#investorrelations

Not even the CEO buy is helping. We're sc--wed.

https://finance.yahoo.com/markets/stocks/articles/optimum-report-q3-2026-financial-130000796.html

No earnings call = maximum legal protection in the final stretch.

The legal reality

Every word said on an earnings call is a potential securities liability. Executives answer analyst questions in real time, and in bankruptcy proceedings those statements get scrutinized. If an executive says something optimistic about the business outlook two weeks before a Chapter 11 filing, that's the kind of thing that generates litigation later. Cancelling the call eliminates that risk entirely.

What it signals about timing

Companies cancel earnings calls for restructuring reasons when the filing is imminent — not months away, not "we're exploring options." If the filing were still 60-90 days out, they'd hold the call, give careful prepared remarks, and dodge analyst questions with "we can't comment on the restructuring process." The fact that they won't even do that tells you the window between the 10-Q filing and the Chapter 11 petition is very short.

What they're doing instead

Filing the 10-Q on Friday satisfies their SEC regulatory obligation. That's the minimum they're legally required to do as a public company, and that's exactly what they're doing — the minimum. No webcast, no prepared remarks, no analyst Q&A, no replay. Just the document.

The industry read

When a company under restructuring pressure skips the earnings call, every creditor, analyst, and restructuring professional reads it the same way: the RSA is either signed or days from being signed, and the petition follows shortly after. This is a well-worn playbook. It's not ambiguous.

Bottom line

The 10-Q filing on Friday is the last required public communication before the Chapter 11 petition. No earnings call means no public commitments, no recorded statements, no analyst questions on the record. The company is in legal lockdown mode. Everything after Friday points toward the courthouse.

Our past two quarterly IR calls have been executed poorly. We had a huge beat in Q2 and spent the call pontificating on possible 2027 headwinds. The stock fell form $107 to the mid $80s before finally rallying back into the $90 range. Today we launch an obviously controversial, obviously high-risk, split of the company, reversing our 20-year strategy. Our description on the call was oddly naive - we used generic platitudes and a "what me, worry?" casual tone, and worse talked about it in soft, flabby language, to explain an extraordinary gamble. And the stock tanks $10 more on a day the market is up 1,000 points. Is our communication and IR team warning him of these, frankly pretty obvious, risks? I fear not and we need to upgrade quickly. very quickly.

Bad Q3, sounds like a market surprise, down 50% after the earnings were announced, that indicates that the market was surprised and doesn't buy the prior "things are great" talk track. Biggest investor Starteepo issued a public letter essentially denouncing the the CEO and Board, wonder if Starteepo will buy a few more shares and dump the CEO and board? In retrospect, it sounds bizarre that the CEO hinted at raises in August after telling everyone how great Q2 was, but he needed to wait (??) and then Q3 is a disaster? The CEO keeps communicating that he's all about simplification and empowerment and then adds multiple layers of SVP's on up (???) and then announces that he needs to personally approve any hotel stay or rental car? Hey, if you are reaching that deep, why not try to address the salesforce not getting paid commissions on time. The company is losing confidence in him when he reaches down so deep, Ii reinforces that he can't pick the best leaders, and manage the larger priorities.

Does this get started after investor day? Meeting post that seems ominous.

All the gains from Investor day are gone.
The market doesn’t believe in the AI bubble anymore. The benefits are only minimal and the cost has been highly subsidized up to this point. Most AI providers have been losing billions of dollars.

And then layoffs begin, rinse and repeat. Eventually there will be no one competent to do the work and the bottom will fall out.

A federal judge ruled that Elevance Health and four of its executives must face an investor lawsuit. The lawsuit alleges the company recklessly misrepresented the severe financial impact of rising Medicaid costs after pandemic-era enrollment protections were lifted. The ruling highlighted "unusual stock sales" by top executives as a factor strengthening the case.

https://news.bloomberglaw.com/securities-law/elevance-investor-advances-post-pandemic-medicaid-costs-lawsuit

Goldman gets the cost transformation story. Employees get rumors, town halls after the fact, and weeks of uncertainty. If the reorg and fte reductions are material enough to discuss with investors, why is the internal comunication always behind? It's all about basic transparency before people start reverse engineering their own future.

Over the course of the next few months and into 2027, PepsiCo will deliver a masterclass on putting profits over people. The pressure from Elliott and the BOD are mounting. $8B in profits and a solid dividend will not quench the thirst of blood hungry investors. There is no time for austerity. You once had a name, now you are just a GPID. When your number is called the taxpayers will take care of you, because PepsiCo cannot make $20M less in profit cause that’s just not how the world works. Ramon won’t sacrifice a trip to the superbowl or the private use of the company jet for you to stay employed. They will demand you do better from the ivory tower. Those left will pick up the workload and wonder when they are next. Create your shareholder value. Ramon, Ram, and Elliot are depending on you - wage slaves. Don’t let anyone at PepsiCo fool you, this was never about you, and this has never been more about the profit. Good luck in November.

