#earnings

Knowing earnings are this week, should we be worried about a layoff coming with it? Part of me thinks it’s not going to be until the new year, but with so many other companies announcing layoffs, I’m not sure if we wait.

Why does UP stock su-k so bad. They are always painting a picture of rainbows and unicorns. With earnings, safety, merger talk. Shareholders must know they are full of s$$$. Because the stock just wants to drop no matter what.

This is pure speculation but with the earnings call AND CX Summit coming up, I would assume now's the time to announce the new CEO, right?

Funny Veridigm reported its revenue for 2025 will be flat keeping pace with last year which probably keeps pace with many of Paul Blacks, Rick Polton years. Flat Line in Healthcare means death. No sings of life. My question is can anyone point a meaningful sale over past several years?

What does today’s earnings call mean?

They have to do it once a year, by SEC regulation, and 3 quarters are gone now, so it will be December. As bad as it was, the next call will be a lot worse.

Why did the market react negatively to today's earnings call?

Well, that was a sobering speech from the CEO. Good luck to everyone!!!

Will it make a difference or is it temporary?

Another set of disastrous results, yet another excuse of word salad - "While continued macro volatility and near-term uncertainties on government funding decisions weighed on transactional print this quarter“

RESIGN NOW CEO !

Merchant Solutions grew 5% for the quarter, with small business organic revenue growth at 6% and Clover revenue up 26%. SaaS penetration in Clover reached 26%.

• Gutted the clover like anything still performing better than actual $FI.

Clover keeping alive FI if not for clover, This stock would plunge to be a penny stock.

https://www.forbes.com/sites/brucejapsen/2025/10/29/cvs-reports-big-loss-on-devalued-oak-street-centers-but-aetna-costs-are-stabilizing/

Karen is gone but the shareholders really should consider firing the board of directors.

APA has been very quiet lately. There’s little talk about their subsidized position in Suriname 🇸🇷 or the 25ft of pay they discovered in a 10,000 ft well..

What’s really going on?
Will Apache sell Egypt?

The market does not think APA wants to P&A both the GoA and the North Sea…when they can drop it off on bp and Exxon….Just like Fieldwood did to them…
JC 2026 is the year that APA gets smaller

We’re Wall Street’s darling again. Hurrah! Yipeeee!

We’re soaring, we’re flying, there’s not a night stand that we cannot sell.

Everyone is safe and the stock will be at $500 by Christmas.

Did anyone see the Fiserv earning and subsequent drip of 44% in the stock price. FIS in sympathy is down 9%. Announcement off 100k of layoffs between the mag 7. Things are starting to fet real.

Is this what Mike and the Board were expecting?
And what is with moving back to the NASDAQ - feels like Mike is listening to Jeff Yabuki - "low single digit revenue grower and a durable company".

From AI
n the third quarter of 2025, Verizon Communications Inc. reported mixed results: earnings per share (EPS) of $1.17 (or $1.21 adjusted) met analyst expectations, while total operating revenue of $33.8 billion fell slightly short of estimates. Key positives included a significant increase in net income to $5.1 billion and growth in both wireless service and equipment revenues, with a year-over-year increase of 1.5% in total operating revenue. The company also reduced its unsecured debt and raised its dividend for the 19th consecutive year

“
“We are going to take bold and fiscally responsible action to redefine Verizon’s trajectory at this critical inflection point for our company. We will rapidly shift to a customer-first culture, one that thrives on delighting our customers,” said Dan Schulman, Verizon CEO. “These will not be incremental changes. We will aggressively transform our culture, our cost structure, and the financial profile of Verizon in order to put our customers first, compete effectively, and deliver sustainable returns for our shareholders.””

opening this up for reactions once we release in the morning

• UPS on Tuesday beat Wall Street estimates in its third-quarter earnings report.
• The company said it’s cut around 48,000 jobs this year as part of its plan to turn around the business.
• Shares of the company soared following the release.

https://www.cnbc.com/2025/10/28/ups-earnings-q3-2025.html

The defense contractor L3Harris Technologies finds itself at a critical juncture, presenting investors with a complex puzzle. While the company secures a multi-billion dollar international defense agreement, significant stock sales by its top executives and a legal scandal involving a former manager are creating headwinds.

