#growth

Steve R - sure, we shared with investors that we did some reclassification, but they get it. Steve, let me rephrase that "A month into Q1, we looked at what core parts of the business were bleeding money, and we secretly moved all of that into non core business units where that loss isn't reported because it is now non core". So no, core overall continued to drop in a big way.

I can't imagine another layoff before and during 2027 helping revenue growth during 2027. I feel like this is more of a failure to launch new products/being competitive in our market spaces. Over on the developer side, a lot of the mainstay FIS products are being partly sunsetted by having off shore teams just doing security patching with no new features. To me, they are probably accounting for this in their guidance and hoping for new products to pick up the head wind in 2028.

Just my 2 cents. Trying to make sense of the call as a whole.

Design software company Canva has announced significant layoffs, impacting 1,271 employees, which represents 22% of its total workforce. This decision comes as the company experiences a slowdown in its growth rate for the first time in a decade. CEO Melanie Perkins cited the need for change to ensure future success despite past achievements. The company is also reorganizing teams and adjusting its operational strategies. These changes are occurring alongside increased AI development costs and growing competition.

https://techcrunch.com/2026/11/04/canva-lays-off-over-1200-people-amid-slowing-growth/

Hundreds being hired around the globe, HR suffering burnout due to all the hiring paperwork

Car parks rammed, not enough desks, coffee machines running out due to demand

Everyone wants to work for this growth company, we are heading to the moon - hold on tight !!!

We need new President and VPs. Time they paid employees properly, leaders capable of focussing on growth instead of constant cuts.
10 years of this old Management has failed DXC, new leaders required people are fed up.

If layoffs are the main way a company improves its financial results, something is wrong with its business model. Eventually, there won't be enough people left here to keep things running properly.

While Chevron is investing $7 billion in Venezuela to double its oil output within five years, ExxonMobil CEO Darren Woods again urged “caution” and said a lot of reforms are still required before any major entry into the country is decided.

https://fortune.com/2026/10/31/chevron-speeds-venezuela-exxon-urges-caution-little-pinch-of-salt/

Comcast used to be seen as a strong grwth company because its internet business kept adding customers and charging more, even while traditional cable TV was slowly declining. That changed. Quite a bit... Cable TV losses accelerated, and now Comcast is also losing some broadband customers because fiber and wireless internet from companies like VZ and TMobile have become real competitors. All investors now worry that Comcast's most important business may be shrinking. The stock price suffers.

We still make a lot of money and own solid businesses like Universal Studios, theme parks, Peacock/NBC... Wireless is growing. But stocks are priced mainly on what investors think profits will look like in the future, not just what the co earns today. Plus: Comcast also has a lot of debt and made some stupid and expensive acquisitions, so investors have become cautious. That is why the stock is down.

Well said, @ab+1m3mzk34j.

Lpl was only able to retain 83% of Commonwealth advisors and their stock took a big hit.
When are they going to realize they can't sustain this growth.
Clientworks doesn't work most days. Clients can't login to AV.
Even the phones systems shut down.

Get ready for more layoffs to offset their failure.

It has been stated in this form many times that software and services is still the key path to company growth. Now do you agree?

• During Q3, Verizon added 137,000 postpaid net accounts and 406,000 postpaid phone net adds
• Earlier this year, Verizon purchased the FWA company Starry, and now it’s tapping its own mmWave spectrum to propel FWA
• In broadband, Verizon delivered 314,000 net additions in the third quarter

https://www.fierce-network.com/broadband/verizon-ceo-schulman-says-hes-demanding-employees-its-paying

We’re a blur chip value company with no growth potential. I have next to no stock in this company. Who cares how this company performs

The reported pending reduction in force this is not something new in cable tv world. For those of us who have been around for a while, TCI did a massive reduction in force in 1996. Due to many of the things that I read on this board, lack of vision and reality by senior HQ management (Thank you Barry Marshall) sinking stock prices and the like. It just seems history has a way of repeating itself. Fortunately cable was still young at that point. we still had digital tv, vod, hsd, phone, wireless and security ahead of us with lots of opportunity for growth. And grow we did. Unfortunately I have yet to see what the next big thing is for cable to grow with. Just an old retired person's two cents!

How is IT Saavy doing? Growing leaps and bounds? Anyone leaving there?

