#forecast

Anyone?

Optimum's outlook 'more aspirational than realistic' – analyst
Optimum's new multi-year outlook sees its broadband business stabilizing at 3.8 million subs by the end of 2028. That's a 'tall order,' says New Street Research, which expects broadband losses to continue.

Picture of Jeff Baumgartner
Jeff Baumgartner,Senior Editor,Light Reading
June 10, 2026

Looking like the sacred cow Guyana is starting to Plateau hard.

904,000bopd in May. Still impressive and above design capacity production but, some challenges are imminent.

Lisa will shortly be sub 100,000 bopd and expecting average Aug production to be south of 866,000 bopd.
At this point forecasting a -200 bopd drop every single day…
This will raise alarms in the God Pod where additional water injection will be coupled to the system. The 4 FPSOs reached Peak in May…now it’s a daily drop until the next FPSO added.

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

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

It’s clear that Macondo level magic is rearing its head in 2026 the FAFO year…
Questimate First Oil Date and Peak Production…
The future get cultivated today…

Heard from area VP that Q2 sales is looking bad and people are starting to pull in Q3 sales numbers. Looks like this is going to spiral down to year end with no actual growth. Second half of year will suffer due to pull in price increases.

Can anyone corroborate a document I found which forecasts RIF beginning in Q4 through Q3 of next year? I don't want to give too many details but it was a full time employee forecast for one of the major support units. The decline began in Q4 with a few hundred RIFees each quarter and then a steep drop in Q3.

what will the rest of the year look like?

@OP+1kr26x6x5

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

So what is it. Its time to start thinking about summer time surplus. We all know it happens, next up will be October and move right into Nov. So the question. WHEN !

Make your predictions for the rest of 2026 / early 2027 here.

Last quarter we made the numbers due to last minute unexpected deals and currency tailwinds

Looks like currency is now a headwind, anyone know how the numbers are looking ?

Per latest IDC forecast, the global smartphone market is expected to decline by 13% this year—roughly a drop of 160 million units—driven in part by memory shortages and supply constraints.

Recovery isn’t anticipated until mid-2027, and even then, not to prior peak levels. This report predates the current geopolitical tensions I guess, so a prolonged conflict could lead to an even sharper downturn.

So, overall we're all cooked nicely folks!!

Disney spent more on MARKETING for Avengers Endgame than the ENITRE MARKET CAP of xerox right now. $1.36/share or 34cents from that 4 way reverse split.

Dislisting is the sub $1 market which will probably be before summer

These next two weeks will be rough, get ready guys. Some orgs in OHAI will get 30%

Maybe two at the most. It's losing credibility, which is resulting in shrinking ratings, which leads to layoffs...rinse and repeat until nothing is left but a shell of once respected news organization.

Plans are in the works to decimate all disciplines within Operations. We will see if upper management goes through with it. Some cuts are inevitable, but the new plan seems a bit of overkill. Regardless, a bumpy ride is forecast.

5 days until 2025 earnings call.

Will we get 2026 store closing announcements?

Any other surprises coming?

https://www.afr.com/technology/prepare-for-the-worst-cisco-ceo-warns-ai-will-mirror-dotcom-crash-20260220-p5o436

An interesting read

AT&T Debt 2013:
Long-Term Debt (End of 2013): Approximately $69.29 billion.
Total Liabilities (2013): The company had a substantially lower debt burden compared to the post-acquisition peaks

AT&T Debt 2026 (Projected/Early 2026 Data):
Total Debt (End of 2025/Early 2026): $136.1 billion.
Net Debt (End of 2025): $117.4 billion.

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

My director spilled to me that the IBP is likely over 140 this year.

Atlantic City's cyclical economy is influenced by broader national trends. Companies nationwide are hiring cautiously and restructuring steadily in 2026. Workers should watch for subtle layoff signals like reduced overtime and slower hiring. Maintaining career leverage through updated skills and market awareness is crucial. Developing side income streams can also provide financial insulation.

https://breakingac.com/news/2026/feb/27/layoffs-and-career-leverage-what-atlantic-city-workers-should-know-in-2026/

$60 by end of March.

And followed by another mega layoffs.

After clownish all hand call yesterday, the stock price getting to 7.64, recent layoffs, is there any hope for Voyix or will we witness its demise in 2026?

Too many weird financial requests for information from 2-3 years ago. Stop telling us "Audit requests" or "forecast" we are not that stupid, since prior fiscal years have already been audited.

Arizona's economy currently shows slow job and income growth. Housing affordability remains a challenge, and permits are down. Retail sales, however, have accelerated strongly through September. The state's economic growth is forecast to accelerate next year. Job gains, personal income, and sales are all expected to rise in 2026.

https://azbigmedia.com/business/heres-why-the-arizona-economy-is-poised-to-accelerate/

What does this mean for the future of the company ? Down 11% YoY is a lot, and missed analysts forecast of $3.5bn.

Should we expect layoffs? And where would those occur ?

Anyone have any predictions for earnings next week?

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

In the manufacturing and scientific sectors—relevant to Waters Corp's operational base—salary increases for 2026 are forecasted to hover around 3% to 4%,

I do believe HC is essentially in trouble. With 2027 projected MA revenue change of 0.09% which indirectly affects 2026 projections, projected further MA membership attrition (up to 3 million), HC will inevitably shrink.

