Where is all this progress happening?

https://futurumgroup.com/insights/xerox-q2-fy-2025-results-show-stability-as-it-solutions-revenue-surges/

From the link above: "Surge in IT Solutions revenue driven by ITsavvy and cloud infrastructure demand"

Is this actually happening? Where is this happening? We are not making anything as far as equipment. We are selling equipment manufactured at least 4 years ago and selling and servicing old equipment from 20 years ago up until that 4 years ago manufacture date.
Who is demanding this cloud infrastructure? Where is this taking place? What cloud infrastructure, is it customer facing? Most every company has their own IT department to set up workflow and cloud based storage. What is the workload of the typical ITsavvy acquired customer?

" IT and Digital Solutions revenue now makes up over 10% of total revenue, reflecting meaningful progress in Xerox’s shift toward higher-growth, margin-accretive businesses."

How, specifically? This is never mentioned. Never has one specific about any of this been mentioned.

All I see is Xerox using already existing companies to use as credit for their financial achievements. All internal operations in Xerox are being driven to this AI, outsourcing, acquired IT companies, etc.
Xerox didn't do anything to achieve this. Xerox purchasing the credentials of IT savvy and purchasing the credentials of Lexmark and the revenue of both companies doesn't mean Xerox actually did anything.
Saying that Xerox will grow due to Lexmark, well obviously, Xerox has no asia pacific footprint right now. Lexmark does. We just acquire it and say we did something to achieve it?
Why are investors being dazzled by bullsht? This is absolute insanity that anyone is falling for this.

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23 replies (most recent on top)

@qr who's PA?

PA promoting DEI while ba----g his secretary - you can't make this s*** up!

@dj TDS much libtard?

Terminal DEI infected Xerox in the 1990's. Under the Paul Allaire organized crime operation. They hired and promoted to achieve "diversity". Cooked the books, achieved diamond studded bonuses, pumped the stock to $130, split it then the curtain got pulled back. Thomas was the Martyr who then stopped collecting and stopped selling with the GE/XCS reorg. Mulcahy bailed water just fast enough. Then in the ultimate DEI flop, anointed Ursula who wasn't nearly as good as bullsh-tter as Ann. The DEI slop percolated up from the ooze and ki-led this bird. Now they get to refresh the charade with a new mega deal, funded by junk debt to launder the balance sheet and skim bonuses. This corpse died brain dead n 1999. Kept alive on protein slurry and 110 Amp breathing apparatus. I got the last round of VRIF salary and benefits continuance in 2017. Once they started under funding the RIGP 2 consecutive years. The music is about to stop and the chairs were gone years ago.

Xerox should take a hint from Trump’s
economic numbers and publish their own
set of numbers … Things are good and getting better..Real stock data is 10 fold..
Re-invention is working! Trust your management.

It can’t be illegal. I haven’t gone to jail yet.
Steady as she goes until the Feds kick in the door. 🚪

Someone eventually will go to jail. But not soon enough.

Progressive? Yes that’s the problem.

Flip the switch without looking, and it takes 10 months to correct the issue.

Assuming one looks for the cause of the problem. Might be asking a lot.

No, just crazy bonuses for no performance. How can this company give any bonuses? Employee retention? That is certainly not a priority.

You mean Xerox gave a bonus to itself to invest in itself as "the cfo investing" to make its own stock go up? This must be illegal.

CFO does what she is told. “Her” money is a stretch.

The news of the cfo and some other guy investing 120k of their own money got xrx up to $4.45 at one point this morning. That counts as progress even if the tailwinds only only got us through to lunch time. Solid strategy X.

More like dems. No talent, no skills, no accomplishments, enormous income, no accountability, claiming success and nobody calling them out.

Nice of you to bring in politics to stir everyone up. Classy guy. Can’t make your point so you blame someone else.
All this Garbage is on xerox and only xerox. No one else. They let this stuff happen, and stood by and looked the other way. Let’s be clear people.

Xerox management seems to take the example of our current President …feed them BS .. Everything is great and getting better.

Perfuming or lipsticking the pig. That's all it is now. Anyone left working at Xerox now have become experts at doing this. There is a particular leader in CA that this is all they do. Their Managers think they're great but it's all lies.

@aj exactly right as print revenue declines technically IY becomes a larger slice of a smaller pie.

It’s like when UB used to move stuff from legacy to services and call it growth…

The investors aren't dazzled. Junk Bond rating, cap is $500 million, massive debt that hasn't even hit the books yet. We;ll be at $2 by Thanksgiving

Time to wake up Timmy. You’re dreaming. Hurry up or you’ll miss the bus, and be late for school.

@aj
it is definitly a way to spin a reduction. "Now makes up 10%" means "used to make up 20%" or some other number that was indeed higher.
If it is more, they would have said "grew to 10%"

Spin spin spin. Nothing is true. The meetings are like “what can we say this time”. You will never find anything specific in any of the communications. SB was telling the shareholders he needs to increase comp for the EC because it is critical to retain them in order for reinvention to succeed. Really? Are these nitwits really flight risks? Does anyone believe that? They are the least impressive bunch of a** kissers I have come across in a very long career.

Good questions... I do see Kodak’s market cap is now higher than Xerox.

Is IT and Digital Solutions revenue growing to make up over 10% of total revenue or is the total revenue shrinking?

Thread regarding Xerox Corp. layoffs

Where is all this progress happening?

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