Rachel Pau

Bloomberg News earnings specialist who provides analysis on corporate earnings and outlooks, discussing companies like Deere, HP, and Workday in this episode.

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Nov 26, 2025 • 5min

Deere Under Pressure, HP Down on Yesterday's Earnings, Workday Beats Estimates

In this discussion, Rachel Pau, an earnings specialist at Bloomberg News, delves into the troubled forecasts for Deere as tariffs hurt crop demand, impacting farmers' machinery investment. She also highlights HP's disappointing outlook, driven by high memory chip costs and significant job cuts as it turns to AI solutions. Meanwhile, Workday's earnings beat raises questions about its growth amid broader labor market challenges. This insightful chat sheds light on the interplay between corporate earnings and economic trends.

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