#profitability

Seems like 3 mutually exclusive aims but maybe I’m wrong

Hearing that both offshore and onshore have recently had process and controls integrity issues. On the onshore Eagleford shale appears galvanic corrosion and poorly designed kit is resulting in production deferment and significant retrofit costs.

Does chinook/cascade have operational challenges? How long will these assets be profitable?

Another busy black Friday shopping season for Sears is almost near. With the possibility of big possible sales this holiday season, do you think this is the time that Sears will bounce back? Could they potentially turn a profit and become profitable again to the point where they open more stores?

How’s the increased dependence on offshoring technical and administrative positions working out for bp? Please share positive and negative impacts to corporate efficiency and profits.

It’s already a big number in HIH. But how long will they continue to hire there? Or is it a moving target and they don’t know until we find a way to be profitable in other ways.

Following the most recent merger and the creation of the current company in 2019, L3 leadership has shifted from a growth oriented company that made strategic acquisitions into new businesses, to a purely profit driven entity. Perhaps the disastrous acquisition of AR was enough to make them g-n shy about buying any more companies. The entire focus is now on profits for investors or "stake holders". Having established that, it would seem foolish for any perspective job applicant to hope for a long term career with this company. Layoffs have become common place with no regard for talent or an individuals' contribution. Considering that and the blatant reverse discrimination practiced during its' failed "woke phase", it is no wonder the company is avoided like the plague by savvy job seekers.
Read the posts on this site carefully, They are not hyperbole.

That’s interesting is that Oracle now brands itself as “OCI AI Infrastructure” and calls itself a “real AI company.”
But Oracle has no proprietary AI models (unlike Meta, Google, or Microsoft) and no in-house chips (Meta has, Microsoft soon will, Google and AWS already do).
So Oracle is effectively a reseller of other companies’ hardware and models, with much thinner margins.
How can a firm like that credibly call itself an AI company? Pure marketing.

It has taken awhile to get my mind around this, but the old model of Optum being able to hire a set of onshore engineers or analysts and throw millions at that is permanently over. Wall Street no longer trusts UNH, and for a long time despite very opaque reports on how money was made we plowed through with various revenue claims that any normal company would have been called out on. That’s over-no more moving money from UNH to Optum and calling it revenue, no more selling off groups then buying them back, no more projects that may be profitable someday. There are no more games to play. If a group isn’t profitable now, there’s zero chance it’s going to be added to, and will probably be cut. Bonuses are going to go towards zero, whatever was left of the country club is going away. If you hear you will hire more people someday, don’t count on it. The layers of managers who spend days building PowerPoint for other managers are next for the cut-if you’re not delivering to bottom line, find a way to.

Seems like they should be getting close to operating at a profit by now? Breaking even after selling off so much is one thing… but is Bose actually operating in the black yet? Does anyone know?

Office Rent field staff work from home save $10m per annum Close 30 region office spaces
Investment Advice 401k/403b accounts. charge 50 bps. Raise $15m per annum
Surrender\mva Implement raise $10m per yr
CIT switch to CIT in K plans. Save $10m annually
IT/call center farm out 75% to India, Phllipines, and Romania savings of $15m
early retirement buyouts save $10m
eliminate special 3 yr vesting shares for execs cost savings $10M
can field exec vp $1m saved
senior vp & above comp cut to save $5m per An-us
Eliminate anthem&cvs racketeering save $10m per an-us
cap management sell/farm out use seeking alpha, chaiken alalytics, and AI Quant exclusively to save $10 m per pen-is
1 ply toilet paper* use 1 ply toilet paper to save $12,500 per yr

do all of this sch-it and the comp-any will turn key profit yr after yr. what are u eating for.

TCS offer some of the lowest billing rates to clients- only robots can ensure profitability -humans staff cant, if humans then they should be like slaves/bonded labor.

Your perspective on this project…Does Apache remain profitable till first oil or Total takes the whole project

Does anybody think this spike in stock is justified? Anybody?

