#revenue

How long they can keep the lies so sweet? Each quarter blame the same issue. Really? obviously anyone can use AI to tell the problem is the management. That Ken West baby should retire...

ESPN is preparing for another round of layoffs. Approximately 30 off-camera employees are expected to be impacted. A YouTube TV blackout last year caused a $100 million revenue dip. These cuts are not related to ESPN's recent NFL Media asset acquisition. ESPN has experienced multiple layoff waves over the past decade due to rising rights fees and declining subscribers.

https://www.sportsmediawatch.com/2026/04/espn-layoffs-coming-weeks-youtube-blackout/

CPAC is laying off staff and cutting programs. This decision comes despite a recent CRTC wholesale rate increase approval. The channel will cease production of PrimeTime Politics and L'Essentiel. CPAC faces accelerating revenue declines and market uncertainty. Subscriber erosion has nearly doubled since 2024.

https://broadcastdialogue.com/cpac-cuts-staff-cancels-programs-as-financial-pressures-intensify/

The Telecom Paradox
More Traffic. Same Revenue.

Telecom is working harder than ever.

Traffic is exploding.
AI, video, cloud, 5G, FWA, everything runs on our networks.

But revenue?

Flat.

We operate one of the most capital-intensive industries in the world on a model that rewards volume… but not value.

This isn’t temporary pressure. It’s structural imbalance.

The digital economy is expanding exponentially. Yet the infrastructure enabling it
captures a shrinking share of the value.

The Reality & Problem for Verizon:

It’s like claiming that LCD manufacturers should benefit from more pixels being displayed when users watch more video

Last time I checked they were making 3 billion in revenue, I think the goal is to shrink the total employee count to 7000.

UBS Group highlights $INTC 14A PDK as a key catalyst, raising the target price to $65.

UBS Group released a research report stating that $INTC exhibits resilient demand for personal computers (PCs), with significant growth in server CPU demand as well. In addition, the company has already raised prices by about 10%, and price increases are expected to continue throughout this year, particularly in the enterprise server segment.

UBS has slightly raised its first-quarter revenue forecast for the group from the previous $12.2 billion to $12.5 billion, while leaving its earnings-per-share forecast unchanged at $0.06. For the group's 2026–2028 revenue projections, the firm has increased estimates from $51.1 billion, $52.4 billion, and $56.1 billion to $53.1 billion, $55.1 billion, and $58.5 billion, respectively. Earnings-per-share forecasts have also been revised upward from the original $0.35, $0.60, and $0.92 to $0.44, $0.75, and $1.05, respectively.

UBS noted that Intel's foundry business is seeing improving prospects, particularly in the 14nm process. At the same time, it expects customers such as Google, Apple, AMD, and NVIDIA to sign foundry commitments this fall. In addition, the potential scenario of merging the Ohio wafer fab project with Musk's TeraFab also boosts confidence in the long-term outlook for the foundry business.

However, UBS remains skeptical about Intel's long-term earnings per share profitability. Even under an optimistic scenario, EPS is expected to exceed only about $3.50 by 2030. UBS believes that there is limited room for further upside in the stock price, and the key catalyst—the release of the 14A 1.0 PDK—has yet to materialize. It is expected that the stock price will still trend higher within this year.

UBS assigned a "Neutral" rating to Intel, with the price target raised from $51 to $65.

Stock bonuses of $5m are being offered to executives in addition to their elevated pay if the bank beats multi-year targets for revenue growth.

Think about that.

Doesn't Amazon S3 Files thing completely annihilate one of netapps' core revenue streams?

Last quarter we made the numbers due to last minute unexpected deals and currency tailwinds

Looks like currency is now a headwind, anyone know how the numbers are looking ?

By numbers, JD grew top-line revenue from $37.4B to $51.4B (+37% overall). EH is driving a revenue contraction from $51.4B to a projected ~$46B (-10% decline).

Numbers don’t lie or drop tears. Winning!

Record high revenue, destroyed budgeted expectations, kicking butt and taking names.

