#earnings

From where I sit in the company. I see lots of customers leaving and almost zero new ones

With that evidence and the currency headwind with the stronger dollar and the fact we made last quarters numbers with two lucky unexpected last minute deals, I believe we will miss earnings on April 29

Stock then will drop to 15

Profitability improved more than $2 billion year over year, with net loss totaling $194 million in Q4 and $747 million for the full year.

Looks like Gil and his top executives deserve bonuses for only losing $747 million for the year.

Any predictions before they report tomorrow?

ATLANTA, February 09, 2026--(BUSINESS WIRE)--NCR Voyix Corporation (NYSE: VYX), a platform-powered leader in unified commerce for shopping and dining, will report financial results for the fourth quarter and full year 2025 before the market opens on Thursday, Feb. 26, 2026. The NCR Voyix management team will also be hosting a conference call at 8 a.m. ET the same day to discuss the financial results.

Earnings day on the same day all your sales and business leaders are together in Orlando at SKO.

Yes, that's the message

That's the EPS

Does anyone have any thoughts going into the Earnings Call? This will be the first time Amit presents in front of the investors.

https://siliconangle.com/2026/02/10/teradata-tops-expectations-public-cloud-momentum-stock-surges/

We're crushing it!! Good work everyone ♥️

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

Wendy’s plans to close several hundred U.S. restaurants as it focuses on new menu items as well as "more spend towards digital, social and streaming platforms," the company said during an earnings call Friday following a weaker-than-expected fourth quarter.

https://www.nbcchicago.com/news/local/wendys-to-close-hundreds-of-us-restaurants-in-2026/3894238/

I'm thinking it's a certainty by now, but if I'm wrong, please let me know.

I was laid off after Q1 results were announced, even though there was no formal announcement of any cuts by the company. Came as quite a surprise.
They are doing stealth cuts every quarter, may not be a high number that they need to announce, but its happening every quarter.

President and CFO get a big raise and 12% of employees get laid off. Do we call it Pulte-Hutchins Strategic Pivot Cul-de-Sac or Bill-Mike Speed Bump?

https://www.cnbc.com/amp/2026/02/11/cisco-csco-q2-earnings-report-2026.html
We sabotage ourselves, why? Explain.

Reading between the lines in the call, it sounds like we’re in for a big headcount reduction.

https://www.healthcarefinancenews.com/news/cigna-cut-2000-jobs

Cigna plans to reduce its global workforce by approximately 2,000 positions, representing less than 3% of its workforce.

The layoffs will occur by the end of February.

A spokesperson for The Cigna Group said by statement: "As we drive greater efficiency across our business, we have made the difficult decision to reduce roles in our workforce. This decision was made with deliberate care and focus, and we are providing a package that includes a variety of transition services for impacted colleagues."

Cigna did not give specifics on which jobs or departments would be impacted.

The news coincides with Cigna’s Q4 and full-year 2025 earnings release in which the managed care company reported better-than-expected results for the quarter but set its full-year earnings guidance below expectations.

During the earnings call, President, CEO and Chairman David Cordani announced the settlement of a lawsuit with the Federal Trade Commission over Express Scripts' insulin pricing.

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!

Go-Go stated in a recent Barton’s interview that the decent earnings results are a result of all the things that have been done to P66 in the last 4 years.
He said “it’s all coming together”.
No it isn’t. The earnings are the result of good refining margins and nothing else.

Any ideas?
Or am I just starting to see issues everywhere?

https://nypost.com/2026/01/14/business/wells-fargo-posts-higher-profits-after-fed-scraps-asset-cap/

The market is responding positively. Good earnings, leadership shakeups and renewed confidence from analysts. Sure the company will look nothing like it has, and more people will lose their job but I am cautiously optimistic he is going to plow through the BS and make positive headway.

Centene posted a $6.7 billion in losses across 2025, 1.1 billion dollan loss in Q4
for contect they made 3.3 billion profit in 2024

https://www.fiercehealthcare.com/payers/centene-reports-11b-loss-q4-elevated-medical-costs-continue-strain-finances

Earnings report day! Before opening bell too, I believe. Looks like the poster who thought last Friday was going to see massive layoffs was off by one week. Earnings may be okay for Q4 2025, but outlook for 2026 and beyond is gonna su-k.

YoY revenue down, weak Q2. Tumble!

We are going to blow past earnings and guide higher for the next quarter. It's up up and away from here for OT

Qualcomm seems to have perfected the impossible: beating earnings quarter after quarter while watching its stock drop every single time. Once is bad luck. Repeatedly is a leadership failure. When results are consistently strong and the market reaction is consistently negative, the problem isn’t performance — it’s how the story is being told at the top.

USAA had the highest profit last year ($7.9 B) almost twice as much as last year. Almost 7.0B was in P&C alone.

Based on the above earnings, ideally the company scorecard should be higher than at least 125%.

The real driver of the high profitability was because of all the efforts of the senior leadership and they need to be awarded handsomely. But unfortunately you people won’t understand that, so we are going to do the next best thing, not tell you anything and still reward the senior management. So we lowered allocation for you to give more to the senior management.

We will hide behind false numbers like what we gave to Members which increased from 3.7B to 3.8B to 4.0B just during the meeting, but no details will be provided on the breakdown of that number.

