#earnings

In the last week Fiserv has eliminated over 30 middle management jobs. This layoff is ongoing due to poor reporting last quarter in earnings and new CEO. Despite being told last quarter layoffs were not a concern.

Any bad guidance during the call will firmly put the stock in the $20s.
The result is already baked into the current stock price.

Let's pray, because if the guidance is bad then it will follow up by layoffs

I sat on what I think is my last Oracle Quarterly call and I was plesantly impressed and then I started to laugh. OCI is ki-ling it and our CPU and GPU consumptions are through the roof, like up 121%. So net net, we did better then the $1.74 perforance forecast of Wall Street and we actually delivered about $1.91 or something Excellent. So I pull up the PDF with the numbers and I noticed something in parenthesis (). When you look at accouting numbers, numbers in parenthesis means something negative or a loss. So it turns out we spend more than $5 billion then what came in. We made money, but spent more?? Where did the $5 billion come from.

Then it hit me. It was from the $40 billion dollar bonds they secured a few months ago, on top of the $100 billion Oracle already owes bond holders, so the problem is Oracle is still spending more then what their making and the CFO herself said they won't see a dent in the $660 billion RPO reseserved contacts, not until 2028 or 36 months at the latest. Then you take into account that $300 billion deal with from OpenAI who has yet to claim any profitablity yet despite have a net value of $900 billion. If OpenAI turns around and says no, what is half of $660 billion?

Maybe some of you have heard of Enron math? Well Enron math is live and kicking at Oracle. If it turns out that I am one of the fortunate ones to get laid off next week, I will be soooooo happy and I hope others will be happy as me when we reflect on how Oracle and management treat their employees -- we are just rows on an Excel sheet at the end of the day.

Good luck to everyone next week I am proud to say that I have worked with some of the most amazing people at Oracle. 10 years wow God bless everyone!!

The Trade Desk has implemented a global workforce reduction affecting approximately 15% of its employees. This restructuring follows recent reports of disappointing quarterly earnings and a decline in stock value. CEO Jeff Green described the move as a reallocation of resources, not a sign of financial distress. The company stated it has substantial cash reserves and no debt. Despite these changes, The Trade Desk aims to maintain its core vision and mission.

New York, NY

https://www.mediapost.com/publications/article/417692/trade-desk-layoffs-follow-disappointing-financial.html?edition=143774

Next quarterly earnings report is Th, 10 Sep 2026 after market close.
Earnings call is 17:00 ET that day.

Antonio gets the ribbon

I hope everyone on wallstreet knows that earnings are artificially inflated because total commissions haven’t been paid to 20,000+ sales people for Q2. I hope the analysis dig deep into this on the earnings call.

No announcements of layoffs during earnings call. Maybe Chuck post some internally, please share here. Any other LR or reorg news?

Huge growth

What do we think Earnings and Forcasts will show and will the baton pass to G2?

London Calling Earnings==-Aug 4, 2026A new episode of London Calling is now live featuring conversations between Chief Financial Officer Drew Asher, Chief Executive Officer Sarah London and Chief Communications Officer Sara Garland. In this episode, Sarah and Drew break down what was shared on our earnings call, as well as updates on recent company news. Watch now. (London gets 20 million per year +perks) in the meanwhile she terminates employees

The latest earnings call and filings are worrying. I read somewhere that $1m per day is going towards interest payments? Can we expect even more layoffs?

Stop slamming Mike. Stop prejudging Takis. They both got sc--wed. Neither of them would have taken the job if the knew that Frank built a house of cards. He left when the runway was running out. So he hired fall guys. Mike brought humanity to this company. But you can’t fix fraudulent earnings. Mike obviously supported Takis and made him co-president. Mike designed the strategy for a turn around which Takis upheld on the earnings call. Stop pitting and comparing Mike against Takis. The blame lies with Frank. The solution is to work together and deliver what this company is capable of.

No pipeline outside of cabinet business and Titan XT is merely a software upgrade with new to customer hardware.

Layoffs in product and professional services drove most of the non-GAAP earnings last quarter. Costs are still through the roof and the level of attrition has created new issues with sales and projects that are problematic and expensive to turn around.

Can only assume and plan for more cuts in staff to make numbers in 3rd quarter.

Stock is worth $22 not the $36 it’s trading at right now. $60 a share is impossible now. Was that price 3 years ago - gone for good.

Nice job, ADM. But what’s next? Core or non-core, sale or not?

Thoughts?

Layoffs confirmed, just after earnings

I work for the most incompetent and delusional human being I’ve ever met. That he has reach a high level is truly astonishing.

What’s everyone heard about next week? Looks like we hit our earnings numbers. And the Beat + Beyond #s was already sent out far in advance. Could be good?

I’m not really surprised anymore, but it would be nice to have a win one of these quarters

Well, PSX earnings were about what we all expected them to be: adequate but not blockbuster like VLO and MPC.

So, how bad are earnings going to be??

I’m inferring by the lack of internal fanfare that it’s going to be another quarter in decline.

I know it would not materially change anything but I’d love to hear from the C level some admission of guilt, a mea culpa if you will. But we all know those with golden parachutes are too smug to admit their failings to us peons and plebs.

This is the first bullet point of your own PR press release to announce earnings:

"Financial Performance: Delivered solid second quarter results with Strategic revenue increasing to approximately 53% of total business revenue, up from 51% in the first quarter."

What part of the quarter can be described as "great"?

Why did the stock tank after earnings? Is this the Kubasik effect or the new CFO or both?

Can someone please help me understand how in Q1 we advertised $8 million X identified items with $4 million of trading impact that will be realized at a later date and then we get to Q2 earnings and no one addresses it

Share price collapsing. The earnings call was all about cost cutting, move to AI. Expect major job cuts.

Why is the stock price down $8 today? Earnings call? Please explain.

Today XOM missed earnings, DW attributed the miss largely to the refining business. If youre not paying attention, refining crack spreads (profit per barrel) are the largest they've ever been. Isn't DW the refining CEO...how does the board accept and explain this comparative performance to CVX?

My prediction is our lead message is that we still need to cut costs - no matter the results.

Great to see all the initiatives and strategies correlate into strong earnings.

Lead to One should continue to drive meaningful value and strong financial results.

Thanks for a great quarter

only a couple of days to wait for Louie to give the great Q2 numbers and the stock takes off

Centene stock (NYSE: CNC) fell nearly 9% following its Q2 2026 earnings report because projected headwinds and higher attrition in its Medicaid business overshadowed an otherwise strong profit and revenue beat.

ST. LOUIS, July 28, 2026 /PRNewswire/ -- Centene Corporation (NYSE: CNC) (the Company) announced today its financial results for the second quarter ended June 30, 2026. In summary, the 2026 second quarter results were as follows:

Total revenues (in millions) $53,579
Premium and service revenues (in millions)
$44,375
Health benefits ratio 89.6 %
SG&A expense ratio 7.0 %
Adjusted SG&A expense ratio (1) 6.9 %
GAAP diluted earnings per share $2.19
Adjusted diluted earnings per share (1) $2.51
Total cash flow provided by operations (in millions) $3,590

Can just anyone hop on and listen to the earnings call tomorrow? I've never done it before, and I'm curious to hear what will be said amidst all of this BS.

Am I the only one who is worried about Q3 results and what that'll mean for us? We know this leadership will use all and any opportunity to justify even more layoffs, and this could be a prime one.

Comical how execs reposting today’s earnings — see Dan, “I’m a company man” please don’t fire me I knew all along you were great. Oh, I’m also an AI expert! Lol