#shares

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Anyone else tired of the stock price?

For years I have watched my shares dwindle down to practically nothing. Day after day it’s just lower and lower. The CEO and CFO never address anything about the deteriorating wealth of its employees. It’s just exhausting and hard to work at a company that could care less about the value. The market is at ALL TIME HIGHS and we are at ALL TIME LOWS. It’s just ridiculous at this point.


What did the severance, shares, and bonus packages actually look like?

To everyone who served their last day on May 29th, thank you for everything you’ve contributed here..

As the community navigates this transition, many are trying to understand the baseline support the company provided. If you feel comfortable sharing, could you shed some light on the standard severance packages? Specifically:

Salary: Did the company stick to the standard 2 weeks of pay per year of service (up to a 6-month max), or did those with shorter tenures (like 3 years or less) get a flat baseline?

Shares: Did they pay out any shares based on their current vesting value, or did all share vesting completely cut off on May 29th?

Bonus & Benefits: Were annual bonuses pro-rated based on the time you worked this year, and are they subsidizing health insurance (COBRA)?

Wishing you all the absolute best on your next chapters!


Share buybacks means no innovation, change my mind

Just what the title says. Change my mind. Here’s my rationale.

A public company usually focuses on either profit maximization for its shareholders or customer acquisition for future profit maximization for its shareholders. This usually means heavy investments in human resources, infrastructure and technology.

Share buybacks make great sense when these investments are in place and the company has a surplus. Also buying back shares when the share price is low makes great business sense.

Share buybacks for SAP do not make sense. There needs to be heavy investment for infrastructure for the cloud, technologies around the AI roadmap, acquisitions that make long term business sense and training of employees on AI skills. SAP needs to make good on all the promises made to customers in the recent years so they don’t feel like we’ve sold them a lemon. So it makes no sense that SAP is laying off employees to generate cash it doesn’t have to buy back shares. And it doesn’t make sense that 2023, 2024 and 2025 share buybacks took place at a price that’s higher than the current share price knowing full well that the share price will drop more in a few years because of this idiocracy.

SAP has authorized a new share repurchase program of up to €10 billion, which is set to start in February 2026 and is expected to be completed by the end of 2027! This is insane. No one in their right mind would think that this is a good strategy. Unless they personally benefit from it somehow. Or unless it’s to give a short term boost to the share price because they are incompetent to think of anything else that may improve it.

https://www.sap.com/investors/en/stock/share-buy-back/2026.html


DXC Execs strategy - why buyback shares?

They know how to squeeze the last bit of blood out of the employees. The company is making $650million cash profit but they plead poverty and won't pay the employees. Execs take millions for themselves and on top they are using the profits cash buying a third of the company by share buybacks. Drums package suddenly goes from $6.7 million to $10million effectively back door. They squeeze every $ they can from employees. Its plundering every which way they can.


Bonus 5% Mandatory Shares

For anyone not aware, it is mandatory that 5% of your bonus will be awarded in shares. Team members will only get told during their meeting. You get a minimum of 2 shares if you can't afford more.

Can anyone explain how this is calculated? E.g. if 5% of your bonus is taken for shares, but that is only enough for say 2.5 shares, how does it work? (What happens to the residual?)


At some point we have to say the quiet part out loud. This leadership has a proven track record of destroying value.

Under Stankey’s watch, AT&T lit tens of billions of dollars on fire. DirecTV was acquired for roughly $49B and later dumped at a fraction of that value. Time Warner was bought for about $85B, then spun off just a few years later after massive write downs, leaving shareholders with years of dead money and zero strategic payoff. Even the failed T-Mobile saga cost AT&T billions in breakup fees and spectrum giveaways.

Fast forward to today.
$20B in stock buybacks executed while the stock falls and analysts downgrade it to sell.
Operating costs rising due to five day RTO.
Bonuses at risk.
And now a brand new office campus being built from the ground up for no measurable business benefit.

This is a pattern, not bad luck. Buy high. Sell low. Spend big. Then double down instead of course correcting.

Employees see it. Wall Street sees it. The market has priced it in. Continuing to trust the same leadership to make yet another massive capital decision is reckless.

How many more billions need to be burned before accountability finally shows up?