#financialresults

The multi-wave timeline clarifies the structural pattern Oracle follows:
August 31, 2025 Layoff: Accounted for as a $402 million localized surge in Q1 FY26 (reported September 2025).
March 31, 2026 Layoff: Accounted for as an $823 million localized surge in Q4 FY26 (reported yesterday, June 10, 2026).
The Result: The accumulation of these massive structural waves is what compiled the overall $2.1 billion restructuring footprint, leaving the remaining ~$980 million reserve sitting clean on the books to fund the upcoming FY2027 phases.

How do we get back to break even?

SentinelOne shares plunged in after-hours trading on Wall Street after the company published its first-quarter financial results and announced layoffs affecting 8% of its workforce. The cybersecurity company reported results that largely met expectations but issued a relatively weak forecast, sending the stock sharply lower in late trading.

https://www.calcalistech.com/ctechnews/article/r1goyeuxgx

They always have an excuse on earnings calls. Covid, Presidential elections, war, gas prices, etc. When will analysts call their bluff? They’re so far off from paying off their debt. If they don’t do sell offs, they will continue to cut expenses (headcount) every quarter to make the numbers look better.

@e2+1kr1f5ck0 said it perfectly.

Snowflakes delivers a strong Q1.

Product revenue reached $1.33B, up 34% year-over-year, accelerating from 30% last quarter and 26% a year ago. Their strongest sequential dollar growth in company history.

They added 616 net new customers in the quarter (+38% YoY), and operating margin expanded over 300 basis points to 12%

Teradata (TDC)
Forward P/S Ratio: 1.9x

Why Do We Pass on TDC?

— Products, pricing, or go-to-market strategy may need some adjustments as its 3.7% average billings growth over the last year was weak

— Inability to adjust its cost structure while its revenue declined over the last year led to a 7.2 percentage point drop in the company’s operating margin

— Free cash flow margin is forecasted to shrink by 20.2 percentage points in the coming year, suggesting the company will consume more capital to keep up with its competitors.

Some people are suggesting / hoping that we'll get a VRP? Given the financial situation / stock value situation - what makes you think this may happen? I hope it will but everything I look at is so grim and I simply do not have any hope that a VRP may be in stars for us.

Morningstar Percentile Rankings Through 5/23.

Fund Name Percentile Rank
MoA Intermediate Bond Fund 98
MoA Retirement Income Fund 94
MoA Clear Passage 2020 Fund 93
MoA Core Bond Fund 90
MoA Clear Passage 2050 Fund 85
MoA Clear Passage 2055 Fund 85
MoA Clear Passage 2060 Fund 84
MoA Clear Passage 2045 Fund 83
MoA Clear Passage 2070 Fund 83
MoA Clear Passage 2065 Fund 81
MoA Mid Cap Value Fund 80
MoA Clear Passage 2040 Fund 79
MoA Clear Passage 2035 Fund 77
MoA Clear Passage 2030 Fund 76
MoA Clear Passage 2025 Fund 75
MoA International Fund 74
MoA Conservative Allocation Fund67
MoA Mid Cap Growth Fund 62
MoA Catholic Values Index Fund 56
MoA Small Cap Value Fund 55
MoA Moderate Allocation Fund 54
MoA Aggressive Allocation Fund 52
MoA Balanced Fund 49
MoA Small Cap Equity Index Fund 45
MoA Mid Cap Equity Index Fund 38

The higher the percentile rank, the worse the performance. MOA funds have tanked. how is overpaid capital mismanagement going to spin this

time to sell Capital Management to raise revenue & get better returns

Results are great, but I haven't been here long enough to know if that means that layoffs are not a threat for now? Does Comcast cut people even when results are good? I'm asking because my old company sadly had layoffs even when we were achieving record profit.

Intuit exceeded financial estimates for its third quarter. The company announced a significant reduction in its employee count. The CEO said artificial intelligence did not cause the layoffs. The reason was to create a more agile and efficient organization. The company increased its financial outlook for fiscal 2026.

https://www.barrons.com/articles/intuit-earnings-stock-price-layoffs-a96cfca9

The 1 year return for IBM is negative 13.58% while the SP500 is positive 25%
Is this a joke ?

