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For instance, how does that help them pay their operational costs and their RPOs when "annualized" revenue was only 50B/yr?
Remember that they owe oracle 85B in FY27 alone, not counting all their other RPOs.
And also remember that their "annualized revenue" number was based on extrapolation from revenue before they slashed token prices.
Oracle’s main problem is that AI is about to become very cheap.
A year ago, anything but a frontier model was absolutely stupid and barely usable. But now they are OK-ish, and in a year they will be actually very good. Why, then, pay an expensive "frontier model tax"? It’s like, if a Ford can get you to work as much as a Bugatti, why buy the Bugatti?
So Amazon Bedrock I somehow grasp (and each of the other big three is developing "cheaper chips than NVIDIA" on top). But Oracle looks weirdly expecting that people will just like that continue to pay premium pricing.
I stopped shopping at Kroger over a year ago after I noticed insane prices particularly in produce. I now exclusively get my my meat, produce and snacks at Costco and fill the rest from Walmart and Aldi.
Pretty sad what Kroger has done, I exclusively shopped there for over 20 years. We spend nearly $20,000 a year on groceries for a family of 3, this is backed by my tracking in Simplifi. I'm never going back after how they've treated customers and employees since Covid.
Mark Cuban said that Cigna is Overcharging Employers that Use Cigna. Doesn’t Humana force their employees to get their health insurance through Cigna Health Insurance?
Mark Cuban Says Public Companies Found They Were ‘Ripped Off’ On Healthcare But Won’t Say So On Earnings Calls
https://finance.yahoo.com/healthcare/articles/mark-cuban-says-public-companies-155820186.html
So this machine has only workfow software added to it and a Xerox badge, the Xerox jacks the price way up and traps the customer in higher price contracts and consumable costs. And the software crashes more on it. Are customers happy with this?
Then maybe you should have more competitive pricing. How could it be that a standard TMobile plan is less expensive than the employee discount? When you can answer that question you’ll understand why you hear that ringtone, John.
Truist Investment Services lost its’ largest producer last week. Not surprised. People were already on the fence about leaving, but when they were forced to raise their fees across the board, the door swung out. This is only the beginning.
Another bad move that will only accelerate PEP's decline and push consumers to private label
https://www.foxbusiness.com/retail/pepsico-raising-prices-doritos-ruffles-sunchips-some-sodas-after-recent-cuts
Nike is cutting off thousands of third-party online sellers in China starting in January. The reason given: they sell Nike products at heavy discounts, which hurts the brand.
But stores don't discount products that are selling well. They discount because shoppers aren't buying at full price. The discounting is a symptom, not the cause.
Removing the sellers doesn't create new demand. The same unsold shoes still have to go somewhere, now into Nike's own app and website and its partners' physical stores. If shoppers still aren't buying, those channels face the same choice: cut prices, order less, or sit on extra inventory.
The latest earnings already hint at this. In the most recent quarter, Nike's China sales fell 26%, and even Nike's own stores and online channels there were down 18%. Those are the channels shoppers are being sent to, and they're already struggling before the change takes effect.
Bottom line: Cutting off discount sellers may make the brand look more premium in the short term. But if people simply want less Nike right now, the problem doesn't disappear. Nike ends up with fewer places to sell, slower sales, and more of the discount burden on its own shoulders.
So UK ODW launch is a complete sh!tshow. Hard to put into words how bad it is. Nothing works. New DSA doesnt work. New CRM is just baaaad. Customers/partners can't get quotes, SKUs not working or completely missing, prices 20% than old DSA for the same things. And yet I'm sure there are execs patting themselves on the back.
Saw that TEBG gonna give price promotion to boost sales for 3Q end. Looks like times are getting bad to salvage the next earning call.
Finance Layoffs??? Why be mad at Finance? Seriously. They can only play the shell game for so long before the truth catches up. If leadership is failing, if the products are failing, if sales is failing, that’s not on Finance. Finance didn’t create this mess. They just finally stopped covering it up.
Firing Finance?
For what , telling the Executive Team the truth?
