Ray's Hot Topics
It seems as the HP Inc CEO was delusional regarding the value AI in HP computers would bring HP. After all AI in PCs is a permission to show up! HP Inc Personal systems revenues up against 1st half of FY24 however the number that counts - Profit down by 1.5% ration to revenues. And of course, the HP Print business still evaporating. Is HP Inc leadership mainly their CEO missing the reality that spending close to 15 Billion on stock buybacks over the last few years was STUPID?
Some Friday Fun! What A Crazy Dream! But, I AM Thinking Very Close To Reality! I Once Heard That Dreams Can Come True Especially If Most Of The Dream Is Already True!
Fujifilm, has a great 2024! Also another major accomplishment in years of producing operating profit above the line! Wait till you see what I discovered. Congratulations Fujifilm!
Ricoh continues lowering operating profit as they grow their digital services business. I question Ricoh's ambition to become a profitable digital services company! In this episode I dig deep into the metrics of Ricoh's Services.
Kyocera FY 2025 not their best year! In this recap I will share a very interesting metric. I will also discuss some of the opportunities I see for Kyocera. Nothing can remain as it once was and Kyocera could definitely disrupt what was once thought undisruptable.
Konica Minolta FY 24 another terrible year! I don't see any reason to believe that Konica Minolta is a serious about turning things around. It seems they are completely comfortably performing poorly! In today's episode I share my thinking regarding Konica Minolta.