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Go figure

https://www.linkedin.com/posts/businessinsider_salesforce-layoffs-jobcuts-activity-7470150259428593664-KMqZ?utm_source=share&utm_medium=member_desktop&rcm=ACoAAA4Bi0oBs8Ddvldtd9fxma6xbBuG6OaOo4I

https://cryptobriefing.com/salesforce-layoffs-ai-stock-decline/


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!


Crystal Ball Thread

Make your predictions for the rest of 2026 and early 2027 in this thread. My prediction is that we are done with large cuts, stock is up additional 50% by this time next year. The exec management continues to be as evil and detached as they've always been. Geopolitics continue to be messy.


Hewlett Packard has DOUBLED in price!!!

Yes, that is correct. Since we got stuck with Enrique only a few months ago Hewlett Packard has more than DOUBLED in value in just a few months. DOUBLED!!! Meanwhile we’re stuck with numbnuts dragging us to all time lows. I truly wish this was a lie. This id--t was a worse hire than Alex and that’s saying a lot.


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.


Layoffs still happening...

Well so much for the change in posture with new "leadershits" as folks are still randomly getting tagged and Rif'd. No news, no word, just the same old quiet layoffs to help bolster someone's 10 Mil stock target as a reality and not a bad dream. Exit while you can.


So we fire lots of people, we use ai for everything, and I’m doing 3 times the work I did 2 years ago. Why is vz stock barely moving since..

….mid March. Seriously, Dan be like ‘AI efficiency” and ‘we must tighten our belt and layoff’ and we’re still sh---y. Pay me Danny boy. You made a sh-t deal with the unions but have always paid us. All that moolah you got saved should be coming back to us. Sh-t, even throw the union some type of bonus for bending over on a bad contract.

Also that voice changer stuff is racist as he-l.


New CEO is a joke

The stock price of this company only goes down and my shares built up over 5+ years are worth a small fraction of what they were. I’ve lost so much time, energy, and money with this broken company that makes moves at a snails pace. You could layoff 20% of this company and you wouldn’t even notice.


Case Study in Corporate Hubris

Appian has changed over all senior leadership in the past two years. Except for the founders, of course.

In that time Appian has lost 1/3 of its value, while industry peers like PEGA and even the broader enterprise software ETF stocks (IGV) have gained 12-14%.

There’s nobody left to blame but yourselves. You aren’t good at your jobs. You can’t hire well. You can’t run a company well. You’re in over your heads but are too arrogant to see it. You’ve done your best to force alignment under a single old strategy… silencing any challenge to the boss. It’s not working.

Cash out. Let new people run this institution. Or continue to flush value down the drain,


Constant LRs

We are trendy. We have constant LRs. You can argue that we invented this, we do it every quarter, used to be every year. Companies increasingly treat small to medium sized layoffs as a signal of disciplined management... Using targeted headcount reductions to reassure investors and support the stock price. So, we've been making money even before layoffs. Now we are making "EXTRA" money. Whatever. Sick.


AT&T continues downward run, marks seven-session losing streak May 11, 2026

AT&T continues downward run, marks seven-session losing streak
May 11, 2026, 4:01 PM ET -- AT&T Inc. : Jay Mehta, SA News Editor. [ Seeking Alpha ].

Shares of AT&T closed down 1.21% at $24.86 on Monday, marking the telecom giant’s seventh consecutive losing session.

The stock has fallen about 3.7% over the past six sessions, underperforming the broader S&P 500 Index, which gained 2.6% during the same period. Despite the recent weakness, AT&T shares remain up about 0.8% so far in 2026, though they have lagged the benchmark index’s 8.1% advance this year.

Some analysts are pointing to the telecom sector’s capital-intensive business model as a key concern. Bearish commentary has focused on a 19% year-over-year decline in free cash flow to $2.5 billion, as capital expenditures rose to $5.1 billion amid continued fiber network expansion. Critics have also highlighted a 25% drop in legacy copper-based revenue and net debt of $126.4 billion, which pushed leverage to 2.71x, above the company’s long-term target of 2.5x.

Meanwhile, Seeking Alpha’s Quant Ratings maintained a Hold rating on the stock with a score of 3.44 out of 5. The company received an A+ grade for profitability, while its growth and momentum metrics were rated D and C−, respectively.

On the bullish side, Seeking Alpha analyst Sensor Unlimited reiterated a Buy rating on AT&T, citing its first-quarter 2026 results and fiber-first strategy. The analyst pointed to growth catalysts, increasing share repurchases, and capital allocation flexibility, noting that buybacks exceeded dividends for the first time and lifted total shareholder yield above 8%.

Similarly, Seeking Alpha analyst The Investment Doctor maintained a constructive view on AT&T’s senior securities, highlighting the company’s stable financial performance and strong coverage ratios. The analyst noted that preferred shares yield between 6% and 6.5% with a payout ratio below 1%, while baby bonds, including AT&T 5.35% Global Notes due 2066 (TBB), may offer a more favorable risk-reward profile for certain investors.

Overall, both Wall Street analysts and Seeking Alpha analysts remain broadly bullish on AT&T, maintaining Buy ratings despite near-term pressure on the stock.

https://seekingalpha.com/news/4590653-at-and-t-continues-downward-run-marks-seven-session-losing-streak


This is what they are watching

I am expecting more layoffs. I have no insider info. I feel that they are going to keep pushng in the same direction. This means job cuts.

Lookat the stock price. It has gone up several times over since 2023, and guess what else started happening around then? The employee count began dropping hard. That is not a coincidence.

The stock price is what they are watching. it's not our frustration stress & complaints. Not our objections to RTO. Not 100s of posts about loyalty. Nah, not workload too. None of that matters when the number they care about keeps moving in the direction they want.

And now they are starting to believe AI can make human labor worth less than it is today. I hope that is wrong. I really do. I am almost certain it will not. But it sure feels like that is where this is headed.