#earningscall

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

Before the DXC Q3 earnings call begins grab your DXC Bullsh-t Bingo card and listen closely for the following phrases:
“Strategic realignment under the new brand”
"AI-enabled transformation”
“Strong pipeline”
“More to come as the brand matures”
“We’re pleased with the progress”

Were there any indications from the earnings call?

It goes up a week or so before earnings call then wall street kicks Intel to the curb. LOL. FML.

Looks like getting beaten down

https://www.insidermonkey.com/blog/phoenix-education-partners-inc-nysepxed-q1-2026-earnings-call-transcript-1674744/?utm_medium=referral&utm_source=msn-news#q-and-a-session

Looking forward to the earnings call. Can we reach 600k customers loss in a year? Blows my mind that failed leadership is not held accountable. Maybe we can have another Kevin Hart commercial where VZ leadership laughs at the competition who are taking all of our customers.

After the earnings call - you could see this coming- heard from some marketing folks that that theyre getting let go

“Aggressively sunset or exit legacy businesses”
Timestamp: 0:19:06 to 0:20:17

“While we narrow our focus to invest in key growth areas, we will also aggressively sunset or exit legacy businesses where we don't see a clear path to profitable market leadership. We have a large opportunity to unleash meaningful margin improvement by doing so, and we will talk about this in more detail in January.”

“Divest and exit legacy businesses”
Timestamp: 0:28:31 to 0:29:35

“We’re going to do a hard look at portfolio rationalization and divest and exit legacy businesses where we don’t see a clear path to profitability.”

“Simpler, leaner, scrappier business” and “aggressively reducing our entire cost base”
Timestamp: 0:17:56 to 0:19:06

“We will be a simpler, leaner, and scrappier business. This work is overdue and will be multi-year and an ongoing way of life for us… We will fund these investments by aggressively reducing our entire cost base.”

“Portfolio optimization”
Timestamp: 0:43:32 to 0:44:19

“We have parts of our business that are costing us billions of dollars of margin, and I think we can think much more clearly about how do we invest in growth areas and divest or exit those that are not that for us. We'll spend more time on that in January…”

“Everything is on the table for us”
Tony Skiadas CFO – Timestamp: 0:46:32 to 0:47:12

“We're looking at everything, and everything is on the table for us. It also entails being very efficient with our capital spend.”

Source:
https://finance.yahoo.com/quote/VZ/earnings/VZ-Q3-2025-earnings_call-364743.html

The happy-talk non-GAAP will be left out of the formal earnings filing, and we'll see how bad it really is. It's due 40 days after quarter end, which is Sunday. They will wait until after market close to do so.

So CIBC analyst asked around the pace:
"How should we kind of think about the cadence of divestitures over the next several quarters here as you look to divest 15%-20% of the overall revenue? Yeah, that's a great question. We've been grappling with that and talking to Steve about the right way to do it. Clearly, there are multiple business units here that are non-core. I think what you'll see is we'll establish a pace of doing one per quarter because it does take a lot of effort."...." I think you will see us generally be done within the next year. "

So sounds like 4-5 major sell offs of units...trying to read the tea leaves, who are the top 4-5 targets? Guessing anything non "Content" is fair game but could be individual products under Business Network ITOM, Cyber (Ent), Cyber (SMB/Consumer), ADM and Analytics. Who has the best guess here?

The new CEO is working out well lol. No telling what we gave up to keep Chipotle as a customer so we could announce that on Earnings today to try and salvage a horrendous quarter.

Particularly in our operations, I think we can be better at it from overhead and back office, , Kent Masters in earnings call today.

What does this mean?

What did Bob say? I only caught the end of his comments, but they didn't sound good.

New Verizon CEO flags reasons why customers are leaving Amid its customer struggles, on Oct. 6, Verizon named Dan Schulman as the new CEO of the company, replacing Hans Vestberg. During an earnings call on Oct. 29, Schulman said that Verizon is "clearly falling short" of its potential. "We are not delivering the shareholder returns our investors expect," said Schulman. "Despite investing significantly in network leadership, we have not been able to translate that into winning in the market." He also said that there are four reasons why Verizon is losing customers: price increases, friction in the customer experience, negative value perception and intense competition in the telecom industry. Related: Verizon angers customers with new tactic to boost loyalty Schulman emphasized that Verizon needs to "aggressively transform" its culture and financial profile by being more "customer-centric and executing with financial discipline with a focus on shareholder value." He also admitted that recent price hikes were a bad idea.

Read more at: https://www.miamiherald.com/news/business/article312737229.html#storylink=cpy

What does today’s earnings call mean?

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

The Q3 call will be a disaster as most quarterly calls have been since i left. Capt Clown will then go on about re-invention and how 'the street' is believing in the re-invention. LOL
Friend who is still there told me that Xerox isn't paying any bills until the new year. Probably won't have cash for payroll. Rest assured the SLT will get their bonuses and probably a raise. Congratulations to Steve, Louie, Miranda and all involved, you can celebrate running an ICON into the ground.

did anyone listen to the earnings call? are we really going to have majority migrated to OneTru by EOY and completed fully by mid next year? haven't heard of that internally yet - what happens if we dont make it?