#outlook

I give it six months at the most.

DXC will survive for years, but it won’t thrive without a major strategic reset or acquisition.
It’s a stable but shrinking legacy outsourcer — not a modern tech company. Is this true?

AI infrastructure is where the opportunity is.
Dump adjacencies like Collab, Security, whatever Duo is, and Observability (aka Dozen Eyes and Sp--k). I won’t even mention CX and Outshīt, which are too obvious

Do those things and Cisco is legit $200 stock.

Sorry, not sorry.

FIS stock is trading at P/E of 60
Peer competitor FIServ stock is trading at P/E of 8.
In short, Institutions are holding the price, selling to retail. FIS employees buying ESPP will ultimately become bag holders.

Based on whatever is going on with Cognizant and outsourcing, FIS will split into three companies
Banking and Payments (FIS and Metavante) around $10/share
Capital Markets (SunGard) around $10/share
Managed Service Provider (Jim Johnson will be CEO) around $5/share.

If you own FIS stock, sell soon and bail out quickly

Alright folks, lots of talk of how fidelity is sc--wing us right now but how about we take a unified approach to hit back even subtly. They want to take away value from us, let’s take value from them. My suggestions:

1. Everyone delete teams and outlook off your personal devices and only respond back to emails and chats during your regular business hours only.
2. Leadership is poaching us constantly on ideas of how we can leverage AI. Do not give any actual good ideas of how to use AI to the company. Sure it can make your life easier in the interim but you are literally handing them keys to you being replaced.
3. Give them the MVP (minimum viable product) of your work. Do the absolute minimum to not get on a pip and nothing more.

No earnings insider insight, but if I were a better (would)man, I'd bet on a miss and bleak outlook. Just based on sentiment

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?

Florida will have cuts at the end of this month in a certain team. They just want all the work finished first, then May 1 there will be a 5 min outlook invite.

https://finance.yahoo.com/markets/stocks/articles/jim-cramer-nike-one-bigger-153440220.html

Harley-Davidson Continues to Lose, Thousands of Employees Threatened with Layoffs

https://voi.id/en/economy/558906

I'm trying to stay positive, but it’s tough to picture things improving in any way without major changes. And I don't think we'll be seeing such changes any time soon, if ever.

I heard that maybe some things at f5 are turning around but liking st the job postings i don’t see a difference or shift in direction

No longer there but curious since this page got quiet since February.

Anyone lose access for systems for no reason. Out of the blue had it one day the next day, access is lost. Some can't get into outlook, others can't get in teams, boss. Why all a sudden?

Strategic Analysis: The 90-Day Outlook for Enterprise CX (Spring 2026)
As we enter Q2 2026, the enterprise communications sector is executing a disciplined "Harvest and Pivot" strategy. The goal is to secure legacy revenue while aggressively funding the transition to AI-integrated, software-defined ecosystems.

The Stability Gambit: Strategic messaging has shifted from "selling hardware" to "Innovation without Disruption." By positioning AI as a "Unified Context Layer" that sits atop legacy infrastructure, vendors are extending the lifecycle of on-premise hardware to prevent "rip-and-replace" migrations.

The Efficiency Squeeze: The industry is moving away from broad layoffs toward "Surgical Reduction." This involves role eliminations, de-layering management, and "rebadging"—moving internal support functions to third-party Managed Service Providers (MSPs). This shifts fixed labor costs into a variable, asset-light model.

The Partner Paradox: Vendors are increasingly reliant on partners for delivery but are simultaneously tightening controls. Expect performance-based support rules: partners who drive AI/Cloud migrations will receive preferential treatment, while those managing legacy "churn" risks may face squeezed margins or revoked privileges.

The "Harvest" Metric: The primary indicator of success this quarter is Net Retention Rate (NRR) among 200+ seat customers. If AI adoption lags, expect a "Subscription-Only" mandate for all new feature updates, forcing a faster transition to recurring-revenue frameworks.

There’s plenty of bad updates here all the time, so if something’s genuinely improving, it would be nice to hear it.

there is a ton of chatter right now about software companies, saas, cloud and company valuations. valuations are dropping fast (e.g., ibm dropped 15% the other day, salesforce is underpressure, snow, etc.)

i am not sure if we fit into any of these categories (or we fit in all of them).

where do you see us 2 yrs from now? on top? the same? falling behind???

I'm going to tell IT I want them to uninstall Outlook from my laptop because for some reason I can't uninstall Outlook myself. I stopped reading or responding to emails last fall. There is no value in the emails I receive, and it's a waste of my time to move all the unread emails to my delete folder every day.

Try to be at least a bit positive.

I was laid off in 2020 and I'm still glad I was, because I landed a much batter job in the middle of the pandemic, so no hard feelings on my side. But I'm curious how the company is doing now. Not many had faith in it making three years back then, not to mention seven.

All health insurers are not doing great currently. Quickly look at their profit margin for the past 2-3 years and it’ll often be low single digit or negative

Medicare advantage is going to be tough again this year, so, not surprised

and please try not to be all doom and gloom

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!

Or is it already too late for that?

Sudden wealth is coming for many. It will allow many to walk out of the door without warning. It will cause Chaos in corporate America and the shift back to employee leverage will begin.

Will Ayman have a plan to switch the company from cost-cutting back to growing revenue? Are customers actually paying extra for the new AI features, or are they just free add-ons to keep people from leaving?

I don’t see a way to break out of our current low-growth holding pattern. Thus the only future is for all divisions to eventually be acquired. Does anyone else see it differently?

The earth's resources are limited.

So. nothing is going to grow forever.

So, revenues/profits of no company is going to grow forever.

So, it is better to do profit booking in the stock market.

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!

“UHC revenue reflect fewer
consumers served, with
membership expected to range
between 46.9 million to 47.5
million.
Optum revenues of more than
$257.5 billion reflect the
corresponding membership attrition
in Optum Rx and the strategic right-
sizing of Optum Health.“

https://www.unitedhealthgroup.com/content/dam/UHG/PDF/investors/2025/unh-reports-2025-results-and-issues-2026-outlook.pdf

Try not to be all doom and gloom

What are everyone’s guesses as to what happens within Oxy for 2026?

comments very appreciated...
and not forget layoffs where announced January ´26 .....

https://www.freightwaves.com/news/layoffs-slam-transportation-logistics-and-manufacturing-sectors-ahead-of-the-holidays

OMG- I’m about to go insane. Why is our system so slow?! This is ridiculously unproductive. What is wrong with her outlook? Why does it take 13 years to set up/open/send an invite? This has been going on for years and it’s so unacceptable at this point. I’m not understanding why the company can’t get this fixed.

Anyone know anything about this department? How is their long term outlook and how is the work/leadership?

Many MDs will disappear from Outlook in the next 3 to 4 weeks, Sr Managers tooooooooooooo, this will be the last celebration for this year by "J" and J is going on vacation to celebrate her AI Certifcation and she will start mowing the rest of the Sr Employees (weeds) from 2nd week of Jan 2026

Was reading about VZ's new CEO and his outlook for the company... what are the thoughts on where we will land?

What's being targeted and where do you see this going in the future?

How does it look for the forthcoming years in terms of RTO? Are they going to close more non-hubs, open new hubs, force 3 days instead of 5? Who’s got the crystal ball?🔮