Unfortunately the real truth will be reported by the local media in March when the senior management compensation becomes public through insurance company filings. So, we are working with local media to see if we can suppress that information.

Cheers!

Congrats to everyone. Good earnings keeps the Grimm Reaper away.

Lots of big swinging di-ks flying into NY next week for earnings. Seems like lots of people behind closed doors these days all over the place. Merger? Major Acquisition? Feels like something different.

Anyone have any predictions for earnings next week?

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

Verizon beat earnings and revenue expectations and showed strong net subscriber additions, its best in years.

The company provided strong guidance for 2026, forecasting increased EPS and cash flow growth.

Up 16% since the earnings dropped. Silly haters.

4th quarter and full year earnings are due out tomorrow. They’re probably going to be very good.
But only because refining margins have been pretty good, not because Go Go has done anything worthwhile.

Stock free falling now, markets aren't happy with the CEO or divesture

Heading to ten bucks a share

Earnings Thursday could be the end

I can’t wait to hear Farley’s voice reading from the script. From the DN:

Ford aluminum supplier not back at full output after September fire

Detroit — Production of aluminum at Ford Motor Co. supplier Novelis still has not fully resumed more than four months after a devastating fire disrupted supply of the metal to Ford's lucrative pickup trucks, according to two people familiar with the matter.

Following a massive blaze in September at the New York facility, Ford cut its 2025 profit guidance and said it would lose the output of up to 100,000 F-Series pickup trucks through the end of 2025. The company estimated the cost would be up to $2 billion, and it planned to mitigate about half of that. Novelis said it expected to resume full production by the end of December.

An additional fire in late November upset that timeline. Ford at the time said the November fire did not change its projections for its 2025 core profit. It is now unclear how the prolonged shutdown at the facility's hot mill might affect Ford's results for the fourth quarter or the first quarter.

A Ford spokesperson said the company would provide an update when it reports fourth-quarter earnings on Feb. 10. A Novelis spokesperson pointed to the company's November statement, in which it said it "will continue to leverage alternate sources, including its global network of plants and industry peers, to mitigate impact."

The automaker is buying aluminum from other Novelis facilities, Ford executives have said.

Ford's F-Series line, which includes the F-150 and larger Super Duty truck, is by far the company's top seller and generates the bulk of its global profit, analysts estimate. While Novelis also supplies other automakers, Ford is a major customer because its trucks use a largely aluminum body.

The automaker said last year it would increase production of its F-150 and Super Duty trucks by more than 50,000 vehicles at plants in Dearborn and Louisville, Kentucky, in 2026 to recoup some of the lost production from the Novelis fire. It has axed production of the F-150 Lightning electric truck, which also used aluminum from the supplier, as part of a $19.5 billion write-down on its EV programs.

Novelis said the projected costs of rebuilding damaged plant areas and equipment would total $255 million, in an application for financial assistance from Oswego County, New York.

The reserves replacement discussion on the earnings investor presentation makes no sense at all. It shows 10 year increases but says RRR was 95%.

Anyhow, last year we really only added reserves from Hess. Otherwise, we are a shrinking business.

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.

Any news on CIP now that earnings are out?

Dan the man steering in the right direction. Those stock options will be worth some serious bank shortly!!!

SAP Stock Drops 15% After Earnings. Europe’s Tech Darling Can’t Play With the Big Boys.

SAP stock tumbled Thursday after the German software company reported better-than-expected earnings but disappointed investors with weaker-than-anticipated cloud revenue growth.

https://www.barrons.com/articles/sap-earnings-stock-price-6e124de8

SAP’s American depositary receipts fell about 15% in early trading to roughly $200, putting the stock on track for its steepest one-day decline in more than five years. The S&P 500 was roughly flat.

The company reported fourth-quarter non-IFRS earnings of 1.62 euros per share on revenue of €9.68 billion, up 3% from a year earlier. Analysts had expected earnings of 1.51 euros per share on revenue of €9.75 billion, according to FactSet.

The primary concern for investors was SAP’s cloud business, which has benefited in recent years from demand tied to artificial intelligence. Cloud revenue rose 19% year over year to €5.61 billion, but came in slightly below Wall Street expectations of €5.64 billion.

For the current fiscal year, SAP forecast cloud revenue of between €25.8 billion and €26.2 billion. The midpoint of that range is slightly above analysts’ consensus estimate of €25.98 billion.

The company said several large customers, including Lockheed Martin and Rolls-Royce Holdings, signed deals during the quarter. Still, SAP acknowledged some hesitation among customers amid geopolitical uncertainty. Chief Financial Officer Dominik Asam said the company saw deal slippage in the quarter due to rising geopolitical tensions.

SAP’s results followed a weak reaction a day earlier to Microsoft’s cloud earnings, which also raised concerns about slowing growth in the sector.

The company’s board authorized a new share buyback program of up to €10 billion, set to run from February 2026 through the end of 2027.

SAP is one of Europe’s largest technology companies, with a market value of about $267 billion. That is significantly smaller than Microsoft, but comparable to large U.S. software peers such as Oracle and Salesforce.

Through Wednesday’s close, SAP shares were down 9.1% for the year. Over the same period, Salesforce shares had fallen 9.4%, Microsoft was down 11%, and Oracle had dropped 37%.