Thoughts/opinions about yesterday’s earnings call?
7 replies (most recent on top)
It was embarrassing. We have given up on even being competitive for wireless growth. So much for Sampath's priorities. No strategy, no vision, just enriching each other through consultants and kickbacks.
Its the typical Hans era charade.
They gave away free BYOD new lines and still posted negative post paid adds. The cost cutting and accounting gymnastics belie the reality that customers are leaving. There is a churn problem that they are not going to outrun unless there are strategic and leadership changes.
@ah
BAU !
Let’s be real — the stock chart’s just the appetizer.
The real mess? It’s what’s happening inside.
This place used to have people who gave a damn — who asked the hard stuff, pushed back when things didn’t make sense, and actually wanted to fix things. You didn’t have to kiss a-s to get noticed — you just had to do the work.
Now? Total clown show.
You’ve got freshly minted “leaders” writing anonymous fluff on layoff forums, then turning around and dropping the same LinkedIn cheerleading like it’s gospel.
They’re not here to build. They’re here to look good while everything falls apart.
It’s all noise. All vibes, no value.
The people who actually knew what they were doing?
Either walked, got pushed out, or got tired of yelling into the void.
The stock’s on life support.
The culture flatlined years ago.
It's a bunch of BS... smoke and mirrors, for the past several quarters they keep saying 'best quarter ever', 'breaking records' etc... but STI payout for this year was only 103%... on the earnings call they said we were trending for 100% STI... I've been around long enough to remember when anything below 120% was a big disappointment
This the tale of the tape below and why Hans and Sammy are full of it. The 'quality' of earnings is NOT Good, as postpaid beat prepaid every day of the week. This really is the worst management team in the history of all of the company.
"Sure, the numbers looked decent—if you ignore the part where we lost postpaid subs again, broadband growth slowed down, and leadership is basically high-fiving each other for trimming the fat while customers quietly leave."
@a9
“Good” is doing a lot of heavy lifting here.
Sure, the numbers looked decent—if you ignore the part where we lost postpaid subs again, broadband growth slowed down, and leadership is basically high-fiving each other for trimming the fat while customers quietly leave.
Raising guidance doesn’t mean the business is healthy. It usually means they squeezed a few more drops from cost cuts and accounting tweaks. But hey, if that’s the new definition of “good,” I guess we’re crushing it.
It was good