#guidance

Heh-heh. Did you see these guys this morning?

Fiserv drops at the open and suddenly the Lyons Widows are dancing around like they just inherited Webistics. “It’s collapsing!” “Takis is finished!” One stunad was probably pricing a commemorative plaque.

Then the stock claws almost the entire dip back and finishes in the same general neighborhood as the Dow and FIS.

Now, suddenly, everybody’s quiet.

These people don’t understand stocks, fundamentals, or companies. They understand refreshing a red number and becoming emotionally aro--ed. The market gives them fifteen bad minutes and they think they’re Warren Buffett. Heh-heh.

And this obsession with Lyons? Madonn’. The man leaves behind a crater and they defend him like he personally tucked them in at night. Takis inherits the mess, the stock fights back after bad guidance, and they’re disappointed it didn’t go bankrupt before lunch.

They’re not investors. They’re hecklers with Yahoo Finance open.

Commendatori, Takis. As for the glorified Lyons fan club, next time wait until the closing bell before you start licking the frosting off the bankruptcy cake.

Does anyone know what the process is or have any information from their PL or HR on if folks will be allowed to move up their VSP date? A potential future employer is waiting on a date from me but my VSP date is later than expected. Appreciate any help or guidance here, thank you!

What’s the new promotion guidance? Do managers have some discretion or it’s all automated?

What are the main factors? Eg Is Outstanding (or Excellent) in consecutive 2-3 cycles required for CL promotion? Does it depend on current CL?

Our L3 shared the 2 part guidance he was given in May for making a surplus recommendation. This was delivered to us as tough-love-don't-be-this-guy kind of advice.

1. Out of compliance on anything.
   or
2. Weakest link on a team for 2 consecutive Qtrs.

You will volunteer through your actions. I will no longer choose who leaves.

Did they say any guidance for the laid off associates, about the need to come to office till end of the month

This business of calling prior year LEX results growth is massive BS.

Q1 2026

Revenue of $1.85 billion, up 26.7 percent, or 23.6 percent in constant currency1. On a pro forma2 basis, revenue is down 3.7 percent.
GAAP net (loss) of $(105) million, or $(0.84) per share, down $15 million or $0.09 per share, year-over-year, respectively.
Normalized Adjusted3 net (loss) of $(10) million, or $(0.11) per share, down $3 million or $0.02 per share, year-over-year, respectively.
Adjusted1 net (loss) of $(51) million, or $(0.43) per share, down $47 million or $0.37 per share, year-over-year, respectively.
Adjusted1 operating income of $72 million, up $50 million year-over-year.
Adjusted1 operating margin of 3.9 percent, up 240 basis points year-over-year.
Operating cash flow of $(144) million, down $55 million year-over year, reflecting expected Q1 seasonality.
Free cash flow1 of $(165) million, down $56 million year-over-year. Full-year free cash flow guidance of approximately $250 million is unchanged, implying greater than $400 million of cash generation over the remaining three quarters.

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 for some guidance on PPTO.

I am planning to resign but have not used all my paid parental leave (PPTO). In addition, I have vacations and carry over left as well.

Does Exxon pay the PPTO as payment in lieu (PIL) similar to the unused vacations. Does carry over vacations also count towards PIL?

My kid has a summer internship at Pepsi this summer. It looks like the company is having some challenges currently. Does anyone know if Pepsi ever rescinds internships in the past? Any advice or guidance anyone could offer?

What was your favorite part of the new guidelines?????
Mine was “We know people have situations like travel and conferences. leaders use this dashboard as a coaching guide. But adhere to 60%”
WT ACTUAL F. Just use it to help coach, but make sure it’s 60, but you know your peoples schedules, but make sure it’s 60.

The new margin guidance is here
This is going to be fun
I can guarantee the business 100% margin
But 100% of nothing

Wow if you search Corporate Risk In-Office FAQs in teamworks, they are posted - right down to guidelines on how long to stay in focus rooms.

Anyone have any predictions for earnings next week?

With the stock in the 50s currently, anything but massively overachieving would be a disaster.

Biggest computing demand in the history of the world.

There has been some speculation about potential layoffs in March. Has anyone heard anything credible or been given guidance related to this? Please share context if available.

https://www.thehrdigest.com/verizon-layoffs-to-hit-15000-roles-in-2026-as-automation-takes-over/

Does anyone know who determines the raise and bonus amount for GSRs? Is LL6 or LL5 or the company set a guideline each year?

Apparently, things aren't all bubble gum an unicorns at Dell.

Dell faces margin pressure as surging DRAM prices and constrained supply inflate production costs for both server and consumer segments.

