#missedearnings

All is right with the world again. Always knew AK would come through! Will be watching for the stock to hit $332 again very soon, if not higher.

https://www.investing.com/news/stock-market-news/ibm-shares-rise-3-postq2-earnings-miss-as-investors-eye-prior-profit-warning-4806913

Author: Louis Juricic | Published 07/22/2026, 04:17 PM

Investing.com -- International Business Machines Corporation (NYSE:IBM) reported second-quarter results that fell short of analyst expectations, though shares rose 3% as the company had issued a profit warning last week.

The technology company posted adjusted earnings per share of $2.93 for the quarter, missing the analyst consensus of $3.01 by $0.08. Revenue came in at $17.2 billion, below the $17.9 billion estimate and up 1% YoY. IBM now expects full-year constant currency revenue growth of 4% to 5%, down from its prior guidance of more than 5%. The midpoint of 4.5% falls below the previous expectation. The company maintained its forecast for free cash flow to increase by approximately $1 billion YoY.

"Although we faced revenue headwinds late in the second quarter, we continued to focus on the fundamentals of our business, including driving productivity, strengthening our portfolio, and generating free cash flow," said James Kavanaugh, IBM senior vice president and chief financial officer.

Software revenue increased 5% to $7.8 billion, with Hybrid Cloud (Red Hat) up 11% and Data up 19%. Consulting revenue remained flat at $5.3 billion, while Infrastructure revenue declined 7% to $3.8 billion, primarily due to a 42% drop in IBM Z, partially offset by a 37% increase in Distributed Infrastructure.

The company generated $2.5 billion in free cash flow during the quarter, down $0.3 billion YoY. For the first six months, free cash flow was $4.8 billion, flat compared to the prior year period.

"We are confident in IBM’s strategy and portfolio, and in our ability to capture growth opportunities ahead," said Arvind Krishna, IBM chairman, president and chief executive officer.

IBM continues to expect improved pre-tax income margin expansion for the full year.

https://www.cnbc.com/2026/07/09/pepsico-pep-q2-2026-earnings.html

They are doubling-down on their India Capability Center and doing massive layoffs after they missed earnings. If things don't improve this quarter (which seems doubtful with tight wallets keeping people away from their vets), there will almost certainly be another round of layoffs in 3 months.

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

More layoffs to come.

I hope I’m impacted and they package me out

Down almost 10% today to $51 (a new 52 week low) - what happened?

SAP Stock Drops 15% After Earnings. Europe’s Tech Darling Can’t Play With the Big Boys.

SAP stock tumbled Thursday after the German software company reported better-than-expected earnings but disappointed investors with weaker-than-anticipated cloud revenue growth.

https://www.barrons.com/articles/sap-earnings-stock-price-6e124de8

SAP’s American depositary receipts fell about 15% in early trading to roughly $200, putting the stock on track for its steepest one-day decline in more than five years. The S&P 500 was roughly flat.

The company reported fourth-quarter non-IFRS earnings of 1.62 euros per share on revenue of €9.68 billion, up 3% from a year earlier. Analysts had expected earnings of 1.51 euros per share on revenue of €9.75 billion, according to FactSet.

The primary concern for investors was SAP’s cloud business, which has benefited in recent years from demand tied to artificial intelligence. Cloud revenue rose 19% year over year to €5.61 billion, but came in slightly below Wall Street expectations of €5.64 billion.

For the current fiscal year, SAP forecast cloud revenue of between €25.8 billion and €26.2 billion. The midpoint of that range is slightly above analysts’ consensus estimate of €25.98 billion.

The company said several large customers, including Lockheed Martin and Rolls-Royce Holdings, signed deals during the quarter. Still, SAP acknowledged some hesitation among customers amid geopolitical uncertainty. Chief Financial Officer Dominik Asam said the company saw deal slippage in the quarter due to rising geopolitical tensions.

SAP’s results followed a weak reaction a day earlier to Microsoft’s cloud earnings, which also raised concerns about slowing growth in the sector.

The company’s board authorized a new share buyback program of up to €10 billion, set to run from February 2026 through the end of 2027.

SAP is one of Europe’s largest technology companies, with a market value of about $267 billion. That is significantly smaller than Microsoft, but comparable to large U.S. software peers such as Oracle and Salesforce.

Through Wednesday’s close, SAP shares were down 9.1% for the year. Over the same period, Salesforce shares had fallen 9.4%, Microsoft was down 11%, and Oracle had dropped 37%.

I, along with roughly 140 other employees, was laid off yesterday. This came just two weeks after being told by my department lead that while R&D was over budget, my role was safe.

Many of those impacted were considered high performers and had strong year-end reviews. This makes the decision feel less about performance and more like a short-sighted attempt to offset missed earnings targets.

A significant number of those let go were among the highest-paid employees on their teams, often with stronger stock and benefits packages. At the same time, the company continues to publicly boast about plans to hire 700 additional employees this year.

Cutting experienced, higher-cost employees to replace them with cheaper labor appears to be the new strategy at Axon.

And I love it, and I love it Big miss coming

Just in the last two days I've heard
A) 20% reduction in managers by end of year
B) all projects on hold due to disastrous quarter

We need the Vintage engineer! STAT!

Summary

Teradata Corporation continues to face persistent declines in revenue, earnings, and FCF, reinforcing the value-trap case for the stock despite trading at just 10x forward P/E.

Total revenue is expected to decline for the seventh straight quarter in 3Q on a YoY basis (excluding the nearly flat growth in 3Q FY2024), driven by deals that.

Low-end cloud migrations are largely complete, but the company is struggling to win over large cloud customers, as shown by the declines in recurring revenue.

Cloud ARR is expected to grow 14% to 18% YoY for FY2025, showing no growth acceleration in 2H FY2025.

Large deal delays and slow customer adoption highlight execution issues, with TDC losing market share to cloud competitors such as MSFT, GOOGL, SNOW, and Databricks.