Since Udit Batra took over as President and CEO of Waters Corporation in September 2020, his total compensation has risen approximately 146% - from $5.7 million in his first partial year to $14 million in 2025 - while the company’s financial performance has largely stagnated. Revenue grew modestly from $2.37 billion in 2020 to $2.96 billion in 2024, a rise of around 25%, and net income actually declined from its 2022 peak of $708 million to $638 million in 2024. The most glaring disconnect came in 2023–2024, when earnings were flat to negative yet Batra received a 27.6% pay increase. Over the same period, the company’s workforce has shrunk. After growing to a peak of 8,200 employees in 2022, Waters cut roughly 328 jobs in a formal 2023 layoff round - approximately 4% of global headcount - and has continued to shed staff, ending 2024 at 7,600 employees, a net reduction of around 700 from the peak and below where the company stood when Batra arrived. Batra himself has cited the headcount reductions as a management success, pointing to flatter org structures and tighter spans of control, while employee reviews describe a culture of ongoing layoffs, increased workloads, suppressed pay, and leadership disconnected from the workforce. In sum, Waters under Batra presents a picture of a CEO whose compensation has substantially outpaced both the company’s financial results and the fortunes of its employees.​​​​​​​​​​​​​​​​

BILL Holdings, Inc. reported solid financial results for its third fiscal quarter. Total revenue reached $406.6 million, a 13% increase year-over-year. The company also announced a major restructuring plan to reduce its workforce by up to 30%. This restructuring is expected to incur $30 million to $60 million in charges. Concurrently, the board authorized a new $1.0 billion share repurchase program.

San Jose, California

https://www.stocktitan.net/sec-filings/BILL/8-k-bill-holdings-inc-reports-material-event-a30cd671905e.html

https://hr.economictimes.indiatimes.com/news/industry/kyndryl-plans-job-cuts-forecasts-pretax-profit-below-estimates/130876556

Shocking but not too surprising Q1 result, keep going down hill non stop. So I guess more layoffs?

https://investors.optimum.com/

DXC traded around $59 per share in 2017 and spiked to $96 per share in 2018. But since then, save for a surge during the 2021 tech bo-m, it has been a long, slow decline. On April 30, it closed at an all-time low of $11.32 per share -- that is since it went public as DXC in 2017.

On an average annualized basis, DXC stock has dropped 17.7% per year over the past nine years.

"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

Revenue down, missing expectation all around, and they’re still buying back shares, rather than paying down debt? Sounds really delusional. And Mike and Dhyvia is about to implode this thing. Bo-b it completely.

Earnings fell short, stock dipped 10%

They’ve now published 2 customer PRs this week, must be desperate to have something positive to talk about on the call. If they think Gyro hut is going to move the needle with investors, things must be even worse than they appear.

The Los Angeles Homeless Services Authority released delayed audit findings. These findings identified significant weaknesses in its financial internal controls. LAHSA subsequently issued layoff notices to certain employees. Los Angeles County is redirecting funding for greater accountability. Supervisor Horvath stated structural change was necessary due to a lack of transparency.

Los Angeles, California

https://www.smdp.com/supervisor-horvath-seiu-local-721-respond-to-lahsa-layoff-notices/

Alight Solutions SPAC merger and becoming a public traded company doesn't seem to be successful. What happened?

This business of calling prior year LEX results growth is massive BS.

Q1 2026

Revenue of $1.85 billion, up 26.7 percent, or 23.6 percent in constant currency1. On a pro forma2 basis, revenue is down 3.7 percent.
GAAP net (loss) of $(105) million, or $(0.84) per share, down $15 million or $0.09 per share, year-over-year, respectively.
Normalized Adjusted3 net (loss) of $(10) million, or $(0.11) per share, down $3 million or $0.02 per share, year-over-year, respectively.
Adjusted1 net (loss) of $(51) million, or $(0.43) per share, down $47 million or $0.37 per share, year-over-year, respectively.
Adjusted1 operating income of $72 million, up $50 million year-over-year.
Adjusted1 operating margin of 3.9 percent, up 240 basis points year-over-year.
Operating cash flow of $(144) million, down $55 million year-over year, reflecting expected Q1 seasonality.
Free cash flow1 of $(165) million, down $56 million year-over-year. Full-year free cash flow guidance of approximately $250 million is unchanged, implying greater than $400 million of cash generation over the remaining three quarters.

In the Q1 earnings report under SGA, it lists 20–24 million estimated for severances in 2026. Big layoff must be coming

Humana probably should do their very best to artificially raise their stock today (e.g., buybacks, corporate partnership temporary buys, etc.) before the Q1 Earnings Report comes out tomorrow; before the big flop in stock price, once investors see Humana’s true financial state. Womp womp! :(

"AT&T's Free Cash Flow Declined Significantly Last Quarter". Stanks plan isn't working. Plan for a dividend cut down the road. Eliminating jobs isn't the answer. The Board must take immediate action, but all they do is collect a fat check.

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

All signs point to good results tomorrow with help from the blockade in the Straight of Hormuz. I’m sure we will say it is proof our strategy reset is working, and that we still have to make more “difficult” changes. Then cue layoffs announced around Q2 results. What does everyone else think?