Look closely at the graphs that are presented to investors. They always cook the books and use something different every time to make it look good. Averaging over time periods that make no sense and other quackery. All to make a graph that sells the story they want.

Does anyone have a line into investor relations or corporate communications who can tell us honestly why the stock is down $20 in the past two months. I know DJ and BN stumbled on the last earnings call giving the 2027 forecast, but there's no reason I can see why the stock is in free fall. Any wisdom that you have?

Pro Mujer is undergoing a significant restructuring that includes layoffs. This action comes as funders focused on gender lens and development are reducing their support. The organization is experiencing a pullback from these key investor groups. These changes indicate a shift in the funding landscape for Pro Mujer.

New York, NY

https://impactalpha.com/restructuring-and-layoffs-at-pro-mujer-common-good-fund-of-funds-from-ascension-and-anthos/

How does this now get swept under the rug of incompetence?

It will be $25 by end of year based on insight.

Leadership wants to cancel Investor Day scheduled for Nov. Weak innovation pipeline and Win Now strategy has no substance. We are in serious trouble with EH ousted in 2027.

Was supposed to be mid 2026. When is it happening and why is it getting pushed out?

https://www.thelayoff.com/international-business-machines#google_vignette

Today is a difficult moment for IBM, its employees, its shareholders, and its leadership. Sharp market reactions are never easy, and there will undoubtedly be tough questions in the days ahead.

That said, I have confidence in Arvind. Leading one of the world's largest technology companies isn't about one trading day or one earnings report—it's about making decisions that position the company for long-term success. Every CEO faces setbacks. What matters most is how they respond.

IBM has overcome major challenges throughout its history because its leaders stayed focused on execution, innovation, and serving customers. I believe Arvind and his executive team will learn from this, adapt where necessary, and continue building for the future.

Setbacks are temporary. Leadership is measured over years, not a single day. I'm confident IBM will continue to innovate, compete, and succeed over the long run.

Did you guys see SV’s presentation? He has figured out that physical AI technology of RemainCo is going to change the world and shoot this company to the top. Much as his career has taken off in last 30 years with only PowerPoint slides, without ever getting his hands dirty with any tech project.
Also with UOP taking over HPS management, it’s star is going to shine. Two years ago UOP took over Solstice AM management just for four months before they spun it out and the latter’s stock price has doubled in just 6 months.

What a load of Rahul, no growth till 2029, that's a massive 12 years after the birth of DXC, and 6 years after Rahul took over, another 3 years away from now. Rahul thinks his swung another $80 million in pay but Wall Street is never going to buy it that far into the future. Watch the share price at $4.

Of course being replaced by ai is not impossible, and obviously scary, yet hilarious to think about our executives regurgitating data organized by ai because they won’t even know what’s incorrect.

bp’s leadership and culture is broken. As an employee, I have lost all trust and faith in our c-suite and board of directors. Just imagine how all this looks to institutional investors. At some point they’re going to take their money and invest it with a company that shows it is stable and trustworthy. We are just too much of a risk right now. It feels like we’re living in a reality tv show - the Real Executives of Big Oil. Fire them all and start from scratch. Or just sell the company off.

Below nineteen it closed, a sad IPO echo,
Back to 2017, where the glory days go.
Pega verdict overturned—dreams dashed on the floor,
Yet they strut into NYC, begging for more.
Investor Day dawns with AI sparkle and spin,
Denial in full bloom: “We’re totally gonna win!”
No prudent path, no debt-payoff pause,
They’re buying back stock without good cause.
Double down, dear Appian, on that futile crusade—
Process and copium, the legacy parade!
The glory days over, the chart in full rust…
Tomorrow’s the show—enjoy the last thrust!

AT&T continues downward run, marks seven-session losing streak
May 11, 2026, 4:01 PM ET -- AT&T Inc. : Jay Mehta, SA News Editor. [ Seeking Alpha ].

Shares of AT&T closed down 1.21% at $24.86 on Monday, marking the telecom giant’s seventh consecutive losing session.

The stock has fallen about 3.7% over the past six sessions, underperforming the broader S&P 500 Index, which gained 2.6% during the same period. Despite the recent weakness, AT&T shares remain up about 0.8% so far in 2026, though they have lagged the benchmark index’s 8.1% advance this year.

Some analysts are pointing to the telecom sector’s capital-intensive business model as a key concern. Bearish commentary has focused on a 19% year-over-year decline in free cash flow to $2.5 billion, as capital expenditures rose to $5.1 billion amid continued fiber network expansion. Critics have also highlighted a 25% drop in legacy copper-based revenue and net debt of $126.4 billion, which pushed leverage to 2.71x, above the company’s long-term target of 2.5x.

Meanwhile, Seeking Alpha’s Quant Ratings maintained a Hold rating on the stock with a score of 3.44 out of 5. The company received an A+ grade for profitability, while its growth and momentum metrics were rated D and C−, respectively.

