#financialresults

With the stock price plummeting back to all time lows, will there be additional layoffs to cut expenses?

I would like to congratulate the PEP team for this outstanding achievement. This is truly a testament to your dedication, leadership and passion for winning ! Not every organization with a Market Cap of $194B and 300,000 employees worldwide is capable of providing a lower rate of return to its investors than a Money Market fund. Although this may not create smiles for our investors, who cares, it's important to remember that change is difficult and just achieving this small positive number is something you can all be proud of. Let's try for +1.04 in the last 4 months of 2026 !

Nike went from “Just Do It” to “Just Blew It.” The stock fell from its record closing high of $177.51 in November 2021 to $39.48 on August 25, 2026—a nearly 78% decline. The Swoosh has become a downhill chart. 📈

Eli Lilly achieved significant revenue growth in Q2 2026, boosted by strong sales of its obesity medications. In contrast, Novo Nordisk faced challenges including price reductions and workforce reductions. Lilly is expanding its dr-g pipeline and has increased its financial outlook for the year. Novo Nordisk is working to stabilize its operations amidst pricing pressures. The upcoming year will be crucial for both companies as they navigate dr-g approvals and market strategies.

New York, New York

https://pluang.com/en/news-feed/eli-lilly-vs-novo-nordisk-pemenang-dalam-perlombaan-obat-penurun-berat-badan

Does anyone else have a problem buying the absolute BS that comes with these recent townhalls? Trying to oversell the progress of the company even among the financial losses, low clinician satisfaction and lack of moral within employees? They keep preaching that they are listening to grievances, yet they continue pushing next agendas and plans for changes when we aren’t stable enough to implement successfully. Saying they want more automation = less need for manpower = layoffs. But they don’t say it.

The latest earnings call and filings are worrying. I read somewhere that $1m per day is going towards interest payments? Can we expect even more layoffs?

Baron's magazine stopped just short of calling Honeywell Aero stock a value trap today: "Put together, we see Honeywell’s growth continuing to lag its peers. While the valuation is relatively inexpensive, we fear that this could be a value trap." It's no longer Honeywell, but it kept the name and the worst parts of the business practices and senior management hubris. Time to clean house in the executive suite completely and get rid of the old Allied Signal and Jack Welsh disciples that do nothing but poison companies , set them up to fail, and then walk off with golden parachutes. The downtime from the IT migration alone was in the tens of millions of dollars in Q1 alone. The migration residual issues are still a huge and expensive problem that prevents people from doing their work. It's turned into it's own whack-a-mole-zombie-juggernaut nightmare. Run, do not walk, away from this stock until they purge the cancer at the top and show solid financial results.

Why was the Townhall canceled? There are several rumors about why they keep canceling the TH (3 times since June). they are cooking something up. A potential IPO? Maybe not. Poor Q2 numbers? What else?

https://www.thelayoff.com/post/@OP+1ky077cr1

Ugly drop today.
Don’t say you weren’t warned.
Called the drop to 160 …. 24 days ago on the Honeywell international layoff forum.
Welcome to fair value.
Another miss and we test 120’s.

What part of the quarter can be described as "great"?

Q2 was apparently a great quarter for the company. Great enough to raise the yearly outlook. Leadership made sure to credit us for it.

Remember when the raise was contingent on a good Q2? Yeah. Turns out the goalposts have wheels. Other regions got bumps in Q1. We got a pat on the back and a rerun of 2024's paycheck.

Meanwhile the CEO's total comp for the year lands north of $3.9M. Must be a real coincidence that number moves easier than ours does.

Why does this matter? Because Nike needs to be prepared for a financial downturn. With the consumer already struggling with high gas prices and consumer goods, Nike will be forced to make short term decisions. These short term decisions will hope to buoy the stock price just enough to prevent further bleeding.

What does that mean for all of us? More severe layoffs. Not just Nike but every company that lacks the financials to survive. Won't be '08 all over again, but it won't feel good.

Thinking this explains everything if your willing to consider context today. .

Non-Proforma Market Capitalization Pre-Merger Market Cap (Dec 2019)

BB&T $41.60 Billion
SunTrust $31.10 Billion
Combined Independent Baseline $72.70 Billion

August 2026 Truist Financial Corp. (TFC)—$63.33 Billion

This represents a net equity destruction of 12.89% of the original standalone value and provides some situational awareness.

Billy R. and B' monkey Cummings just bought a pottery wheel and kiln to make designer coffee cups for Mike Mayo and all the other shareholders and employees that have lost money.

Uptick in demand boosts Ruger to $7 million in net income after 90 layoffs in Newport

https://www.unionleader.com/news/business/uptick-in-demand-boosts-ruger-to-7-million-in-net-income-after-90-layoffs-in/article_bb92434d-965e-4975-b1f2-49e9154bf38d.amp.html

More revenue declines, Ai talk when will it generate revenue???
But the company is very profitable making 685million. More bullsh-t about cost takeout in GIS. Usual b4llsheet.