DELL's ISG and CSG margins are declining, with consolidated gross margin dropping over nine months.

Despite the robust AI server backlog and raised FY26 revenue guidance, we do not expect quick margin recovery.

DELL trades at a small premium to its 5-year average but remains at a 40% industry discount on key multiples.

AT&T (T) chief executive John Stankey will speak at Tuesday’s UBS Global Media & Communications Conference where he will discuss the company’s network and financial outlook.

Besides the mid-band spectrum the company agreed to acquire from EchoStar (SATS), AT&T (T) expects to continue to accelerate the pace of its fiber reach through an agreement to acquire substantially all of Lumen’s (LUMN) Mass Markets fiber internet connectivity business.

This transaction is expected to close in early 2026 and will enable the company to reach more than 60 million total fiber locations by the end of 2030.

The company said it is also on track to achieve its 2025 financial goals and return $4 billion to shareholders through share repurchases in 2025 and $20 billion of share repurchase capacity during 2025 and 2027.

This includes consolidated service revenue growth in the low single-digit range, adjusted EPS in the higher end of $1.97 to $2.07 range, and adjusted EBITDA growth of 3% or better.

Subscriber net additions to its mobility business will be higher during the second half of 2025 than it reported during the first half, including an expectation for seasonal trends in net adds during Q4.

Additionally, AT&T (T) expects its net debt-to-adjusted EBITDA ratio will return to its 2.5x target within roughly three years of closing the EchoStar transaction and achieve “strong free cash flow” from the Lumen and EchoStar acquisitions.

I’m happy our stock is up - but markets are over-rewarding hyperscaler AI exposure; ( we know the Hyperscaler ) Kudos to Martin ‘s Silicon One team and let’s hope they continue to deliver else will be punish harder next year - AI infra is the hottest narrative in tech.

Top-heavy CPO office not done much here - btw NO SECURITY headlines !!! What’s going on there ?

With the new Optum image on all Uhc emails and the active engagement of the Optum board, it’s clear that we’re aligning as one cohesive unit. It makes sense for us to follow the guidance of the Optum board moving forward? Just questions?

Company: Topgolf Callaway Brands
Source: Sports Business Journal

Topgolf Callaway reveals layoffs, raises full year financial guidance
Summary: Topgolf Callaway eliminated about 300 positions to offset rising tariff costs, while raising revenue and EBITDA guidance for the year. The company said further headcount reductions are not currently anticipated but cost management remains a focus.

City: Carlsbad
State: California

https://www.sportsbusinessjournal.com/Articles/2025/11/07/topgolf-callaway-reveals-layoffs-raises-full-year-financial-guidance/

I hope Mike and the board invoke the clawback policy to recoup the compensation paid to Frank and Bob Hau over the past couple of years. They knew the growth projections and guidance were wildly unrealistic. It would be therapeutic to have them held accountable.

Post Enterprise Reimagined, I am struggling in my new role. I had no onboarding, just a whole lot of department meetings with no context. My new leader has no experience in this work and spent their entire career in a different discipline. My partner in the work also has no experience in this discipline. We were thrown headlong into a project with no guidance other than, “You are smart. Figure it out.” A month later, my work was just doubled because we are short handed on our team because of layoffs. I am scared and sick and stressed out. And my leader has made it clear they don’t care. I am frustrated and angry. Anyone else dealing with this scenario? How do I handle it?

There should be no doubt. I guess we'll be using this site a lot. Not a good thing at all.

I'm going with $2.74 down $0.69 (-20%)

Goodwill writedown at -$1.15BN

14bn$ spent and 1 bn additional revenue to show for next 4 quarters and still a weak guidance for FY26. What a masterstroke by Teri to cover up his incompetence.Now watch Rami dancing around for next 3 years as he takes down HPE along with his henchmen.

Until such of time CEO switching to marketing base culture I am given not one single instructions.
I do the reading all day all of even nites to become savvy on the marketing. So frustrate as I can do no such marketing in current role. I also do the ask to chatting gpt and even it can not give good direction, Frustrate!

• Dell Technologies reported second fiscal quarter results on Thursday that beat Wall Street expectations for sales and revenue.
• The company attributed the results to strong growth in its AI server business.
• Dell said that it now plans to ship $20 billion of AI servers in its fiscal 2026, double what it sold last year.

Despite beating on its top and bottom lines, shares of Dell Technologies fell more than 5% Thursday in extended trading after giving third-quarter earnings per share guidance that below Wall Street’s expectations.

https://www.cnbc.com/2025/08/28/dell-earnings-report-q2-2026.html