#revenue

If it's true that the board only cares about stockholders and stock price then that explains their worth to the company. It's like our weekly conference calls. I want 30 sales this week, that breaks down to 5 per day, here is a sales plan that involves free time and I want you to call people until you get 30 sales. Same every week and the rvp has done his job. The tools are a cr-ppy POS system, Internet phones and the same call lists week after week. Low sales the store gets blamed high sales the management gets bonuses . You want stock prices to climb get rid of these do nothing fools and put your effort where your customers are. Revenue is generated by stores fools. Dm's rvps svps don't make the company a dime and almost none of them even know how to take a payment. Make us do Amazon returns with the business model of let the stores do all the work with no support or training and ignore what happened to Kohl's. I don't sell cars or insurance I work rent to own. These returners aren't shopping their returning. You are trying to teach us to swim by saying there is water nearby. You have never gotten wet yourself. Ernie Talley ran the business and saw a need. These fools now think since they wear the hat they are chefs but the truth is stock price is low and their middle men are clueless. Blame everyone else but the fault is in the mirror Blasquez. I haven't forgotten about your ineptness or you York with your id--tic power tripping. I would be ashamed if I were you.

I guess not having losers like super-engineer dragging them down is beneficial…

Anthropic's revenue surged more than 14-fold in the second quarter from a year earlier, Bloomberg News reported (https://apple.news/PAGlaYQnGi1-6TRStOjb70p) Friday, underscoring the rapid growth of the Claude chatbot maker as it prepares for a potential blockbuster initial public offering

The AI company reported preliminary revenue of more than $11.5 billion for its latest completed quarter, up from $787 million in the same period last year and $4.73 billion in the first quarter of 2026, according to documents viewed by Bloomberg News.

Fed-up Verizon customers are rooting for an extreme fix
"Verizon denied that SpaceX is buying it, but plenty of subscribers wish it were true."

https://www.phonearena.com/news/verizon-spacex-sale_id182603

Verizon might still be the top carrier by customer count, but that doesn't mean it's smooth sailing. A string of price hikes has caused hard feelings, and while the company is trying to smooth things over with customer-friendly offerings, it remains the most expensive provider in the US. Not everyone agrees the service justifies its premium price tag. This friction may be attracting takeover bids.

A change of hands was said to be on the horizon

Recently, rumors swirled that CEO Dan Schulman was getting the house in order for a sale to SpaceX. While Verizon rejected the report, and SpaceX has since announced plans to build its own network, many of our readers were onboard with the idea.

The majority wants Verizon sold

We polled our readers on who should buy Verizon and got 3,114 responses. While 1,239 (or 38%) want things to stay as they are, an almost equal number of readers, 1,156 (37%), want SpaceX to pull the trigger.

Another 719 readers (23%) would like it to be offloaded to someone other than AT&T, T-Mobile, and SpaceX.

Does Verizon need someone to come and save it?

Although Verizon appears to be clawing its way back, its revenue plunged 0.7% year-over-year in Q2 2026. Under Schulman, the company has been coasting on harsh cutbacks. However, slashing costs was the easy part, and now the company has to prove it has a real growth strategy.

While the Simplicity plan, Verizon Loyalty, Verizon Shine, waived activation and upgrade fees, and tax-inclusive pricing are a step in the right direction, more needs to be done. Verizon is on it, though, with chief product and revenue officer Nancy Clark telling Fierce Network that the company has more surprises in store to "break the industry mold and put customers first."

"As Dan has said, we are on a journey to become truly a customer-first organization, and we do have a series of things that we will be launching that really look to break the industry mold and put customers first." Nancy Clark, Verizon's chief product and revenue officer, August 2026

Playing it safe

Verizon has managed to steady the ship without igniting a price war, which suggests the company wants to play it safe. While Q2 performance was impressive, BNP Paribas senior analyst Sam McHugh notes that the company isn't investing enough in network infrastructure. Throw in intense competition and slowing industry growth, and it's easy to see why the buyout rumor popped up. Where there's smoke, there's usually fire.