Netflix has recently reduced its workforce by approximately 1,000 employees, representing about 6% of its staff. This decision comes as the company navigates a rapidly evolving media landscape. Co-CEO Greg Peters stated that these cuts are necessary to ensure efficient investment and resource allocation. The company aims to be disciplined in its focus and operations to support long-term growth. These layoffs followed significant leadership changes within the content division.

Los Gatos, California

https://deadline.com/2026/10/netflix-greg-peters-layoffs-growth-1237169073/

HPE Has a 12x Forward PE and 400% Growth. So Why Won’t Wall Street Touch It?

If connectivity is the company's strategy, why is the product organization mostly investing on entertainment? Shield came from Growth, not from Product. Whats in the product roadmap for connectivity? Anyone understands the strategy at all?

Expect another wave of people exiting the company after the last sub-executive RSUs are vested and paid. These were "retention" RSUs given during the free fall of 3M stock during period of great uncertainty due to PFAS and ear plug litigation. These are the golden handcuffs for some people. 3M continues to make outside opportunities more attractive to long term employees and rewards those brought in from the outside. Thus, we see a certain group of employees hanging on for dear life until Feb 6.

The jury is still out on BB and team to see if the approach for growth and stock price appreciation is real or just a smoke show. My observations were of too much window dressing and quarterly optimization vs. long term actions and strategy in support of growth.

Company continues to follow consultants to have 3M follow industry standards (by people who tell companies what to do but are not long term accountable). Thus, more outsourcing, "AI" initiatives, and thoughts on cross-selling 3Mers long list of disparate, specialize, premium products. I hope for a good outcome, but I am not a believer.

Communities is one of the growth areas in Comcast, maybe one of the only growth areas. Anybody know about cuts there?? Asking for a friend

On LinkedIn, I see many OCI job opening posts. And I see many familiar managers getting promoted to higher roles. That doesn't look like the organization's shrinkage and flattening. From outside it looks like a steady OCI growth. Which sounds opposite to the pessimism and claims of M2-M3 roles being converted to IC ones voiced on this board.

Is commercial growth the next EE or the real thing? How can something that is not a reported segment be a growth segment? Is this just one of those things we talk about externally and then have to unwind? Is real value being created for our assets and in addition to our assets? Are there examples of true value creation?

https://wccftech.com/keybanc-says-intel-has-won-contracts-from-broadcom-google-apple-amd-microsoft-and-nvidia-while-amazon-anthropic-and-spacexs-terafab-continue-to-evaluate-its-14a-and-18a-p-processes/

https://www.youtube.com/watch?v=7I_iKIuhl1o

Clay Magouyrk, the company's co-CEO, told the audience at Oracle's AI World conference in Las Vegas that OpenAI can "of course" cover its payments, citing ChatGPT's 800 million weekly active users as evidence of OpenAI's own growth. That's a confident answer. It isn't a guarantee, and it isn't backed by anything OpenAI has disclosed about its own balance sheet.

Link: https://startupfortune.com/sps-downgrade-leaves-oracle-financing-openais-bet-years-before-it-pays-off/

History matters. Iridium’s original business model failed in part because it couldn’t compete effectively with terrestrial networks. The future isn’t satellites OR towers — it’s satellites AND towers.

• SpaceX needs ground infrastructure. Morgan Stanley identified towers, rooftops, and small cells as potential requirements for its expanding network.
• New competition = new customers. SpaceX could create an entirely new source of leasing demand for tower companies.
• Wall Street sees the opportunity. While major wireless carriers plunged, Crown Castle, American Tower, and SBA gained 6.5%–13.3%.
• Satellites can’t replace urban network capacity. Towers remain critical for capacity, speed, reliability, and dense populations.

But this time, we need to grow SMART — not just grow to grow.

We’ve seen what unchecked expansion can lead to: restructuring, financial pressure, and repeated layoffs. The next chapter needs to be different.

Organize. Refine. Improve efficiency. Strengthen the foundation. Then grow strategically. Build sustainable revenue, protect profitability, and invest where long-term demand supports it — not simply to get bigger.

The opportunity is ahead of us. Let’s learn from history instead of repeating it. Growth should create lasting value, not another cycle of expansion, cuts, and layoffs.

Intel and Broadcom CEOs warned that capital could be the biggest constraint on AI growth

https://qz.com/intel-broadcom-ceos-capital-constraint-ai-growth-101226

Not seeing any good upcoming initiatives. Is this a strong sign that senior leadership has just stopped thinking about growth, and preparing for sell?

