Disaster or outperform ?
18 replies (most recent on top)
Look into ELT - start with CFO and then head of DSO. Too much waste sitting around ELT
This issue is not on Sanoke but Phil and Helen. Look what CFO has done to this place and now over 45% decline on stock.
Do not forget ELT. All the same untalented people. Head of products never built products before. Head of sales never sold before. Head of content saying the same talking about Deep Sector and RT. You guys all gotta go starting with CFO
Explains lack of urgency. 20 mill for listening tour. Remember same bod who stuck w snow hired new guy. Jamie dimon probably enjoying this
@19v his signup salary this year is 13 million cash from filing. On top of that, he gets base, pro rata bonus and part of RSU. He gets around 14 million( minimum) to 20 million + in just remaining this year 2025 alone. HS mentioned the compensation as one of the reason of margin compression, guess who’s comp is that
He’s probably planning for his next Holiday. He has no risk. Can blame all the problems on snow ( which is true) and then slowly try to fix them. If unsuccessful , he walks away happy and rich
Stock down 40% YTD and HS bullsh-t her way around with no accomplishment to provide on the AI front. Almost feels like someone's holding a grudge towards FactSet for not being a cool Fintech with bright ideas while people on the inside are fighting to accomplish their jobs in spite of the lack of clear management guidance. I hope Sanoke reads our comments and reacts accordingly
@159 a milk budget
This guide, which I assume predates him, sets Sanoke up to fail today. Breaks investor day guide, doesn't look forward to any growth, and he 'needs to learn the business.' At least we're seeing green shoots again, right HS?
Give him a chance. Day 9. People acting like he been in role for 10 yr and hasn’t done a thing. Would be a huge red flag if he came in making sweeping changes in week 1 without understanding the ins and outs of the business!
Stock closed over 300, what else do you want?
So awkward.. I thought HS would never stop talking with that script. She contradicted herself throughout the call. Analysts heads still probably spinning. They were too polite on teh call except for the last few questions on acceleration vs. deceleration .. train wreck. I expect changes by tomorrow.
@14x he definitely could perform better today’s call, what was that attitude, he needs to hold the grips. I thought HS is ceo, it downs 10% now! Just one day!
@14x For sure, I 100% expect him to bring in his own posse of peeps. #PrepareThreeEnvelopes.
@14q Give him time to bring in his ELT and set a strategy
disaster
Dark days are came, new ceo and board is sh-t
4 to 6% forecasted revenue growth for 2026. Pathetic. Way to go getting back to double digits. I guess all that digital and content investement paid off bigtime.
Look at the stock sinking...wtf is happening.