#growth

Fantastic to see Shannon in Ireland this week with the announcement around growth (despite hating who she was standing alongside) . One thing we are in Ireland is a mecca for IT, put simply if you do not have an Irish presence in Europe, globally shut the doors. Let's go!!

One day I think we've got what it takes to climb back up. We've still got plenty of smart people and good products. But then I look at how far we've fallen and I wonder if we'll ever get that back. So I'm asking all of you. Do you think we'll find our way up again, or are those days behind us for good?

Hundred of open position, lots of new customers, very high renewal rates

We are a rocketship and the market is impressed

This seems like a company with the right priorities, soooo close to the 2Bn mark.

https://violationtracker.goodjobsfirst.org/parent/centene

Great job ! Congratulations to all of you. Exceptional planning and execution! Tony and team, you are showing the retail industry how "The smallest stone can make a ripple in the water". You on on your way to creating a tsunami! Taking the bull by the horns and restructuring with Incredible Insight!

One of the most surprising things that when Opentext acquired MF it included Novell groupwise. It’s been a secret winner ! It sells more than enterprise cyber

Stock up again today

The market loves our moves and is confident on our hiring plans and return to growth

Oracle is performing well 👍

The recent quarterly meeting Q&A made one thing undeniable: management has a severe employee trust deficit. With this morale, getting 2-digit growth rate is impossible.

Up another 5% today - the market understands that we are hiring and have returned to growth

American Express employed 76,800 people globally as of December 31, 2025. This included approximately 29,500 workers in the US and 50,900 internationally. The company added 1,700 employees in 2025, a 2.3% increase. American Express did not announce major company-wide layoffs in 2024, 2025, or early 2026. The company focused hiring on growth areas like technology and operations.

New York City, New York

https://www.thestreet.com/investing/stocks/american-express-employees

IBM is booming. All you naysayers out there. Apologize for your hate and bile.
Arvind is leading us into the Future

We are returning to hiring and growth.

Snowflakes delivers a strong Q1.

Product revenue reached $1.33B, up 34% year-over-year, accelerating from 30% last quarter and 26% a year ago. Their strongest sequential dollar growth in company history.

They added 616 net new customers in the quarter (+38% YoY), and operating margin expanded over 300 basis points to 12%

So Staten Island achieved the path to growth when will it appear in the check?

The title says it all. It’s great to be an OTEXer and shareholder. Our customers should be pleased.

We are hiring and have returned to growth

To those posting positively about hiring and growth at OpenText on the threads here.

Please do a reality check on how things actually are here and across the industry. If you haven’t done your own research, ask around. Plenty of people will give you an honest picture.

If you know the reality and choose to ignore it, at least don’t mislead others. Stop posting overly optimistic takes about job openings or “returning to growth” when most people here see it differently.

From the recent all-hands and CEO town hall, many of us felt the leadership lacked ownership and accountability. Questions were deflected to the ELT, and there was no clear stand on strategy, growth, or revenue only focus on personal incentives.

The concern is real: without change, OpenText risks hurting both its financials and its people.

If you disagree, back it up with facts. Otherwise, it’s time to face reality.

We are hiring for our return to growth

We need lots of people fod our new customers

It is incredible that Dell could hit $300 a share. Inconceivable!

Even if survived this round feels like would already be lined up for the next one. They have zero answers for how to actually win back market share as they aren't willing to invest in actual long term fixes. Everything has just been short term survival till next quarter talk even with the new leadership.

And to top it off they've backed clover as the growth engine. When it's a rubbish product in comparison to much more nimble competitors out there. And also one of the tightest margin spaces that exist in payments.

An on point post by @ag+1ks3fbqb9.

I think we can all agree with the current sentiment around growth.And the way sites have been closing the last five years, Tucson is next. They do not care about employees in arizona. We have taken a back burner since Brad left. If you look at the 10-k reports, we can see this. The only thing I can't find in.It is an exact lease renewal date, if anybody knows.

LinkedIn votes PepsiCo Hyderabad as the top companies for career growth. Is that true?? I have heard horror stories and frequent attrition.

