#revenue

One of the most surprising things that when Opentext acquired MF it included Novell groupwise. It’s been a secret winner ! It sells more than enterprise cyber

The cure is not in cutting costs. The cure is to innovate its way out of the current
predicament. Fiserv seems to be missing that point. Sure you can increase EPS by buying back stock and laying off employees, but thats not going to grow top line revenue. No one is impressed with management’s plans, and the stock price is reflecting that.

Once a wise man said

FROM SYSTEMS TO SOLUTIONS
TO SYSTEMS TO REVOLUTION TO SYSTEMS TO EVOLUTION TO SYSTEMS TO RESOLUTION TO SYSTEM TO EXECUTION TO SYSTEMS TO INSTITUTIONS TO SYSTEMS TO CONTRIBUTION TO SYSTEMS TO SUBSTITUTION

I agree but where's the revenue then ?

$6.25B “for the kids” well spent

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%

Social casino game-maker SciPlay recently cut a limited number of roles. This decision followed a 7% year-on-year revenue drop for the company. SciPlay's parent company cited a tough social casino market. The layoffs appear related to the game Bingo Showdown. SciPlay did not confirm the exact number of staff affected.

https://mobilegamer.biz/layoffs-at-sciplay-as-parent-company-cites-tough-social-casino-market/

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.

Anything good coming from VBG products that will generate good sales? (Or any current products showing potential?)

Seems like AT&T and T-Mo are putting out products - what do we have that's got potential?

Hard to tell if the AI Connect stuff is real.

I’m hearing that Bill is super angry that some wall st analysts caught him over dinner and informed him that our advisory fees in Wealth are way lower than the industry. Word is the old Scott & Stringfellow advisors gave giant discounts and they complain anytime they are minority inconvenienced so Wealth leadership ignored it for years. Turns out we were leaving hundreds of millions of lost revenue on the table. Guessing some leaders in Wealth that have presided over things since merger might be feeling their seat get warm finally.

Offering renewals discounts on an early PO from customers that gets booked in the current FY but not invoiced till it’s actually due next FY is wiping revenue out for the sake of a couple of months.

It’s done so renewals managers get their bonuses whilst flushing money out of the wider company.

Raised it got told to crack on and follow the management line.

No wonder OT is sinking, nothing is joined up, the rats steal the cheese whilst it’s there.

The smiling man is going to hold town halls in his vest and act like it's a great thing we're going bankrupt and then repeat the mantra "Focus on executing the WIN strategy." The same mantra he has used for every quarter of negative results. The same mantra used when we were told there would be no bonuses.

The fact of the matter is, revenue has declined for 4+ years and the executives have shown they are without any ideas to stop it. Project ATHENS was supposed to "stabilize" revenue whatever the he-l that means - but I can't imagine it meant it would just consistently go down.

The "Age of Possibility" was supposed to bring in new customers. Revenue dropped double digits.

The WIN strategy that has brought us millions of new customers? Revenue has declined EVEN MORE.

New people are being given keys to the shop after the bankruptcy. Don't expect the executives at Silver Point Capital to walk around and shake everyone's hand and talk about how excited they are to work with us. They will be about slashing every single line-item that doesn't make sense. Expect fulfillment to materially change - at least one ware house will close. Bookmark this.

The hedge funds aren't here to run a shopping channel indefinitely - they are here to make back their money by any means necessary. They aren't thinking long term. They are thinking 3 to 5 years.

Don't expect bonuses next year. You were kind of silly for expecting them this year. In addition, expect higher benefit costs at open enrollment

Rawlinson and company will stay as figure heads. They will give an air of stability that is needed - but they aren't in charge once the Summer is over.
You can start being real or you can continue to believe the nonsense spewed in the town halls that are as cheesy as the TV we produce.

QVC will be around indefinitely - but expect another big layoff. This time it won't just be office jobs. Customer service will be replaced by AI (As much as possible) and fulfillment will be modernized, "right sized" (you know what that means) and replaced by robots (as much as possible).