APRIL FOOLS!!!!!

Company lost so many customers that revenue took a significant hit. As such in April 2026 they will be raising prices for over 1.5 million customers to squeeze more revenue out of them. Prediction, it pi---s more customers off and accelerates the customer exodus to competitors.

Providence University College and Theological Seminary is implementing staff layoffs. Approximately 10 percent of its 115 employees are affected. This action stems from federal funding cuts and international student caps. The institution's projected annual revenue has significantly decreased. Providence plans to phase out some programs and launch new global initiatives.

Otterburne, Manitoba

https://www.cbc.ca/news/canada/manitoba/providence-university-college-international-students-9.7140721

Accenture stock rallies today...

Accenture reported better-than-expected quarterly earnings and revenue, which helped its stock rebound despite a steep decline over the past year driven by fears that AI could disrupt its consulting business. The company highlighted strong AI-driven demand and solid margins, and slightly raised its revenue outlook, but bookings growth remained weak and demand trends appear stable rather than improving. While some analysts see value in the stock’s low valuation and long-term exposure to AI and cloud growth, others remain cautious, noting that slowing revenue momentum and ongoing uncertainty around AI’s impact mean investor concerns are unlikely to fade quickly.

https://www.barrons.com/articles/accenture-earnings-stock-price-8b5d8c09

Who knew we were selling more in sweatshirts and soap than we were EVs?

“Ford…is raking in a whopping $1 billion in merchandising deals as a result of these expanded efforts. Even a recent collaboration with Dr. Squatch - which led to the creation of the Bronco Bricc soap bar - resulted in 40,000 units being moved across three days, selling out in record time as well.” (7/1/2024 Ford Authority)

This is a sinking ship…..#Sprint 101

Lookup your 24 months sales revenue for your branch…local domestic or international..

this board has gone quiet.have u given up ? get w/da program.come on people.time to change mutualof america for the better.where is the Spirit of America.markets are tanking.revenue hit has been $4,000,000 less since 2/27.perfect storm set up for 3/16

Contains zero subscription sales numbers. Why not?
Has “Integrated Services” been laid off? What has Mike Aragon been doing other than collecting a paycheck instead of unemployment?

BlueCruise was launched Jule 2021, why no accounting of paid subscriptions after almost five years?

“Ford Secure” was allegedly launched in 2023, why no accounting of the three years of subscription sales?

Could it be that Ford is NOT a software and subscription company?

Model e better get busy selling, because YTD sales of VEHICLES are down over 5% YOY.

Mike you can blame Frank all you want but $62 is on you buddy! You were a rookie who was unprepared and you destroyed $100B in Market Cap! Congratulations on holding the that record, surely puts you in the top 5 of worst CEOs ever! By the way why is Chris Foskett still here riding around on the jet! The guy does nothing. What big account has he brought on in three years. As Revenue head he has lost a ton of business in last two years.

1. Voyix Software is terrible and might work in 5 years (20 more quarters or what you already know…RIF cycles.) AI driven software coding from actual BigTech software companies will beat anything Voyix attempts in 5 years. Software is the only strategy Jim Kelly and Board have for Voyix…that should should concern you.
2. Voyix has given up on hardware w/the ODM move. The company leadership and strategy is toward cr-ppy software (see above). No one is is focused on selling hardware and hence sales/revenue will continue to decline while competitors like Toast and Toshiba who really want to and are committed to be in the hardware business take market share.
3. Hardware and Desk Services - the actual heart of Voyix revenue and earnings is going to continue to decline as it did throughout all 2024 & 2025. No focus, priority, or investment is given to it in Voyix. Voyix hasn’t trained a service technician in its training centers in an entire year to save $.

When mass promotions of 6700 people in CX happened all of us in CX understood that the margins would get affected in a few quarters when its in effecti in all regions and there would be consequences but LC & CX leaders defended it then and tried to be heros. Now on leaders call it was specifically called out that CX revenue & margins are both down. CX business needs to pick up. DUH. Would rather like to keep our jobs than get a promotion with others thinking we don’t deserve it or worse - lose the job thanks. Typical of Cisco for leaders to make horrible decisions and ICs to lose jobs.

