#profitability

Tomorrow Weatherford will release the Q1 earnings. It’s going to show a strong profitable outcome. Due to the fact they laid off a bunch of people they saved money so it’s profitable. Let’s see what more lies gurish holds for us.

Snap Inc. announced a reduction of approximately 16% of its employees. This move impacts about 1,000 positions. The company anticipates expenses between $95 million and $130 million. These cuts aim to streamline operations and improve profitability. The Santa Monica-based company has made previous job cuts.

Santa Monica, California

https://www.wftv.com/news/business/snapchat-owner-cuts/QDLQ6UJRP42J7NT75Y35CFFDA4/

Kroger will stop its Oklahoma City delivery operations. The service concludes on January 31, 2026. Employees learned of job cuts via a recorded message. Many customers, especially elderly individuals, depend on this service. The company aims for faster delivery and increased profitability.

Oklahoma City, Oklahoma

https://www.news9.com/oklahoma-city-news/kroger-layoffs-shock-workers-and-impact-people-in-rural-communities

Panera Bread is implementing a new transformation strategy called "Panera RISE." This plan involves closing several regional Fresh Dough Facilities. The company is shifting to third-party artisan bakers for dough production. These closures have resulted in 399 employee layoffs across four states. Panera aims to improve profitability and drive sales growth with this restructuring.

https://www.thestreet.com/restaurants/40-year-old-fast-casual-restaurant-chain-panera-bread-lays-off-100s

the bloody cuts from the end of the year aren't enough.

"For 2026, the company expects normalized operating margin of 8.6-9.2%, with the midpoint representing a 50-basis-point (bps) improvement from 2025. Most of this expansion is anticipated to come from lower overhead expenses. The productivity plan is also projected to deliver more than $75 million in year-over-year savings and reduce overhead by nearly 100 bps, as a percentage of sales. These savings will support Newell to offset inflation and higher tariff costs while supporting increased investment in innovation without compromising profitability."

That's the only move Oracle management knows, apparently.

Are there layoff expected in Minimed to return to profitability, to boost share prices? Any thoughts

With the amount of business fraud these agents do and the travel required for the role I don’t see how this position can survive much longer is it really profitable

This bank barely makes any $.

Lucid Motors is reducing its US employee count by 12 percent. Marc Winterhoff, interim CEO, informed employees. The company aims for greater efficiency and profitability. Lucid seeks to become profitable amid a difficult EV market. The cuts do not impact hourly production staff.

https://www.businessinsider.com/lucid-layoffs-read-memo-us-workforce-tesla-rival-2026-2

I believe eventually either Saks or Neiman’s will close stores which are located near each other. Atlanta, Chicago, Beverly Hills, Tyson’s corner, and Bal harbor come to mind. It seems like this will be the next logical move. Whichever of the two has lower profits and higher expenses will be closed.

All health insurers are not doing great currently. Quickly look at their profit margin for the past 2-3 years and it’ll often be low single digit or negative

Medicare advantage is going to be tough again this year, so, not surprised

I do believe HC is essentially in trouble. With 2027 projected MA revenue change of 0.09% which indirectly affects 2026 projections, projected further MA membership attrition (up to 3 million), HC will inevitably shrink.

“They’re choosing profitability over membership in certain books (expecting membership attrition as they reprice / exit margin-dilutive segments).” Basically dropping millions of members where they’re supposedly losing money. It doesn’t look good at all.

Is the company profitable? The stock seemed to tank and not go up at all.

ExxonMobil's Proxxima™ systems are projected to contribute more than 40% of earnings potential by 2030, indicating a strong potential for profitability. The company aims to achieve a return on capital employed of more than 17% with no increase in capital spending, which is a testament to ExxonMobil's execution excellence and disciplined capital allocation. Additionally, the market for Proxxima™ materials could be as much as 5 million metric tons per year, suggesting a significant revenue stream for ExxonMobil.

https://corporate.exxonmobil.com/news/news-releases/2025/1209-exxonmobil-raises-2030-plan-transformation#LowCarbonSolutions

VMware didn’t need all of those employees and Broadcom runs VMware with more efficiency and profitability than most of you thought was possible.

Anyone drinking the Kool-Aid still? Read this: https://simplywall.st/community/narratives/us/diversified-financials/nasdaq-fisv/fiserv/puwknbpq-tech-giants-blockchain-and-fee-pressures-will-erode-profitability-e9qo/updates/3-3-analysts-have-slashed-our-fiserv-fair-value-estimate-from-ab?utm_source=Braze&utm_medium=email&utm_campaign=CommunityDigest

Annual sales declines of 2.6% for the past five years show its products and services struggled to connect with the market

Earnings per share decreased by more than the revenue over the last five years, showing each sale was less profitable

8× net-debt-to-EBITDA ratio shows it’s overleveraged and increases the probability of shareholder dilution if things turn unexpectedly

When do the Board declare no confidence in them ?

There’s no real plan. Just cutting into oblivion won’t magically make the company better, more efficient, or more profitable. And no, AI can’t replace people, unless someone is aiming for an epic fail.

Oracle made $125M on $900M worth of rev from renting out data centers powered by Nvidia GPUs... this works out to a 14% profit margin. That’s a sh---y profit margin in a normal business, it’s VERY modest in a highly volatile industry like this one. It’s much smaller than the roughly 70% gross margin Oracle gets on non-AI services…

There are plans for laying off the remote employees w/o poss relocation to HQ in December. They think it will be too messy to offer remote workers option to move.

These may get pushed back to Jan/Feb.

The board has been coming into the office several days a week even during the pandemic. This is not about productivity, it’s about satisfying an unfounded perception from the board that also meets the cut numbers they want for profitability.