Stank isn’t a leader, name one thing he did that generated new net revenue after subtracting his disastrous loses? Better yet, tell me what any leader has done besides cut heads? I hear “up and coming” names like McElf, Greene, etc and I still can’t think of anything material they did besides cut heads. Be honest, couldn’t anyone cut headcount, a child could do that. I’m hopeful better days are ahead but it’ll require major changes.

It's great news for all of us who work here to see the recovery.

Werent that bad making $650 free cash after everything is paid, even reduced the debt by $300 million, and a massive $250 million buyback thats 30% of the company. Its a really cash generative business on the back of under paying employees.

What Wall Street doesnt like is the constant revenue decline and more forecast, and Rwul keeps on promising AI solutions in place but its not showing in revenue. Wall Street doesn't do contraction even though DXC is making a ton of money.

Amazing the negativity seen in this Heartbeat article. Employees not happy with 100B in revenue and not cost of living increase.

"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

Given the current situation of our declining revenue and IP being less than attractive for an outside buyer, how much longer do we have until this ship sinks?

"The company faces challenges with limited IT resources and staffing shortages in its vertical markets."
Uhhhhh, well maybe quit laying off the IT staff and hiring incompetent Offshore folks.

"The company is still in the early stages of broader commercialization of its AI offerings, which may delay potential revenue growth."
Translation. I know we SAID we an AI company, but we've never really sold AI before. (Forget about the fact that we still havent created anything AI, unless you count ChatGPT making up our press releases)

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.

A major theme for this fiscal year will be to get technical quick or get left behind. In the era of AI there will no longer be an excuse to not create revenue regardless of your organization.

Cape Breton University announced job cuts and tuition increases. This comes amid significant enrollment pressures and revenue loss. The university expects a $77 million revenue loss over three years. This decline is largely due to fewer international students. Seventeen employees are being laid off, and tuition will rise for most programs.

https://www.cbc.ca/news/canada/nova-scotia/layoffs-tuition-hikes-planned-cape-breton-university-9.7178460

• 6.38% Last Month. Wall Street Not Impressed. Debt and revenue are bad.

Rogers Communications Inc. RCI-B-T +1.10%increase
is offering voluntary departure packages to 50 per cent of its employees, excluding Maple Leaf Sports & Entertainment, as telecom industry revenue growth has slowed across the industry and as companies look to shed costs.

For too long useless management employees have been su-kling the te-t of AT&T, fattening themselves off of the milk of other’s labor. Let the layoffs begin so we can maximize revenue per employee and become a market based culture where you have to compete for your position and earnings in the company.

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...

ESPN is preparing for another round of layoffs. Approximately 30 off-camera employees are expected to be impacted. A YouTube TV blackout last year caused a $100 million revenue dip. These cuts are not related to ESPN's recent NFL Media asset acquisition. ESPN has experienced multiple layoff waves over the past decade due to rising rights fees and declining subscribers.

https://www.sportsmediawatch.com/2026/04/espn-layoffs-coming-weeks-youtube-blackout/

CPAC is laying off staff and cutting programs. This decision comes despite a recent CRTC wholesale rate increase approval. The channel will cease production of PrimeTime Politics and L'Essentiel. CPAC faces accelerating revenue declines and market uncertainty. Subscriber erosion has nearly doubled since 2024.

https://broadcastdialogue.com/cpac-cuts-staff-cancels-programs-as-financial-pressures-intensify/

The Telecom Paradox
More Traffic. Same Revenue.

Telecom is working harder than ever.

Traffic is exploding.
AI, video, cloud, 5G, FWA, everything runs on our networks.

But revenue?

Flat.

We operate one of the most capital-intensive industries in the world on a model that rewards volume… but not value.

This isn’t temporary pressure. It’s structural imbalance.

The digital economy is expanding exponentially. Yet the infrastructure enabling it
captures a shrinking share of the value.