Finance didn’t make the decision to jack up pricing across the catalog. They only executed what they were instructed to do by the same people who have been making bone‑headed decisions for years.
And if anyone wants proof of how reckless these price hikes are, go look at the actual numbers:
Pride Foundations of Business MindTap:
• 2024: $80
• 2025: $105
• 2026: $160 depending on the option
• As high as $214 if you choose the MindTap with Mike Bikes SmartSims — a repurposed relic that should’ve been retired years ago.
Intro to Psychology MindTap:
• 2024: $80
• 2025: $105
• 2026: $127
Sellnow Comm MindTap:
• 2024: $52
• 2025: $58
• 2026: $105
These aren’t strategic increases.
These are panic‑driven revenue patches designed to cover massive losses the Executive Team doesn’t want employees or Apollo , to see.
And the pattern is obvious:
The biggest price hikes landed exactly where Cengage has the most volume and the most market share. That’s not coincidence. That’s volume‑based revenue manipulation.
Meanwhile, leadership shoved all existing business into the hands of Customer Success , a team already drowning , and then rolled out these price hikes in August, when schools were closed and faculty were on summer break.
Who risks their entire installed base like that?
Who gambles the business that pays the bills?
Who destabilizes the only revenue stream keeping the company alive?
Only an Executive Team that is completely disconnected from Higher Ed and obsessed with forcing numbers to look good for an IPO.
Apollo cannot possibly think this is acceptable.
You don’t increase revenue by punishing existing customers.
You increase revenue by winning business, not by pricing your way into a retention crisis.
Finance didn’t cause this.
Finance didn’t design this.
Finance didn’t push this.
Finance just stopped hiding it.
And now leadership is scrambling because the truth finally broke through the shell game
https://www.theregister.com/virtualization/2026/09/01/if-hardware-price-squeezes-make-you-sad-vmware-says-it-will-all-end-in-tiers/5293575
Imagine you’re one of a seller’s customers and you’ve just spent $2 million on Cisco security products. You’ve spent months negotiating discounts, explaining budget pressure, and hearing that the seller has pushed internally to get you “the absolute best deal possible.”
Then LinkedIn serves you a photograph of your AE holding a giant HAWAII boarding pass because they crushed their sales target
Eli Lilly achieved significant revenue growth in Q2 2026, boosted by strong sales of its obesity medications. In contrast, Novo Nordisk faced challenges including price reductions and workforce reductions. Lilly is expanding its dr-g pipeline and has increased its financial outlook for the year. Novo Nordisk is working to stabilize its operations amidst pricing pressures. The upcoming year will be crucial for both companies as they navigate dr-g approvals and market strategies.
New York, New York
https://pluang.com/en/news-feed/eli-lilly-vs-novo-nordisk-pemenang-dalam-perlombaan-obat-penurun-berat-badan
I just saw an ad with Ryan Reynolds bashing our not so simple Simplicity Plan, and then offering Mint Mobile for $15 for 3 months.
I feel like it's going to be a carrier di-k measuring contest at this point and we'll all just go back and forth with cheap plans, perks, layoffs, repeat.
We'll just recycle everything over and over again, pretending like it's all so revolutionary of an idea 😵💫🤮
The free tier's biggest feature, the malware and phishing blocking, is invisible. Customers never see it work. No alert, no moment, nothing to point to. What they can see is the paid tier, and that's one camera and one sensor for $15 a month, more than Ring charges for full professional monitoring on an unlimited system. It only runs on our gateway, so the customers most likely to leave us are excluded from the thing meant to keep them.And we're not a company people rate highly right now. Cable ISPs sit at the bottom of the satisfaction rankings, well behind fiber and 5G. Free doesn't fix that. It just adds something invisible to a bill people already think is too high.
I think it's a fine retention product. I don't think it's a new category, and I think we should be honest with ourselves about the difference.
As a CFP is it my fiduciary obligation to recommend clients pay .65 vs 1.35? Nice to know exactly what full service advice costs the GPs.
https://www.phonearena.com/news/we-asked-you-what-it-would-take-for-verizon-to-bring-you-back-and-the-answer-was-no-surprise_id181970
We asked you what it would take for Verizon to bring you back and the answer was no surprise.The answer probably won't shock you, but the number will.
