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Corporate Strategy News 5 October 2025 - 7 November 2025

Conduent (CNDT) Q3 2025: $767M Revenue, 5.2% Adjusted EBITDA Margin; Debt Refi Completed as Company Pushes GenAI Across Offerings

Conduent (CNDT) Q3 2025: $767M Revenue, 5.2% Adjusted EBITDA Margin; Debt Refi Completed as Company Pushes GenAI Across Offerings

Conduent Incorporated reported third‑quarter 2025 revenue of $767 million and an adjusted EBITDA margin of 5.2%, meeting management’s guidance and marking a year‑over‑year margin improvement. GAAP results showed a pre‑tax loss of $38 million and net loss of $46 million (‑$0.30 per share), while adjusted diluted EPS came in at ‑$0.09. Management reaffirmed its full‑year outlook for adjusted revenue of $3.05–$3.10 billion and adjusted EBITDA margin of 5.0%–5.5%. GlobeNewswire A brief snapshot from the Associated Press also noted the company missed Street revenue expectations (Zacks consensus: $794.3 million). San Francisco Chronicle Key takeaways Debt refinancing: maturities pushed, new performance L/C
7 November 2025
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Warner Bros. Discovery (WBD) Q3 2025: Loss Widens as TV Slumps, Studio Soars on ‘Superman’; Zaslav Says Sale/Split Review “Active” — November 6, 2025

Warner Bros. Discovery (WBD) Q3 2025: Loss Widens as TV Slumps, Studio Soars on ‘Superman’; Zaslav Says Sale/Split Review “Active” — November 6, 2025

Warner Bros. Discovery, Inc. (Nasdaq: WBD) reported third‑quarter 2025 results before the bell on Thursday, detailing a sharper‑than‑expected loss as cord‑cutting weighed on TV networks, while the film studio outperformed on the back of “Superman” and other tentpoles. Management also reiterated that a strategic review—ranging from a full or partial sale to a previously announced two‑way split—remains underway, with no hard deadline. Reuters Top takeaways (Q3 FY2025) By segment (revenue): Streaming $2.63B (flat), Studios $3.32B (+24%), Global Linear Networks $3.88B (‑22%). Studio growth was driven by “Superman,” “Weapons,” and “The Conjuring: Last Rites.” MarketScreener+1 What management said — and what
6 November 2025
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Pfizer (PFE) Stock at a Crossroads: Big Dividend, Weight-Loss Gamble & 2025 Outlook

Pfizer (PFE) today: Court denies bid to block Novo–Metsera deal; Pfizer preps sweeter offer and leans on higher 2025 EPS outlook

Key takeaways What happened today (Nov. 6) 1) Court clears the way for Metsera to pivot to Novo’s richer bid.On Wednesday evening, the Delaware Chancery Court denied Pfizer’s TRO request that sought to keep Metsera bound to its earlier merger agreement with Pfizer. In a same‑day statement, Pfizer argued the decision “does not address the merits” and vowed to pursue its claims in parallel antitrust litigation. BioSpace’s Thursday write‑up and the company’s press release confirm the ruling and Pfizer’s plan to keep fighting. BioSpace+1 2) Pfizer signals a sweeter counter—because the clock is tight.Reporting overnight indicates Pfizer plans to sweeten
6 November 2025
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GM Stock Skyrockets 7% as Earnings Beat, EV Strategy U-Turn Fuel Rally

GM Slashes 1,700 EV Jobs, Cites Trump Policy Shift – Investors Cheer Cost Cuts

GM Hits Brakes on EV Production, Axes Jobs in Michigan and Ohio General Motors confirmed sweeping layoffs this week across its electric vehicle operations in Michigan, Ohio and Tennessee, marking one of the auto industry’s starkest retreats from aggressive EV expansion. The company said it will eliminate approximately 1,700 jobs as it idles surplus production capacity. The heart of the cuts is at GM’s Detroit-Hamtramck “Factory Zero” assembly plant – an all-EV factory that builds the Chevy Silverado EV and other electric pickups – which will scale down to a single daily shift starting in January reuters.com. About 1,200 workers
29 October 2025
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Vedanta’s Big Split Stumbles: Govt Roadblocks, Fresh Delays & What It Means for Investors

Vedanta’s Big Split Stumbles: Govt Roadblocks, Fresh Delays & What It Means for Investors

SEBI Greenlights Documents, But Final Approval Awaits Vedanta’s journey to split its diverse empire reached a tentative milestone when the Securities and Exchange Board of India (SEBI) approved the documentation for the demerger plan reuters.com. This essentially meant the market regulator did not object to the revised scheme on record, after earlier compliance checks. SEBI’s nod was crucial – the National Stock Exchange had already issued a no-objection certificate, and Vedanta’s shareholders and creditors had overwhelmingly approved the restructuring (with 99.99% of shareholders in favor, according to filings) in prior votes icicidirect.com icicidirect.com. However, SEBI’s clearance alone isn’t the finish line. The demerger
29 October 2025
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Huntington’s $7.4B Texas-Tupelo Power Move: Cadence Bank Takeover Shakes Up Banking

Huntington’s $7.4B Texas-Tupelo Power Move: Cadence Bank Takeover Shakes Up Banking

