Thread regarding SAP layoffs

Bill jumps ship because Q4 can’t salvage the entire year

Why is everyone surprised that Bill jumped ship.

It is evident from the YTD results that Q4 wont be able to salvage the whole year’s results:

YTD operating margin 12.1%! (cf 19.1% for 2018 YTD)
YTD Profit after tax Eur 1.73B (cf 2.4B for 2018 YTD)

He is cashing out now.

Smart employees should cash out too.

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Post ID: @OP+11t5jzuP

7 replies (most recent on top)

Wonder if he knew (sadly) that Mark Hurd would not be returning to Oracle?

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Post ID: @8hoz+11t5jzuP

Short squeeze. Fundamentals have not changed.

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Post ID: @1fif+11t5jzuP

Q3 is evidently benefitting from the effects of the restructuring earlier this year. The improvements seem to be all non-IFRS / operational. The restructuring program has moved all of its cost to non-ops (IFRS) and unloaded substantial cost from ops results (IFRS).

  1. o.w.: Positive results expectable but not sustainable.
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Post ID: @may+11t5jzuP

Where did you find these numbers?

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Post ID: @uho+11t5jzuP

he is smart enough to cash out at the “good” quarter

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Post ID: @vhf+11t5jzuP

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