#earnings

He better beat the expectations on Monday morning, otherwise stock is going back to under 40.

heard that its likely to be the worst ever result for dXc.

Here comes mass WFR - just like Meta, AWS, Microsoft have announced this week... except dXc can't blame AI as the company hasnt worked out the innovation yet, still trying to insert the X factor.

Down 9% on opening. Is the jig up at IBM? Will they hit the RA button to try and salvage this sinking ship?

Typical smoke and mirrors.

https://www.wsj.com/business/earnings/ibm-posts-higher-first-quarter-sales-buoyed-by-ai-990f6a0a

Growing adoption of artificial-intelligence tools by businesses help boost the technology company’s quarterly results

By: Elias Schisgall |
Updated April 22, 2026 5:06 pm ET

IBM reported rising revenue and a higher profit in the first quarter, buoyed by the growing adoption of artificial-intelligence tools in businesses.

“AI continues to be a tailwind for our business,” IBM Chief Financial Officer Jim Kavanaugh said in an interview. “You see it play out in the results, as we captured demand for both technology and innovation around AI, but also services that help organizations orchestrate, deploy, govern, scale AI.”

The technology company on Wednesday reported a first-quarter profit of $1.22 billion, or $1.28 a share, compared with a profit of $1.06 billion, or $1.14 a share, a year earlier.

Stripping out certain one-time items, the company logged adjusted earnings of $1.91 a share, ahead of Wall Street’s expectation of $1.81 a share, according to FactSet.

Revenue rose to $15.92 billion from $14.54 billion a year prior, amounting to what Kavanaugh said was IBM’s highest first-quarter revenue growth in many years. Analysts surveyed by FactSet were expecting revenue of $15.63 billion.

IBM maintained its expectations of constant currency revenue growth of at least 5% this year, with free cash flow rising by around $1 billion.

Shares fell about 6.4% in late trading to $235.82. Through Wednesday’s close, the stock had lost nearly 15% this year.

Revenue in the company’s software segment rose to $7.05 billion, up 11%. Within that segment, hybrid cloud revenues, which includes the company’s Red Hat business, were up 13%, while automation revenue rose 10% and data revenue rose 19%.

Consulting revenue rose 4% to $5.27 billion, and infrastructure revenue was up 15% to $3.33 billion.

Free cash flow in the quarter was $2.2 billion, up around $300 million year over year. Analysts were expecting $2.04 billion.

IBM’s board of directors also increased the company’s quarterly dividend to $1.69 a share, up from $1.68.

The new payout, equal to $6.76 a year, represents a 2.6% annual yield based on IBM’s Tuesday closing price of $255.68.

The dividend is payable June 10 to shareholders of record as of May 8.

Of course all the so-called news is shallow parroting of IBM or "churnalism" void of real analysis.

http://techrights.org/n/2026/04/22/IBM_s_Shares_Have_Just_Collapsed_Again_as_a_Result_of_the_Phony.shtml

lots of vps and products consolidated.

Thank you John for RTO

Yikes!

https://seekingalpha.com/article/4891802-verizon-path-back-down-to-40

Anyone like to give some predictions? Stock up or down tomorrow?

questioning do you think its a good time to sell shares or wait till after next months earnings?

Tomorrow Weatherford will release the Q1 earnings. It’s going to show a strong profitable outcome. Due to the fact they laid off a bunch of people they saved money so it’s profitable. Let’s see what more lies gurish holds for us.

Story by Sheila Dang

HOUSTON, April 8 (Reuters) - Exxon Mobil signaled on Wednesday that first quarter earnings could decline from the previous quarter, with an expected multi-billion dollar hit related to financial hedging outweighing higher oil and gas prices triggered by the Iran war.

The top U.S. oil producer also said it will see higher profitability in later quarters when derivative contracts are settled with physical shipments.

In a regulatory filing, Exxon said earnings in the upstream business could have a lift of about $1.4 billion compared to the fourth quarter, driven by higher oil prices, which skyrocketed as much as 65% following the start of the war on February 28.

Downstream earnings, however, could be negatively impacted by around $5.3 billion due to the so-called timing effects connected to derivative contracts and cargoes that were not delivered due to the war.

"This is clearly a messy release with a number of Exxon-specific factors related to current events in the Middle East impacting earnings," Biraj Borkhataria, an analyst with RBC Capital Markets, said in a research note.

The earnings snapshot points to first quarter earnings of about $5 billion or $1.20 per share, Borkhataria estimated.

Adjusted earnings in the fourth quarter were $7.3 billion or $1.71 per share.

