#earnings

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

The main install contract for Flock is being fulfilled by Dish and their contractors.

That's how low ergin will stoop. He'll foist a totalitarian police state on you if it means he gets to stay rich.

What does it feel like working for actual evil?

Did you see stock post earnings? Where is this going?

Foe this group, one thing for sure Dan will continue to do what is “wowking”. These messages is what he lives for, not you.

https://www.verizon.com/about/news/verizon-delivers-record-2q26-results

As per WSJ, revenue is down and profit falls

Positive that we added new subscribers. I think they are not very profitable subscribers.

https://www.wsj.com/business/earnings/verizon-revenue-ticks-down-profit-falls-on-joint-venture-costs-01726dbf

Every time we don't do fab in Q2 there seems to be a cycle of layoffs after.

What stock price are you guys predicting after earnings ), stocks are already going down

Tune in later this week for a big beat!!!

All is right with the world again. Always knew AK would come through! Will be watching for the stock to hit $332 again very soon, if not higher.

https://www.investing.com/news/stock-market-news/ibm-shares-rise-3-postq2-earnings-miss-as-investors-eye-prior-profit-warning-4806913

Author: Louis Juricic | Published 07/22/2026, 04:17 PM

Investing.com -- International Business Machines Corporation (NYSE:IBM) reported second-quarter results that fell short of analyst expectations, though shares rose 3% as the company had issued a profit warning last week.

The technology company posted adjusted earnings per share of $2.93 for the quarter, missing the analyst consensus of $3.01 by $0.08. Revenue came in at $17.2 billion, below the $17.9 billion estimate and up 1% YoY. IBM now expects full-year constant currency revenue growth of 4% to 5%, down from its prior guidance of more than 5%. The midpoint of 4.5% falls below the previous expectation. The company maintained its forecast for free cash flow to increase by approximately $1 billion YoY.

"Although we faced revenue headwinds late in the second quarter, we continued to focus on the fundamentals of our business, including driving productivity, strengthening our portfolio, and generating free cash flow," said James Kavanaugh, IBM senior vice president and chief financial officer.

Software revenue increased 5% to $7.8 billion, with Hybrid Cloud (Red Hat) up 11% and Data up 19%. Consulting revenue remained flat at $5.3 billion, while Infrastructure revenue declined 7% to $3.8 billion, primarily due to a 42% drop in IBM Z, partially offset by a 37% increase in Distributed Infrastructure.

The company generated $2.5 billion in free cash flow during the quarter, down $0.3 billion YoY. For the first six months, free cash flow was $4.8 billion, flat compared to the prior year period.

"We are confident in IBM’s strategy and portfolio, and in our ability to capture growth opportunities ahead," said Arvind Krishna, IBM chairman, president and chief executive officer.

IBM continues to expect improved pre-tax income margin expansion for the full year.

https://www.thelayoff.com/international-business-machines#google_vignette

https://www.wsj.com/business/earnings/ibm-q2-earnings-report-2026-stock-ded1f568

So... Earnings today and then what? O_o

Stankey seemed awfully confident during today’s ATG Live. After one solid quarter in a six-year tenure, the tone came across as more smug than self-aware, and the comments about employees didn’t exactly help.

Let’s see what next week brings after Verizon and T-Mobile report. One quarter doesn’t erase years of mixed results or settle the competitive picture.

If I were in his position, I’d spend less time taking victory laps and more time rebuilding trust with the employees who helped deliver the quarter in the first place.

“We’re looking for anything they can do or say to
show they’re protecting the bottom line, they’re
protecting earnings, they’re protecting cashflow.”

RAs coming. . .

https://www.barrons.com/articles/ibm-earnings-stock-price-a3df6f77

By: Mackenzie Tatananni | July 22, 2026, 3:00 am EDT

After last week’s earnings warning sent IBM’s stock into a downward spiral, it may seem like the fate of its shares is sealed. Yet that may not be the case.

Investors already have an idea of what the numbers will look like. IBM previewed its second-quarter earnings last week—a rare move for a company that had only pre-announced earnings once before in its history, during the 2008 financial crisis.

IBM cautioned that key metrics, which will be released on Wednesday after the closing bell, would fall short. The company expects to report $17.2 billion in revenue for the quarter—behind Wall Street’s call for $17.9 billion—driven by a 7% year-over-year drop in infrastructure, flat consulting sales, and a 5% uptick in software. Adjusted earnings are forecast to come in at $2.93 a share, behind the $3.01 analysts were expecting.

Last week, CEO Arvind Krishna issued commentary around artificial-intelligence spending, saying that some customers suddenly shifted their budgets toward servers, memory, and other “supply-constrained infrastructure” to get ahead of expected price hikes.

“This dynamic impacted client buying patterns,” Krishna explained in a letter to shareholders. “While we anticipated some supply chain related impact in our expectations, we did not anticipate the magnitude of the capex reprioritization.”

Shares plunged 25% on July 14, marking their worst one-day decline ever and wiping out nearly $70 billion in market value. The stock fell 26% last week—the worst weekly performance in the company’s history.

Now, investors are questioning whether the company is facing execution issues in the face of unexpected changes, or if there are signs of a broader shift in customer behavior that IBM must adapt to. Krishna wrote that “numerous large deals” failed to close on the timelines IBM had expected, “driving the majority of our shortfall.”