Management is clueless on WhatsApp work to assign to their subordinates. They're randomly assigning labour work.

PayPal has not delivered anything meaningful to the customers from almost about 2 years.

is this true only for certain teams or situation is same across?

• Synopsys shares jump 13% after its fiscal 2027 outlook.
• AWS signed a chip-design deal worth more than $1 billion.
• Synopsys plans to buy back about $1 billion of shares.

https://invezz.com/au/news/2026/10/01/synopsys-stock-jumps-13percent-as-openai-and-aws-deals-boost-outlook/

M7 MBA here. You do short term cost reductions on a company that isn't profitable. Nike IS profitable.

We have this constant pressure for growth, as any publicly traded company has. The economy isn't at its best years, sure. Nike can and will improve its supply chain. Makes sense.

But they are missing the core problem: (1) how to make professional athletes inspire the new generation of sports apparel user (2) what products are relevant to these geographies we want to grow

Number three would be how to make the WANTED products are available on the right places. Then I agree with the supply chain improvement narrative. But fix the first two product problems first.

We're still doubling down on iconic personalities like Michael Jordan, Cristiano Ronaldo . These are relevant and crucial to our past growth, but they will be less and less relevant , especially worldwide.

Top chasing the tail. We need ki-ler products and personalities to inspire consumers

Will Ayman get his 20% growth?

I’ve been thinking a lot lately about a manager I had, and I kind of hate admitting this lol, but I think I understand her a lot better now than I did when I was actually working for her.

At the time, some of her feedback really annoyed me. I felt like I was doing a lot, working hard, getting good results, and instead of just recognizing that, she would keep pushing me on things like having a bigger impact, making things scalable, thinking beyond my own team, and not just solving the problem in front of me.

There were definitely times when I walked away thinking, “Why isn’t what I’m doing enough?”

Now that I have some distance from it, I realize that probably wasn’t what she was saying at all.

She was trying to get me to think differently.

A lot of the things she pushed me on — being more independent, bringing solutions instead of just problems, thinking about whether something would still work without me, influencing people outside of my immediate team — are things I understand much better now.

And honestly, some of the feedback that bothered me the most at the time is probably the feedback that stuck with me the most.

I still don’t think she was right about everything, and I’m sure I wasn’t either. But I can appreciate now that she wasn’t trying to make things harder for me. She was trying to help me grow, even if I didn’t always receive it that way.

It’s funny how sometimes you need to leave a situation before you can really understand it.

So yeah… if you’re a manager who has ever given someone advice and wondered if any of it actually landed, sometimes it does. It just might take a while.

I’m grateful now in a way I probably wasn’t capable of being at the time.

Watch it go, flying upwards again today

The most amazing company on the planet , car parks and board rooms are full to capacity

Our great company is driving forward, onwards and upwards is the direction

No layoffs on the horizon and 100 USD stock price is on the cards

Anyone attend? Thoughts?

Two long-standing game development studios have successfully navigated industry layoffs by implementing conservative growth strategies. Jackbox Games and Rebellion Developments have avoided significant staff reductions by focusing on sustainable business models. Jackbox Games relies on its annual Party Pack releases, where individual game performance does not critically impact the company. Rebellion Developments maintains a consistent release schedule with controlled budgets, supported by a back catalog and diverse revenue streams. Both companies emphasize realistic expectations and strategic decision-making to ensure long-term stability.

Chicago, Illinois

https://gamesbeat.com/how-two-veteran-studios-have-avoided-layoffs-sustainability-lessons-for-games/

"Hester Peirce, a Commissioner on the U.S. Securities and Exchange Commission speaks at the 2025 Bretton Woods Committee Spring Summit. (Photo by Kayla Bartkowski/Getty Images)
Raymond James said that the stock is appropriately valued given the company's "significant deceleration" in organic growth. The firm said it lacks confidence that Fiserv’s near-term headwinds in its Financial Services and Clover units are temporary, citing increased competition."

if we look everywhere online about Fiserv, there’s just nonstop pessimism and bitterness about the company and the stock price.

let’s just take a step back, right now could be the worst of the worst.

many of us here respected Fiserv before that’s why we joined the company or bought the stock.

the turning point for Fiserv stock is probably here or near. it’s always been one solid cash cow business model.

Is Belden competitive in terms of future growth and R&D?