#revenue

3wks working my ar-e off, and seeing zero chance of getting to 100%. While the past wks revenue wise have been fairly promising, not a single cent has shipped. This SCP su-ks and they can shove these 25% draws. The irony here is that I will owe them money back when indeed they really owe that to me.

( Revenue decline + Profit decline ) x ( ineffective SLT/EC + ineffective sales ) = THE END

While we are spinning our wheels.

Who, on the exec side, is responsible for this?

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

The recent news about the joint venture of TPG, states that IPCo (A bankruptcy mechanism organization) now owns Xerox IPO.

In the new agreement there is a revenue covenant clause, that states certain thresholds for maintaining branded revenue (Excludes Lexmark, Fittle etc.)

The thresholds are as follows:
June 30: $2.578B
September 30: $3.852B
December 31: $5.225B

If Xerox fails to meet these revenue tresholds, the SSLA requires IPCo to initiate an event of default.

In otherwords, if Xerox does not meet the $5.225B brand line revenue in 2026 they will be going into default.

In 2025 Xerox did roughly $5.5B in brand line revenue. In other words: Does the brand line revenue decline with more than 5% this year again a default event will happen.

With the mass layoffs, mainly on the Xerox side, this is highly likely to happen.

In other words, we are now within the last 12 months.

Since John Roese has been here, what has his team of overpaid pontificators ever produced? What revenue have they delivered?

Harley-Davidson experienced a challenging year with declining performance. Its revenue fell by 26%, and global sales also continued their downward slide. CEO Artie Starrs announced plans to reduce costs significantly. These efforts may include workforce reductions as part of broader restructuring. Union workers in Milwaukee are aware of potential job losses for both production and salaried staff.

https://www.motopinas.com/motorcycle-news/harley-davidson-s-2025-revenue-down-26-percent-layoffs-may-follow.html

Astounding the Board has let a CEO literally burn a company, revenue and profit, people and stock price,

Then print some Warrants to add to the fire.

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!

Any CEO could meet those incredibly low expectation's.

I see the recent legislature will exempt or at least require GPO transparency, but I have no idea what that means for OptumRx. Does anyone have an estimate of how much $ Emisar captures for us? I realize this is probably known by only a few, very select employees and probably not casual readers of this site, nor something they would share openly. So I’m asking this group - any idea how much revenue Emisar pulls? When/if that company gets eliminated, how will the flat rate policy instructed in the legislation impact our revenue? I also realize that this is almost 2 years away, but wondering if layoffs will begin to wind down operations long before then.

firm need access to the capital markets. time to change corporate structure. can't keep cutting your way and back into profitability. have to raise revenue. Malarkey is ki.ling us. approves 50% automatic reductions on plan pricing w/his new found $500K a year job. he sends out an email not to travel during World Cup to save $5K, but he just got a huge bump in pay and in the same vain, cuts plan pricing & revenue by 50% and there are no real revenue enhancers to speak of. $1k ira rollovers into IAA ain't gonna cut it. Need in plan annuities, managed accounts, CITs, and plan pricing hikes. Time to raise fees man ! Cut C-Suite $$, cut reps who can't sell, pharm out IT, and cut the phu.cking bloat fats

Any knowledge out there about what is happening with OptumRx? Any rumors about the status of the various pharmacy locations? There were stories at the end of December where they lost a significant amount of pharmacy business with CalPers moving to CVS. There were also other scattered stories about various states moving to other options for Medicaid. All that combined with an enrollment decline in ACA plans would seem like a big problem, but here it seems to be mostly Optum Health that is discussed.

YoY revenue down, weak Q2. Tumble!

Word on the street is, OSM/ITOM is losing one of its biggest customer SocGen aka Société Générale, to ServiceNow?

I have been told they make up, upto 30% of the revenue.

Major blow! Transition will take approx 3 years.

https://www.wsj.com/business/earnings/ibm-sales-rise-12-as-customers-appetite-for-ai-grows-ff8f8442

The tech company posted a fourth-quarter profit of $5.60 billion, up from $2.92 billion a year earlier

By: Katherine Hamilton
Jan. 28, 2026 4:33 pm ET

International Business Machines recorded higher revenue in the fiscal fourth quarter, as customers move to implement AI in more areas of their businesses.

IBM’s generative AI book of business now stands at more than $12.5 billion, up $3 billion from the third quarter. Chief Financial Officer Jim Kavanaugh said he anticipates that the AI book of business will continue to increase at a similar pace, with growth continuing through the next handful of years.

“What you’re seeing is the early indications of moving from what I’ll call industry experimentation to we are now beginning to the cycle of scaling,” Kavanaugh said.

The Armonk, N.Y., tech company on Wednesday posted a profit of $5.60 billion, or $5.88 a share, in the quarter ended Dec. 31, compared with $2.92 billion, or $3.09 a share, a year earlier.

Stripping out certain one-time items, adjusted per-share earnings were $4.52, ahead of the $4.31 anticipated by analysts, according to FactSet.

Revenue rose 12% to $19.69 billion. Analysts surveyed by FactSet forecast revenue of $19.21 billion. Sales were driven by software and infrastructure, which rose 14% and 21%, respectively.

