#earnings

Now would be the time to release some positive news as we build up into earnings. If earnings will be good then it benefits the company to release some positive news. Are we sure Enrique knows what he’s doing? I don’t want the usually fail from him and Jaime Miller each quarter.

Mike Mayo asked BM on the earnings call about succession planning… ie when are you going to hit the road?

With the stock down sharply, the AML fine, and the widening HTM losses, seems like this is more than enough for the Board to push him out.

After bad earnings are posted the stock is going right back to the low $40’s. Start looking for a real CEO now.

It’s looking like Enrique is cooking up another dud quarter for Q3. Given the incompetence of himself and Jaime Miller how much can we expect our retirement to drop? I’m bracing for 10-20% loss but wondering if they will lose more market share.

bp's stock hits 52 week high on historic debt reduction and beating wall street estimates on earnings despite the heavy net impairment charges expected in Q3

Meg's simple strategy is really working. The stock is finally moving and so are the investors sentiments. Time to go bullish on bp!

I’m interested in someone that understands the fundamentals of our business, not Charlie su-ks.

Why does the bank keep missing targets? How does non interest income fall $1b year over year?

It seems we are incurring higher expenses for CIB but continue to fail to reap commiserate revenue and income benefits.

Wondering if this is something they announce to Wall Street during earnings as part of the "transformation". Just my own speculation.

https://www.cnbc.com/2026/10/08/pepsico-pep-q3-2026-earnings.html

interesting article ... https://finance.yahoo.com/markets/stocks/articles/3-reasons-cdw-risky-1-171234832.html

With a lack of confidence in CDW, there are 3 reasons not to buy the stock:

1. Long-Term Revenue Growth Disappoints
2. Projected Revenue Growth Is Slim
3. EPS Barely Growing

CDW's business quality ultimately falls short, with its shares lagging the market. The upside isn't great compared to the potential downside.

What do you expect to hear?

Are we going to know our fate by the 3Q earnings results on Oct 30?

Earnings Could Bring Another 3.75% Swing

https://www.tradingview.com/news/gurufocus:792b355f7094b:0-pepsico-stock-is-down-10-and-earnings-could-bring-another-3-75-swing/

Any insight into how Q3 has gone? Sensible, factual answers please (not the normal it’s all going downhill responses and rants)

So much bad news all around NKE. WS analysts downgrade and cut price targets on the daily. Coverage in the media is also bearish. Macro picture is also bleak.

Given all this, is this the quarter that wily old magician EH pulls a rabbit out of his hat and announces a big beat and raises guidance for the next quarter?

I don't care if the stock goes +10 or -10% on this earnings call. I truly don't.
Measure the inputs, not just hope that the outputs will improve by themselves.
Accountability on the things that will move the needle. EH and his leadership team will run investor day .

I hope they don't keep changing the plans. Show the 24 month plan and stick with it. Get it done. We need accountability, not short-term promises.

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"?