Profits Over People

https://www.investing.com/news/transcripts/earnings-call-transcript-phoenix-education-partners-reports-q4-2025-growth-stock-dips-93CH-4371849

“Another fire broke out Thursday at Novelis’ aluminum plant in Oswego, New York — marking another setback for one of Ford Motor Company’s major aluminum suppliers.

The F-150 can’t carry your paychecks anymore.

Rent a center has shifted its collection processes for the worst. How you ask? They have taken the attitude that it's better to get something other than nothing at all. Here is an example, customer gets a brand new 85"tv. Makes a $10 online transaction and comes due. Never pays, never communicates with the store. Now the customer is 40 days past due. They are sent an email or text, apologizing for us bothering them ,but wanting to help them. The company then offers a payout settlement of $300 , for a brand new $1000 TV mind you. Customer takes the deal , and can reapply and do it all over again. Now think of that on a scale company wide. Why has profit dropped off, why are collections higher year over year? That process right there. And don't think for a minute that customers don't encourage others to follow this process. Get a brand new ps5 for $150!!!
All the while store staff stays till 8pm everyday trying to hit collection numbers that are now impossible to hit. Thanks to the ivory tower think tank!

This business, just spun out, was responsible for just 10% of HON revenues, but the market prices it’s stock at 25% of the remaining Honeywell. How did VK and SV let go of this profitable segment? Could they not see the potential?

Anyone else catch that 7% of our Q2 “adjusted” EBIT 8% margin is non-operational fluff? Strip that out and we’re running on fumes. Once management wraps up their usual end-of-quarter buyback of 10 to 12 million shares, the stock’s going to dip right back down. DXC engine’s smoking, all gauges are red and management’s still smiling for the cameras on LinkedIn. This place is toast.

"Cash generation stood out: cash from operations improved to $409 million and free cash flow rose to $240 million, enabling a $75 million buyback."

Whilst revenues keep shrinking they made $240 last quarter, and forecast $640million for the year. Plenty of money for raises if they want to give them.

Seems like 3 mutually exclusive aims but maybe I’m wrong

Hearing that both offshore and onshore have recently had process and controls integrity issues. On the onshore Eagleford shale appears galvanic corrosion and poorly designed kit is resulting in production deferment and significant retrofit costs.

Does chinook/cascade have operational challenges? How long will these assets be profitable?

Another busy black Friday shopping season for Sears is almost near. With the possibility of big possible sales this holiday season, do you think this is the time that Sears will bounce back? Could they potentially turn a profit and become profitable again to the point where they open more stores?

How’s the increased dependence on offshoring technical and administrative positions working out for bp? Please share positive and negative impacts to corporate efficiency and profits.

It’s already a big number in HIH. But how long will they continue to hire there? Or is it a moving target and they don’t know until we find a way to be profitable in other ways.

Following the most recent merger and the creation of the current company in 2019, L3 leadership has shifted from a growth oriented company that made strategic acquisitions into new businesses, to a purely profit driven entity. Perhaps the disastrous acquisition of AR was enough to make them g-n shy about buying any more companies. The entire focus is now on profits for investors or "stake holders". Having established that, it would seem foolish for any perspective job applicant to hope for a long term career with this company. Layoffs have become common place with no regard for talent or an individuals' contribution. Considering that and the blatant reverse discrimination practiced during its' failed "woke phase", it is no wonder the company is avoided like the plague by savvy job seekers.
Read the posts on this site carefully, They are not hyperbole.

That’s interesting is that Oracle now brands itself as “OCI AI Infrastructure” and calls itself a “real AI company.”
But Oracle has no proprietary AI models (unlike Meta, Google, or Microsoft) and no in-house chips (Meta has, Microsoft soon will, Google and AWS already do).
So Oracle is effectively a reseller of other companies’ hardware and models, with much thinner margins.
How can a firm like that credibly call itself an AI company? Pure marketing.

It has taken awhile to get my mind around this, but the old model of Optum being able to hire a set of onshore engineers or analysts and throw millions at that is permanently over. Wall Street no longer trusts UNH, and for a long time despite very opaque reports on how money was made we plowed through with various revenue claims that any normal company would have been called out on. That’s over-no more moving money from UNH to Optum and calling it revenue, no more selling off groups then buying them back, no more projects that may be profitable someday. There are no more games to play. If a group isn’t profitable now, there’s zero chance it’s going to be added to, and will probably be cut. Bonuses are going to go towards zero, whatever was left of the country club is going away. If you hear you will hire more people someday, don’t count on it. The layers of managers who spend days building PowerPoint for other managers are next for the cut-if you’re not delivering to bottom line, find a way to.

Seems like they should be getting close to operating at a profit by now? Breaking even after selling off so much is one thing… but is Bose actually operating in the black yet? Does anyone know?

Office Rent field staff work from home save $10m per annum Close 30 region office spaces
Investment Advice 401k/403b accounts. charge 50 bps. Raise $15m per annum
Surrender\mva Implement raise $10m per yr
CIT switch to CIT in K plans. Save $10m annually
IT/call center farm out 75% to India, Phllipines, and Romania savings of $15m
early retirement buyouts save $10m
eliminate special 3 yr vesting shares for execs cost savings $10M
can field exec vp $1m saved
senior vp & above comp cut to save $5m per An-us
Eliminate anthem&cvs racketeering save $10m per an-us
cap management sell/farm out use seeking alpha, chaiken alalytics, and AI Quant exclusively to save $10 m per pen-is
1 ply toilet paper* use 1 ply toilet paper to save $12,500 per yr

do all of this sch-it and the comp-any will turn key profit yr after yr. what are u eating for.

TCS offer some of the lowest billing rates to clients- only robots can ensure profitability -humans staff cant, if humans then they should be like slaves/bonded labor.

Your perspective on this project…Does Apache remain profitable till first oil or Total takes the whole project