The Reality & Problem for Verizon:

It’s like claiming that LCD manufacturers should benefit from more pixels being displayed when users watch more video

Last time I checked they were making 3 billion in revenue, I think the goal is to shrink the total employee count to 7000.

UBS Group highlights $INTC 14A PDK as a key catalyst, raising the target price to $65.

UBS Group released a research report stating that $INTC exhibits resilient demand for personal computers (PCs), with significant growth in server CPU demand as well. In addition, the company has already raised prices by about 10%, and price increases are expected to continue throughout this year, particularly in the enterprise server segment.

UBS has slightly raised its first-quarter revenue forecast for the group from the previous $12.2 billion to $12.5 billion, while leaving its earnings-per-share forecast unchanged at $0.06. For the group's 2026–2028 revenue projections, the firm has increased estimates from $51.1 billion, $52.4 billion, and $56.1 billion to $53.1 billion, $55.1 billion, and $58.5 billion, respectively. Earnings-per-share forecasts have also been revised upward from the original $0.35, $0.60, and $0.92 to $0.44, $0.75, and $1.05, respectively.

UBS noted that Intel's foundry business is seeing improving prospects, particularly in the 14nm process. At the same time, it expects customers such as Google, Apple, AMD, and NVIDIA to sign foundry commitments this fall. In addition, the potential scenario of merging the Ohio wafer fab project with Musk's TeraFab also boosts confidence in the long-term outlook for the foundry business.

However, UBS remains skeptical about Intel's long-term earnings per share profitability. Even under an optimistic scenario, EPS is expected to exceed only about $3.50 by 2030. UBS believes that there is limited room for further upside in the stock price, and the key catalyst—the release of the 14A 1.0 PDK—has yet to materialize. It is expected that the stock price will still trend higher within this year.

UBS assigned a "Neutral" rating to Intel, with the price target raised from $51 to $65.

Stock bonuses of $5m are being offered to executives in addition to their elevated pay if the bank beats multi-year targets for revenue growth.

Think about that.

Doesn't Amazon S3 Files thing completely annihilate one of netapps' core revenue streams?

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 ?

By numbers, JD grew top-line revenue from $37.4B to $51.4B (+37% overall). EH is driving a revenue contraction from $51.4B to a projected ~$46B (-10% decline).

Numbers don’t lie or drop tears. Winning!

Record high revenue, destroyed budgeted expectations, kicking butt and taking names.

APRIL FOOLS!!!!!

Company lost so many customers that revenue took a significant hit. As such in April 2026 they will be raising prices for over 1.5 million customers to squeeze more revenue out of them. Prediction, it pi---s more customers off and accelerates the customer exodus to competitors.

Providence University College and Theological Seminary is implementing staff layoffs. Approximately 10 percent of its 115 employees are affected. This action stems from federal funding cuts and international student caps. The institution's projected annual revenue has significantly decreased. Providence plans to phase out some programs and launch new global initiatives.

Otterburne, Manitoba

https://www.cbc.ca/news/canada/manitoba/providence-university-college-international-students-9.7140721

Accenture stock rallies today...

Accenture reported better-than-expected quarterly earnings and revenue, which helped its stock rebound despite a steep decline over the past year driven by fears that AI could disrupt its consulting business. The company highlighted strong AI-driven demand and solid margins, and slightly raised its revenue outlook, but bookings growth remained weak and demand trends appear stable rather than improving. While some analysts see value in the stock’s low valuation and long-term exposure to AI and cloud growth, others remain cautious, noting that slowing revenue momentum and ongoing uncertainty around AI’s impact mean investor concerns are unlikely to fade quickly.

https://www.barrons.com/articles/accenture-earnings-stock-price-8b5d8c09

Who knew we were selling more in sweatshirts and soap than we were EVs?

“Ford…is raking in a whopping $1 billion in merchandising deals as a result of these expanded efforts. Even a recent collaboration with Dr. Squatch - which led to the creation of the Bronco Bricc soap bar - resulted in 40,000 units being moved across three days, selling out in record time as well.” (7/1/2024 Ford Authority)