#earnings

Stock is up 10% for the year but down a bunch after the 2025 reporting spike. If the market doesn't like Q1 I can't see how he's around by the end of the year.

The UK's largest police force has awarded DXC Technology a contract worth up to £1 billion to develop and run a host of business process outsourcing services – including building a new Oracle ERP system.

The management said UK was doing not so good so no no payrises, and then a few days later they announce a $1.4 billion deal.

Nasdaq up over 3% while otex is down 1%

Once we miss earnings April 29, the stock is going to 15

$25/share in 2026?

Appears no growth left… Analysts and banks have all unfortunately reduced price targets last week post earnings.

Since add’l people (10) are going to Winner’s Circle, I’m guessing the value of Options for those that have them is up. Last year they valued the company in late March— it was $28.00??/share. When will that be reported? People ask in calls, but it isn’t answered.

March preliminary numbers are coming out soon. Not going to be a surprise that number is negative and then after that they’re going to announce some more layoffs before the earnings call. Need to make more headway if the market is going to react. Anyone heard anything?

TMUS is expected to release its Q1 2026 earnings on Tuesday, April 28, after the market closes.

Ahead of the event, analysts expect the company’s EPS to be $2.27 on a diluted basis, down by 12% from $2.58 in the year-ago quarter.

The company has exceeded Wall Street’s EPS estimates in each of its last four quarters.

Nike reported Q3 earnings on March, later than its typical mid-March timing. The stock dropped ~9% immediately after.

Because that move occurred after the ESPP purchase date, employees bought shares at a higher price than they otherwise would have.

The math:

Using reasonable estimates:
• ~$100M contributed into ESPP (6 months)
• ~9% price difference

If the drop had happened before purchase:
• Employees would have received ~10% more shares
• ≈ 200K additional shares
• ≈ $10M in additional value to employees (at ~$50/share)

What changed:

Because the decline came after the purchase:
• Employees received fewer shares for the same dollars
• That foregone value did not go to employees

Bottom line:

A modest shift in timing likely resulted in ~$10M less value delivered to employees through the ESPP, purely based on where the stock price landed at purchase.

Note At the time of this post, ESPP shares are not yet able to be sold. And may not be until April 6th; using historical data on distribution timing.

Despite saying “win now” a gazillion times, the numbers still aren’t showing it

EH’s tone not helping. Felt like I was getting yelled at.

Not seeing any q1 earnings/town hall on calendars. Quick google search says 4/16 for the announcement. Any cuts/moves happening between now and then? Would think that they wait until after a reorient send it out in this case

The E.W. Scripps Company plans to reduce its workforce. This broadcast conglomerate operates stations in over 60 markets. It was the former owner of KATC-TV. More details are anticipated during its February 26th earnings call. The full scope of these planned layoffs remains undetermined.

https://973thedawg.com/south-louisiana-news-changes/

The most disgusting thing is hipos who actually think they earned it. They just got lucky somehow. Many people who are just as good or better than them were never given the opportunity. It is a cr-p shoot.

Accenture stock rallies today...

Accenture reported better-than-expected quarterly earnings and revenue, which helped its stock rebound despite a steep decline over the past year driven by fears that AI could disrupt its consulting business. The company highlighted strong AI-driven demand and solid margins, and slightly raised its revenue outlook, but bookings growth remained weak and demand trends appear stable rather than improving. While some analysts see value in the stock’s low valuation and long-term exposure to AI and cloud growth, others remain cautious, noting that slowing revenue momentum and ongoing uncertainty around AI’s impact mean investor concerns are unlikely to fade quickly.

https://www.barrons.com/articles/accenture-earnings-stock-price-8b5d8c09

Quick show of hands how many of you are seeing higher earnings under the new comp structure, and how many are seeing less?

Kohl’s stock is flat after better-than-expected quarterly earnings.

Comparable sales decrease 2.8% in the fourth quarter, wider than analysts’ expectations for a drop of 1.5%.

The retailer projects comparable net sales to be down 2% to flat for the current fiscal year, marking a fifth straight decline.

I think we can safely say that we now know exactly as much about more layoffs as we did before the earnings. Yes, we have some numbers, and we know some changes are coming, but when it comes to when, where, and how many, we're still in the same exact position. Great.

Smaller Agile teams - This means more flattening of organization with high-level individual contributors oversee the team. So Directors/Snr Directors/VP's and SVP's will be high targets as mentioned in this forum earlier. Executives might be forced to take technical roles. Directors/Managers with minimal number of reports beware.

High cost centers like Bay area, East coast is going to be affected more. Expecting around 2500 -3500 people to be cut. India around 1500 - 3000 people. All the pending members in legacy products, FMW products working in California will be major targets.

Lots of low profile developers, freshers will be cut down to make Org lean and clean. Yes recent college grads might need to brush up their leetcode skills. Visa holders from Bay area better start looking around...

