Thread regarding Seagate Technology Inc. layoffs

Dividend

Intel’s other shoe dropped. Less than a month after reporting a miserable fourth quarter, in which revenue fell 32% and the chip giant lost $661 million, Intel said Wednesday it was slashing its dividend 66%. It’s a logical move given that Intel needs to spend tens of billions on new chip investments in the next few years, yet burned through $9 billion in cash last year and faces another rough year in 2023. But you have to wonder why Intel’s board members didn’t realize earlier they’d have to take this step.

Intel has also gone through the requisite cost cutting, including layoffs and executive pay cuts. Even so, you can understand why a dividend cut was required. But while Intel’s at it, maybe it should have gone all the way and eliminated the dividend. In the long run, shareholders will be better off if the company reserves all of its cash for investment.

Is there anybody out there? -----in Seagate?

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| 2521 views | | 11 replies (last March 7, 2023) | Reply
Post ID: @OP+1lnLTK1q

11 replies (most recent on top)

WD cut their dividend to pay down debt and ended up cash strapped too

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Post ID: @9udm+1lnLTK1q

This is a race to the bottom. There is no cash, no cash to pay suppliers. No cash to pay employees, no cash to pay down the debt. Borrowing money to pay a dividend. BE and HR are running the company. One is meaningless and the other is clueless. If these are not signs of a dying company and a rudderless leadership, then what is ?

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Post ID: @2ndc+1lnLTK1q

cutting the dividend without addressing the underlying structural problems won’t do much, but it’s a start

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Post ID: @1tpx+1lnLTK1q

We've got HAMR.Just five years in the making.

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Post ID: @1clw+1lnLTK1q

Please don’t compare Intel to Seagate. Intel is taking tough decisions to compete and be ready for future. STX is dying technology company, just like Audio tapes that got phased out.

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Post ID: @1gyy+1lnLTK1q

To the previous comment- sell STX to whom? Who is going to buy the company at this price?

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Post ID: @psc+1lnLTK1q

Yep, that is because they have investors who are likely threatening to force the company to sell if it doesn't sustain a healthy dividend for them. They are slowly rotting the company from the inside out.

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Post ID: @rro+1lnLTK1q

https://simplywall.st/stocks/us/tech/nasdaq-stx/seagate-technology-holdings/news/seagate-technology-holdings-nasdaqstx-has-affirmed-its-divid

"Impressive dividend yields are good, but this doesn't matter much if the payments can't be sustained. Before making this announcement, the company's dividend was higher than its profits, and made up 77% of cash flows. While the cash payout ratio isn't necessarily a cause for concern, the company is probably focusing more on returning cash to shareholders than growing the business"

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Post ID: @alq+1lnLTK1q

I will be buying Intel stock now. They actually made some tough decisions that are the correct ones for the long term. At least in the right direction now. By the way, the whole argument that the stock will collapse if the dividend is cut is nonsense. Intel stock price was already collapsed and the dividend cut didn't make much more difference. Y'all better pray HAMR works out.

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Post ID: @pla+1lnLTK1q

The connection is - if Intel could see it's time for a dividend cut, why can't Seagate? Here's why - so much of executive compensation is tied to the stock price, Moseley and team would MUCH rather take a pay cut than take an action that guarantees the stock price will plummet. Gelsinger actually has the ba--s to do what is needed long term.

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Post ID: @ktn+1lnLTK1q

What's that got to do with seagate?

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Post ID: @iyw+1lnLTK1q

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