What's with all these distraction and debate over 1% eps? Will you please take those arguments to linkedin for visibility, synergy, agentic tera or what not. On a separate note, now that a real AI company chief is caught with his pants down, you think copy cat leadership will soon go bragging they never wore pants and been drinking bottoms up?
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9 replies (most recent on top)
Managing by the numbers. Not good numbers. Very bad. Yo bot, ye rot.
@h5 Nobody said the numbers are made up. The question is what they’re measuring.
The $0.70 “beat” beat a lowered bar. It’s still down from $0.72 a year ago, revenue is down 4% YoY, and non-GAAP operating income fell 11%. The EPS came from cost cuts (SG&A down ~11%), not demand.
Q4 is guided to $0.58–$0.62 versus $0.74 last year, which is down 16–22%, with revenue down 4–6%.
Public cloud ARR is $700M, but it was $701M at year-end, and growth has slowed from 15% to 11%. Total ARR is up just 1%.
Debt going to $0 is a one-time SAP settlement ($480M) being used to pay off the loan. It isn’t operating performance.
Meanwhile Snowflake’s product revenue is up 37% and Databricks is up 80%+. Teradata is profitable, but it’s a shrinking incumbent, not a growth story.
@gv "Both are hallucinating. End." Bold sign-off for a post with zero evidence in it. If you think the numbers are made up, name one: the $0.70 non-GAAP EPS beat, the raised full-year EPS outlook, $700M public cloud ARR up 11%, or long-term debt going from $431M to $0. Pick any.
Typing "End." doesn't end the argument. It just ends your post before it got to one.
Informed decision is not for fa or teradata. Both are hallucinating at this point.
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@f3 An hour of effort and that's what you came back with? A schoolyard nickname you couldn't even spell. Name-calling is what people reach for when they've run out of arguments, and you clearly ran out early. Nobody has to lick anything to read an earnings report: EPS beat, full-year outlook raised, long-term debt paid down to zero. Keep workshopping the insults though. Seems to be the only thing you're putting real hours into.
How many hours since your last lick bootfook?
@d0 Six hours to come up with that, and it still doesn't parse. You borrowed a nickname everyone else already wore out and couldn't even finish the sentence with it. I'm not leadership, and a recycled joke isn't a point. The thread is literally titled "If you decide to make a point" and you still didn't. @cf "Rage bait" is what people call a post when they've got nothing to answer it with.
rage bait.
You wrote a whole post complaining about other people's posts, then signed it "End." as if anyone was hanging on your sign-off. Nobody was. You don't have an argument, you have a grudge and a keyboard. When a conversation about earnings went over your head, you didn't try to keep up. You decided the conversation was the problem. That isn't a take, it's a confession. Four hours up and not one reply, because even the people who agree with you couldn't find anything in here worth defending. If this is what you bring when you "decide to make a point," it's no mystery why nobody's been waiting on your next one.