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2026 Q1 Earnings cited by investors as "sign of poor business quality"

"Teradata struggled to consistently generate demand over the last five years as its sales dropped at a 2.3% annual rate. This was below our standards and is a sign of poor business quality."

https://www.financialcontent.com/article/stockstory-2026-5-5-teradata-nysetdc-posts-better-than-expected-sales-in-q1-cy2026


Behaviour Interactive Reduces External Development Team

Behaviour Interactive, known for Dead by Daylight, has laid off an undisclosed number of employees. A company spokesperson confirmed the cuts to Game Developer. These layoffs affect members of its external development team. Demand for mobile and casual external development projects has declined. The Canadian studio previously worked with major partners like NetEase and Nintendo.

Montreal, Canada

https://www.gamedeveloper.com/business/dead-by-daylight-studio-behaviour-interactive-confirms-layoffs


Western Gateway?

Repeated extensions of the open season for Western Gateway is concerning despite the company’s narrative. Why is honesty so hard for this company to embrace? Reverse psychology 101; “due to high demand and interest”. Really? One would think those two things solve the capacity problem. It’s a little embarrassing.


Do recent McKinsey job cuts point to broader problems in consulting?

Recent layoffs at McKinsey have sparked a broader conversation about the state of the consulting industry. As one of the world’s most influential consulting firms trims its workforce, analysts are questioning whether this move reflects internal restructuring or a sign of slowing demand across the sector. Many are now watching to see if other consulting firms will follow with similar job cuts.


EV Battery Industry In Decline

What is RA's exposure to the EV Battery industry and how will it react to the reduction in demand? Is RA still using AlixPartners as consultants?

From a recent automotive news article:

Overcapacity Ahead

AlixPartners speculates that global production of EV batteries will be roughly three times greater than demand for EVs in 2030. By that time, EV battery production capacity in North America is expected to roughly quadruple.

According to Nikkei Asia, many manufacturers are already scaling back their ambitious battery production plans. Ford, one of the most aggressive investors in U.S. battery manufacturing, is a prime example. The company is building a $5.8 billion facility in Kentucky with its partner SK On, which is expected to employ about 5,500 people by 2030.

However, the Blue Oval already reduced its planned battery capacity by 35 percent. It also recently halted production of the F-150 Lightning indefinitely due to dwindling demand in North America.

General Motors has also been forced to make changes. It has been confirmed that 1,550 workers at the battery plants it operates alongside LG Energy Solution in Ohio and Tennessee will be sacked due to “slower near-term EV adoption and an evolving regulatory environment.”

Nikkei Asia also reports that Panasonic opened a new battery factory in Kansas in July, but has yet to say when it will reach full-scale production. Initially, it was expected to hit this mark by the end of the 2026 fiscal year. However, as a major supplier to Tesla, it has been affected by the fall in demand for EVs as well.

Slowing EV sales in the States have led to the cancellation of some endeavors entirely. T1 Energy was planning to build a battery plant in Georgia, but has since canned the project.


Ford needs to embrace and target the Trailer Trash Market, including broke crack head Ford production workers because that's today's buyer.

Broke, lousy credit history, multiple evictions, divorced and being crack or me-h heads is no way to go but that's the current market out there. Pretty bleak, but Ford's got to sale cars.

Ford ought to approach GM to discuss buying the 1964 Chevrolet Corvair Monza Corvair design. Ford could ramp up production to build the 1964 Corvairs fast just as GM did in 1963-64 and slap the blue oval on all of them. Ford can market the Corvairs exclusively to the trailer trash market. Later Ford can form a Repo company to sn---h the cars back after failed payments by owners and Ford can resale them again.


From StockStory 10-31-25

Why Do We Steer Clear of TDC?

Offerings couldn’t generate interest over the last year as its billings have averaged 6.2% declines

Projected sales decline of 2.5% over the next 12 months indicates demand will continue deteriorating

Sky-high servicing costs result in an inferior gross margin of 59.3% that must be offset through increased usage

November 4 will be interesting.


Lineage Layoffs

Lineage, a temperature controlled warehouse REIT listed as LINE, has begun job cuts as demand for cold storage slows. The move follows a comprehensive operations review, with the company saying reductions are needed to protect long term success and adaptability. Specific numbers and roles were not disclosed. Shares fell to about 53.72 dollars, down roughly 3 percent, and well below the 78 dollar IPO price from six months earlier. Softer consumer demand and excess inventories among food makers and retailers are contributing to reduced need for cold storage, which is pressuring the business.


Biggest cost reduction should not come from its people cost (linkedin post)

By 2025, #Intel plans to #eliminate up to $10 billion in costs annually by restructuring its operations and #sales departments and focused on the development of domestic foundries.

Intel is in a bad situation right now. Since the $280 billion #CHIPSAct deal has been signed, Intel could not wiggle around by delaying the building of new fab in Ohio, which it broke ground on earlier this year, and has committed at least $20 billion to the project. In his #Reuters interview, #PatGelsinger did say that Intel’s people costs were a relatively small part of its overall spending, so the company is more focused on its factories and fabs as places to save money.

I still believe that Pat Gelsinger, as a renown #CEO, will save Intel from trouble this time. He knows that the biggest #cost #reduction should not come from its people cost. This is a little bit different with earlier announced that Intel layoffs are coming in Q4 as it cuts billions in spending. The factories and fabs overall operational cost should be the number one biggest cost. Since there is an oversupply of chip semiconductor after a huge shortage during the #covid19 pandemic, it is not wise to still ramp up and run the fab production as normal. There should be a swift adjustment to cut the production following the decrease on #chip #demand.

As far as I remember while still working at Intel, the company policy on people #wellness and #wellbeing is something that I really proud of. Intel put its people first. Intel has invested so very much on its employees. Intel has been awarded as the TOP 10 employers in Malaysia with its slogan "#aGreatPlaceToWork." That's why Intel will put #layoff plan as their last option to keep the business running.

I still believe that Intel could weather the storm this time around. With Pat Gelsinger, as a CEO, Intel's best year is yet to come. It certainly will come soon as long as Intel policy on its people do not change. Wishing Intel the very best of luck.