#earningscall

An Analyst asked on the Earnings call if Meg thought there was a scenario where this discovery wouldn't proceed to development. He started his question by saying how big AF described it to be.

She did not answer the Analyst's question about whether there's a way it doesn't get developed.

CO2 is clearly a know issue with these fields. To not answer and dodge the question by sayijg a great team is working the project sounds like reason to run.

Should we be worried we've dug ourselves into a hole we can't get out of with this biggest discovery in 25 years?

I watched both the earnings call and the CEO's all hands and the message from both was pretty positive. Nothing like the message he conveyed right before the big layoff back in November. I'm thinking things look good until at least November.

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

Christian Klein confirmed on CNBC this morning layoffs are coming when he challenged if he would follow META's call of a 10% cut.

He said efficiency is a priority for SAP

He wastes more than half of these meetings regarding everything he talks about in the earnings calls.

The guy can't comprehend that employees care about things other than share price.

Everything leadership tried failed, it’s the employee fault for not being efficient enough. AI, AI, AI. Saved you an hour.

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

I feel that Q1 earnings call will be a complete disaster. CK and DA are unhinged and have not grounded in reality anymore. They keep blaming employees, the market and even shareholders for their own personal failures. In a market where many companies are ki-ling it, SAP is left so far behind because of only one thing. A complete lack of strategy. There is no strategy besides we are doing AI in this feature. It is d-mb and shareholders will not be impressed anymore. Layoffs will take the price up a bit. They're increasing the dividend so shareholders will like that and the price will go up a bit. But there are no technical fundamentals that show growth compared to competitors. The Gartner magic quadrant and similar things are all bought for and even shareholders see through it. Even institutional investors are reducing stake in SAP. And SAP is trying to buy back its own stock like crazy because they want to pump it up temporarily. And so the share price will go up but come crashing down again. To less than 100. This is bound to happen before the end of 2026. And then in 2027, we will find out that CK gets a bonus of a quarter of a billion for this Katastrophe.

Wells Fargo CEO Charlie Scharf addressed investors on the bank's latest earnings call. He emphasized a continued focus on expense discipline. Scharf also discussed potential layoffs within the company. These discussions occurred amid overall growth across the bank. The CEO's comments highlighted strategic financial management.

San Francisco, California

https://www.bizjournals.com/sanfrancisco/news/2026/04/14/wells-fargo-ceo-layoffs-wfc-earnings-call.html

Tone deaf as ever. Sure they may be hyped if they ever saw any of it.

What are people expecting to happen in the coming months. With new CEO and next earnings call do you think there will be layoffs and changes.

5 days until 2025 earnings call.

Will we get 2026 store closing announcements?

Any other surprises coming?

https://investor.oracle.com/events-and-presentations/default.aspx

Just hit the webcast link and sign in as guest.

Questions are almost always asked and answered at the end of these calls.

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

The call was scheduled for the 19th but it's the 31st now. Anything to do with layoffs?

So the brain trust didn't hand in their homework and asked for an extension to file their year end numbers. I'm sure the numbers are great, and they didn;t lie through their teeth on the earnings call.

Wul talking more b4ll today. Says Employees are great but doesn't says he doesn't pay them. Says his going to turn around the share price or break the company up.

Next is investor day in June, buys him a qtr. Betting all his hopes on Hogan and AI generating loads of SAAS revenue.

Hopefully, we can deliver the quantification of the message and sell the message and get the message received and people buy the stock and the stock goes up. If that doesn't happen, I know there's breakup value here that's above and beyond where we have today. And it's been public. We've had different suitors and they've leaked stuff.

The breakup value is there today. I'd like to get it to a different level. I'm not saying never, but I am saying today, I've got great assets, great footprint, great people, great trajectory, great direction, and I want to give our people a chance, and we're generating cash. we're going to stabilize the revenue profile. And I think Investor Day will be a great day to show how that picture really frames out. But I'm also a realist. If the play doesn't work, we're going to change the play and how to get value for all of us as investors if we have to change the play

It’s my bet they only supplied Pfizer during the pandemic cutting off dr-gs in phase trials, ki-ling the dr-g programs wholesale. In other words, destroying their sales pipeline, alienating researchers, blowing up trust. No wonder they don’t need the Lamar site for the foreseeable future.

No show at the sales kickoff, sorry commercial summit in Orlando. Nasser Khodri doing all the talking. Stephanie relegated to a 2 minute video measage at the end of the keynote session. Apparently she really wanted to be here but it wasn’t possible because she has to do the earnings call tomorrow. I guess the FIS private jet must be out of service, along with all motorised transport between here and Jacksonville…

Does anyone have any thoughts going into the Earnings Call? This will be the first time Amit presents in front of the investors.

Does anyone know if there will be any layoffs in the SBG , considering that it’s one week now after the earnings call?

I came from the Splunk side, where company bonuses were often. With the most recent earnings call and stock dip, what is the likelihood we receive?

Reading between the lines in the call, it sounds like we’re in for a big headcount reduction.

Since November, there have been persistent rumors of a significant layoff, with Boston CG frequently mentioned as being involved. Nothing ultimately came of it following our November earnings call, but the rumors resurfaced later, with speculation that decisions were finalized by mid-January. This week, our CEO shared a company-wide video stressing that the next 90 days are critical, which would carry us through the end of tax season. Beyond that, the outlook is unclear.

Morale among the ICs and M2/3s I’ve spoken with is low, even outside of MTV HQ. There’s constant pressure to move faster while priorities shift rapidly, and leadership has increasingly been framing Human Intelligence HI as if it were a newly discovered idea and the act of thinking.

Any ideas?
Or am I just starting to see issues everywhere?

Post here. Looking forward to how he does at the February 19th earnings call

Why I feel so unnerve with Sampath’s leave, plus what Dan said at the earnings call :(

Is it just another rumor or is it coming? most likely to be shared at earnings call if it is a fact.

During the earnings call, Dan & company stated that they will reduce OpEx by $5 Billion in 2026 (including the 2025 layoffs).

Let’s say laying off 13,000 employees saves $2 billion a year. Where will the remaining $3 billion come from?

Happening this week, could be as many as 200 heads, doing it same week as earnings call, will be announced as a restructure charge, likely effective immediately or with extremely short notice once you’re notified, good luck

And noncore areas that are not aligned to growth, including legacy areas are being significantly reduced and/or eliminated and that includes areas such as business wireline, nondirectional products, technology as well, wholesale, legacy copper and voice platforms and even projects with too long of a payback. So the team has done a great job in finding unit cost efficiency as we build both in wireless and in fiber, cost for prem pass, et cetera. So there's a lot of good work being there, and that helps us get to a lower CapEx envelope, but we're very focused on being very efficient with our capital deployment this year

Thoughts?

Today we have a townhall meeting that is 30 minutes long, every other townhall we have had was always one hour, I am kind of concerned, but I also know Centene has their earnings call February 6th and if that goes badly, I am positive we will see more layoffs.

What do you think? Compared to the past emails? After the earnings call?

Word out earnings call will be bad. Anyone else able to trade options today?

https://www.unitedhealthgroup.com/investors.html