Within IBM’s software business, data sales rose 22%, while automation was up 18% and hybrid cloud increased 10%. In infrastructure, IBM Z fueled most of the growth, with sales climbing 67%.

Consulting revenues were $5.3 billion, which was a hair below analysts’ expectations. Kavanaugh said businesses are feeling more confident about spending—which typically leads to stronger consulting results—as macroeconomic uncertainty has subsided compared with this time last year.

“While we’re still operating in a dynamic environment, we see pretty good green shoots about growth factors,” Kavanaugh said.

In 2026, IBM expects full-year revenue growth of more than 5%. That would be a slow-down from 2025, but higher than the previous two years. Wall Street was projecting 4.6% in annual sales growth.

IBM in December agreed to pay $31 a share for the data-infrastructure Confluent, which provides technology that helps manage streams of data using AI models. The bo-m in AI usage across industries has boosted the need for its capabilities.

The synergies with Confluent are expected to increase IBM’s total addressable market by more than $100 billion, adding real-time data streaming to the business for the first time, Kavanaugh said.

“It is the glue that brings together IBM’s portfolio,” Kavanaugh said of Confluent.

How on earth does Bandy have the cahoonahs to classify the Lexmark revenue as ‘growth’ when reporting the results - is there not something in the SEC rules that stops this.

In Xerox they have classifications for two types of revenue : N&A ( New & Add ) and E&R ( Extend and Renew ).

Take the example of today’s earnings call, a certain UK grocer customer is called out as a great success for ‘New’ business for MPS and Print Room, plus GI in the print space.

However, this grocer was the largest UK customer by revenue until they cancelled the contract last year ( had the contract since mid 2000’s ).

So HOW is the ‘NEW’ business ?

The world has gone simple. Most reporting I have seen today is bought in to the revenue growth narrative. Q4 25 LEX in, Q4 24 LEX out. That is not growth. XRX stand alone has a 9% revenue decline. Would love to see the LEX YOY amounts. We live in a world of twisted truth.

https://youtu.be/dQRgURIEr48?si=MMhfGWuMAIyAufC1

Microsoft’s Xbox hardware revenue has declined for three financial years in a row, and it looks like those declining revenues are going to continue throughout fiscal 2026. Xbox hardware revenue was down 32 percent year-over-year during the recent holiday quarter. Overall gaming revenue was also down 9 percent.

https://www.theverge.com/news/869493/microsoft-q2-2026-earnings-revenue-profits-windows-xbox-gaming-surface

Mary is making things happen over at GM, actually announcing subscription REVENUE numbers. $2 BILLION current, $$5 BILLION future commitments.

From Business Insider:

Mary Barra, GM's CEO, boasted major gains in the company’s subscription base.

General Motors said its in-vehicle tech services generated nearly $2 billion last year.
GM sells three main subscription products: safety features, in-car internet access, and hands-free driver assistance.

GM told Business Insider it plans to add features through updates over time, reducing the need for new car parts.

General Motors has been pulling a Tim Cook and boosting its software and subscription business.

During the automaker's Tuesday earnings call, CEO Mary Barra highlighted the rapid growth of GM's in-vehicle software and subscription business.

In the past nine months, GM's software generated $2 billion, and customers have already signed up for about $5 billion in future subscriptions.

The company said it now has 11 million subscribers for its OnStar safety system, up 34% from a year earlier. Another half a million customers are also paying for Super Cruise, its hands-free driver-assistance system.

Now, that's still just a fraction of its total revenue, which was $45.29 billion in the last quarter alone. But the margins on those services are also higher than on cars sales.

GM says its software business keeps roughly 70 cents of every dollar it brings in. That's a rare level of profitability in the auto industry, as many car sales generate just four to 10 cents per sales dollar.

"We are also executing plans to grow software and services like OnStar and Super Cruise to generate even greater revenue during and after each vehicle sale," Barra said on the call. "We think there's a growth opportunity there with very attractive margins."

"Software and services are becoming increasingly important to how customers experience GM vehicles and how we deliver value beyond the initial purchase," a spokesperson told Business Insider.

The company also said it will keep adding features and services to vehicles over time, rather than relying on hardware upgrades.

"As vehicles become more software-defined, we can introduce new digital experiences through updates and optional services rather than hardware changes," the spokesperson added.

The subscriptions push comes as automakers look for new ways to make money after cars leave the dealership lot — especially as Detroit automakers roll out new electric vehicles.

Is this new SMB revenue officer our saving grace from the other horrid sales leader?

“UHC revenue reflect fewer
consumers served, with
membership expected to range
between 46.9 million to 47.5
million.
Optum revenues of more than
$257.5 billion reflect the
corresponding membership attrition
in Optum Rx and the strategic right-
sizing of Optum Health.“

https://www.unitedhealthgroup.com/content/dam/UHG/PDF/investors/2025/unh-reports-2025-results-and-issues-2026-outlook.pdf

Expect a double digit revenue decline from Q4 2025.
This will no doubt result in layoffs being pushed forward at a faster pace. At some point this company has to look around and realize customers aren’t happy and change directions.