EARNINGS MISMATCH WILL 'UNWIND OVER TIME'

The "unusually large, negative timing impact" is temporary and results from accounting rules for the trading program, Neil Hansen, Exxon's chief financial officer, said in a statement.

Like other oil firms, Exxon hedges the sale of crude, natural gas and refined products using financial derivatives in order to mitigate the risk of price changes during the time it takes to ship cargoes to customers, which could take weeks between the United States and Asia.

The value of the physical shipment is not reflected in earnings until the transaction is complete, the company said in the filing.

"These impacts will unwind over time and result in net-positive profit once the underlying transactions are complete. These are sound trades and the profitability that will result from them will be material," Hansen said.

The company said it will record an impairment of between $600 million and $800 million because supply disruptions prevented the physical shipment of cargoes associated with some hedges.

IMPACTED PRODUCTION

Exxon said its first-quarter oil and gas production will be 6% lower due to the war compared with the fourth quarter, when it produced 5 million barrels of oil equivalent per day. Assets in Qatar and the UAE accounted for 20% of Exxon's global oil production in 2025, the company said in the filing.

The war has caused a massive disruption of energy supplies as the Strait of Hormuz, a conduit for a fifth of global energy flows, has been effectively closed. Benchmark Brent crude prices averaged $78.38 per barrel during the first quarter, up 24% from the previous three months, according to LSEG data.

Exxon will report its full first-quarter results on May 1. Investors closely watch the company's earnings snapshot, which details the market factors that impacted earnings, for signals about how the broader oil sector will perform when results are released next month.

(Reporting by Sheila Dang in Houston; Editing by Nathan Crooks, Will Dunham and Lincoln Feast)

https://www.msn.com/en-us/money/companies/exxon-signals-lower-q1-profit-despite-higher-oil-gas-revenue-from-iran-war-price-spikes

UBS Group highlights $INTC 14A PDK as a key catalyst, raising the target price to $65.

UBS Group released a research report stating that $INTC exhibits resilient demand for personal computers (PCs), with significant growth in server CPU demand as well. In addition, the company has already raised prices by about 10%, and price increases are expected to continue throughout this year, particularly in the enterprise server segment.

UBS has slightly raised its first-quarter revenue forecast for the group from the previous $12.2 billion to $12.5 billion, while leaving its earnings-per-share forecast unchanged at $0.06. For the group's 2026–2028 revenue projections, the firm has increased estimates from $51.1 billion, $52.4 billion, and $56.1 billion to $53.1 billion, $55.1 billion, and $58.5 billion, respectively. Earnings-per-share forecasts have also been revised upward from the original $0.35, $0.60, and $0.92 to $0.44, $0.75, and $1.05, respectively.

UBS noted that Intel's foundry business is seeing improving prospects, particularly in the 14nm process. At the same time, it expects customers such as Google, Apple, AMD, and NVIDIA to sign foundry commitments this fall. In addition, the potential scenario of merging the Ohio wafer fab project with Musk's TeraFab also boosts confidence in the long-term outlook for the foundry business.

However, UBS remains skeptical about Intel's long-term earnings per share profitability. Even under an optimistic scenario, EPS is expected to exceed only about $3.50 by 2030. UBS believes that there is limited room for further upside in the stock price, and the key catalyst—the release of the 14A 1.0 PDK—has yet to materialize. It is expected that the stock price will still trend higher within this year.

UBS assigned a "Neutral" rating to Intel, with the price target raised from $51 to $65.

Since everyone been saying its all doom and gloom

Another earnings beat. Feeling grateful his morning, go USB!! 👍

Stock is up 10% for the year but down a bunch after the 2025 reporting spike. If the market doesn't like Q1 I can't see how he's around by the end of the year.

The UK's largest police force has awarded DXC Technology a contract worth up to £1 billion to develop and run a host of business process outsourcing services – including building a new Oracle ERP system.

The management said UK was doing not so good so no no payrises, and then a few days later they announce a $1.4 billion deal.

Nasdaq up over 3% while otex is down 1%

Once we miss earnings April 29, the stock is going to 15

$25/share in 2026?

Appears no growth left… Analysts and banks have all unfortunately reduced price targets last week post earnings.

Since add’l people (10) are going to Winner’s Circle, I’m guessing the value of Options for those that have them is up. Last year they valued the company in late March— it was $28.00??/share. When will that be reported? People ask in calls, but it isn’t answered.

March preliminary numbers are coming out soon. Not going to be a surprise that number is negative and then after that they’re going to announce some more layoffs before the earnings call. Need to make more headway if the market is going to react. Anyone heard anything?

TMUS is expected to release its Q1 2026 earnings on Tuesday, April 28, after the market closes.