Sabre is making double the revenue per employee that Amadeus makes. $600k per employee for Sabre and $300k per employee for Amadeus.

Yet layoffs at Sabre still continue.

How much revenue per employee will be enough for Sabre to stop the layoffs?

https://www.reuters.com/business/world-at-work/t-mobile-opens-india-tech-centre-hire-nearly-1000-by-2027-2026-06-04/
https://www.telekom.com/en/investor-relations/publications/financial-results
https://www.telekom.com/resource/blob/1106162/70f57261a19be3352c84ccbbd9f80dd7/dt-26q2-backup-data.pdf

DT Group Net Revenue First Half of 2026
T-Mobile USA: 65.7% of total revenue for the group
Germany: 21% of total revenue for the group

DT Group EBITA AL
T-Mobile USA: 67% of total EBITA AL
Germany: 23% of total EBITA AL

Capital Expenses: First Half of 2026
T-Mobile USA represents 60% of Capital Expenses for DT Group
Germany represents 21% of Capital Expenses for DT Group

DT Reduced Headcount Across the Group: US had greatest share of total coming in at 74% of all reductions
T-Mobile USA reduced headcount since Dec '25) by 4,671 (74% of total for DT Group)
Germany reduced headcount (since Dec '25) by 928 (14.8% of total for DT Group)

¥ Expecting 10K positions eliminated.
¥ Stock price shot up to $150
¥ Per employee revenue around 900K

Agricultural science firm FMC Corp. is reducing its workforce by 41 employees at its Mobile County facility. This decision comes as the company experiences a decline in revenue. The layoffs are scheduled to take effect at the end of October. FMC Corp. is a Philadelphia-based company that manufactures agricultural chemicals. The company's financial performance has led to discussions about a potential sale.

Mobile, Alabama

https://www.al.com/business/2026/08/philadelphia-based-agricultural-science-laying-off-41-in-mobile-county-as-revenue-falls.html

How is it possible to continue with an organization Senior Director staffed with zero revenues going on 2+ years?

Use that budget to support Customers and grow real revenues.

Competiton is real. DEI is not.

Four chiefs departed from the floor,
With heavy gold bags by the door.
They left the blue stock on the slope,
And took the cash, and ki-led the hope.

Lou Gerstner set the grand design,
He took one hundred eighty-nine.
A million dollars stacked so high,
For saying his last brief goodbye.

Sam Palmisano walked the line,
And took two hundred seventy-one.
A massive fortune in his hand,
As he walked off to golden land.

Ginni Rometty claimed her share,
With twenty million waiting there.
The revenue was shrinking fast,
But her great payout chose to last.

Arvind Krishna joined them there,
With thirty-eight to clear the air.
His package jumped by fifty-one,
While workers watched what he had done.

Big payouts signed in leather chairs,
While workers cut off vital cares.
The stock may sink, the profits slide,
But severance grows both deep and wide.

How depressing it must be to work for a company in a hot growth market who can’t grow revenue. Get out before they RIF you. It’s like being in a bad marriage. I understand why you would stay if you have minimal savings or just like living in San Diego. But for your own mental health just walk out right now. You can thank me later.

12c per share loss, EDBITDA down, 3% decline in revenue YOY, negative cash flow higher than last year.....so what is the good news? Crickets. Receivables lagging behind, can someone point to a positive outlook aside from the normal smoke/mirrors?

https://www.advanced-television.com/2026/08/03/echostar-q2-revenue-falls/

What about HPE Research and Cray group? What do those people do? Amy revenue out of there? Are they going to continue or on the chopping block? I hear they do some AI stuff as well

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)

Here are your top 5 priorities and areas to go look at looking at the next 10 years…. you’re welcome. Lotsa kool aid drinker will tell you how great we are and Nike magic and all that BS but the numbers are the numbers as you know.

