#earnings

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.

Stankey tried to put lipstick on a pig but wallstreet isn’t falling for it.

Down another 5% at the open.

When will the dysfunction end?!?!?

https://www.ttnews.com/articles/cargill-earnings-q1-2026

what whispers are all y'alls hearing about revenue and profit in Q3 and ytd ? How are the next outflows ? Heard group sales was still very weak with these tiny cr-ppy plans being onboarded. Firm need outside investors big time to raise capital to modernize.

IBM's "whisper number" for Q3 2025, or the consensus estimate, is approximately $16.09 billion in revenue and $2.43 per share in earnings. Some analysts anticipate earnings could be slightly higher, at around $2.45 per share, driven by AI and hybrid cloud demand, though others are watching software growth closely following a miss in the previous quarter. The company is scheduled to report its official Q3 results on October 22, 2025.

Let have some numbers so we can see how many more people need to be laid off this round.

Can Halliburton continue to outperform and deliver pretty impressive results with less personnel and more anxiety in the work place

Since September 15 there have been 15 down days with the earnings announcement on October 22 coming up = bad news that has been leaked to select individuals.

Where is the SEC?????

$29.62 to $25.91

could be because of layoffs this Thursday, could be because the new CEO doesn’t know enough to speak on results yet, who knows

EARNINGS!

I’m confused about what’s next. We have a mediocre-to good quarter financially but in the details there is info about us losing customers with close to 2-3% attrition per quarter. Does that mean our profits were the results of financial engineering or are we just racking up fees on our customers? If we aren’t growing or merging, someone is going to merge with us.

Imagine how bad the Q3 results are. I was pi---d and I'm not happy to be in these cuts and scrambling for work, but I am happy to be out of that toxic mess. Please let us know who were cut what a mess the next town hall or the earnings call is.
Soulless pricks in this leadership team that has buried a 120 year old company. What a bunch of complete losers.

Sooooo, we missed Q3 numbers on both earnings and premiums... then Florida’s profit cap forced a roughly $1B policyholder credit (back in September) soooo this slammed profits, so the stock is now junk. On a lighter note, all competitors have same problems and are junk too.

I just cannot wait to tell my team they are getting 1% merits and minimal bonuses yet the earnings reports shows massive growth for the company. Ranking 25% of my staff below expectations, in a non growth everett location all my promos denied. Lovely to have to explain this to them soon at comp talks. Thanks RV making our job so great! But hey!!! We have Eliza !

That means we're going to pause bi-weekly layoffs for a while, right? No need for it anymore, right? Right?

Yeah, I didn't think so.

if they were good, there would have been posts all over.

i’m guessing 1.6

The stock is up

I think the timing of the October announcement is telling. I think they are trying to insulate the stock price ahead of the Q3 earnings release.

Should we start a bingo card for the corny expected spin from the SLT when the Q3 earnings are posted? Can't wait for the town hall or fireside chat to hear how the reinvention is sailing along.

Seems like they should be getting close to operating at a profit by now? Breaking even after selling off so much is one thing… but is Bose actually operating in the black yet? Does anyone know?

MORE LAYOFFS!

Sadly, Occidental Petroleum's EBIT actually dropped 8.8% in the last year. If earnings continue on that decline then managing that debt will be difficult like delivering hot soup on a unicycle …
https://finance.yahoo.com/news/think-occidental-petroleum-nyse-oxy-120019506.html

Q3 2025 and its gotten worse. Net income down v 71.88% Free cash flow down v 43.48% EPS down v 75.31% and companies like Zacks issues Strong sell after Q3 results...and Teradata goes from Cloud strategies to AI to ??? VantageCloud and AIfactory - what happened to 4 D Clearscape analytics and Vantage cloud lake house that dynamically scales without a data redistribution? Those of you still tethered to a pay check the end is near.

Oxy P/E at the end of 2024 was 19. It was 26 last week before the chemical sale announcement. Average P/E for oil sector is ~14. This is what has held the stock price down - no investor wants to pay an exorbitant price for a stock with minimal yield.
The Oxychem sale immediately lowers earnings, which will make the P/E even worse. The market yesterday reacted exactly as expected.

I wonder what word salad SteveB is going to come out with on the results release - will we have new words to add to our Lingo Bingo, or just the usual ones.

Let’s see.

Does anyone in the company have any insight to the results of the third quarter do you see any layoffs coming?