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Timber! Goes Centene stock price

The company absolutely went down hill after Michael F. Neidorff died. The executives decided to save a little money and offshore to the Philippines. Guess what Centene. Americans don't like talking to foreigners.! We get sc--wed on jobs from H1B's and the companies offshore jobs elsewhere. it cost you your Medicare business and stock price.

#Company #H1B #Layoffs #Offshoring #Stock

“Market Based” Failure

So this is what a “market-based” company looks like? Since John Stankey took over as CEO in 2020, AT&T’s stock has gone nowhere, bouncing between $14 and $24 while billions were wasted on failed acquisitions, buybacks, pointless reorgs, and the most tone-deaf RTO policy in corporate America.

Five years in, zero shareholder value created. Billions burned. Morale at rock bottom. The “market” isn’t buying his strategy, and neither are the employees who actually keep this place running.

If Stankey really wants to be “market-based,” then start listening to what the market is saying: no confidence. Bring back flexibility, respect, and results-driven work. The 5-day RTO punishment failed. It’s time to admit it and move forward.

#Acquisition #CEO #RTO #Reorg #Stock

Stock price tanks, washes out gains back to January. How low can it go? Thanks RTO

Look at the stock price that all the RTO defenders pointed to. We’re back to the January levels, headed for sub-$20, bet.

Where are these RTO defenders now? Hope all you id--ts sold lmao.

By the way you also won’t be getting a bonus due to the increased operating costs RTO has imposed on the business. RTO is working!!!

#Bonus #Cuts #Layoffs #RTO #Stock

How long will the decline last?

Our stock has been on a steady decline for the last 6 months and shows no sign of any rebound. We now stand at more than an 11% decrease in stock price during this time period. On Market capitalization of $323 Billion, we ( our shareholders) have lost an amazing $32 Billion in this amount of time. How long will the patience last? How long will SAP go before it must drastically cut costs to stop the losses since we are not able to close the gap with increased revenue?

Do not think that our Board does not see that major layoffs are accelerating across sectors, with Amazon cutting 14,000 jobs, UPS slashing 48,000 positions and Microsoft (our partner) on track to cut at least 16,000 so far this year (with perhaps more to come).

The reality is that some of the factors driving these layoffs are beyond SAP's control and were cited by our CFO in the Q3 review, such as: Trump’s tariffs, rising operational costs and massive AI investments as primary drivers of the widespread job cuts. At the same time SAP will increase it's proposed buyout of $4.5 Billion of BlackLine, which offer they rejected. The message is clear, SAP's only hope of survival is to attempt to "buy" our way into profitability and market survival.

But will it work? I think not by itself. Let us all be prepared, our Board is fighting for their own survival. Shareholders will not close out the year on such poor stock performance without some pull back. The "quick" fix will be to do with so many other companies are doing which is to employ widespread layoffs to hopefully reduce the damage the stock has been suffering from for the last half of this year. Q4/25 and Q1/26 are likely not to be good for us - stay alert and prepare yourselves for what may be coming in the months ahead.

#CostCutting #FinancialResults #Layoffs #Market #Stock

$71 billion in stock buybacks over the last 5 years.

$40 billion more approved for 2026 and beyond.

It doesn’t matter that they are rolling in cash. They want you gone because there is never enough cash for those who worship it.

Capitalism destroys itself without a strong democratic government that protects its citizens. The government we have is bought by the capitalists.

#Stock #Shareholder #WallStreet #Politics

AT&T Leadership is such a joke

Our floor was being renovated in ATL- Lenox so TSC Leadership allowed us to work from home 2 days a week while renovation was being completed until December 1st. Porter visited ATL and reiterated it.

Today we get an email that they finished early so back to 5 days on Monday! “We know this is short notice and you may need to make some adjustments to your schedule”. What a joke. Don’t ever let AT&T tell you they care about you.

#Leadership #Stock #Morale

Fiserv Stock Tanks

Good job Frank and executives, way to take a great company and absolutely drive it into the ground. Why did the board ever hire this guy? He was a failure at First Data and brought his failures to Fiserv. He is an mo--n, a selfish person, and terrible leader.
I don't know how Mike is gonna raise the company back to where it should be.

#Leadership #Stock #Morale

SC take CM out to the shed

So let me get this straight. When the analysts are citing CM and his sale of stock as a reason for downgrading and selling stock, and lowering the outlook, under already existing pressure about future revenue, you have to wonder. All the layoffs (savings) that have come under CM are moot when it comes to a downgrade because of what CM did. I think SC needs to take CM out to the shed because his layoffs took good people out of Oracle, and maybe his layoff plans saved millions, and his boneheaded sale just cost ORCL billions. Way to go.

#Layoffs #Leadership #Stock

Timing my short position

Anyone know when the next major round of exec stock vesting is? I'm guessing with so many 32+ folks seeing the internal writing on the wall: disorganization, complete lack of strategy, 996 culture, etc that there will be selloffs and a quitting spree.

#Stock #Leadership #Strategy #Morale

Vesting

The big vesting is in November, and it will be paid in full.

This is the last large vest for those of us who were here during the 2022 crash when they topped us up.

Going forward vesting is quarterly.

It is much smaller because I used a much higher stock price when allocating them.

#Vesting #Stock

Reported by CNBC as a merger but further in the article it is referred to as a BUY.

"Skyworks Solutions will BUY smaller rival Qorvo, they said on Tuesday, forming a $22 billion combined company that supplies radio-frequency chips to Apple and other smartphone makers."

The stock-and-cash deal, which will create one of the largest U.S. suppliers of radio-frequency chips. The aim is to repositoon the new company for a recovery in the smartphone market.

#Acquisition #Merger #Stock #Technology

Humana Stock

For those of you that own stock in Humana, are you pleased with this year’s stock’s position? What are your feelings about 2026, in regards to Humana’s stock’s position?

#Stock #Investment #Finance