Recent regulatory filings reveal a notable trend among L3Harris leadership. Chief Executive Officer Christopher Kubasik substantially reduced his equity position by selling 83,000 shares, representing a decrease of more than 36 percent in his holdings. This transaction forms part of a broader pattern where company insiders have disposed of securities valued at over $53 million during the past quarter.

These substantial disposals by key management figures emerge alongside troubling legal developments. Federal prosecutors have brought charges against a former L3Harris manager, alleging the individual transferred eight confidential business secrets to a Russian buyer. Although the company is no longer associated with the accused, the case potentially impacts market confidence in the organization's governance and security protocols.

Counterbalancing these concerns, L3Harris announced a landmark $2.26 billion contract with the South Korean air force. The agreement involves supplying four cutting-edge airborne early warning and surveillance aircraft based on modified Bombardier Global 6500 jets. Deliveries for this strategic asset are scheduled between 2030 and 2032, enhancing the allied nation's military capabilities in the crucial Indo-Pacific theater.

Christopher Kubasik emphasized the transaction's significance, stating the company "will deliver an advanced fleet that will strengthen the operational capacity of a key American ally." This substantial order reinforces L3Harris's competitive standing in surveillance and command systems—technologies experiencing growing global demand amid current geopolitical tensions.

Investors now face conflicting signals as they assess the defense contractor's prospects. The substantial South Korean order demonstrates compelling operational strength and international demand for the company's products. Conversely, the scale of insider selling activity introduces uncertainty about management's outlook.

Market attention now turns to the upcoming quarterly earnings report scheduled for Thursday. These financial results may either alleviate concerns sparked by the executive stock sales or validate market apprehensions. The share price has recently demonstrated resilience, trading comfortably above its key moving averages, but the coming days will determine whether L3Harris can translate these contrasting developments into sustained growth momentum.

General Motors Co. laid off more than 200 salaried employees on Friday, mostly at its Tech Center in Warren, Michigan, according to Bloomberg.

The cuts, announced around 7 a.m. via a Slack message, were attributed to “business conditions” rather than performance, according to people familiar with the meeting.

https://www.zerohedge.com/markets/gm-cuts-200-jobs-michigan-tech-center-days-after-stronger-expected-earnings-report

What are the chances that if earnings don’t go well on Wednesday, they won’t do the standard all-hands call (like the cowards didn’t in Q2).

I guess It’s too hard to fellate each other on stage when your incompetence is laid out in black and white for all to see.

Was she watching the same 3rd Quarter Earnings?

It's Q3 earnings day. I guess we'll find out how bad it is.

Listening to the earnings call I’d PAINFUL!

Under what conditions will the Model E recover its development costs and investments, CE1 is do or die.

Share price continues to decline after earnings and sales misses. Fiber deployment might be necessary for survival but its not a growth strategy. Fiber is mostly business related - with the economy slowing expect less growth or decline in fiber related revenues. Mobility sales might be a bit better with consumer segment holding up better.

There is no growth driver other than HC reduction in the near term so expect no significant increase in share price even after this sell off. The 16% share price decline since 9-15, which accounts for about four years of dividends, will not be reversed in the near future which is reflected in analyst downgrades. Given the very large decline in share prie prior to the earnings annoucement it is likely the word got out to selected individuals inside and outside the company. The share buyback program has also been a bust having little impact on the share price decline.

What does the future hold? - flat revenues, flat earnings per share, no recovery in share price, no increase in the dividend, a very slow reduction in long term debt (maybe), and a significant reduction in HC.

