#board

Since we are AI all in lets replace the Board & Ceo with AI. Lets lead by example instead of always being a follower.

And hence all the problems. This ain't going to be fixed unless that' fixed.

Fear / uncertainty

• Approximate presence: High before and during notifications

• Examples:

  • Questions about emails
  • “1:1s”
  • Worry about notifications

Anger / betrayal

• Approximate presence: Very high

• Examples:

  • Criticism of leadership
  • Repeated complaints

Info seeking

• Approximate presence: High

• Examples:

  • Severance discussions
  • Notification questions

Speculation

• Approximate presence: Medium

• Examples:

  • Acquisition rumors
  • Nvidia/Cisco discussion

Dark humor

• Approximate presence: Medium

• Examples:

  • Leaderboard jokes
  • “DDAY” framing

Optimism

• Approximate presence: Low

• Examples:

  • Hoping “survivors” can rebuild

I see that the board is divided, some are all doom and gloom, some are more like 'business as usual'. i'd be curious to see what do you all think about our position a few years from now.

Does this mean the bonus will be half this year, so basically some coins after tax. What a scam, I bet the board is still getting a hefty bonus. Employees get to bare the burden.

Do you know that an average German employee has to work around 360 years only to make an equivalent of what Christian Klein gets as a bonus in a year?

Shocking, isn’t it?

But not really.

In most companies, executive bonuses are a fraction of their salary unless they have a very good year. At SAP, executive bonuses are several times their salaries even with drastic drops in the share price and losing shareholder confidence.

Such high bonuses are made possible because of a supervisory board that prefers to give more money to the board and group executives over actually giving more value to shareholders. Since CK joined the board, there has been a tremendous push to increase executive bonuses and reduce employee bonuses.

There was a proposal to pay executive bonuses in RSUs so their remuneration is based on their performance. But it was shot down by them.

Sales have been trying to get more European government contracts but we’re losing them instead because CK is forcing governments to use Palantir and American cloud companies and they don’t want that.

Product and Engineering has been trying to bring all SAP products together to create a seamless end user experience. But they’re asked to stop and instead put customer data in a memory which is accessible to chatbots from American companies in the name of AI.

Engineers have been learning new skills to be better at their work but they are told that being an expert is no good and the only way to grow is by getting on a management track.

Customers are asking for important features in core SAP products and they are told that they should focus on AI slop instead because it’ll be easier for them to lay off their own employees with the help of SAP.

Employees are just asking for fair salary increases and basic human respect. But executives are treating them as dental plaque that needs to be removed with each cleaning. And executives are doubling down to keep them in fear of losing their livelihoods because it’s fun for them.

Shareholders are asking for SAP to have a decent realistic product roadmap and sustainable growth. But instead, they are getting more bull excr-ment called autonomous enterprise which is just frankly bad marketing. And they’re being blamed for not being open to innovation when the share price falls.

We’ve truly reached an interesting age of capitalism where a handful of people who have many times the wealth necessary for a lifetime are exploiting hard working people so they can amass even more wealth.

Their biggest enablers are the supervisory board and group executives and CK fanboys. Stop supporting these freaks.

What can we do to stop this transfer of wealth from shareholders to the pockets of these executives?

Everyone who is an active board member should be immediately fired

Chris Leahy
Virginia Addicott
Lynda M. Clarizio
Anthony R. Foxx
Kelly J. Grier
Marc E. Jones
David W. Nelms
Joseph R. Swedish
Sanjay Mehrotra
Donna F. Zarcone

Thanks CA, thanks board

Boarding NOW
:)

In the last 5 years, MDT stock is down 44% while the SP500 is up 67%. How much longer for CEO and Chairman Martha? Obviously his DEI strategy hasn’t paid off and neither has anything else. How much longer board?

Generally, a CEO with sustained poor performance is -on average- let go after ~3 bad years, if not less. That’s been studied pretty extensively across medium-to-large NYSE-listed companies, and the stats are easy enough to find. Yet Goff Murka is still here.

The decision about a CEO’s employment and performance reviews is handled by a committee of the Board. And Geoff himself is also on the Board. That’s one of the reasons CEOs often sit on boards in the first place: to avoid being completely at the mercy of the Board and to maintain some degree of stability and influence.

Funnily enough, three MDT board members also came out of GE. Funny how that works. At the very least, there’s an element of mutual back-scratching and shared incentives.

