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Old 01-31-2025 | 06:40 PM
  #21  
Madella0124
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Joined: Jun 2018
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I would say based on the stock price, Wall St. agrees she is a failure. The stock is down roughly 28% from Jan 1, 2024 while the S&P is up 30%. 2023 revenue was $90.9B, 2024 was $91B and 2025 is forecast to be $89B. That's the wrong direction. We are talking an inflationary environment where most companies had revenue growth. Average revenue growth in 23 was 12% and 5% in 24. That's is clearly showing her changes and gimmicks aren't working. In her 2024 Investor Day presentation, she set a goal for 2026 revenue to be $108-$114B. That's equates to growth of 25% from her 2025 estimate...... that ain't happening. I think her strategy of boosting automation is a good one. Additionally, her moves in the healthcare space are also positive. But again, the numbers aren't there and she's approaching her 5 year anniversary which is around the time where a board starts to think about a change, particularly with a non producer. But what do I know, just my two cents.
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