To be sure AT&T is a slow growth dividend stock that because of technology needs fewer employees over time but just think how much better it would be without $200 billion in long term debt, more spectrum, and better outside management. When Stephenson became CEO the share price was $39.47. When he left it was under $30. Now its under $25. Unfortunately, there is no hope of a change in top management and the BOD. No hope.

Wall street is projecting 1 cent earning per share, a huge turnaround from 46 cents loss last year. Hopefully we don’t disappoint and deliver to a already very low expectations. Will this be a reality check? Gut check? Or both?

Total postpaid net customer additions of 2.3 million, best-ever and best in industry
Postpaid phone net customer additions of 1.0 million, highest Q3 in over a decade and best in industry
Postpaid net account additions of 396 thousand, up 26% year-over-year, best-ever and best in industry
Total broadband net customer additions of 560 thousand, up 34% year-over-year, best in industry, including 506 thousand 5G broadband net customer additions, up 22% year-over-year, and 54 thousand fiber net customer additions
Translating Industry-Leading Customer Growth into Durable and Profitable Financial Growth

Service revenues of $18.2 billion grew 9% year-over-year, best in industry growth
Postpaid service revenues of $14.9 billion grew 12% year-over-year, best in industry growth
Strong Net income of $2.7 billion and diluted earnings per share (“EPS”) of $2.41
Core Adjusted EBITDA(2) of $8.7 billion grew 6% year-over-year, best in industry growth
Net cash provided by operating activities of $7.5 billion grew 21% year-over-year
Adjusted Free Cash Flow(2) of $4.8 billion
Extending Overall Network Lead with Best Assets, Customer Centricity and Technology Leadership

Recognized by Opensignal as the 5G Global Winner in 5G Coverage Experience and Global Leader in 5G Reliability, including outperforming other US operators; T-Mobile also ranked the #1 FWA carrier for Consistent Quality and Reliability
Fastest provider in Fixed Wireless Home Internet with median download speeds nearly 50% faster than next closest peer, based on our analysis of Ookla data
Ongoing momentum in network perception with lots of room to run, with highest ever switching consideration based on overall network quality in Q3 and lots more runway ahead
iPhone 17 is fastest on T-Mobile’s network with median overall download speeds nearly 90% faster than one benchmark competitor as we continue to expand our network leadership with industry-leading deployment of new technologies (e.g. L4S deployed on all 5G sites with efficient capacity allocation; ~70% of sites supporting 5- and 6- carrier aggregation)

https://finance.yahoo.com/news/honeywell-nasdaq-hon-q3-sales-112316330.html
See the link.

Loved how on yesterday’s internal earnings call Stank opened up with T missing its cashflow plan so bonuses may be impacted. Seriously? You can’t manage cashflow so make the employees pay? Also loved the comment about using corporate tax reductions for “other purposes”.

Stank - it’s time to go.

Lo

Layoffs in Q3, forced 4-ratings in Q4, more layoffs in Q1. I suppose they need to find that $25 million from somewhere.
I can't wait to read Tim's next tone-deaf family saga. Maybe it will go like this. I was eating caviar in my mansion when my daughter came to me and complained that she broke her nail. I told her to cut it off. Sometimes we need to take difficult decisions, like how I trample upon people's livelihood and careers to put food on the table... for the next 20 generations of the Ryan family. SMH! their greed and selfishness knows no bounds.

Huge volume sold today on lower price, sounds like tomorrow’s earnings call will be Farley making excuses.

https://www.cnbc.com/2025/10/22/ibm-q3-2025-earnings-report.html

Love how AK brags every qtr about the "huge and growing AI and hybrid cloud backlog". Yeah right! ISC forecasts by sales is TOTAL BS!!!!! Just put AI or cloud in the product title and bo-m the backlog goes to $1T. SMH!

stock jumps 10 pts!. every business unit did extremely well. top brass made lot of money on sold stock options past couple months and probually end of yr future bonus. Pretty sure management will still scream war on cost mantra even though the cat is out of the bag that company earnings doing well and projected earnings as well next year.