For months, we have been hearing the same pitch on repeat: “The Lexmark acquisition will unlock synergies...” “This is a transformational move...” “We are scaling for the future...” But now that Lexmark’s audited financials are public (thanks to... — read more 

16th in last 22 trading sessions.

In addition to watching the stock price drop, it is also interesting to look at the price of Xerox's publicly traded bonds (CUSIP: 984121CB7, 984121CL5). They are trading this morning at about 47% of face value, making the yield over 16%. Moodys... — read more 

Or 19.02% on the old payout from a month ago. It is wild that this will be back to double digits shortly after going down to 6%. When we get to $2, it will be 25% yield. Watch for SB to yank the dividend shortly.

I wonder if it'll hit $4.99 today?

Dear fellow survivors of the "Reinvention" era: Our brilliant leadership has decided the best way to save this sinking ship is to BORROW another $800M to fund the Lexmark acquisition - offering Senior Secured Notes. But here's the thing... who the... — read more 

With Xerox increased debt load and declining share price, one has to wonder if the Lexmark deal is even feasible. The combination of Lexmark and Xerox is two drowning companies clinging to each other.

15th in the last 21 trading sessions.

14th in the last 20 trading sessions. Was down to $5.28 at the low. The end is coming faster and faster now.

13th in last 19 trading days. Down ~35% since 1/1/25

From MG on the XITS side email about March Madness I'm gonna scream. We're working harder than at any point during my time at this company or ITsavvy, I can't keep up with all the things coming my way because we keep losing bodies, but god forbid MG... — read more 

https://www.nasdaq.com/market-activity/stocks/xrx/insider-activity I love how all these guys execute their options on the same day.

This is the 12th in the last 15 trading sessions.

Just returned from Vegas. I’m a Xerox “Partner” AKA Dealer. More Xerox people in attendance compared to partners. You would think this company has money and is growing. Lots of fluff, no clear direction. No future in production print. At least I saw... — read more 

We’re saving babies now… This partnership expansion between Connecticut Children's and Xerox represents a strategic pivot for Xerox as it continues diversifying beyond traditional print services into higher-margin technology solutions. By... — read more 

11th new low in last 14 trading sessions

Rome may be gone by the time SB and team return.

Do you guys have non-solicits or non-compete clauses?

What is the target price on 4/21 at COM? What is your best guess? I am guessing $4.97

Today is the 10th 52 WEEK LOW in 13 TRADING DAYS.

Before all of the haters attack me for this question remember we still do performance increases and they typically account for the money the year before. Has anyone heard anything about SIP for this year?

https://www.securityweek.com/xerox-versalink-printer-vulnerabilities-enable-lateral-movement/ A critical security flaw in the Versalink allowed lateral movement in an org, and access to Active Directory. This is how seriously XRX handled it: "The... — read more 

8th consecutive trading session in a row.

Is anyone hearing anything about another round of layoffs , next week ? I overheard a conversation yesterday leading me to believe there’s some major cuts in sales pending ? Blame sales I guess !!

Most any shortfall can be easily attributed to sales. Stock price down? If the sales reps did their jobs this would not be an issue! Profitability? If the sales rep would just SELL the superiority of the Xerox “brand” vs caving on price. Support? If... — read more 

7th consecutive trading day with a 52 week low.

The 6th in a row. It got down to $6.16 today, and recovered most of it for a small loss. Unless SHTF tomorrow, it won't be 7 in a row. $6.16 is a wild number to hit.

So is there going to be any accountability to the C Suite for the 57% decline? Is the Board going to address this issue from the top?

5th in a row. Down 23.07% since 1/1/25 Cap is down to $801MM. 85% of the float is owned by institutional investors (as of 12/31/24). Even if every single retail investor cashed out in the last 2 months, it wouldn't have dropped that hard. The big... — read more 

Xerox was home for over a decade. I learned quickly how to navigate dysfunction and became an expert at it and it paid off for a long time. Then I was IRIF’d. Found a job quickly and am never looking back. Good riddance. It’s nice to have new... — read more 

It's the 4th one in a row. The cap is down to 830MM and the dividend yield is back up to 7.54%. The current debt to equity is 264%, or ~$2.1 Billion. If the Lexmark deal goes through, that would add $1.5 Billion of subprime debt to the books... — read more 

Last October Xerox outsourced all their analysts and software support to HCL. Does anyone know how long that contract with HCL was for? In the past when Xerox did the past with engineering hotline support most engineers were let go from HCL with in... — read more 

It's the 3rd one in a row. Welp.