Overall expect something in 5000-8000 count. Get ready folks

Are you all ready for the 2025 10-K to come out in a few days and see PP and the soulless ghoul squad all getting another 8-15%+ bump.

Our hollow shell of a MP is about to make $30-33M+ and the rest of her sycophant cronies $20-25M+!!!

But we need to manage our costs and get more efficient folks!!!!

I'm prepared for lots of bad news, but we'll see.

Earnings Tuesday night. ORCL is at $152.56. Do we short ?

Bear Case:
Oil might open at $115 a barrel tomorrow morning
$300 by weeks end is now a possibility.
The us economy is not designed for $150
DJI might open 1K down premarket

We may, just may, see the The Fourth Turning (1997) by William Strauss and Neil Howe prediction of social separation of those of living above and those living below their means.

Bull Case:
Then again, it may all pass by 4/1/26. We return to normalcy.

No Clue how it turns out !
Place your bets .....

I think the Dream Team will surprise everyone….better than expected Q1.

From where I sit in the company. I see lots of customers leaving and almost zero new ones

With that evidence and the currency headwind with the stronger dollar and the fact we made last quarters numbers with two lucky unexpected last minute deals, I believe we will miss earnings on April 29

Stock then will drop to 15

Profitability improved more than $2 billion year over year, with net loss totaling $194 million in Q4 and $747 million for the full year.

Looks like Gil and his top executives deserve bonuses for only losing $747 million for the year.

Any predictions before they report tomorrow?

ATLANTA, February 09, 2026--(BUSINESS WIRE)--NCR Voyix Corporation (NYSE: VYX), a platform-powered leader in unified commerce for shopping and dining, will report financial results for the fourth quarter and full year 2025 before the market opens on Thursday, Feb. 26, 2026. The NCR Voyix management team will also be hosting a conference call at 8 a.m. ET the same day to discuss the financial results.

Earnings day on the same day all your sales and business leaders are together in Orlando at SKO.

Yes, that's the message

That's the EPS

Does anyone have any thoughts going into the Earnings Call? This will be the first time Amit presents in front of the investors.

https://siliconangle.com/2026/02/10/teradata-tops-expectations-public-cloud-momentum-stock-surges/

We're crushing it!! Good work everyone ♥️

Oracle spent on Tiktok, Oracle spending on Datacenter. Though this might facilitate Oracle in long run,
its going to definitely affect a lot in the short term.
Revenue ? Employees ?
Waiting on March earnings report

Wendy’s plans to close several hundred U.S. restaurants as it focuses on new menu items as well as "more spend towards digital, social and streaming platforms," the company said during an earnings call Friday following a weaker-than-expected fourth quarter.

https://www.nbcchicago.com/news/local/wendys-to-close-hundreds-of-us-restaurants-in-2026/3894238/

I'm thinking it's a certainty by now, but if I'm wrong, please let me know.

I was laid off after Q1 results were announced, even though there was no formal announcement of any cuts by the company. Came as quite a surprise.
They are doing stealth cuts every quarter, may not be a high number that they need to announce, but its happening every quarter.

President and CFO get a big raise and 12% of employees get laid off. Do we call it Pulte-Hutchins Strategic Pivot Cul-de-Sac or Bill-Mike Speed Bump?

https://www.cnbc.com/amp/2026/02/11/cisco-csco-q2-earnings-report-2026.html
We sabotage ourselves, why? Explain.

Reading between the lines in the call, it sounds like we’re in for a big headcount reduction.

https://www.healthcarefinancenews.com/news/cigna-cut-2000-jobs

Cigna plans to reduce its global workforce by approximately 2,000 positions, representing less than 3% of its workforce.

The layoffs will occur by the end of February.

A spokesperson for The Cigna Group said by statement: "As we drive greater efficiency across our business, we have made the difficult decision to reduce roles in our workforce. This decision was made with deliberate care and focus, and we are providing a package that includes a variety of transition services for impacted colleagues."

Cigna did not give specifics on which jobs or departments would be impacted.

The news coincides with Cigna’s Q4 and full-year 2025 earnings release in which the managed care company reported better-than-expected results for the quarter but set its full-year earnings guidance below expectations.

During the earnings call, President, CEO and Chairman David Cordani announced the settlement of a lawsuit with the Federal Trade Commission over Express Scripts' insulin pricing.

2025
Total revenue was $1.663 billion versus $1.750 billion, a decrease of 5% as reported and 5% in constant currency

Outlook for 2026
Total revenue range in the range of -2% to flat year-over-year

Amazing! Astounding!

Go-Go stated in a recent Barton’s interview that the decent earnings results are a result of all the things that have been done to P66 in the last 4 years.
He said “it’s all coming together”.
No it isn’t. The earnings are the result of good refining margins and nothing else.