1. Revenue is up 43%, but net income is down 17%. More sales, less profit. Not exactly the dream.
2. Operating margin fell from roughly 14% to 8.2%. Nike is working a lot harder for every dollar it keeps.
3. Free cash flow dropped from $6.6B to $2.2B in two years. That limits everything from innovation to buybacks.
4. Nike spent roughly $35B on buybacks, yet EPS barely moved from $2.16 to $2.10 over the decade. Fewer shares helped, but weaker earnings ate the benefit.
5. Investor credibility needs rebuilding. The market does not need another turnaround story. It needs proof through margins, cash flow, and EPS growth.

Thanks Dave,

Concerned former shareholder waiting for confidence to buy again.

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

As per WSJ, revenue is down and profit falls

Positive that we added new subscribers. I think they are not very profitable subscribers.

https://www.wsj.com/business/earnings/verizon-revenue-ticks-down-profit-falls-on-joint-venture-costs-01726dbf

The timing on this is very interesting. . .
Plenty of money for more M&A. Buying their way to revenue growth continues. . .

https://www.techtimes.com/articles/321374/20260723/ibm-acquires-hrl-bring-silicon-spin-qubits-its-anderon-quantum-foundry.htm

All is right with the world again. Always knew AK would come through! Will be watching for the stock to hit $332 again very soon, if not higher.

https://www.investing.com/news/stock-market-news/ibm-shares-rise-3-postq2-earnings-miss-as-investors-eye-prior-profit-warning-4806913

Author: Louis Juricic | Published 07/22/2026, 04:17 PM

Investing.com -- International Business Machines Corporation (NYSE:IBM) reported second-quarter results that fell short of analyst expectations, though shares rose 3% as the company had issued a profit warning last week.

The technology company posted adjusted earnings per share of $2.93 for the quarter, missing the analyst consensus of $3.01 by $0.08. Revenue came in at $17.2 billion, below the $17.9 billion estimate and up 1% YoY. IBM now expects full-year constant currency revenue growth of 4% to 5%, down from its prior guidance of more than 5%. The midpoint of 4.5% falls below the previous expectation. The company maintained its forecast for free cash flow to increase by approximately $1 billion YoY.

"Although we faced revenue headwinds late in the second quarter, we continued to focus on the fundamentals of our business, including driving productivity, strengthening our portfolio, and generating free cash flow," said James Kavanaugh, IBM senior vice president and chief financial officer.

Software revenue increased 5% to $7.8 billion, with Hybrid Cloud (Red Hat) up 11% and Data up 19%. Consulting revenue remained flat at $5.3 billion, while Infrastructure revenue declined 7% to $3.8 billion, primarily due to a 42% drop in IBM Z, partially offset by a 37% increase in Distributed Infrastructure.

The company generated $2.5 billion in free cash flow during the quarter, down $0.3 billion YoY. For the first six months, free cash flow was $4.8 billion, flat compared to the prior year period.

"We are confident in IBM’s strategy and portfolio, and in our ability to capture growth opportunities ahead," said Arvind Krishna, IBM chairman, president and chief executive officer.

IBM continues to expect improved pre-tax income margin expansion for the full year.

https://www.wsj.com/business/earnings/ibm-q2-earnings-report-2026-stock-ded1f568

GoPro appears to be in serious financial trouble, with founder Nicholas Woodman lending the company $20 million while it searches for a buyer or new funding. Revenue fell 26% in the first quarter of 2026, camera sales dropped 29%, and the company plans to cut 23% of its workforce by the end of the year. Although GoPro is launching new professional cameras and exploring opportunities in aerospace and defense, it is facing heavy competition from Insta360, rising debt, and doubts about whether it can remain in business without a takeover or major cash injection.

https://amateurphotographer.com/latest/photo-news/going-going-gone-is-this-the-end-of-the-once-mighty-gopro/

Wells Fargo eyes more layoffs amid Q2 2026 revenue jump | Rock Hill Herald https://share.google/856lLQlG90rKwxLNX

Drain the swamp and focus on revenue. Hans had no plan!

Warnings of Earnings miss.