On the bullish side, Seeking Alpha analyst Sensor Unlimited reiterated a Buy rating on AT&T, citing its first-quarter 2026 results and fiber-first strategy. The analyst pointed to growth catalysts, increasing share repurchases, and capital allocation flexibility, noting that buybacks exceeded dividends for the first time and lifted total shareholder yield above 8%.

Similarly, Seeking Alpha analyst The Investment Doctor maintained a constructive view on AT&T’s senior securities, highlighting the company’s stable financial performance and strong coverage ratios. The analyst noted that preferred shares yield between 6% and 6.5% with a payout ratio below 1%, while baby bonds, including AT&T 5.35% Global Notes due 2066 (TBB), may offer a more favorable risk-reward profile for certain investors.

Overall, both Wall Street analysts and Seeking Alpha analysts remain broadly bullish on AT&T, maintaining Buy ratings despite near-term pressure on the stock.

https://seekingalpha.com/news/4590653-at-and-t-continues-downward-run-marks-seven-session-losing-streak

Board, I know you are meeting tomorrow. This trend has to stop. Whatever polish this ELT tries to put on it, you need to hold them accountable.

YTD, PSX is up 36% while MPC is up 55%
1 year, PSX is up 58% and MPC is up 67%

Chemicals is up 70% YTD so we can’t blame CPChem.

The strategy is not working and you need to evaluate the break up scenario. The street is not buying the story and you continue to receive a conglomerate discount. Stop fighting with Elliott and start working constructively with them.

Any guesses on just how much more catastrophically awful it’ll be than you’re currently imagining?

IBM is facing a lawsuit. The suit alleges racially discriminatory layoffs. It claims Black executives were targeted. This raises questions about IBM's diversity and governance. The case could impact investor perception and client relationships.

https://finance.yahoo.com/markets/stocks/articles/ibm-lawsuit-over-black-executive-211421488.html

https://www.reuters.com/sustainability/sustainable-finance-reporting/mattel-investor-asks-ceo-consider-go-private-or-sale-toy-demand-weakens-2026-05-08/

From his role as CEO in the coming investor call. JP will be announced as new CEO effective Q1 FY2027. Stay tuned.

What is the factual info behind the rumor of an August round of layoffs? Is this as a folllow on from investor day / Elliot Management changes?

https://investors.optimum.com/

In bewilders me how Humana gets away with the extreme various ways they try to manipulate investors instead of simply focusing on the mission of providing better (and more cost effective) strategies and services to its members.

I believe, in an attempt to raise investor expectations as to the stock price and earnings per share, they manipulate the stock price by buying back their own stock, have other corporations to temporarily buy their stock, and probably (possibly) pay off financial new’s journalists and financial analyst pundits to say they believe Humana’s future stock will raise to such and such.

I just hope the investors and potential investors are wise and discerning enough to not take news articles and temporary stock price spikes at face value. But instead do some digging and exhaustive research analysis of their own.

It is my belief that Humana, and Medicare Advantage, are treading water, buying time, with the knowledge that the good business days are numbered and the end is only a couple to a few years out (maybe five years, at most).

https://ca.finance.yahoo.com/news/oracle-layoff-reports-put-ai-140359566.html

that the years you spent mapping your career can be taken from you in minutes because a hostile investor decides they’d rather you not have a job so that they can buy a bigger boat?

That’s Medtronic in 2026.

He admits he stayed too long in the stock, thought EH turn around plan was solid, had high hopes

He now realizes he was wrong

All investors have a timeline and then they lose patience, take the loss and move on

Should we do the same, that espp hurts being down 50%..in some cases much more

In essence, it's either going down more, or will never recover, even if it does, it will take long, better to realize the loss and put the remainder into something that actually performs

I was reading the WSJ about Elon Musk and found this interesting:

“For Musk, that (his management philosophy) means latching on to one or two existential issues and riding them week after week.

“I used to sit in those meetings, saying I’m pretty dang sure that our competitors’ CEOs are not sitting in these weekly engineering reviews and not driving their companies as fast,” McNeill said. “Therefore we’re compounding an advantage against them.”

This is one of our issues: the most senior leaders at PSX show little to no interest in the existential issues that result in our underperformance. And they certainly are not willing to sit through meetings to help ensure that the issues are being worked. In fact, they struggle to stay awake during 30 and 60 minute meetings on issues of performance and ensuring priorities are being worked. Instead, they spend time having dinner with investors and the board.

Ever heard of a corpse stinking so bad that the vultures give up and fly away?

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

Brace yourselves people, put on your big boy pants because if you thought the last 3 years were rough budget wise internally since Investor Day 2023, get ready for the wallets to be even tighter than they were the last 3 years…..can’t make this stuff up. The stock is almost at it’s all-time high range so these people can’t lose any steam and traction. They want to promise Wall Street even more greed

https://s205.q4cdn.com/565046976/files/doc_events/2026/Feb/25/L3Harris-2026-Investor-Day-Presentation.pdf