, Apple, AMD, and NVIDIA to sign foundry commitments this fall. In addition, the potential scenario of merging the Ohio wafer fab project with Musk's TeraFab also boosts confidence in the long-term outlook for the foundry business.

However, UBS remains skeptical about Intel's long-term earnings per share profitability. Even under an optimistic scenario, EPS is expected to exceed only about $3.50 by 2030. UBS believes that there is limited room for further upside in the stock price, and the key catalyst—the release of the 14A 1.0 PDK—has yet to materialize. It is expected that the stock price will still trend higher within this year.

UBS assigned a "Neutral" rating to Intel, with the price target raised from $51 to $65.

Since everyone been saying its all doom and gloom

Another earnings beat. Feeling grateful his morning, go USB!! 👍