IBM shares slipped double digits in premarket trading after the firm released preliminary second-quarter results that fell short of expectations.

CEO Arvind Krishna blamed the shortfall on weakness in the software and infrastructure business because clients shifted money toward hardware purchases like memory chips.

"The joint venture will serve more than 3,000 customers across more than 180 countries, representing approx. $4 billion in combined annual revenue."

3,000 customers across 180 countries is a rough average of about 17 customers per country. That may not sound like much, but $4 billion revenue on those 3,000 customers averages out to about $1.3 million per customer.

So whatever it is we are doing in those 180 countries that is generating $1.3M per customer, we just need to do the same thing here in the USA for our 146 million customers, and that will generate $190 trillion dollars per year.

This will transform our company and delight our customers. Problem solved. You're welcome.

I know this has been discussed on this board already, but I find it shocking that Verizon is stopping so low as too getting excited about scrapping metal. The plan is that Verizon will sell some of the Central Offices and then "scrap" metal harvested from the CO's. My SD is gloating that this will be a good revenue source for Verizon. Are we really getting that desperate?

Even after working on solutions that these mega logos depend on we are no where close in reaching ¼ of their revenue.

I even feel that the ip business will die a slow painful death

Sorry for being pessimistic, this whole AI BS is taking a toll on me

Like wtf are we even doing wrong, are we doomed ?

Are we on the right track even ?

What if, and hear me out, leadership focused on growing revenue instead of shrinking headcount? Wouldn't that be something? Too bad nobody here would ever try that.

Takis is probably one of the best known fintech talent. Grew JPM from 7 people to 15K people & 20 billion revenue run-rate. Probably the best we could hope for. Not sure why Mike Lyons got the CEO role in the first place — he clearly has no clue about the payment industry. He’s a banker…

Verizon is burning through CASH faster than the revenue we are bringing in and after expenses,its public information… if Dan doesnt change this ship around fast this company is going under faster than we all think.thats why everyone panicking at the top, why do you think everyone is leaving its not because Dan fired everyone BTW.

One of the most surprising things that when Opentext acquired MF it included Novell groupwise. It’s been a secret winner ! It sells more than enterprise cyber

The cure is not in cutting costs. The cure is to innovate its way out of the current
predicament. Fiserv seems to be missing that point. Sure you can increase EPS by buying back stock and laying off employees, but thats not going to grow top line revenue. No one is impressed with management’s plans, and the stock price is reflecting that.

Once a wise man said

FROM SYSTEMS TO SOLUTIONS
TO SYSTEMS TO REVOLUTION TO SYSTEMS TO EVOLUTION TO SYSTEMS TO RESOLUTION TO SYSTEM TO EXECUTION TO SYSTEMS TO INSTITUTIONS TO SYSTEMS TO CONTRIBUTION TO SYSTEMS TO SUBSTITUTION

I agree but where's the revenue then ?

$6.25B “for the kids” well spent

Snowflakes delivers a strong Q1.

Product revenue reached $1.33B, up 34% year-over-year, accelerating from 30% last quarter and 26% a year ago. Their strongest sequential dollar growth in company history.

They added 616 net new customers in the quarter (+38% YoY), and operating margin expanded over 300 basis points to 12%

Social casino game-maker SciPlay recently cut a limited number of roles. This decision followed a 7% year-on-year revenue drop for the company. SciPlay's parent company cited a tough social casino market. The layoffs appear related to the game Bingo Showdown. SciPlay did not confirm the exact number of staff affected.

https://mobilegamer.biz/layoffs-at-sciplay-as-parent-company-cites-tough-social-casino-market/

Heard from area VP that Q2 sales is looking bad and people are starting to pull in Q3 sales numbers. Looks like this is going to spiral down to year end with no actual growth. Second half of year will suffer due to pull in price increases.

Anything good coming from VBG products that will generate good sales? (Or any current products showing potential?)

Seems like AT&T and T-Mo are putting out products - what do we have that's got potential?

Hard to tell if the AI Connect stuff is real.