How long they can keep the lies so sweet? Each quarter blame the same issue. Really? obviously anyone can use AI to tell the problem is the management. That Ken West baby should retire...

IBM is in a strong financial position, backed by consistent cash flow, disciplined capital allocation, and a well-managed balance sheet under CFO Jim Kavanaugh. The company continues to invest strategically in high-growth areas like AI and hybrid cloud while maintaining financial stability, showing that its transformation is being executed from a position of strength—not weakness.

An increase of $5,000,000,000+ in debt in just 3 months!

https://techrights.org/n/2026/04/24/IBM_s_Debt_Increased_Over_5_Billion_in_3_Months_While_IBM_Laid_.shtml

Looks like from the outside Target is doing really well. Stock price is way up, lot of positivity on LinkedIn and social media from leadership, employees on social media seem really happy. Fiddelke said that they will also have positive comp sales every quarter this year. Is Target back?

heard that its likely to be the worst ever result for dXc.

Here comes mass WFR - just like Meta, AWS, Microsoft have announced this week... except dXc can't blame AI as the company hasnt worked out the innovation yet, still trying to insert the X factor.

At least for the 19,100 employees reduced since March 2025 according to Q1 2026 financial news release.

Congrats to those that remain on the increased value of your retained RSU and outlook.

buy a brother a beer?

Typical smoke and mirrors.

https://www.wsj.com/business/earnings/ibm-posts-higher-first-quarter-sales-buoyed-by-ai-990f6a0a

Growing adoption of artificial-intelligence tools by businesses help boost the technology company’s quarterly results

By: Elias Schisgall |
Updated April 22, 2026 5:06 pm ET

IBM reported rising revenue and a higher profit in the first quarter, buoyed by the growing adoption of artificial-intelligence tools in businesses.

“AI continues to be a tailwind for our business,” IBM Chief Financial Officer Jim Kavanaugh said in an interview. “You see it play out in the results, as we captured demand for both technology and innovation around AI, but also services that help organizations orchestrate, deploy, govern, scale AI.”

The technology company on Wednesday reported a first-quarter profit of $1.22 billion, or $1.28 a share, compared with a profit of $1.06 billion, or $1.14 a share, a year earlier.

Stripping out certain one-time items, the company logged adjusted earnings of $1.91 a share, ahead of Wall Street’s expectation of $1.81 a share, according to FactSet.

Revenue rose to $15.92 billion from $14.54 billion a year prior, amounting to what Kavanaugh said was IBM’s highest first-quarter revenue growth in many years. Analysts surveyed by FactSet were expecting revenue of $15.63 billion.

IBM maintained its expectations of constant currency revenue growth of at least 5% this year, with free cash flow rising by around $1 billion.

Shares fell about 6.4% in late trading to $235.82. Through Wednesday’s close, the stock had lost nearly 15% this year.

Revenue in the company’s software segment rose to $7.05 billion, up 11%. Within that segment, hybrid cloud revenues, which includes the company’s Red Hat business, were up 13%, while automation revenue rose 10% and data revenue rose 19%.

Consulting revenue rose 4% to $5.27 billion, and infrastructure revenue was up 15% to $3.33 billion.

Free cash flow in the quarter was $2.2 billion, up around $300 million year over year. Analysts were expecting $2.04 billion.

IBM’s board of directors also increased the company’s quarterly dividend to $1.69 a share, up from $1.68.

The new payout, equal to $6.76 a year, represents a 2.6% annual yield based on IBM’s Tuesday closing price of $255.68.

The dividend is payable June 10 to shareholders of record as of May 8.

Of course all the so-called news is shallow parroting of IBM or "churnalism" void of real analysis.

http://techrights.org/n/2026/04/22/IBM_s_Shares_Have_Just_Collapsed_Again_as_a_Result_of_the_Phony.shtml

https://www.marketbeat.com/instant-alerts/optimum-communications-inc-nyseoptu-given-consensus-rating-of-reduce-by-analysts-2026-04-21

KEY POINTS

Analysts give Optimum Communications a consensus "Reduce" rating from seven analysts (two sell, five hold) with an average 12‑month price target of $1.875.

Insider selling and institutional stakes: General Counsel Michael Olsen sold 250,000 shares at $1.60 (insiders sold 290,000 shares in the quarter) and now insiders own 44.60% while institutional investors hold 54.85%, including new large stakes by Vanguard, Empyrean, Deutsche Bank, Millennium and Redwood.

Weak recent results and valuation: Optimum reported a quarterly loss of ($0.15) EPS versus a ($0.01) consensus, revenue fell 2.3% year‑over‑year, analysts forecast -0.4 EPS for the year, and the stock trades around $1.69 with a market cap of about $792.7M.