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Gambling.com Group's stock price plummeted sharply. Its shares fell by 53% in a single day. This decline followed an announced cost-cutting program. The company plans to restructure and lay off 25% of its staff. First-quarter results showed a $1.17 million net loss and a 43% EBITDA decrease.
https://wnhub.io/news/hr/item-50863
In the Q1 Earnings press release (April 22, 2026), WAY down to the financial tables section titled: “GAAP NET INCOME TO ADJUSTED EBITDA RECONCILIATION” inside the table, you will see this line: “Workforce rebalancing charges”
And see the number is $0.3 Billion for 2026, same as 2025 for the 2 months ending in March 31.
Workforce Rebalancing Charges means a one time charges for laying off employees, closing facilities, or changing management.
If IBM continues to use an average cost of $150K per employee, then $300 Million translates into ~2,000 employees.
This is consistent with what they said in January 2026 at the 4Q Earnings call.
Here's the link to the 1Q Earnings press release:
https://newsroom.ibm.com/2026-04-22-IBM-RELEASES-FIRST-QUARTER-RESULTS?utm_source=chatgpt.com
Anyone else sick of ebitda ruining the vcip??
This is published information- these layoffs have been planned for several years. All of the “ we are a people first company “ we care about your career, growth, development” spiel is garbage.
C-Levels and their directs are all full of BS. Stop drinking the kool aid they are serving up, stop cheering for them as the spew this BS. They do not care about you! You are a commodity, “a human tax” that will eventually do away with while lining their pockets.
Details: do your own research
T-Mobile projects that AI initiatives will drive approximately $10 billion in additional Core Adjusted EBITDA by 2027.
At its September 2024 Capital Markets Day, T-Mobile outlined a growth strategy heavily leveraging artificial intelligence and expected financial targets for 2027.
Key points regarding T-Mobile and AI by 2027:
Financial Impact: AI and digital leadership are expected to increase Core Adjusted EBITDA to between $38 billion and $39 billion by 2027, an increase of roughly $10 billion from 2023 levels.
Customer Experience: T-Mobile is collaborating with OpenAI to create an AI-powered customer service platform, called IntentCX, aimed at providing faster and more personalized customer support experiences.
Network Performance: The company has partnered with Nvidia, Ericsson, and Nokia to establish an AI-RAN Innovation Center in Bellevue, Washington, which will use AI to optimize the radio access network for faster speeds and reduced latency.
Revenue & Efficiency: AI is seen as a key driver of significant operating efficiencies and a projected service revenue compound annual growth rate of about 5% through 2027, reaching up to $76 billion.
While AI is central to T-Mobile's growth strategy and financial outlook for 2027, it remains one component of a broader plan that includes network leadership, customer growth, and strategic acquisitions.
Phase 2: The Premium IPO (Years 3-5)
The endgame is not a utility sale. A rebranded "Tech-Enabled Communications Platform" targets 10-11x EV/EBITDA—more than double VZ’s current segment multiple—by shifting the investor narrative from "low-growth utility" to "digitally enabled service platform."
MetricLegacy VZ SegmentModeled ServCo (Year 5)EBITDA Margin25%38%EV/EBITDA Multiple5-6x10-11xWhy Verizon is the Perfect Case Study
CEO Dan Schulman's track record—scaling PayPal’s asset-light model—aligns perfectly with a ServCo mindset. Separation would allow him to:
Shed Valuation Drag: Instantly move ~$20B in annual CapEx off the P&L.
Focus on Growth: Reinvest freed capital into service innovation and customer experience.
Enhance Transparency: Attract differentiated, growth-focused funds for ServCo and stable income funds for NetCo.
The Precedent is Clear: BT/Openreach, Telstra InfraCo, and KKR/Telecom Italia have already demonstrated double-digit valuation re-ratings once infrastructure and services were properly delineated.
The ServCo, long viewed as the weaker half, could become the crown jewel—reborn as a high-margin, digitally transformed growth vehicle commanding a premium Wall Street multiple.
This isn't financial engineering; it's the structural precondition for sustainable growth. The sum of the parts is clearly worth more than the whole.
hashtag#Telecom hashtag#Verizon hashtag#PrivateEquity hashtag#Valuation hashtag#ApolloGlobalManagement hashtag#Strategy hashtag#StructuralSeparation
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