“They’re choosing profitability over membership in certain books (expecting membership attrition as they reprice / exit margin-dilutive segments).” Basically dropping millions of members where they’re supposedly losing money. It doesn’t look good at all.

Procrastinators of layoff doom, here is a record of totals for Ford employees.

I will post the link again when the 2025 numbers are updated.

Let see how correct the predictors of large layoffs for 2025 actually were.

https://stockanalysis.com/stocks/f/employees/

By Michael Kern - Nov 24, 2025, 9:00 AM CST
JP Morgan predicts the international crude benchmark, Brent, could drop into the $30s per barrel by 2027 due to an overwhelming market oversupply.

Goldman Sachs forecasts the U.S. benchmark WTI Crude will average $53 per barrel in 2026 amid a 2 million bpd surplus and advises investors to short oil right now.

The oil market is expected to rebalance in 2027 after the current large supply wave, including output from OPEC+ and non-OPEC producers in the Americas, works through the system.

The international crude benchmark, Brent, could dip to the $30s per barrel handle by 2027 as oversupply could overwhelm the market, according to a JP Morgan forecast posted by users on X.

Brent Crude prices have dropped by 14% year to date, and traded relatively stable at $62.59 per barrel early on Monday, as the oil market awaits news from the renewed negotiations on peace in Ukraine.

The U.S. and Ukraine held on Sunday in Geneva what the two sides described as “highly productive” talks and agreed to continue intensive work on a “refined” peace plan, which the U.S. first proposed last week.

Despite the fears of a glut, analysts and investment banks don’t see oil prices moving down to $40 or below, even as oil is set to decline in the near term with strong supply from OPEC+ and the non-OPEC producers in the Americas.

Peace in Ukraine could also weigh on energy prices as some sanctions and restrictions on Russia could be eased, analysts say.

Oil prices are set to further drop into next year from current levels amid a large surplus on the market, with the U.S. benchmark WTI Crude expected to average $53 per barrel in 2026, according to Goldman Sachs.

The investment bank’s call for next year is that oil prices are on track for further declines and investors should short oil right now, Daan Struyven, co-head of global commodities research at Goldman Sachs, told CNBC last week.

The surplus next year will be 2 million bpd on average, Goldman reckons, but notes that 2026 will be the last year of the current big supply wave hitting the market.

The oil market is set to rebalance in 2027 as 2026 will see “the last big oil supply wave the market has to work through,” Goldman’s Struyven added.

https://oilprice.com/Energy/Oil-Prices/JP-Morgan-Says-Oil-Prices-Could-Plunge-Into-30s-by-2027.html

We don’t expect additional layoffs /RIFs until (at the earliest) 2nd or 3rd week of February 2026, if needed. Of course, if the (holiday) event doesn’t go as planned, we could see something before FY2025 ends. After that, we’ll see the normal herd thinning happen as a result of the calibration cycle. Managers and directors will decide who they like and who they don’t like, and those will get low evaluations and be part of the yearly purge that happens sometime in the March to May timeframe.

There is some reason to believe Walmart will cut numerous associates in 2nd and 3rd quarter of FY2026 due to AI being able to assume responsibility for tasks and processes that are repeatable and stable.

We’d encourage you to review Doug’s comments on AI and it’s adoption inside Walmart.

Further, we don’t foresee any reductions at the stores or DCs. Transportation is probably ok.

We’d encourage all associates to speak to their direct managers about their current performance and listen to the answer carefully.

A bit more than 15% cuts across the board. Every team is affected.
The total will be just shy of 20K.
They will have another round in Q3 2026.
The stock will go up. Our ability to grow revenue will go down.
This is just my gut feeling, I am not basing this on any insider information.

If you are in sales, it’s clear that this year has been one of the more challenging years.

As most of you know, sales journal is a fictitious number that is used for compensation only. It’s a number that is scalable to increase/decrease compensation. For example, Canon showed profits of 200% because they were able to raise quotas and pay out less compensation. It’s not because we were more profitable on deals. Print volumes are down so where do you think they took the money from? Yeah, let that sink in.

The one number though that will provide some real factual direction though is the billed revenue numbers. Central (with that layup PK gave to his friends) and West (another joke of a quota given to people who stop work at 2:00pm EST) have now dipped under 80%. The East (the FU quota) is just over 80% at 81%. These are the lowest numbers (not counting Covid) that the company has seen in a long time. This just shows they are completely off on their forecasts versus reality.

So what does this all mean. It means that we are not making enough money to support the number of people working here. As we enter the last months of FY2025, don’t expect the company to come out with any promotions or motivators that help you put more money in your pocket. The company can’t pay us while at the same time trying to retain profits for the almighty home office in Japan. The company will have to cut sales positions. I am not trying to scare people but Canon is not going to continue with this structure at these numbers. I highly doubt we will see that bonus in our paycheck at end of December with these type of numbers.

In addition, we will continue to dip on the market share pie chart as lesser end brands meet our current customers demand for a lower price. We are stuck trying to raise the price in an economy where no one is willing to pay more for these products. We are forcing our customers to price us out when we ask them to spend more.

So what happens next? More layoffs? Reduction or increase in quotas? Change in the compensation plan to adapt to the discounting needed to win deals?

All I will say is the decisions that are being made in Melville right now will either power this company through these tough times or drive the ship right into the wall.