Verizon has leaned on network reliability as its calling card for years. 52.79% of voters said cheaperplans would get them to come back to Verizon.Only 15.79% wanted a better or faster network, and 11.48% wanted improved coverage, while 19.94% said nothing would bring them back at all.To ex-Verizon subscribers: what would make you return? Better network with higher speeds.12.07%.Reliability isn't what's keeping people awayThat's a strange kind of win for Russo. If the goal really was a network nobody thinks.about, this poll suggests he mostly pulled it off. Only about 27% of respondents cited.the network or coverage as a reason to return, and that number looks smaller once
you remember plenty of longtime subscribers walked away over price hikes If ex-Verizon customers aren't shopping for a stronger signal, network bragging rights carry less weight than the monthly bill.
MVNOs like Visible and Mint Mobile, which lean almost entirely on price, are probably
better positioned to win this group back than any new 5G milestone. What the 19.94% tells us If you're one of the 19.94% who said nothing would bring you back, that's worth sitting with. Almost a fifth of respondents aren't shopping on price or performance anymore, they're just done.For everyone else, the takeaway is simpler. Verizon's reliability doesn't appear to be in question anymore, at least according to you. What's still in question is whether the carrier is willing to compete on price the way its own MVNOs already do.
Where Verizon's pitch still falls short that reliability builds trust. But trust alone doesn't win back asubscriber who already left, and this poll makes it pretty clear that price decides it for most people.Verizon has leaned on network quality as its calling card for years, and based on what.you told us, that part of the pitch isn't what's broken. The pricing pitch is. If Dan Schulman's promised customer-first era is going to move the needle with ex- subscribers, it likely runs through cheaper plans long before it runs through faster
speeds.
More plans now getting price increases.
As for why the prices are going up, AT&T’s support pages read, “This change helps us continue providing reliable network service, quality products, and great customer experiences.”
https://www.cnet.com/tech/mobile/making-sense-of-at-ts-hiked-prices-for-legacy-phone-plans/
Did Broadcom acquire VMware, raise prices for many businesses both large and small, decide it no longer wanted smaller clients and instead focus on large, profitable customers, and lay off employees who may then have been hired by companies like Nutanix?
Demand destruction coming in 3, 2, 1 ... Who is going to buy an overpriced Apple or Samsung mobile phone now?
Stock at $168 and change,
https://www.reuters.com/business/qualcomm-tells-customers-double-digit-price-increases-bloomberg-news-reports-2026-07-24/
The leader of the largest division of Canon USA has tunnel vision and is simply focused on spreadsheets and not the real problems that trouble WTS.
If you want to other people to help sales out start off by looking in the mirror. What have you done for the WTS sales group since you took over in January?
For starters we have seen more price increases to both hardware and service while you admit the market it declining 5%-15% annually. You want us to sell more IT services but you don’t want to pay us. We can’t make more than a 2% override these days and our income is significantly decreased YOY. We then got stuck using this awful product called Google. Let’s not address the fact that not one person has acknowledged this was a great move. We simply don’t talk about it anymore because your mother told you if you have nothing nice to say don’t say it.
So when you tell those who work within WTS to help others, what have you done?
I am rooting for the grizzly bear!!!!
https://www.gadgetreview.com/t-mobile-just-ripped-8-million-customers-off-their-grandfathered-plans-and-raised-their-bills
The Washington Post faces a new class-action lawsuit. It is accused of "surveillance pricing" against subscribers. The lawsuit alleges the paper harvested personal data to set unequal prices. Longtime customers reportedly paid more than new subscribers. The Clarkson Law Firm seeks punitive and statutory damages.
https://www.wfmd.com/2026/06/11/washington-post-faces-class-action-lawsuit-alleging-surveillance-pricing-of-subscribers/
All the price increases on consumer/first net plans! Yelp they gonna pay for Plano Golden Palace!
Is this double dipping? Fuel supply agreements are made sometimes years ahead while prices are cheap. Not fair to keep adding fuel price hikes to the customer. Customers are not blind to this they just move on to better deals.