Rakuten Viber increased its headcount by 30% in 2025. This contrasts with many tech companies that implemented efficiency layoffs. The messaging app company reached nearly 600 employees globally. Viber prioritizes employee well-being and stability.

https://www.calcalistech.com/ctechnews/article/whz7z6t2l

Just heard our AUA had grown by 33% since 2021. Does anyone know that the S&P500 is up 77% over the past 5 years?

It didn't look like it on the all hands, lots of red but we will get there they say

Any thoughts ? Are we hiring and returning to growth

FIS is making fool of US based employees by providing Cloud Academy or Skill Builder etc.

The management has made clear that all the hiring will be done in India/ Philippines.

US based employees can spend time in learning, but they will never get chance to apply the gained knowledge.

FIS is providing this benefit, in case employees start class action that they were not provided growth opportunities. FIS will provide SkillBuilder / cloud Academy as cover to say that opportunities were provided

We are looking for lots and lots of people to help with the return to growth

We are hiring and have returned to growth

New customers are flooding in , we are hiring and returning to growth

We are thriving, hiring abd returning to growth

No more layoffs. Just extra people to deal with the new business

The tide has turned, The stock price is beginning to recover and the future is bright

We have shrank and are now hiring and returning to growth

Dan promised by 2028, see what moffet says tomorrow?

what will the rest of the year look like?

Hi haters - this fiscal Nike has reduced the work force by roughly 4% while revenues have been flat vs last year. Conclusion; productivity per employee has gone up; these lay offs do make sense.

A continuation of stream lining the org and setting Nike up for the next 10 years of growth only makes sense.

More product line sales this year?

You laid the foundation for Viasat's success over the past year. We may have tripped and fell a few times, but now we are up and running like Usain Bolt sprinting towards the gold medal. Viasat 3 Flight 2 is like a phoenix rising from the ashes. $100 per share is in sight, and maybe even $1000 per share is reachable. It's all possible due to your brilliant and visionary leadership. I raise my glass in honor of you.

Paramount Skydance proposes acquiring Warner Bros. Discovery. This merger aims to build necessary scale for global competition. The combined company expects to invest in more content production. Increased production will create more jobs for skilled workers. This deal offers growth against current industry contraction.

Detroit, Michigan

https://www.aol.com/news/paramount-wbd-merger-could-good-223158974.html

Hmm….🤔

Fiserv (FISV): Historical Performance & The Last 6 Years
The Pre-2019 Track Record: Steady, Boring, Brilliant
Fiserv's reputation before 2019 was that of a predictable compounder — a back-office financial technology company delivering 4–5% organic revenue growth and 10–15% EPS growth annually for decades. Its 20-year total return is 462%, which is impressive precisely because it was built brick by brick, not in bursts. Think of it as a toll booth on the financial system — unglamorous, mission-critical, and quietly profitable. Banks couldn't easily rip out Fiserv's core processing systems, which meant sticky, recurring revenue. FinanceCharts

2019: The Big Bet — First Data Acquisition
The first major anomaly arrived in 2019 when Fiserv made a transformative, and very controversial, move. Fiserv agreed to acquire First Data Corporation in an all-stock transaction valued at approximately $22 billion, receiving a fixed exchange ratio of 0.303 Fiserv shares per First Data share — a 29% premium at announcement. This essentially doubled Fiserv's size overnight, brought in the Clover point-of-sale platform, and shifted the company from a pure B2B infrastructure player into merchant-facing commerce territory. sec
The integration hangover was real. The deal loaded the company with debt, complicated its story for investors, and blurred what had been a very clean investment thesis. Even heading into 2019, pre-deal Fiserv expected only 4.5–5% internal revenue growth and 10–14% adjusted EPS growth — solid but modest. Post-deal, Wall Street had to recalibrate entirely. sec

2020–2022: Pandemic Noise, Integration Grind
The stock performed reasonably through COVID but never rerated meaningfully higher. The market was skeptical about whether the First Data integration was actually working. The total return for 2022 was -2.62% — essentially flat in a bad market year, reflecting investor uncertainty rather than confidence. Organic growth guidance was generally met, but the stock traded at a discount to peers. FinanceCharts

The Exchange Saga: Nasdaq → NYSE → Nasdaq
This is one of the stranger corporate optics stories in recent fintech history, and it happened in two acts:
Act 1 — June 2023: Going to NYSE
On June 6, 2023, Fiserv switched its stock listing from Nasdaq to the New York Stock Exchange and changed its ticker symbol from FISV to FI. CEO Frank Bisignano framed it as a prestige move — aligning with blue-chip peers, signaling fintech leadership. Bisignano said the decision was meant to signal the company's "leadership position in fintech." The stock was performing well at the time, and it looked like a victory lap. WikipediaFiserv, Inc.

