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ESPP

There was a time when partaking in the ESPP was a no-brainer. An immediate and minimum profit of 15% off the lower of the two semi annual corporate purchase opps. Those days are long gone. An employee comp perk that is no longer. Options are a close second in complete failure. The market is always a risk but nike stock has become one of the worst investments one can make (going back at least 3-4 years) and with no end in sight. Sad to be a shareholder. And to be an employee who relied on these benefits as part of their overall comp package.


Stock

All in all we can’t complain too much. The stock is rocking and if you held the matches over the past few years in your 401k you are doing ok!


Investors must be living under a rock

EPS expected: 63 cents per share, realized: 78 cents/share (exceeded expectation)

Revenue expected: $12.13B, realized $12.35B (exceeded expectation)

After hours down 10% and word on the street is tariffs. I thought tariffs was going to be a much bigger hit?

What else are investors complaining about?

I don't like the layoffs thing, my morale is very low, but this is bs


OT stocks

What is everyone planning to do with their OT stocks (from ESPP or other means). Sell? Hold? It is at a much better price than what is was before. so just sell and invest in some better company, or could this go higher than what it is currently. When OT slowly divests the non-core portions, would it lead to reduction in stock value?


Everyone should start looking for a job right now

Srini made it clear that a massive layoff is coming in Q1. There is no respect for any of us. I’d be willing to bet that the layoff will happen before the end of February to avoid a bonus or stock payout.

Update your resumes start looking now and go out on your terms, not theirs.

None of those senior leaders are sitting up on that stage give a flying F about any of us.

Q1 layoff means that some of you will be training the interns that will be your replacement replacements.


Hugo ho hum

GM has been pumping the Hugo approval as a stock moving inflection point. Yeah…. no. Street is unimpressed with his overhyped BS once again.

Elliott what are you waiting for? Fire Geoff if you want to make Medtronic more valuable.


Next Layoff Idea: Start at the Top and Work Down This Time

And these are the people steering the ship. If there is another layoff coming, here’s a bold idea: Start the same “leaders” of these decisions — not the people actually doing the work.
Remove the placeholders, and watch morale (and maybe the stock) bounce back.

Anyone else watching this stock drop like, “Yep… checks out,” considering the same “leaders” (air quotes) who built the perimeter list are still in charge? Only here could tower-only folks get listed to go with a fiber sale while people who’ve never done tower a day in their lives — pure fiber/small-cell — were kept? Made zero sense. It felt less like a workforce plan and more like someone drew names out of a hat, but that work require planning they aren’t capable of so doubting they even did that.

Until then, we’re all just updating our resumes watching them ruin what we worked to build and pretending to be surprised while hoping someone stops it, we have a good business that is profitable once we remove the fake leaders.


more smoke and mirrors?

Teradata announces $500 million stock buyback in 2026.
That’s a lot of money for a company with yearly declining revenue. A lot of people don’t understand that amount of money. Think of it in terms of lipstick. That’s enough money to buy a new tube of $10 lipstick every day for 137,000 years. Wow, that’s a lot of lipstick!