SUNW has contributed $40b net profit since the merger. This is actual revenue and not pie in the sky "booked revenue". SUNW hardware is the ORCL ca$h cow which pays your bonus, RSUs, and pay raises. Explains the stock price rise.

Google AI: EM board members are hired to 2 boards within Medtronic. With EM's involvement, which business units will be likely pushed to improve the profitability? any chance of spin off more business units?

AI generated answer:
In August 2025, after engagement with activist investor Elliott Investment Management (often abbreviated as "EM"), Medtronic appointed two independent directors
John Groetelaars and Bill Jellison and created two new board committees. These new committees will target profitability across all business units, and further spin-offs are a significant possibility.

The new directors' backgrounds point to a focus on operations and portfolio management:

• John Groetelaars is a veteran medtech executive with experience in mergers and acquisitions (M&A).
• Bill Jellison is a seasoned finance executive with a background in operational improvements.

Business units targeted for profitability improvements

The newly formed board committees—the Growth Committee and the Operating Committee—will apply scrutiny to all of Medtronic's business units. Based on past performance and strategic reviews, the following portfolios and divisions are most likely to be pressured for margin improvement:

1. Medical Surgical Portfolio: This unit saw a decline in reported revenue in FY25 and only a modest organic increase. The Operating Committee will likely focus on improving efficiency within its global manufacturing, supply chain, and operations to boost margins.
2. Specialty Therapies (within Neuroscience): This division experienced a decline in organic revenue in Q1 FY26, in part due to challenges like volume-based procurement in China. The new directors will likely push for a more effective strategy to address these market-specific headwinds.
3. Cranial & Spinal Technologies (CST) (within Neuroscience): Although CST is generally a strong performer, the Growth Committee will look for opportunities to optimize its performance, possibly through more strategic tuck-in acquisitions or by better leveraging technology like the AiBLE™ spine surgery ecosystem.

Chance of more business unit spin-offs

The appointment of these new board members and the creation of the Growth Committee, which is explicitly tasked with evaluating "potential divestitures," significantly increase the probability of further spin-offs.

Evidence of activist influence: Medtronic's moves came after "constructive engagement with Elliott". Activist investors like Elliott Management are known for pressuring companies to sell or spin off underperforming or non-core assets to unlock shareholder value.

Successful model for spin-offs: The diabetes spin-off is a template for how Medtronic can create a more focused, higher-margin portfolio. It has already been deemed a successful strategy that improves margins and earnings per share.
Potential candidates: Any unit that underperforms on profitability or operates with a different business model could be a candidate for divestiture. This includes:
Less profitable parts of the Medical Surgical portfolio: If profitability doesn't improve, parts of this portfolio, which has underperformed its peers, could be on the block.
Sub-units within Neuroscience: While neuroscience is a high-growth area, specific sub-units with lower profit margins could face scrutiny.

The next significant milestone will be the Medtronic investor day in mid-2026, where the company will detail the work of the new committees and likely provide more information on its long-term strategy.

Salaries should be reduced by 80%, until Intel becomes profitable. Managers must take one for the team.

Everything at this place feels impossible: producing executives who don’t resemble a circus act, making a profit without layoffs, holding on to good employees, fostering a healthy culture, or recovering from years of negligence. And then some.

Steve B is chasing low margin IT business rather than trying to be the market share leader in what is a high margin copier business. Although is a declining business it not disappearing and there should be a better balance of revenue and margin contribution. The deal with HCL has cost them a fortune in lost revenue and profit because HCL can’t bill timely and accurately. What shame for an iconic brand.

The most recent ex-dividend date for Exxon Mobil Corporation (XOM) is August 15, 2025, with a quarterly dividend payment of $0.99 per share, payable on September 10, 2025, to shareholders of record as of the close of business on August 15, 2025.

It ain’t much but every little bit helps.

The stock is still dropping like a brick through a plate glass window....so we must be winning.