#earnings

Stock headed for $200
Economic bo-m

Any truth to this? Could be legit given end of fiscal and upcoming earnings.

Results seem to be great, so why are we still cutting people? If layoffs are happening while the numbers are good, it makes you wonder how bad things would get for employees if results actually started slipping.

what will the rest of the year look like?

$108 was considered the highest possible outcome by analysts.
Have to imagine this ~$100 range won’t last past earnings.

Haven’t heard a peep from him in quite some time - since the earnings call?

Earnings were pretty good, will the summer cuts be cancelled?

Werent that bad making $650 free cash after everything is paid, even reduced the debt by $300 million, and a massive $250 million buyback thats 30% of the company. Its a really cash generative business on the back of under paying employees.

What Wall Street doesnt like is the constant revenue decline and more forecast, and Rwul keeps on promising AI solutions in place but its not showing in revenue. Wall Street doesn't do contraction even though DXC is making a ton of money.

Listen for things like "Increased hiring " and " we are returning to growth "

The tide is turning , the company is over the worst

CDW stock dropped 20% today after Q1 2026 earnings revealed a troubling disconnect: strong revenue growth of 9.2% to $5.68B, but shrinking margins. Gross margin fell from 21.6% to 21.0%, and operating income missed estimates by 18%. The market’s reaction wasn’t panic over one bad quarter — it was a verdict on a deeper structural problem.
CDW is fundamentally a “box sales” company — a distributor that moves IT hardware at scale. For years they’ve been trying to pivot toward higher-margin managed services and software to justify their valuation. That pivot isn’t working. Ironically, the AI hardware bo-m should be their moment, but instead of lifting profitability, it’s exposing exactly the problem: they’re selling more, but making less per dollar of revenue.
The long-term picture is concerning. Cloud providers and manufacturers are increasingly cutting out the middleman, and the managed services opportunity CDW was banking on is being eaten by AWS, Azure, and specialized competitors. With $5B in net debt, a deteriorating margin story, and a business model under secular pressure, CDW looks less like a buying opportunity and more like a potential value trap.

"Teradata struggled to consistently generate demand over the last five years as its sales dropped at a 2.3% annual rate. This was below our standards and is a sign of poor business quality."

https://www.financialcontent.com/article/stockstory-2026-5-5-teradata-nysetdc-posts-better-than-expected-sales-in-q1-cy2026

Email to employees bottom Lores announced his intention to make cuts so the question is now that he has announced it when will it occur can't have this sitting on employees for months.

The Q1 2026 results strengthen the case that leadership will keep pushing productivity, automation, AI, severance, consolidation and expense control. The company is not in existential danger based on results but the numbers are weak enough that employees should assume continued restructuring risk. I wouldn't interpret this as a reason to panic yet.

Earnings fell short, stock dipped 10%

They’ve now published 2 customer PRs this week, must be desperate to have something positive to talk about on the call. If they think Gyro hut is going to move the needle with investors, things must be even worse than they appear.

I hope a company with a massive windfall wouldn't do such a thing, though.

Whats getting sold and who's buying

5/13 is the next earnings date, and layoffs will likely follow.

They may not be announced publicly.

They may just happen quietly in the background. No WARN, no PR releases - just silent cuts. People disappear.

Contractors have already been sent home. Many red badges have been eliminated already.

AI efficiency is starting to take hold across corporate America, and Cisco is not immune to it.

No earnings insider insight, but if I were a better (would)man, I'd bet on a miss and bleak outlook. Just based on sentiment

Adidas told Kanye West to pack it up and took the hit. Cleaned house. Nike keeps doubling down with Travis Scott looking for a shortcut to relevance.
Adidas reports earnings and the stock jumps. Nike reports earnings and the stock drops.
Adidas is back to making gear for actual athletes. Winning marathons, on the feet of the best young footballers, everywhere that performance still matters. Nike feels like it is selling nostalgia and hoping the logo carries it.

Look at basketball. Adidas got Anthony Edwards. Electric, marketable, and compared to Ja Morant headlines he looks like a saint. One company reset and moved forward. The other one is going to to keep slimming down to greatness… make it make sense.

In the Q1 earnings report under SGA, it lists 20–24 million estimated for severances in 2026. Big layoff must be coming

What is your guess of the stock price at the close on 4/30/26?

My guess: $1.06

I know that is crazy on a percentage basis, but we're at the end now.

Humana probably should do their very best to artificially raise their stock today (e.g., buybacks, corporate partnership temporary buys, etc.) before the Q1 Earnings Report comes out tomorrow; before the big flop in stock price, once investors see Humana’s true financial state. Womp womp! :(

Closed earnings call May 7, originally scheduled for the 14th.
Dennis cokefest on the 14th.

