#revenue

Trinity Health Outsourcing Leads to Revenue Cycle Layoffs

Trinity Health is cutting 10.5% of its revenue cycle department jobs. These non-patient-facing roles are being outsourced to an external partner. The exact number of affected employees is currently unknown. The hospital system cited industry challenges and cost reduction as reasons. These challenges include low reimbursement rates and rising care costs.

https://www.mlive.com/news/ann-arbor/2026/01/some-health-care-staff-laid-off-in-washtenaw-county-as-trinity-health-outsources.html?outputType=amp

Ebrahim Poonawala (Bank of America) asked about the sustainability of revenue growth and margin targets if the environment worsens; CEO Robin Vince highlighted BNY’s agility and ability to adjust expenses, emphasizing their diversified revenue engine and reduced macro sensitivity.

And even behind Citi. Of the big 4, it's a junk bottom of the barrel stock. Literally. Charlie Scharf can't seem to grow the bank, so he's relentlessly cutting, because it's all he knows how to do.

Helps explain the never ending layoffs.

Apple business represent 40% of modem business for Qualcomm. Qualcomm fooling its way into the GPU datacenter business is a fantasy. Insider information suggests Qualcomm is offering their solution to a relative unknown Humain for free just to test their solution. In other words Qualcomm is doomed.

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

In 2026, name 5 things the company will do to actually raise revenue. Not cut expenses. You can't cut your way to profitability but raise revenue. Company is chickens_hit & is scared as he_ll to raise revenue. Just do it. Figure out a way. Company must find a way to raise money quick. Adapt or D-ie !! Smart firms figure out ways to increase revenue. Why can't mutual figure this out ?

https://www.msn.com/en-us/money/companies/at-t-revenue-soars-to-1-44b-after-dei-programs-shut-down/ss-AA1SvZGM?ocid=msedgdhp&pc=HCTS&cvid=6942bd8ee25b43e2b58a99b761fae5c7&ei=41

My revenue production goal for next year just went up by almost 100%.

Usually it’s a joke that top producer goals will double.

Now it’s a reality.

RIP

Apparently the Confluent Cloud is not a Cluster*fook

Confluent's cloud revenue was a primary driver of growth in 2025, with Q3 2025 cloud revenue reaching $161 million, a 24% increase year-over-year.

Confluent reported its Q3 2025 earnings in October 2025, where total revenue surpassed Wall Street expectations.

The company was recently announced to be acquired by IBM in an $11 billion deal, a transaction expected to close by mid-2026.

Confluent's annual revenue for the trailing twelve months ending September 30, 2025, was $1.113 billion, a 21.58% increase year-over-year.
More detailed financial data is available through Confluent's investor relations website.

Confluent 2025 Revenue Breakdown
Fiscal Period Total Revenue Subscription Revenue
Q1 2025 $271.1 million $261.0 million
Q2 2025 $282.3 million $271.0 million
Q3 2025 $298.5 million $286.3 million
Q4 2025 Outlook N/A $295.5 - $296.5 million
FY 2025 (Total) ~$1.16 billion $1.1135 - $1.1145 billion

Ignore the BS. Restructuring is underway.
AI is king. Underperforming BUs will make up the majority of Layoffs.
If you are in a BU that doesn’t directly generate Revenue, you will be hit extremely hard

For perspective new hires, where are sales for the company? Where staples isn’t public, it’s difficult to truly understand how the business is doing. If someone has the rough sales numbers by division and YOY, that would be great.

With inflation in building products ,Lowe's revenue would be down ? Year on year ?
Lowe's reported revenue up .04 % .But inflation in building materials was up at least 50% last year .

From Revenue Assurance/FinOps
Florida / Miami
Ohio / Columbus

Notice how after a layoff, the Lumen higher ups like to post about the "wonderful awards" they seem to garner from this group or that group, and directors like to post about "brain storming" sessions with subordinates that they are working on things like AI and NAAS, but not addressing the real elephant in the room regarding declining revenues on the services that are still paying the bills? "look at this shiny thing over her, while we run Lumen into the ground" Kate and Kye are truly lost, it's no wonder why they jump from company to company, and bring all their friends with them.

Most employees prob have an average of 3
Lines on their account. 15k layoffs equals losing -about 45k subscriber lines - and another bunch of home internet lines.

Wonder how much money they made.

The next days are going to be bad. I cannot wait to see the forward looking projections lies about AI revenue

A bit more than 15% cuts across the board. Every team is affected.
The total will be just shy of 20K.
They will have another round in Q3 2026.
The stock will go up. Our ability to grow revenue will go down.
This is just my gut feeling, I am not basing this on any insider information.

157€

Back to 2016 levels. 100 invested in 2016 gives you 100 9 years later

Record results and brand heat ?

When healthcare industry groups, especially insurance providers, publicly support the extension of enhanced premium tax credits, it sounds compassionate on the surface — “helping more Americans afford coverage.” But the real motive often has little to do with public welfare and everything to do with profit stability , greed and guaranteed revenue.
So yes — they support it, but not out of altruism. They support it because it locks in a steady stream of guaranteed income under the banner of accessibility.

Want to know what bold financial bets underpin this target? The narrative hinges on a game-changing revenue outlook and projected margin jumps over the next few years. See what specific assumptions drive the calculation and why consensus thinks a rerating might be ahead.

However, persistent losses in the Wind division and heavier exposure to volatile, large-scale projects could quickly reverse optimism around GE Vernova’s margin outlook.

Not looking Good Enough anymore is it?