Class action lawsuit coming soon to Michael Dells desk for review. Count up all your revenue that is Pending Production….we have 3 months to get ever shipped out to hit our attainment to make our commission.. if we don’t hit 60%, then we owe back to Dell…
Be on top of factories and team to build and ship your product out ASAP!!! That 60% is what needs to SHIP!

I’m curious how much backlog will actually ship that will count towards the 60%.

Who cares about the 100% when 60% is what were actually needing..

3wks working my ar-e off, and seeing zero chance of getting to 100%. While the past wks revenue wise have been fairly promising, not a single cent has shipped. This SCP su-ks and they can shove these 25% draws. The irony here is that I will owe them money back when indeed they really owe that to me.

( Revenue decline + Profit decline ) x ( ineffective SLT/EC + ineffective sales ) = THE END

While we are spinning our wheels.

Who, on the exec side, is responsible for this?

Oracle spent on Tiktok, Oracle spending on Datacenter. Though this might facilitate Oracle in long run,
its going to definitely affect a lot in the short term.
Revenue ? Employees ?
Waiting on March earnings report

The recent news about the joint venture of TPG, states that IPCo (A bankruptcy mechanism organization) now owns Xerox IPO.

In the new agreement there is a revenue covenant clause, that states certain thresholds for maintaining branded revenue (Excludes Lexmark, Fittle etc.)

The thresholds are as follows:
June 30: $2.578B
September 30: $3.852B
December 31: $5.225B

If Xerox fails to meet these revenue tresholds, the SSLA requires IPCo to initiate an event of default.

In otherwords, if Xerox does not meet the $5.225B brand line revenue in 2026 they will be going into default.

In 2025 Xerox did roughly $5.5B in brand line revenue. In other words: Does the brand line revenue decline with more than 5% this year again a default event will happen.

With the mass layoffs, mainly on the Xerox side, this is highly likely to happen.

In other words, we are now within the last 12 months.

Since John Roese has been here, what has his team of overpaid pontificators ever produced? What revenue have they delivered?

Harley-Davidson experienced a challenging year with declining performance. Its revenue fell by 26%, and global sales also continued their downward slide. CEO Artie Starrs announced plans to reduce costs significantly. These efforts may include workforce reductions as part of broader restructuring. Union workers in Milwaukee are aware of potential job losses for both production and salaried staff.

https://www.motopinas.com/motorcycle-news/harley-davidson-s-2025-revenue-down-26-percent-layoffs-may-follow.html

Astounding the Board has let a CEO literally burn a company, revenue and profit, people and stock price,

Then print some Warrants to add to the fire.

2025
Total revenue was $1.663 billion versus $1.750 billion, a decrease of 5% as reported and 5% in constant currency

Outlook for 2026
Total revenue range in the range of -2% to flat year-over-year

Amazing! Astounding!

Any CEO could meet those incredibly low expectation's.

I see the recent legislature will exempt or at least require GPO transparency, but I have no idea what that means for OptumRx. Does anyone have an estimate of how much $ Emisar captures for us? I realize this is probably known by only a few, very select employees and probably not casual readers of this site, nor something they would share openly. So I’m asking this group - any idea how much revenue Emisar pulls? When/if that company gets eliminated, how will the flat rate policy instructed in the legislation impact our revenue? I also realize that this is almost 2 years away, but wondering if layoffs will begin to wind down operations long before then.

firm need access to the capital markets. time to change corporate structure. can't keep cutting your way and back into profitability. have to raise revenue. Malarkey is ki.ling us. approves 50% automatic reductions on plan pricing w/his new found $500K a year job. he sends out an email not to travel during World Cup to save $5K, but he just got a huge bump in pay and in the same vain, cuts plan pricing & revenue by 50% and there are no real revenue enhancers to speak of. $1k ira rollovers into IAA ain't gonna cut it. Need in plan annuities, managed accounts, CITs, and plan pricing hikes. Time to raise fees man ! Cut C-Suite $$, cut reps who can't sell, pharm out IT, and cut the phu.cking bloat fats