Please continue working hard every day business as usual bringing in revenue to help support upper level retired management and perhaps one day you too shall travel first class, enjoy fine dinning, five star accommodations, fun toys and cosmetics. Thank you for your service.

PBS Utah, KUER Cut Eight Jobs After Funding Loss

PBS Utah andKUER laid off eight employees. Six staffers were from PBS Utah, and two were from KUER. This action followed the rescission of federal funding for CPB. The stations faced a roughly $3 million revenue gap. Five additional PBS Utah workers will retire early.

https://current.org/2026/01/pbs-utah-kuer-lay-off-8-employees/

Salt Lake City, Utah

• Trinity Health is cutting jobs within its revenue cycle department. The Livonia-based system will eliminate 10.5% of these positions. This move involves outsourcing many non-patient-facing roles to an external partner. The exact number of affected employees in Washtenaw County is not disclosed. The company cited low reimbursement rates and rising costs as reasons for the changes.

https://www.mlive.com/news/ann-arbor/2026/01/some-health-care-staff-laid-off-in-washtenaw-county-as-trinity-health-outsources.html

Ann Arbor, MI

Trinity Health Outsourcing Leads to Revenue Cycle Layoffs

Trinity Health is cutting 10.5% of its revenue cycle department jobs. These non-patient-facing roles are being outsourced to an external partner. The exact number of affected employees is currently unknown. The hospital system cited industry challenges and cost reduction as reasons. These challenges include low reimbursement rates and rising care costs.

https://www.mlive.com/news/ann-arbor/2026/01/some-health-care-staff-laid-off-in-washtenaw-county-as-trinity-health-outsources.html?outputType=amp

Ebrahim Poonawala (Bank of America) asked about the sustainability of revenue growth and margin targets if the environment worsens; CEO Robin Vince highlighted BNY’s agility and ability to adjust expenses, emphasizing their diversified revenue engine and reduced macro sensitivity.

And even behind Citi. Of the big 4, it's a junk bottom of the barrel stock. Literally. Charlie Scharf can't seem to grow the bank, so he's relentlessly cutting, because it's all he knows how to do.

Helps explain the never ending layoffs.

Apple business represent 40% of modem business for Qualcomm. Qualcomm fooling its way into the GPU datacenter business is a fantasy. Insider information suggests Qualcomm is offering their solution to a relative unknown Humain for free just to test their solution. In other words Qualcomm is doomed.

ExxonMobil's Proxxima™ systems are projected to contribute more than 40% of earnings potential by 2030, indicating a strong potential for profitability. The company aims to achieve a return on capital employed of more than 17% with no increase in capital spending, which is a testament to ExxonMobil's execution excellence and disciplined capital allocation. Additionally, the market for Proxxima™ materials could be as much as 5 million metric tons per year, suggesting a significant revenue stream for ExxonMobil.

https://corporate.exxonmobil.com/news/news-releases/2025/1209-exxonmobil-raises-2030-plan-transformation#LowCarbonSolutions

In 2026, name 5 things the company will do to actually raise revenue. Not cut expenses. You can't cut your way to profitability but raise revenue. Company is chickens_hit & is scared as he_ll to raise revenue. Just do it. Figure out a way. Company must find a way to raise money quick. Adapt or D-ie !! Smart firms figure out ways to increase revenue. Why can't mutual figure this out ?

https://www.msn.com/en-us/money/companies/at-t-revenue-soars-to-1-44b-after-dei-programs-shut-down/ss-AA1SvZGM?ocid=msedgdhp&pc=HCTS&cvid=6942bd8ee25b43e2b58a99b761fae5c7&ei=41

My revenue production goal for next year just went up by almost 100%.

Usually it’s a joke that top producer goals will double.

Now it’s a reality.

RIP

Apparently the Confluent Cloud is not a Cluster*fook

Confluent's cloud revenue was a primary driver of growth in 2025, with Q3 2025 cloud revenue reaching $161 million, a 24% increase year-over-year.

Confluent reported its Q3 2025 earnings in October 2025, where total revenue surpassed Wall Street expectations.

The company was recently announced to be acquired by IBM in an $11 billion deal, a transaction expected to close by mid-2026.

Confluent's annual revenue for the trailing twelve months ending September 30, 2025, was $1.113 billion, a 21.58% increase year-over-year.
More detailed financial data is available through Confluent's investor relations website.

Confluent 2025 Revenue Breakdown
Fiscal Period Total Revenue Subscription Revenue
Q1 2025 $271.1 million $261.0 million
Q2 2025 $282.3 million $271.0 million
Q3 2025 $298.5 million $286.3 million
Q4 2025 Outlook N/A $295.5 - $296.5 million
FY 2025 (Total) ~$1.16 billion $1.1135 - $1.1145 billion

Ignore the BS. Restructuring is underway.
AI is king. Underperforming BUs will make up the majority of Layoffs.
If you are in a BU that doesn’t directly generate Revenue, you will be hit extremely hard

For perspective new hires, where are sales for the company? Where staples isn’t public, it’s difficult to truly understand how the business is doing. If someone has the rough sales numbers by division and YOY, that would be great.