#earningscall

It really stings that it was immediately following the earnings call where all the top brass was smiling and sharing vacation plans

https://www.thelayoff.com/international-business-machines#google_vignette

So... Earnings today and then what? O_o

INVESTORS DUMP YOUR STOCK BUD. YOU NEED A NEW APPROACH.

Saw a meeting on my calendar for the 2Q results this Friday. I am pretty sure it said that it was with "Wall Street analysts". I don't think I've ever seen that on any other results all hands call before. I wonder if they are real Wall Street analysts or just paid stooges that are going to say the future is bright and getting booted off the Dow after 22 years means nothing.

I feel like things like this are a red flag like the time in 2024 when they spoke about transparency for almost the entire all hands call.

It was just by chance that Verizon had just lost a class action lawsuit for not being transparent so they had to prove that they at least knew how to say the word.

Bill drew an analogy to a 4x4 relay race in this morning’s earnings call.

“I feel really good about the baton passing. Think about the 4x100 relay. We’re passing the baton to someone that can run the last lap(?!?!) with a lot of speed.”

Is this him saying that Mike is going to fast track us to being acquired?

Right now. Fully expect $199 after the earnings call next week. Arvind's house of cards is crumbling.

Going to happen 7/21. Any insights up or down?

Though in the past meetings the CEO has mentioned no more layoffs for this year but this doesn’t seem realistic. The numbers don’t lie and we aren’t naive on what’s going on. So what’s next? What will this Q2 earnings call bring?

Anyone listen to the earnings call. Thoughts?

Of course being replaced by ai is not impossible, and obviously scary, yet hilarious to think about our executives regurgitating data organized by ai because they won’t even know what’s incorrect.

Do we think changes will be announced at earnings call next week?

Anyone knows why Viasat hasn’t reported its Q4 and FY26 earnings?

Or are they announcing in the earning call the layoff plan and it takes place in June?

Information from the extensive deep research:

My base case is that a broad, post-earnings layoff announcement is unlikely, but selective reductions, tighter hiring controls, or reallocation out of slower-growth teams remain plausible. On the evidence available before the May call, I estimate the probability of any publicly visible layoff action within roughly 90 days after the call at 25%–40% (medium), with the probability of a broad company-wide program above 3% of headcount at 10%–20% (low). Confidence is medium, because the company’s operating trend is clearly improving, but it has also shown that it will still prune selectively even during periods of rising revenue

Said clearly on the earnings call , 150 million left for open reduction this calendar year

1 billion left in the overall plan , to be achieved with AI agents

Summary : more layoffs before end of June and anyone doing manual work to be replaced with automation in the next 12-24 months

This feels lame. It was clearly prepared and just a long running poor AI voice reading. How can the CEO do that? The head of our company cannot speak at the earnings call?

If you look at DH’s plan, and the way he speaks on earnings calls, he is copy/pasting from a playbook from Nike.

https://investors.optimum.com/

No notice of layoffs in Alpharetta.

Obviously, I am not asking for binding financial advice, just curious, do you guys think there will be any stock market movement on this big Investor Day and if so, do we think it'll be up or down? Earnings calls are already regularly terrible and I'm not sure what an "investor day" would do differently since people already see through the smoke and mirrors of those.

earnings call is still may 13. that hasn't changed.

but g2's thing on may 21 canceled, beyond the numbers moved into that timeslot, and a beat scheduled for the original timeslot of beyond the numbers on the same day now? they're doing a beat and beyond the numbers back to back?

I hope a company with a massive windfall wouldn't do such a thing, though.

An Analyst asked on the Earnings call if Meg thought there was a scenario where this discovery wouldn't proceed to development. He started his question by saying how big AF described it to be.

She did not answer the Analyst's question about whether there's a way it doesn't get developed.

CO2 is clearly a know issue with these fields. To not answer and dodge the question by sayijg a great team is working the project sounds like reason to run.

Should we be worried we've dug ourselves into a hole we can't get out of with this biggest discovery in 25 years?

I watched both the earnings call and the CEO's all hands and the message from both was pretty positive. Nothing like the message he conveyed right before the big layoff back in November. I'm thinking things look good until at least November.

He better beat the expectations on Monday morning, otherwise stock is going back to under 40.

Christian Klein confirmed on CNBC this morning layoffs are coming when he challenged if he would follow META's call of a 10% cut.

He said efficiency is a priority for SAP

He wastes more than half of these meetings regarding everything he talks about in the earnings calls.

The guy can't comprehend that employees care about things other than share price.

Everything leadership tried failed, it’s the employee fault for not being efficient enough. AI, AI, AI. Saved you an hour.

Anyone like to give some predictions? Stock up or down tomorrow?

I feel that Q1 earnings call will be a complete disaster. CK and DA are unhinged and have not grounded in reality anymore. They keep blaming employees, the market and even shareholders for their own personal failures. In a market where many companies are ki-ling it, SAP is left so far behind because of only one thing. A complete lack of strategy. There is no strategy besides we are doing AI in this feature. It is d-mb and shareholders will not be impressed anymore. Layoffs will take the price up a bit. They're increasing the dividend so shareholders will like that and the price will go up a bit. But there are no technical fundamentals that show growth compared to competitors. The Gartner magic quadrant and similar things are all bought for and even shareholders see through it. Even institutional investors are reducing stake in SAP. And SAP is trying to buy back its own stock like crazy because they want to pump it up temporarily. And so the share price will go up but come crashing down again. To less than 100. This is bound to happen before the end of 2026. And then in 2027, we will find out that CK gets a bonus of a quarter of a billion for this Katastrophe.

Wells Fargo CEO Charlie Scharf addressed investors on the bank's latest earnings call. He emphasized a continued focus on expense discipline. Scharf also discussed potential layoffs within the company. These discussions occurred amid overall growth across the bank. The CEO's comments highlighted strategic financial management.

San Francisco, California

https://www.bizjournals.com/sanfrancisco/news/2026/04/14/wells-fargo-ceo-layoffs-wfc-earnings-call.html

Tone deaf as ever. Sure they may be hyped if they ever saw any of it.

What are people expecting to happen in the coming months. With new CEO and next earnings call do you think there will be layoffs and changes.

5 days until 2025 earnings call.

Will we get 2026 store closing announcements?

Any other surprises coming?

https://investor.oracle.com/events-and-presentations/default.aspx

Just hit the webcast link and sign in as guest.

Questions are almost always asked and answered at the end of these calls.

I'm prepared for lots of bad news, but we'll see.

The call was scheduled for the 19th but it's the 31st now. Anything to do with layoffs?