Over the past 12 months, the Pune and Penang R&D centers has not delivered any significant new products or features that have made a meaningful impact on roadmap or revenue. Given the scale of investment, the output from these sites appears misaligned with expectations, and they should seriously reassess the strategy, scope, and leadership of this team to ensure a better return on R&D spend.

For at least one analyst, the projected revenue for Cl*ver was unrealistically high and the product itself was unloved by users.

Source: search on “yahoo bear f*serv”

Why Do We Steer Clear of TDC?

Offerings couldn’t generate interest over the last year as its billings have averaged 6.2% declines

Projected sales decline of 2.5% over the next 12 months indicates demand will continue deteriorating

Sky-high servicing costs result in an inferior gross margin of 59.3% that must be offset through increased usage

November 4 will be interesting.

Funny Veridigm reported its revenue for 2025 will be flat keeping pace with last year which probably keeps pace with many of Paul Blacks, Rick Polton years. Flat Line in Healthcare means death. No sings of life. My question is can anyone point a meaningful sale over past several years?

RamNot won’t shut up about his special sauce. Newsflash, it’s ketchup in a champagne bottle. Revenue’s tanking, cash flow’s drying up, and those “bookings” are yesterday’s scraps served with a smile. If this is his magic formula, someone needs to tell the chef and his CFO they are cooking bankruptcy.

Sounds like a lot of people are up in arms about Cigna switching to a "rebate-free" model. Don't those drive a ton of revenue? I'm assuming Cigna is not going to just give up that revenue stream. Anyone know what's actually going on?

Merchant Solutions grew 5% for the quarter, with small business organic revenue growth at 6% and Clover revenue up 26%. SaaS penetration in Clover reached 26%.

• Gutted the clover like anything still performing better than actual $FI.

Clover keeping alive FI if not for clover, This stock would plunge to be a penny stock.

https://seekingalpha.com/article/4831605-altice-usa-debt-challenges-will-be-difficult-to-solve

underperformed the S&P 500 since my previous Sell rating was published.

ATUS continues to lose broadband customers and is expected to see revenue declines in the coming years, despite aggressive network investments.

The company's leverage ratio and weighted average cost of debt have increased, making meaningful debt reduction or a non-dilutive restructuring very challenging.

Enough opinions on this company. New customers are the lifeblood of any company. How many new customers has TDC won this year, last year, and the previous year? What is the YoY trend? This vital metric will tell you all you need to know. And if TDC is hiding this from the market, you have your answer.

SLB Ltd., formerly Schlumberger and the world's largest oil field services company, reported that its recent acquisition of Sugar Land's ChampionX Corp. added $579 million in revenue during the third quarter, the company's first full earnings report since completing the deal.

https://coveringkaty.com/news/fort-bend/schlumberger-changes-name-completes-championx-acquisition-re/

https://www.macrotrends.net/stocks/charts/TDC/teradata/revenue

The person or people who think SM and the board are doing well and continue to drive excellence, have a look at the last 5 years of revenue, profit, and operating income. We’re in a similar position now than before SM joined. 5 years; the exact same outcome. Who’s at fault? Sales? Support? Engineering? Or is it the direction leadership is taking us?

I’ve seen many stock market analyst calls where turnaround, reinvention, etc are claimed. Same with initiatives like OwnIT, re-imagine, etc. Also revenue promises from things never really monetized: 3D print, digital paper, etc. I observe Wall Street eats it up and then, when these things didn’t deliver - silence. Maybe now that dividend and finances r in the toilet we might see a strong sell opinion? Not holding my breath.

With management now openly changing the role of SEs on the field and expecting them to perform tasks and duties that are outside their typical role and certainly not inline with their original job description, it is now more clear then ever what the intentions are. The expectation to line up 6-9 customer meetings every week between existing customers would mean that you would be meeting with each customer every month. Most customers dont want to meet every month... specially if they are not buying anything new. Management knows this already and is using this to decide who they can put on PIP and ultimately "fire" for poor performance without having to pay them a package. Lets face it, we are in revenue decline because of mismanagement and now the employees are expected to pay the price. Many of which have been with the company for a long time and have contributed a lot over the years and now are being given the short end of the stick. If the headcount is in need of adjustment, why not at least do the noble thing and pay people their package? I am willing to bet that if they asked employees to volunteer for a layoff and still get a package the majority of employees would take the offer. This would show the reality of how low the employee morel is and how poor the company is being managed. Perhaps, this would make it difficult for KKR to sell Omnissa to a potential buyer once it became evident how things are running in here.

So here’s what it is. Try to turn tech into a revenue generator by laying off a ton of people and licensing our technology with the new dept she created. Sorry folks that’s all you get when you pay someone $20 million a year. For $25 million you could have gotten a college graduate who learned AI by studying not by watching you tube. It’s Epic dude.

Especially in Starbucks stores located in Seattle and Portland. Not a lot of Customers experience a friendly store vibe walking into the Starbucks stores in Seattle and Portland.

I can already see how they have zero plan for transition. McKinsey pulled all the strings on what and how to cut and our feckless executives have zero plan on how work will continue. Why the F do we pay them over $200MM for this sh-t? Yes, over $200MM! Honestly, it’s a rinse a repeat from the last restructuring except much deeper. What a waste of money, time and our focus on bringing in revenue. Bell ends, tools and all that, etcetera, etcetera.

$60 Billion revenue.
$40 Million CEO income.

Federal Taxes:
2023: 308 million (on ~60 Billion revenue)
2022: 50 million
2021: -169 million (negative tax)
2020: -723 million (negative tax)