Deal Details and Rationale On Oct. 27, Huntington Bancshares announced it will absorb Cadence Bank in a stock-for-stock merger finimize.com sec.gov. Cadence is a $53 billion-asset regional bank based in Houston/Tupelo, with 390 branches in eight states sec.gov bankingdive.com. Under the deal Huntington will issue 2.475 of its shares per Cadence share. Based on HBAN’s Oct. 24 close of $16.07, the exchange price equals $39.77 per Cadence share (a ~9% premium) finimize.com bankingdive.com. This values Cadence at $7.4 billion in total finimize.com bankingdive.com. The combined bank will have about $276 billion in assets, $220 billion in deposits, and $184 billion in loans and leases reuters.com bankingdive.com.
27 October 2025
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Palantir-Lumen AI Deal Sparks Stock Rally – CEO Warns of “Arms Race”

Palantir-Lumen AI Deal Sparks Stock Rally – CEO Warns of “Arms Race”

Palantir and Lumen Forge a New AI Infrastructure Alliance On Oct. 23, Palantir Technologies and Lumen Technologies unveiled a “multi-year, multi-million-dollar” strategic partnership to fuse Palantir’s AI/data platform with Lumen’s high-speed networking. According to the official release, the alliance will help enterprises “deploy AI faster and more securely” by combining Palantir’s Foundry/AIP software with Lumen’s next-generation “Connectivity Fabric” businesswire.com. Bloomberg News had reported Lumen would spend over $200 million on Palantir software aimmediahouse.com reuters.com, making this one of Palantir’s largest commercial deals to date. In a joint Fox Business interview, Palantir CEO Alex Karp stressed the national security stakes: “We’re in
24 October 2025
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Media Shakeup: Warner Bros. Discovery Mulls Sale After Blockbuster Bids

Media Shakeup: Warner Bros. Discovery Mulls Sale After Blockbuster Bids

Sources: Official Warner Bros. Discovery press release prnewswire.com prnewswire.com; Reuters news reports reuters.com reuters.com; financial media (Investing.com, MarketScreener) investing.com marketscreener.com; and analysis (TechStock²) ts2.tech ts2.tech. Analyst consensus data from MarketBeat marketbeat.com.
21 October 2025
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Boeing’s Turbulent Week: Big Deal Greenlights, Strike Drama, and Hopes of a Comeback

Boeing’s Turbulent Week: Big Deal Greenlights, Strike Drama, and Hopes of a Comeback

Financial Performance & Deliveries Boeing’s financial recovery is gathering pace, though the company isn’t profitable yet. In Q2 2025, revenue surged to $22.75 billion (+35% year-on-year) while losses narrowed to $612 million (vs. a $1.44 billion loss a year prior) ts2.tech. Crucially, free cash flow turned positive – a milestone after years of cash burn ts2.tech. Boeing’s backlog has swelled to about $619 billion (~5,900 airplanes) as airlines snap up jets amid a travel rebound ts2.tech. New figures underscore the momentum. Boeing delivered 55 jets in September, a sharp rise from 33 a year earlier reuters.com. That included 40 of its 737 MAX workhorses
18 October 2025
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Nestlé Shares Soar 8% on Surprise Q3 Sales, 16,000-Job Cut Plan – What’s Next?

Nestlé Shares Soar 8% on Surprise Q3 Sales, 16,000-Job Cut Plan – What’s Next?

Sources: Nestlé Q3 2025 results and stock news from Bloomberg/Swissinfo swissinfo.ch swissinfo.ch; Reuters coverage reuters.com reuters.com; analyst comments from Vontobel and RBC via Bloomberg swissinfo.ch swissinfo.ch; forecasts from TipRanks and RBC tipranks.com investing.com; sector data from Nasdaq/Zacks nasdaq.com nasdaq.com; SNB monetary report snb.ch.
16 October 2025
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J&J Makes Bold Move: Orthopedics Spin-Off (“DePuy Synthes”) Announced – 2025 Forecast Raised

J&J Makes Bold Move: Orthopedics Spin-Off (“DePuy Synthes”) Announced – 2025 Forecast Raised

Background: J&J’s Three-Way Split Strategy Johnson & Johnson, a healthcare conglomerate, historically consisted of consumer health, pharmaceutical (Innovative Medicine), and medical technology divisions. In 2023 J&J spun off its consumer products (Tylenol, Band-Aid, Neutrogena, etc.) into a new public company, Kenvue (KVUE). Now it is moving a second business out: the orthopedics arm of its MedTech division. The spin-off means J&J will remain focused on pharmaceuticals and higher-growth medical devices, while DePuy Synthes (named after J&J’s long-time orthopedics brand) inherits the hip/knee/shoulder implant and surgical tools business reuters.com jnj.com. Spin-offs are commonly used to allow each entity to pursue tailored
14 October 2025
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Lockheed Martin News Roundup (Oct 1–10, 2025): Defense Giant Navigates New Contracts, Space Ambitions, and Market Momentum

Lockheed Martin News Roundup (Oct 1–10, 2025): Defense Giant Navigates New Contracts, Space Ambitions, and Market Momentum

Key Facts (Oct 1–10, 2025) Corporate Announcements & Innovations Lockheed Martin kicked off October with key company news. On October 1, the firm announced a successful series of U.S. Army flight tests of its new Precision Strike Missile (PrSM) news.lockheedmartin.com. In late September, soldiers at White Sands Missile Range fired PrSMs from both a HIMARS launcher and a modernized M270A2 rocket launcher, marking the first dual-launcher operational test news.lockheedmartin.com. “This milestone validates the soldier’s ability to fire PrSM from all platforms… and certifies mission readiness,” said Carolyn Orzechowski, Lockheed’s VP of Precision Fires, noting the company is “pushing the boundaries
5 October 2025
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