So, June 19 exit for most of us left, right after the B-rup filing.

Earrings coming in at 1.53 EPS. 🧐

In the Q1 Earnings press release (April 22, 2026), WAY down to the financial tables section titled: “GAAP NET INCOME TO ADJUSTED EBITDA RECONCILIATION” inside the table, you will see this line: “Workforce rebalancing charges”

And see the number is $0.3 Billion for 2026, same as 2025 for the 2 months ending in March 31.

Workforce Rebalancing Charges means a one time charges for laying off employees, closing facilities, or changing management.

If IBM continues to use an average cost of $150K per employee, then $300 Million translates into ~2,000 employees.

This is consistent with what they said in January 2026 at the 4Q Earnings call.

Here's the link to the 1Q Earnings press release:
https://newsroom.ibm.com/2026-04-22-IBM-RELEASES-FIRST-QUARTER-RESULTS?utm_source=chatgpt.com

All signs point to good results tomorrow with help from the blockade in the Straight of Hormuz. I’m sure we will say it is proof our strategy reset is working, and that we still have to make more “difficult” changes. Then cue layoffs announced around Q2 results. What does everyone else think?

Not only will we beat the numbers, we will blow past them

The numbers are awesome, we are returning to growth

55k Phone net adds. Increasing guidance on EPS and noting we will be at top end of phone net adds range of 750-1M. All major metrics at VZ w YOY increases.

Stock temporarily up.

Looking forward!

How and when is the May Beat scheduled. It's typically scheduled about a month out and we're already at the end of April without that. If we get an invite in a few days for one at the end of May, you can probably assume that nothing super dramatic is planned in May. If it comes out late and is a short notice beat scheduled for just after earnings you might go hmmmmm even though nothing is certain. This is not a prediction. It's just something to watch for.

He better beat the expectations on Monday morning, otherwise stock is going back to under 40.

heard that its likely to be the worst ever result for dXc.

Here comes mass WFR - just like Meta, AWS, Microsoft have announced this week... except dXc can't blame AI as the company hasnt worked out the innovation yet, still trying to insert the X factor.

Down 9% on opening. Is the jig up at IBM? Will they hit the RA button to try and salvage this sinking ship?

Typical smoke and mirrors.

https://www.wsj.com/business/earnings/ibm-posts-higher-first-quarter-sales-buoyed-by-ai-990f6a0a

Growing adoption of artificial-intelligence tools by businesses help boost the technology company’s quarterly results

By: Elias Schisgall |
Updated April 22, 2026 5:06 pm ET

IBM reported rising revenue and a higher profit in the first quarter, buoyed by the growing adoption of artificial-intelligence tools in businesses.

“AI continues to be a tailwind for our business,” IBM Chief Financial Officer Jim Kavanaugh said in an interview. “You see it play out in the results, as we captured demand for both technology and innovation around AI, but also services that help organizations orchestrate, deploy, govern, scale AI.”

The technology company on Wednesday reported a first-quarter profit of $1.22 billion, or $1.28 a share, compared with a profit of $1.06 billion, or $1.14 a share, a year earlier.

Stripping out certain one-time items, the company logged adjusted earnings of $1.91 a share, ahead of Wall Street’s expectation of $1.81 a share, according to FactSet.

Revenue rose to $15.92 billion from $14.54 billion a year prior, amounting to what Kavanaugh said was IBM’s highest first-quarter revenue growth in many years. Analysts surveyed by FactSet were expecting revenue of $15.63 billion.

IBM maintained its expectations of constant currency revenue growth of at least 5% this year, with free cash flow rising by around $1 billion.

Shares fell about 6.4% in late trading to $235.82. Through Wednesday’s close, the stock had lost nearly 15% this year.

Revenue in the company’s software segment rose to $7.05 billion, up 11%. Within that segment, hybrid cloud revenues, which includes the company’s Red Hat business, were up 13%, while automation revenue rose 10% and data revenue rose 19%.

Consulting revenue rose 4% to $5.27 billion, and infrastructure revenue was up 15% to $3.33 billion.

Free cash flow in the quarter was $2.2 billion, up around $300 million year over year. Analysts were expecting $2.04 billion.

IBM’s board of directors also increased the company’s quarterly dividend to $1.69 a share, up from $1.68.

The new payout, equal to $6.76 a year, represents a 2.6% annual yield based on IBM’s Tuesday closing price of $255.68.

The dividend is payable June 10 to shareholders of record as of May 8.

Of course all the so-called news is shallow parroting of IBM or "churnalism" void of real analysis.

http://techrights.org/n/2026/04/22/IBM_s_Shares_Have_Just_Collapsed_Again_as_a_Result_of_the_Phony.shtml

lots of vps and products consolidated.

Thank you John for RTO