Thread regarding Sabre Holdings layoffs

@f7 Most of that USD 8.5M for Sabre’s CEO isn’t cash.

It’s usually a mix of:

Base salary (often ~USD 1M)

Annual bonus (depends on short-term goals, sometimes still paid even if net losses)

Stock awards & options (can make up 70–80% of the package, often valued on grant date, not what they’re worth if the stock tanks).

So “$8M” can look huge even if part of it never materializes in real value.

@f7 you left out all the stock options given

10 Aug 2025
"Morgan Stanley analyst Josh Baer lowered the firm’s price target on Sabre (SABR) to $2.25 from $3.50 and keeps an Equal Weight rating on the shares. The company reported a Q2 miss and reduced outlook, which surprised the market since the prior guidance came just 90 days ago, the analyst tells investors in a research note. The firm believes Sabre must rebuild credibility with investors."

There are very few in the company now who aren't incompetent or scammers or both.

If we pay someone $50k but their incompetence costs us $10 million then we didn't save money over paying someone else $100k if their competence wouldn't have cost us that $10 million.

It's difficult for incompetent people to recognize competence though and that's the problem we're in now because the incompetent rot goes so deep.

The more you know⁉️ In its 2024 fiscal proxy statement, Sabre Corporation reported that its CEO’s total compensation was 110 times higher than the median total compensation of its employees. For those of you keeping score:

⭕️ Sabre’s CEO had a total compensation of 💲8,530,530 USD in the 2024 fiscal year

⭕️ The median employee total compensation at Sabre was 💲77,793 USD

wtf ❓

Even the few market analysts attending the Quarterly call today are starting to call BS.

Analysts demonstrated a slightly negative to skeptical tone, pressing management on the realism of previous guidance, execution risks, and structural industry changes.

Management adopted a more defensive and cautious tone, frequently explaining scenario-based guidance, citing transitory rather than structural headwinds, and using phrases such as "we believe" and "I do not believe that's structural."

Compared to the previous quarter, both analysts and management shifted from a more optimistic or reaffirming tone to one acknowledging increased uncertainty and risk.

The company has been boomed to fail for many years. They can’t keep up with competition. They have brought in poor leadership and I might add corrupt filling their pockets with bonuses while the company is hemorrhaging in even making 1 penny profit per year. The debt is repeatedly being refinanced and pushed off but at some point in time you gotta pay it but how can they pay debt if they are losing $250m per quarter. Bankruptcy is the only option.

India a company, get India results.

Will the last one out please shut the door?

The ship is sinking 🚢 Save yourself 🛟

Sounding more and more like a ‘B’ kind of situation..