Being on a Board is a great gig: incredibly lucrative and relatively low-risk compared to operational executive roles. Great money for comparatively little legwork, with the worst-case consequence usually just being the loss of the seat. Geoff has a pretty nice setup with the GE network: everyone scratches each other’s backs and keeps the machine running.

This is basically a textbook corporate-governance criticism: board interlocks, executive networks, and incentive alignment reducing accountability for underperforming CEOs. We can stop speculating on the mystery of why GM has his job. It's this simple.

There’s simply far more incentive for everyone involved to sit tight and protect the status quo and their own interests than there is to force a change.

And that's where Elliott has come in. That's why they've gotten seats on the Board. What they do with the seats remains to be seen: join in on the grift, or try to save MDT as a company.

There is no mystery. It's rent-seeking in plain sight and will not change until the GE faction leaves or is removed from the Board.

1) Do you feel you understand how we will move forward? 2) Do you think we are just getting started with layoffs? In my view 1=no and 2=yes, also, execs 100% botched communication on this one.

Board and Leadership should be ashamed

Aerospace ISC senior leadership is operating in constant scramble mode, recycling old ideas instead of developing real solutions. They’re not even attempting to rebuild the slide decks or MOS frameworks — they’re simply pulling forward whatever was used years ago. HOS is the clearest example: if it had truly worked, sites would still be using it today.

Rather than listening to the people doing the work, they’re bypassing basic management‑of‑change discipline and issuing knee‑je-k directives with no data behind them. Every week brings a brand‑new ‘top priority’ metric — not because it drives improvement, but because it creates the illusion of action for the board. The pattern is unmistakable: constant metric churn, no sustained focus, and no measurable improvement. If the approach worked, we would see progress; the absence of improvement is the proof.

At some point, the new board of directors will have to acknowledge that the dysfunction originates in the first layers of executive leadership — and that nothing will improve until those tiers are addressed. The board must begin asking the hard questions and digging deeper to separate the leaders who can actually drive change from those clinging to outdated approaches and contributing nothing new.

Who's supposed to handle security at the board level if the CISO role doesn't exist? Does Nike not give a sh-t about security?

For META, Oracle and MSFT it makes sense for LR as they are stuggling to get back to ATHs.

I dont expect Cisco CEO to be under any pressure from the board right now.

https://www.globenewswire.com/news-release/2026/04/30/3285301/0/en/trian-calls-on-solventum-s-board-to-create-value-publishes-open-letter-and-slide-deck.html

SLF = ~$23M in 2025
The toohster a cool ~$5M.

I hope the board owns up and slashes their salaries equal percentages to stock drop - ~30 percent following the stock drop since Jan 1. Least they can do.

Actually when they sell company off hopefully they don’t get any severance either.

They just want the board to be pleased. No one wants AI, we don’t use it except for occasional copilot. NONE of the products use AI in true fashion. It’s all fake

Boarding begins soon :)

ROE is our focus. You know what that means.

This is just a reminder to everyone that we have the ability to vote for or against the board members that deny us raises and approve the salaries and bonuses for the MC.

Use them. Later this year when the voting comes about USE YOUR VOTE. They won't pay attention to the TTUS but they certainly will pay attention when their shareholders start voting against them..

Artificial insemination at its finest. As Nike board member.

Maybe Allbirds next for him

I've seen it mentioned here, and the same rumor has been going around the office.

https://www.quiverquant.com/news/AT%26T+falls+3.2%25+as+analyst+downgrade+and+telecom+rotation+pressure+shares+ahead+of+earnings

Another slump in the stock price and another downgrade. I’d ask when will the BoD see the light that this dude is clueless and asleep at the wheel. However, we all know they are complacent!

Nonetheless, given we are now market based, the market clearly has no faith in the company and thus the !diot at the top REALLY needs to be the very next person laid off!

Can only imagine the BOD/Vz C-Level circlej--kgoing on before Q1 reporting!

CFO has to be using AI to put lipstick on this Pig!

Good governance says companies need an independent Chairman of the Board to keep the leadership accountable.

Share price still falling, revenues down SLT terrible from the top to bottom, especially corporates. Not even in the top 3 legal AI, CoCounsel not had the right vision, stand alone product the trying to link it with everything, clients just not buying it literally. When wil the board step in and purge the lot of them?