In my local Virginia paper, there was an article about LHX expanding its Orange County, VA rocket parts plant. The article ended with a paragraph about LHX providing false pricing data to the US Military in 2025 and had to pay $62M to USG. I’m I the only one who hadn’t heard about this?
Well, the company with the funny name N-everPure run by the man with the funny hat is in deep… all their moat of DirectFlash is in a bit of hot water, every-green is now never-green or ever greenER as in pay up more, no matter what the little paper you sing says… they either missed the rise in pricing of just lied to customer and the street about how much their DirectFlash was deflecting the pricing pressure… looks like their major price hikes is going to put all the “momentum” under lot’s of pressure… little man is going to put his chopping blades to good use… the field is getting recalibrated… yes, their going to blame AI, only this time, it’s true…
The IEA has advised workers to work from home due to the oil shortages that have started and will soon be getting worse. Will Elevance Health’s CEO acknowledge this new reality by removing the silly in-office requirements?
https://www.theguardian.com/business/2026/mar/20/oil-price-energy-watchdog-iea-emergency-measures-work-from-home-slow-down-on-the-road
For years, Verizon Communications built its brand on one idea. The best network.
That worked when the gap was real. It is not anymore.
Today, every major carrier is good enough. Most customers do not see a meaningful difference in daily use. But they do see the bill. And they do feel the experience.
That is where the problem is.
You cannot charge a premium if people do not feel it. Not in speed. Not in service. Not in how easy it is to deal with you.
This is not really about the network. It is about everything around it.
Simple plans
Clear pricing
Fixing issues the first time
Respecting the customer’s time
These are not big ideas. These are basics. And when the basics are off, no network claim can save you.
The real shift is this. Telecom is no longer about who has the best signal. It is about who delivers the best overall experience for the price.
Verizon is now being forced to face that reality.
The next move will matter. If it is just more promotions, nothing changes. If it is a real reset in how the company serves customers, then there is a path forward.
Right now, the message is simple.
Having the best network is expected.
Making it worth paying for is what matters.
Got word that the 2026 Rate event that was supposed to be April/May is on hold. No word given, but suspect worried about losing customers.
https://www.yahoo.com/finance/economy/policy/articles/doritos-prices-jumped-50-four-200242097.html
This is on the BNSF Webpage:
“Merger Response Resources”
“If you have concerns and reservations about the proposed merger between Union Pacific and Norfolk Southern, or you believe conditions are needed to ensure the merger doesn't reduce your competitive options, it is important that the Surface Transportation Board hear from you now and at every opportunity during the regulatory review process. Your voice matters.”
It’s like it’s another way of saying that they don’t want to compete with UP even more. It’s funny how they act like they care about the customer when they’ve ripped them off for years as well. If you want the customer’s business, lower your prices and offer better service. Simple. You know it as well as everyone else.
Small companies and independents hitting the gas hard in Midland. We going to ramp up and chase price or maintain our discipline?
Instead of providing customers and partners with transparent information about the current situation, Lenovo is optimizing at the expense of its customers. They are actively intervening in the backlog to achieve the highest prices for rare components. I'm not sure how long this will work in the current situation, precisely because other manufacturers are acting differently here.
I used to believe that I was helping my local community by buying from stores like Lowe’s. However, now I believe they and stores like them are taking advantage of all their customers. If I have a project that requires lumber and a mix of other products I buy the lumber from a lumberyard and then all the fasteners and adhesives and tools from Amazon. Reason?
Pricing. Box of 30degree clipped 3” framing nails are 1/2 the Lowe’s price on Amazon. Caulk, same.
People plan for projects and have time to shop around. Sorry for the employees of brick and mortar stores, but Amazon and Lowes treat them like cr-p in either case. So I do what is best for me and my family.
Net Adds will happen
The wireless industry does not traditionally have a great reputation when it comes to being transparent. That was the basis of T-Mobile’s entire Un-carrier strategy, which forced Verizon and AT&T to drop what used to be the mainstays of how the industry charged.
https://sg.finance.yahoo.com/news/verizon-ceo-admits-apologized-huge-172100197.html