IBM attributed part of its weak quarter to customers redirecting budgets toward servers, storage and memory amid supply constraints and expected price increases.

Microsoft faced the same component pressures—and much greater exposure to AI infrastructure costs—yet reported:

• 18% revenue growth
• 43% Azure growth
• 18% operating-income growth
• $59.3 billion in Microsoft Cloud revenue
• $41 billion of quarterly capital investment

IBM, by comparison, reported:

• 1% total revenue growth
• 5% software growth
• 7% infrastructure decline
• A reduced 4%–5% constant-currency growth outlook

This does not prove IBM customers experienced no budget pressure. It does suggest that memory shortages alone are an incomplete explanation.

Microsoft is absorbing higher infrastructure costs because customers are prioritizing its cloud and AI platforms. IBM appears to be losing spending because customers are prioritizing those platforms instead of IBM’s mainframes and traditional software.

That points less to a temporary supply-chain issue and more to a competitive-positioning problem.

[Microsoft results]
(https://www.microsoft.com/en-us/investor/earnings/fy-2026-q4/press-release-webcast) [IBM investor letter]
(https://newsroom.ibm.com/2026-07-14-Arvind-Krishnas-Letter-to-IBM-Investors) | [Yahoo Finance analysis]
(https://finance.yahoo.com/markets/article/microsofts-41-billion-ai-bet-just-cleared-a-major-test-chart-of-the-day-100000116.html)

Great to see all the initiatives and strategies correlate into strong earnings.

Lead to One should continue to drive meaningful value and strong financial results.

Patient Care Solutions saw a YOY change of -13.3% and a net loss of 26 Million (EIBT). GE Healthcare is officially reviewing all strategic options

Centene stock (NYSE: CNC) fell nearly 9% following its Q2 2026 earnings report because projected headwinds and higher attrition in its Medicaid business overshadowed an otherwise strong profit and revenue beat.

ST. LOUIS, July 28, 2026 /PRNewswire/ -- Centene Corporation (NYSE: CNC) (the Company) announced today its financial results for the second quarter ended June 30, 2026. In summary, the 2026 second quarter results were as follows:

Total revenues (in millions) $53,579
Premium and service revenues (in millions)
$44,375
Health benefits ratio 89.6 %
SG&A expense ratio 7.0 %
Adjusted SG&A expense ratio (1) 6.9 %
GAAP diluted earnings per share $2.19
Adjusted diluted earnings per share (1) $2.51
Total cash flow provided by operations (in millions) $3,590

I've not looked into the annual reports but do we know how this debt is doing given the company has never done so well on paper?

We all know the 5B target... so how much has actually been cut from the balance sheet?

Remember, the 52 week high and low are $37.42 and $82.62. Those are shocking results.

Dell enters death cross in the financial markets

Citi logged about $800 million in severance expenses in the first half of the year and may set aside more for the second half, executives said Tuesday.
The New York-based lender had about 219,000 employees as of the second quarter, down about 5% from the year-earlier quarter (230,000 employees), and about 2% from the first quarter (224,000), according to a second-quarter earnings presentation.
“We may look at accelerating some of the structural efficiency actions and, in that case, take more severance in the second half,” Citi CFO Gonzalo Luchetti said during a conference call with analysts, declining to provide more detail. “If we see opportunities, we may do a bit more than we originally envisioned.”

IBM's debt grew 5.2 billion dollars in the 3 months leading up to the last report:

https://finbox.com/NYSE:IBM/explorer/total_debt/

R.A. stands for redundant assets, maybe Arvind can sell IBM's trademark and goodwill to raise money.

"IBM goodwill and intangible assets for the quarter ending March 31, 2026 were $89.333B, a 13.86% increase year-over-year."

https://www.macrotrends.net/stocks/charts/IBM/ibm/goodwill-intangible-assets-total

Cost of HSI is more than the revenue it generates. 3% HSI customers occupies more than 50% of network capacity.
Hence more layoffs to reduce overall costs.
Stock price stays high bcoz the volume is low average daily is less than 1/10th volume of Verizon or AT&T.
Markets are getting tricked but will this continue?

How will reductions affect the numbers?

https://www.cnbc.com/2026/07/09/pepsico-pep-q2-2026-earnings.html

FUBAR

Nike Inc
NYSE: NKE
42.38 USD -117.37 (-73.47%) past 5 years
Jul 1, 1:11 PM EST

The USD in real terms is 24.3% less valuable in that same 5 year period, which means NKE market cap has collapsed to less than 1/5 its value 5 years ago.

"Believe in Something, Even if it Means Sacrificing Errr-Thang!"

Anyone listen to the earnings call. Thoughts?

It’s gonna be bad my n - Dustin Poirier

https://www.lightreading.com/network-platforms/bt-unloads-loss-making-international-unit-in-verizon-tie-up

Do we have money for this ?