Scott Sheffield of Pioneer wants to get a job as an ExxonMobil board member

https://www.federalregister.gov/documents/2025/04/17/2025-06562/petition-of-scott-sheffield-to-reopen-and-set-aside-order

GoPro announced a significant workforce reduction affecting 23% of its global staff. The action camera maker plans to eliminate 145 jobs from its 631 employees. This restructuring plan was approved by the company's Board of Directors on April 7. The cuts aim to reduce operating costs and drive stronger operating leverage. These job reductions are expected to be completed by the end of the year.

San Mateo, California

https://nypost.com/2026/04/08/us-news/bay-area-based-tech-company-announces-shocking-layoff-of-nearly-a-quarter-of-its-workforce/

SB being axed by the board was the final nail in the reinvention coffin. None of its architects or proponents are left in Xerox (JB,MG,SB, DMP). All gone. The street, analysts, investors, rating agencies and financial institutions have all voted with their feet. The board has finally done their job, but it’s 3 years too late. SB in his 4 years in charge missed every outlook or expectation he set. If he was a sales person or sales manager he would have been in a performance improvement plan after 2 quarters. Instead he continued to have the support of the board as the company kept draining its cash, reserves and future to keep returning funds to shareholders even when all the key metrics and results where going horribly wrong and missing plans and expectations every quarter. Now we have an untried, untested CEO who has never led a sales organisation but primary experience is legal and claim to fame is the proxy fight that stopped the Fuji merger that the board are now desperately trying to make. To put that into perspective when Fuji offered to buy Xerox they offered 40 dollars a share compared to the $1.26 a share now, let that sink in, and LP has been part of that from the beginning. The fact a legal guy is in charge should indicate to all the people still in the cult what the next steps are!!!!! We are in the endgame and none of those outcomes reinvent Xerox they consign it to the history books of what was once a trailblazer

I hold a small position in CVS. Tiny enough in relation to the rest of my portfolio that, to be frank, the entire company could be liquidated and I could care less. In fact I'd jump for joy.

But because I am a stockholder, I am eligible to vote in the annual meeting.

Here's how I am going to fill out my proxy card:

1. Directors: Vote against all of them.
2. Ratify the appointment of independent accounting firm: Vote against (of all questions, this probably matters the least, but voting against this sends a message)
3. Approve company executive compensation: Vote against (I don't care if they all end up in the poor house)
4. Approve the company's incentive compensation plan: Vote against (high level types covered by this plan are the ones driving CVS into the ground)
5. Stockholder proposal to reduce threshold to act by written consent: Vote for (goes against board recommendation, and why would anyone want less say in how CVS is run?)

It was only a matter of time before Penn State board realized that change was needed. Good luck to all of the employees across the bned psu operations.

Shareholder voting starts today.
Vote every single one of this board OUT

I was reading the WSJ about Elon Musk and found this interesting:

“For Musk, that (his management philosophy) means latching on to one or two existential issues and riding them week after week.

“I used to sit in those meetings, saying I’m pretty dang sure that our competitors’ CEOs are not sitting in these weekly engineering reviews and not driving their companies as fast,” McNeill said. “Therefore we’re compounding an advantage against them.”

This is one of our issues: the most senior leaders at PSX show little to no interest in the existential issues that result in our underperformance. And they certainly are not willing to sit through meetings to help ensure that the issues are being worked. In fact, they struggle to stay awake during 30 and 60 minute meetings on issues of performance and ensuring priorities are being worked. Instead, they spend time having dinner with investors and the board.

What if the board had chosen a qualified ceo instead of BDB?

The Layoff used to have a board dedicated to Elavon, I do not see that anymore. Anyone know if it still exists or if it's been replaced?

The high number of RIFs and poorly run ‘transfer to contractor’ (a clear RIF later but without severance) are both obvious signs of a company about to collapse.
I blame the board and I blame senior management for letting it get this bad.
The share price will continue to fall because the company itself is failing. This last ditch effort only hastens the final failure and inevitable sale.
And I for one shall not mourn the demise.
I can only hope that it makes the architects as bankrupt monetarily as they are morally.

Paula Price and General Reimer are off the Board of Directors and Christopher Quick (from Capital Management Board) is now on the Board. Not sure of the significance. I have not seen a press release to explain.

I never met Ms, Price, but the General was very smart. They were both in charge though when the damage was done.

He’s so obsessed, and wasting millions