#performance

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Mike Lyons - when will you begin to lead???

What are waiting for and why are you so passive? Shareholders have been wiped out and you seem like all is fine. Not it is not! There is one scoreboard for a public company and you are losing. You will be out of a job at some point unless you take decisive action. This company need to be broken up into to pieces (Merchant and FI). Your team is not capable of dealing with the size and complexity as it is comprised today.


What's larger: -23% or +76%

Need a bit of math help here - What's larger: -23% or +76%?

For example, if one company grew in value about 76% and the other grew negative 23% in value, who grew more? To make it a bit easier, you chose some fixed time fame and let's keep it in the industry, so let's make tmobile be 76 and att be -23...

Finally, once I understand what's larger, I'd like to see which factors cause numbers to differ. For example, if tmobile has a hybrid WFH system, and att is having all employees come be in the office all the time, would someone analyzing the numbers difference, be able to establish some kind of correlation here.

thank you!


Not an employee but……

What the actual f-k is going on with the stock price in this company? This absolute failure of a management team has driven the market cap down to $38B. That is absolutely insane at how poorly it’s performing. Is management really this d-mb? At this point it seems like they just want it to go lower and lower. I couldn’t imagine working for this company and just watching the value constantly decrease. Your work is just meaningless at this point.


Why Cadence is more eifficient than us

One upper management leader once mentioned that competitors (Cadence) were more efficient. A few colleagues who once worked at Cadence also said the same. Why? Have our leaders thought about the underlying reason, or they know the answer but they can't change since such reform will damage their own benefits?


Today’s manager would not make the cut

Most managers and up at Verizon would not make the cut in today’s landscape. A lot of them were simply at the right place at the right time. They would buckle under today’s pressure, scrutiny, and expectations. Many got there because they knew someone, checked a DEI box, metrics were easier, opportunities were abundant, and the market practically carried people upward.

Today you have to fight for every sale, every customer, every opportunity, while dealing with shrinking compensation, unrealistic expectations from people who had it easier, and bootlickers with Stockholm syndrome who are just happy to finally be a baby shark in the corporate tank. Different era entirely. A lot of the people preaching “adaptability” never actually had to survive in the environment they created.


Stuck in Career Growth

Hey, guys wondering which orgs should I consider transferring too. I want know which STS are green or red flags. I’m currently an associate engineer with continued meet standards in CET,RWT and I keep getting things blocked due to budget related stuff. I’m tired of my org not evaluating me fairly so I’ll be applying around again.


Bloomberg Talks Dan Interview Total Embarrassment

Listen to the Bloomberg Talks interview with Dan. They literally ask him what changes will average customer see that will make an impact and Dan literally couldn’t answer. Totally embarrassing- it’s so CLEAR he has NO PLAN for any real changes. Just AI, AI, AI. Literally no plan at all!!!


Merrill WM Banking

Big changes in merrill banking. Word on the street is no more banking quotas monthly for 2026. The new scorecard is radically different suggesting concern over the pressure to open more and more and more accounts. Now the bankers are judged solely on risk and accuracy.
Looks like some freedom fighter took the charge to the Bull, and a RIGHT hook from the disgruntled base connected


Sr Director Openly Vying for SVP Job

Finance SD is openly vying for a SVP job two levels above his. he frequently mentions it in team meetings and its all over LinkedIn. he uses my annual performance meetings to talk about his desire for a promotion. SVP and AVP show favoritism to him. he acts inappropriately around employees and encourages us all to slack off. he constantly pressures people with opposing opinions in an abusive way and lies to protect himself. toxicity at its finest.


DXC won’t do layoffs- they will fire instead

DXC is too morally bankrupt to actually do a layoff where they would have to pay severance packages. Instead HR goes around trying to find low performers on the sales team ( which is basically the whole company) and they put them on PIPs. Even if you make the PIP. They then put you on a new one. Constantly moving the goal post. They also lie on the documentation. These people are bottom of the barrel sc-mbags


Stock going into the 30s - FT drop

I think once everyone learns that FT, who is a large client, is dropping the contract and going with a different company the stock will fall even lower. Well into the 30s. How can you have confidence in the company if they constantly get dropped by clients?


Love how Xeroids are so behind on basic concepts

I absolutely loved todays call and how Xeroids have to be coached on basic concepts as if they are something"New" to drive toward goals and functionality that Lexmark had already been performing and achieved over a decade ago.

SMH - I seriously don't know how a 120 year old company allowed it's workforce to be taken over by employees that just set on their hands collecting pay checks instead of driving these basic practices.


Geoff got all choked up…

Thought he was gonna cry saying goodbye to his buddy Brett on the earnings call. Clearly he didn’t want to fire him and EM forced his hand. Neuroscience performance was awful (again)… when was the last time they hit plan??? Getting rid of Brett was long overdue— Geoff you are next


All that is Wrong with Centene (and Corporate America in General), in 26 Slides

After 20+ (mostly hellish, but somewhat productive) years at Centene, I had the misfortune of being re-orged under a Sr. VP that had no idea what anyone's background and contributions had been over the decades, so I and some others were shown the door in layoffs a couple months ago. I came across this article today that lays out perfectly how the last 20 years have been for a lot of us:

https://www.msn.com/en-us/news/world/gen-x-doesn-t-want-to-work-and-their-reasons-actually-make-sense/ss-AA1VYmbT?ocid=msedgntp&pc=W069&cvid=6a1dd379fcb443ba814542eb7b86d0fe&ei=107#image=1

Slides 16 (Corporate Culture Prioritizes Appearance Over Measurable Results) and 19 (Performance Reviews Emphasize Arbitrary Metrics Over Actual Contributions) really hit home, especially this from slide 16 - "Elaborate presentations mattered more than project outcomes. Workers who delivered results efficiently got overlooked while colleagues who mastered workplace theater earned promotions."

I have never seen a company waste so much time and money on worthless slide decks that are forgotten immediately after they are delivered. If you totaled all the wasted manpower in terms of the salaries of the people that had to drop everything they were doing to work on a deck for some muckety-muck that was coming to town or wanted an update on something, I would venture it is in the hundreds of millions of dollars in wasted salaries over the life of the company.

Anyway , time to get back to figuring out how I want to spend the rest of my career. I promised myself it would be doing something that provides meaningful, measurable, tangible results, so going back to Centene is off the table.


Portfolio Leadership Failures

Portfolio leadership is directly responsible for the failures in losing market share. My Heartland Gulf Operation OD is an example of this. He blames everyone else and wants people fired on our teams and our specialists but never holds himself accountable. Tells everyone to do their job but does not do his. He does not even reside in the operation. This is the type of leadership that loses market share.


New rumor mill about token usage and cuts

There's growing chatter about people being cut due to less token usage.

If you weren't heavily using your copilot, it's being seen as "you're not growing" and "adapting" to new technology.

To me it's seems mo--nic,
It's another metric of punishing people who are efficient while people who used dev assist for simply changing a label on UI are being rewarded.


damaged PEP is trading around $141 - 2021 level - True value of PEP Strategy and Transformation over the years. How much Ramon has left?

PEP stock is sitting right in the middle of 2021's range - well below 2021's year-end close of ~$159 - Can doomed PepsiCo turn things around? How much Ramon has left in the role? Is this a real business value of our Strategy & Transformation over the last 5 years?


Permian Operations CL Reductions

Executives feel Permian CLs are inflated and have a plan to reduce them. If you are in Permian Operations and lower CL prepare for no CL promotions. If you are high CL already prepare for being told you are over your salary curve even if assessed high and no more raises for many years.