Any knowledge out there about what is happening with OptumRx? Any rumors about the status of the various pharmacy locations? There were stories at the end of December where they lost a significant amount of pharmacy business with CalPers moving to CVS. There were also other scattered stories about various states moving to other options for Medicaid. All that combined with an enrollment decline in ACA plans would seem like a big problem, but here it seems to be mostly Optum Health that is discussed.

YoY revenue down, weak Q2. Tumble!

Word on the street is, OSM/ITOM is losing one of its biggest customer SocGen aka Société Générale, to ServiceNow?

I have been told they make up, upto 30% of the revenue.

Major blow! Transition will take approx 3 years.

https://www.wsj.com/business/earnings/ibm-sales-rise-12-as-customers-appetite-for-ai-grows-ff8f8442

The tech company posted a fourth-quarter profit of $5.60 billion, up from $2.92 billion a year earlier

By: Katherine Hamilton
Jan. 28, 2026 4:33 pm ET

International Business Machines recorded higher revenue in the fiscal fourth quarter, as customers move to implement AI in more areas of their businesses.

IBM’s generative AI book of business now stands at more than $12.5 billion, up $3 billion from the third quarter. Chief Financial Officer Jim Kavanaugh said he anticipates that the AI book of business will continue to increase at a similar pace, with growth continuing through the next handful of years.

“What you’re seeing is the early indications of moving from what I’ll call industry experimentation to we are now beginning to the cycle of scaling,” Kavanaugh said.

The Armonk, N.Y., tech company on Wednesday posted a profit of $5.60 billion, or $5.88 a share, in the quarter ended Dec. 31, compared with $2.92 billion, or $3.09 a share, a year earlier.

Stripping out certain one-time items, adjusted per-share earnings were $4.52, ahead of the $4.31 anticipated by analysts, according to FactSet.

Revenue rose 12% to $19.69 billion. Analysts surveyed by FactSet forecast revenue of $19.21 billion. Sales were driven by software and infrastructure, which rose 14% and 21%, respectively.

Within IBM’s software business, data sales rose 22%, while automation was up 18% and hybrid cloud increased 10%. In infrastructure, IBM Z fueled most of the growth, with sales climbing 67%.

Consulting revenues were $5.3 billion, which was a hair below analysts’ expectations. Kavanaugh said businesses are feeling more confident about spending—which typically leads to stronger consulting results—as macroeconomic uncertainty has subsided compared with this time last year.

“While we’re still operating in a dynamic environment, we see pretty good green shoots about growth factors,” Kavanaugh said.

In 2026, IBM expects full-year revenue growth of more than 5%. That would be a slow-down from 2025, but higher than the previous two years. Wall Street was projecting 4.6% in annual sales growth.

IBM in December agreed to pay $31 a share for the data-infrastructure Confluent, which provides technology that helps manage streams of data using AI models. The bo-m in AI usage across industries has boosted the need for its capabilities.

The synergies with Confluent are expected to increase IBM’s total addressable market by more than $100 billion, adding real-time data streaming to the business for the first time, Kavanaugh said.

“It is the glue that brings together IBM’s portfolio,” Kavanaugh said of Confluent.

How on earth does Bandy have the cahoonahs to classify the Lexmark revenue as ‘growth’ when reporting the results - is there not something in the SEC rules that stops this.

In Xerox they have classifications for two types of revenue : N&A ( New & Add ) and E&R ( Extend and Renew ).

Take the example of today’s earnings call, a certain UK grocer customer is called out as a great success for ‘New’ business for MPS and Print Room, plus GI in the print space.

However, this grocer was the largest UK customer by revenue until they cancelled the contract last year ( had the contract since mid 2000’s ).

So HOW is the ‘NEW’ business ?