The real proof won’t be in the numbers—investors already have an idea of what those will be. Rather, they’re looking for signs of future execution and commentary regarding the steps IBM is taking to recover from the quarter’s missteps.

“IBM has to show customers are still spending, the AI and software opportunity remains intact, and that management has a credible plan to get growth back on track,” Mizuho’s Dan O’Regan told Barron’s ahead of the report.

Given that IBM had been trading earlier this year near all-time highs, the selloff was partly warranted, O’Regan said. Even so, he believes the market was overlooking momentum in “several of IBM’s strategic businesses,” particularly software and AI-related offerings.

“If those trends remain intact, investors may ultimately view this as an execution reset rather than a deterioration of the long-term story,” O’Regan explained.

Although the earnings warning triggered a wave of price-target cuts, most firms aren’t changing their tune on IBM stock. The consensus rating on FactSet remains Overweight. On Tuesday, Jefferies analysts reaffirmed their Buy rating on the shares, even as they lowered their price target to $260 from $320.

For Wall Street bears, the earnings warning validated long-held doubts rather than offering a fresh perspective. BNP Paribas analyst Stefan Slowinski has long argued that the stock was trading at an unwarranted premium to the broader market.

“We’ve been concerned about valuation,” Slowinski told Barron’s. “Investors are overpaying for very low organic growth.” To counter that drag, he noted, IBM has relied on buying faster-growing software firms to artificially lift its overall profile.

“Cashflow is always important for IBM,” Slowinski continued. “It’s never good if you miss on the top line and you’re not growing, but you should protect the bottom line. Even if they do take down their full-year revenue guidance, can they keep their full-year cashflow guidance?”

From his perspective, second-quarter earnings will be a crucial test for IBM. “If they can pull some levers, that gives investors confidence that, even if the market changes and they miss on revenue, they typically now know how to adapt their business,” Slowinski said. “We’re looking for anything they can do or say to show they’re protecting the bottom line, they’re protecting earnings, they’re protecting cashflow.”

AT&T recorded 367,000 fiber net additions and 279,000 fixed wireless net additions. Fiber connections rose 22.8% year over year to 12.87 million, while fixed wireless connections climbed 77.4% to 2.61 million. Thank you JS and RTO!!!

Hmmm Maybe something is afoot. Usually by now the earnings date would of been announced. Perhaps there is something that is just taking a little more time to draft and run by the board? We have been distancing our earnings to get far away from Insight's earnings to avoid dragging the stock down, but this seems quite unusual. They su-k and so do we, but what do you all think? what's the word? where's the beef?

Bill drew an analogy to a 4x4 relay race in this morning’s earnings call.

“I feel really good about the baton passing. Think about the 4x100 relay. We’re passing the baton to someone that can run the last lap(?!?!) with a lot of speed.”

Is this him saying that Mike is going to fast track us to being acquired?

For those of you good at math, how many employees need to be laid off to reach a 55% efficiency ratio? GK said on the earnings call that the goal is 55%-57%.

Going to happen 7/21. Any insights up or down?

Makes me want to vomit. Better not be fully transparent when a good percentage of employees are listening on the call.

BAC up
C up
JPM up
GS up

broad market Financials up 1%

WFC down.

Because you can't fire your way to growth and you can't AI your way to efficiency (all you are doing is automating broken processes, ensuring they stay broken). Ford found this out the hard way and ended up hiring back 350 engineers they fired.

Warnings of Earnings miss.

IBM shares slipped double digits in premarket trading after the firm released preliminary second-quarter results that fell short of expectations.

CEO Arvind Krishna blamed the shortfall on weakness in the software and infrastructure business because clients shifted money toward hardware purchases like memory chips.

How will reductions affect the numbers?

https://www.cnbc.com/2026/07/09/pepsico-pep-q2-2026-earnings.html

Gotta do something before earnings release in a couple of weeks.

Can we expect good news during earnings? What is the cause of it going to mid $8s from almost $5?

In the past, I worked for and invested in Lockheed Martin for more than 35+ years. I owned the stock when it was only valued @ $17.00 per/sh and still do. LMT is a very well run corporation, and one of the leaders in the Aerospace & Defense sectors. It appears LMT is having on going issues in the production of the F-35. I’m sure they are many: Supply chain, hiring capable/knowledgeable individuals, along with proper project management. My concern is these issues don’t seem to be getting resolved. Also, the huge surprise on a classified program (was it a FFP Contract), that has experienced design integration and test challenges, as well as other performance issues. It would seem to me that this should have been revealed during the last shareholders meeting, as I’m sure these issues were well known at the time.

As reported om May 9th, 2025.

Lockheed Martin’s overall stock score reflects a robust financial performance bolstered by solid revenue growth, efficient cost management, and strong cash flows. The earnings call provided positive insights with significant contract wins and technological advancements, despite some challenges. The stock’s technical indicators and fair valuation further support its stable outlook.

Not that I'm surprised and it isn't shocking that earnings were dismal and the stock is falling fast. What's next? The Dow replaces Nike? This is a sad time for Nike. I pray for a recovery.