Act 2 — November 2025: Back to Nasdaq
Then came the embarrassing reversal. On November 11, 2025, after over two years on the NYSE under the symbol FI, Fiserv switched its listing back to the Nasdaq Global Select Market and changed its ticker symbol back to FISV. The rationale was framed around closer alignment with Nasdaq's technology-focused investor base, but the timing was telling — it coincided almost exactly with the launch of the "One Fiserv" restructuring plan and a significant guidance cut. The return to FISV was, in many ways, a retreat to familiar territory at a moment of operational stress. WikipediaThe New York Report

2023–2024: The Peak and the Problem
2023 delivered a 31.43% total return, and 2024 was even stronger at 54.64%. The stock hit an all-time high. Fiserv's all-time high closing price was $237.79 on March 3, 2025. Clover was gaining momentum, and the market finally appeared to believe the post-First Data story. FinanceChartsMacroTrends
Then it fell apart quickly.

2025–2026: The Crash and the Reset
The total return for 2025 was -67.30% — a stunning collapse from that March peak. The causes were layered: guidance cuts, slowing organic growth, heavy investment spend, and macro uncertainty around consumer spending at small businesses. By Q3 2025, Fiserv had cut its organic revenue growth outlook to just 3.5–4% and adjusted EPS guidance to $8.50–$8.60 for the year — a dramatic reduction from earlier targets. Alongside those Q3 results, Fiserv launched the "One Fiserv" action plan to prioritize and enhance client focus. FinanceCharts + 2
As of late April 2026, the stock was around $62.65 — down roughly 74% from its all-time high. That's an extraordinary compression for a company with $21 billion in revenue and positive cash flow. MacroTrends

Can the Old Growth Track Record Return?
This is the heart of the debate, and the honest answer is: probably not in the same form, but the underlying business is arguably stronger — if execution improves.
Here's why the old model is unlikely to simply resume:
The pre-2019 Fiserv was a smaller, simpler machine. Squeezing 4–5% organic growth out of bank processing contracts was repeatable and predictable. Today's Fiserv is a merchant-facing platform business competing with Square, Toast, Stripe, and global acquirers — a fundamentally more volatile, competitive environment.
Here's the bull case for why growth could re-accelerate:
Clover's value-added services reached 27% of revenue in Q4 2025, up 5 points year-over-year, and management targets Clover GPV growth of 10–15% in 2026. The thesis is that Clover becomes what Square/Block tried to be — a full small business operating system, not just a payment terminal. Analysts point to Clover's 25% value-added services penetration with a path to 35–40%+ as a high-margin compounding engine the market may be underweighting. TIKRSimply Wall St
Financial Solutions core banking and debit processing carry near-irreplaceable switching costs, meaning client defection risk is structurally low. Simply Wall St
And the valuation math has shifted sharply. At roughly 10–11x 2026 adjusted EPS, the stock appears to price in essentially no recovery from the guided trough — any normalization toward higher adjusted margins in 2027–28 could create meaningful upside. The average analyst rating remains "Buy," with a 12-month price target around $127.53. Simply Wall StStockAnalysis

Bottom Line
The historical slow-and-steady compounder version of Fiserv is effectively gone — that company no longer exists in its original form after the First Data merger. What remains is a larger, messier, higher-potential but higher-risk entity trying to prove it can be both a reliable financial infrastructure provider and a growth platform business. The exchange round-trip (Nasdaq → NYSE → Nasdaq) is a reasonable metaphor for that identity confusion: it was a company that briefly thought it had arrived, then had to acknowledge it still had significant work to do.
Whether it can rerate from here depends heavily on Clover's execution, the success of "One Fiserv," and whether the payments sector recovers investor confidence. The fundamentals — cash flow, sticky clients, market position — are intact. The credibility with investors, after two years of guidance misses, is not.