{"id":5676,"date":"2023-12-21T22:20:23","date_gmt":"2023-12-21T22:20:23","guid":{"rendered":"https:\/\/www.horsesforsources.com\/?p=5676"},"modified":"2024-09-11T11:38:31","modified_gmt":"2024-09-11T11:38:31","slug":"not-even-god-can-save-dxc_122123","status":"publish","type":"post","link":"https:\/\/www.horsesforsources.com\/not-even-god-can-save-dxc_122123\/","title":{"rendered":"Not even God can save DXC!"},"content":{"rendered":"
DXC Technology’s latest play is to bring Raul Fernandez off the bench as the new interim chief and move on from a difficult four years under Mike Salvino, who’s passing the torch. But when you look at the challenges facing this firm, you might just come to the conclusion that not even God can turn this one around.<\/p>\n
Let’s not kid ourselves; this isn’t your usual passing of the baton \u2013 it’s more like handing off a ticking time bomb. The company’s market value is literally running on fumes at barely a third of its revenue numbers. And that’s not just a hiccup \u2013 it’s a full-blown identity crisis:<\/p>\n
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Let’s not forget our trip down memory lane from four years back, where we laid out the gauntlet of challenges and opportunities for DXC (remember this blog<\/a>?).<\/p>\n DXC made zero acquisitions under Salvino and gave all their money back to stakeholders to prop up the share price.<\/strong> He could have made acquisitions to bolster strengths in growth areas such as cloud migration, AWS services, analytics, Azure, etc., or double down on industries where DXC could have real differentiation, such as insurance, private healthcare, energy, and manufacturing.\u00a0 The Luxoft analytics business had real potential, and little was done to build on the firm’s insurance software and IP.<\/p>\n Sold a lot of pieces but didn\u2019t build new capability fast enough.\u00a0<\/strong> For example, its US State and Local Health and Human Services Business (Medicaid) was sold to Veritas Capital for $5 Billion, but that money was never reinvested.<\/p>\n Stabilizing delivery on infrastructure doesn\u2019t mean people will buy transformation.\u00a0<\/strong> Just look at the similar price-to-sales ratio to Kyndryl<\/a>, another firm struggling to sell transformational services tied to its commodity infrastructure business.<\/p>\n Very limited diversity on the leadership team.\u00a0<\/strong> DXC’s leadership is almost all US men… diversity wins deals, and many enterprises want to work with firms with a strong gender and cultural mix.<\/p>\n Very limited stability on his leadership team.\u00a0<\/strong> Salvino hired and fired at least 15 senior leaders and churned through 3 CFOs in 4 years, one of whom publicly sold off his stock.<\/p>\nSo, where did Mike Salvino go wrong?<\/strong><\/span><\/h3>\n
What challenges face Raul Fernandez?<\/strong><\/span><\/h3>\n