Ahead of the event, analysts expect the company’s EPS to be $2.27 on a diluted basis, down by 12% from $2.58 in the year-ago quarter.

The company has exceeded Wall Street’s EPS estimates in each of its last four quarters.

Nike reported Q3 earnings on March, later than its typical mid-March timing. The stock dropped ~9% immediately after.

Because that move occurred after the ESPP purchase date, employees bought shares at a higher price than they otherwise would have.

The math:

Using reasonable estimates:
• ~$100M contributed into ESPP (6 months)
• ~9% price difference

If the drop had happened before purchase:
• Employees would have received ~10% more shares
• ≈ 200K additional shares
• ≈ $10M in additional value to employees (at ~$50/share)

What changed:

Because the decline came after the purchase:
• Employees received fewer shares for the same dollars
• That foregone value did not go to employees

Bottom line:

A modest shift in timing likely resulted in ~$10M less value delivered to employees through the ESPP, purely based on where the stock price landed at purchase.

Note At the time of this post, ESPP shares are not yet able to be sold. And may not be until April 6th; using historical data on distribution timing.

Despite saying “win now” a gazillion times, the numbers still aren’t showing it

EH’s tone not helping. Felt like I was getting yelled at.

Not seeing any q1 earnings/town hall on calendars. Quick google search says 4/16 for the announcement. Any cuts/moves happening between now and then? Would think that they wait until after a reorient send it out in this case

The E.W. Scripps Company plans to reduce its workforce. This broadcast conglomerate operates stations in over 60 markets. It was the former owner of KATC-TV. More details are anticipated during its February 26th earnings call. The full scope of these planned layoffs remains undetermined.

https://973thedawg.com/south-louisiana-news-changes/

The most disgusting thing is hipos who actually think they earned it. They just got lucky somehow. Many people who are just as good or better than them were never given the opportunity. It is a cr-p shoot.

Accenture stock rallies today...

Accenture reported better-than-expected quarterly earnings and revenue, which helped its stock rebound despite a steep decline over the past year driven by fears that AI could disrupt its consulting business. The company highlighted strong AI-driven demand and solid margins, and slightly raised its revenue outlook, but bookings growth remained weak and demand trends appear stable rather than improving. While some analysts see value in the stock’s low valuation and long-term exposure to AI and cloud growth, others remain cautious, noting that slowing revenue momentum and ongoing uncertainty around AI’s impact mean investor concerns are unlikely to fade quickly.

https://www.barrons.com/articles/accenture-earnings-stock-price-8b5d8c09

Quick show of hands how many of you are seeing higher earnings under the new comp structure, and how many are seeing less?

Kohl’s stock is flat after better-than-expected quarterly earnings.

Comparable sales decrease 2.8% in the fourth quarter, wider than analysts’ expectations for a drop of 1.5%.

The retailer projects comparable net sales to be down 2% to flat for the current fiscal year, marking a fifth straight decline.

I think we can safely say that we now know exactly as much about more layoffs as we did before the earnings. Yes, we have some numbers, and we know some changes are coming, but when it comes to when, where, and how many, we're still in the same exact position. Great.

Smaller Agile teams - This means more flattening of organization with high-level individual contributors oversee the team. So Directors/Snr Directors/VP's and SVP's will be high targets as mentioned in this forum earlier. Executives might be forced to take technical roles. Directors/Managers with minimal number of reports beware.

High cost centers like Bay area, East coast is going to be affected more. Expecting around 2500 -3500 people to be cut. India around 1500 - 3000 people. All the pending members in legacy products, FMW products working in California will be major targets.

Lots of low profile developers, freshers will be cut down to make Org lean and clean. Yes recent college grads might need to brush up their leetcode skills. Visa holders from Bay area better start looking around...

Overall expect something in 5000-8000 count. Get ready folks

Are you all ready for the 2025 10-K to come out in a few days and see PP and the soulless ghoul squad all getting another 8-15%+ bump.

Our hollow shell of a MP is about to make $30-33M+ and the rest of her sycophant cronies $20-25M+!!!

But we need to manage our costs and get more efficient folks!!!!

I'm prepared for lots of bad news, but we'll see.

Earnings Tuesday night. ORCL is at $152.56. Do we short ?

Bear Case:
Oil might open at $115 a barrel tomorrow morning
$300 by weeks end is now a possibility.
The us economy is not designed for $150
DJI might open 1K down premarket

We may, just may, see the The Fourth Turning (1997) by William Strauss and Neil Howe prediction of social separation of those of living above and those living below their means.

Bull Case:
Then again, it may all pass by 4/1/26. We return to normalcy.

No Clue how it turns out !
Place your bets .....

I think the Dream Team will surprise everyone….better than expected Q1.