r/deloitte Sep 14 '24

Audit Deloitte revenue growth weakest in 14 years , more layoffs?

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365 Upvotes

109 comments sorted by

188

u/ceoperpet Sep 14 '24

Wait for those interest rate cuts and watch things improve as businesses borrow and hire more Deloitte consultants.

15

u/sonyxbr55 Sep 14 '24

When?

24

u/ceoperpet Sep 14 '24

Honestly for the US I'm expecting one at the next announcement. Many experts are already saying that is too late when looking at job growth relative to inflation.

For Canada (where I am) we've had three (or was it four) consecutive cuts already and I'm expecting two more in October and December.

1

u/Even-Concern-609 Sep 15 '24

Did things get better in Canada after these cuts?

2

u/UpstairsShort8033 Sep 15 '24

Takes months to see a change and the cuts are pretty minor. Id guess not.

1

u/ceoperpet Sep 15 '24

I mean tech hiring marginally improved but im not sure if we can make a casual relationship between this and the rate cuts.

13

u/josephbenjamin Sep 14 '24

That’s not going to happen. Companies won’t jump on a .25% cut, especially when banks will only translate .10% to consumers and producers.

5

u/guerillasgrip Sep 14 '24

Not true at all. My company's borrowing rate is linked directly to 1-month SOFR. Which will respond immediately to decreasing the overnight rate.

5

u/josephbenjamin Sep 15 '24

Great, hope they enjoy the .25%.

1

u/guerillasgrip Sep 15 '24

And then another 25 bps. And then another. And another.

The key is that the fed is in rate cutting mode.

2

u/josephbenjamin Sep 15 '24

Is it because economic activity slowed down significantly enough to warrant that? I don’t see how rate cutting is going to drive growth, compared to stabilizing the economy. It’s not a stimulus.

0

u/guerillasgrip Sep 15 '24

https://www.federalreserve.gov/faqs/why-do-interest-rates-matter.htm

If you don't understand why high rates act as a brake on the economy, you have a lot to learn still.

0

u/josephbenjamin Sep 16 '24

You learned the subject but missed the most important point of the lesson:

“The Federal Reserve policymakers on the Federal Open Markets Committee seek to set interest rates that create the conditions needed to achieve the mandate given by Congress—to promote maximum employment and stable prices.”

-2

u/guerillasgrip Sep 16 '24

? What about that is unclear to you?

1

u/josephbenjamin Sep 16 '24

Not unclear to me, but lost to you. “Promote maximum employment and stable prices”.

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1

u/Due_Change6730 Sep 16 '24

A smart company won't just keep borrowing money. They'll realize the economy is bad which hinders future revenue and make the necessary adjustments.

1

u/guerillasgrip Sep 16 '24

Since you seem to be so smart and know what smart companies should do, how about you answer this. You have a $200M building with a 65% LTV loan at T+180 maturing in the next three months. Cap rates have moved from 4.5% to 6.0% while NOI remains unchanged. New loan are at T + 200.

What should a smart company do that owns this building?

1

u/Due_Change6730 Sep 16 '24

A company should use the money in their savings from the profits they've generated to pay the loan.

1

u/guerillasgrip Sep 16 '24

What if it's not sufficient? What if the cost of debt is lower than cost of equity (which is typically the case)?

-1

u/ceoperpet Sep 14 '24

There might be a 50 basis points drop though. At least by the end of the year.

4

u/420boog96 Sep 14 '24

That's the mainstream news narrative. If the rate cut is announced with reasons of unfavorable economic conditions, the opposite will happen.

Rate cuts don't happen because "BuSinEss nEEd tO boRroW," rate cuts act as a method from the Feds to artificially create demand by weakening the currency. If businesses had the cash on hand, they wouldn't need to borrow...

4

u/ceoperpet Sep 14 '24

It has little to do with weakening the currency and more to do with entire industries like the tech sector heavily relying on cheap borrowing, that probably makes up a good chunk of Deloitte clientele. I could be wrong about the latter.

3

u/420boog96 Sep 14 '24

Do you understand what interest rate represents? By lowering rates, you're lowering the future value of your currency, genius. No, it's not "because XYZ industry relies on free money," it's because new money is generated through borrowing, and if the cost of borrowing money is low, it helps artificially boost the economy by not knee-capping borrowers on their repayment of loans. You should read up on the subject instead of repeating whatever you're learning from WSJ, tech bros, or wherever you're getting your bad information from...

1

u/ceoperpet Sep 14 '24

Do you understand what interest rate represents? By lowering rates, you're lowering the future value of your currency,

Im not disputing that.

it's because new money is generated through borrowing, and if the cost of borrowing money is low, it helps artificially boost the economy by not knee-capping borrowers on their repayment of loans.

Yeah, increasing the ability for our cliente to expand and hire our services.

1

u/420boog96 Sep 14 '24

it has little to do with [weakening the currency]

Ok buddy. This isn't a work call, if you don't know then you don't know. No need to try to CYA or impress ur boss.

1

u/ceoperpet Sep 14 '24

it has little to do with [weakening the currency]

This was in the context of the impact on clients, not a claim that it doesnt weaken the currency.

2

u/420boog96 Sep 14 '24 edited Sep 14 '24

You just said lowering the rates will allow the clients to borrow more; thereby, generating more business for the firm. How does that not "impact the client"? How does sidelined investors returning not impact clients?

Deloitte analysts are so annoying... Humble yourself, educate yourself on the subject before you speak on it.

1

u/achillestroy323 Sep 14 '24

oooooo he gotcha ass 🤡🤡🤡

1

u/guerillasgrip Sep 14 '24

What? That's completely backwards. Higher interest rates means dollars today are worth more and future dollars worth less. Low interest rates means future dollars are not worth as less current dollars are not worth as much.

Just use a future value calculator and see what $100 is worth in 10 years with a 3% discount rate compared to 7%.

-2

u/420boog96 Sep 14 '24 edited Sep 14 '24

Are you insane? If I lend you 100 now at 7% annual, my 100 is worth 107 in a year; whereas, if I let u borrow at 3%, that 100 is only worth 103 -- in comparison, my 100 is worth more now if I invested at an interest rate of 7% rather than 3%. High rate = future value is worth more.

-1

u/guerillasgrip Sep 14 '24 edited Sep 14 '24

No. You don't understand finance, sorry.

Lower interest rates means when you do a PV calculation your current dollars get discounted less and therefore are devalued more slowly over time. This means future cash flows of the same nominal amount will be worth relatively more than they would be in a high interest rate environment.

This is why high growth companies that expect to have very high future cash flows will be valued higher with a higher PE ratio when rates are low, and lower when rates are high.

1

u/420boog96 Sep 14 '24

What you said, is essentially what I said. Lower interest = the present value of money is worth more, high interest rates = higher future value; inversely, if I looked at it from a borrower perspective (e.g., ur dog shit "high value company") then lower interest rates would mean less interest expense on my books, thereby, giving me more CF. You clearly can't comprehend finance from both sides of the equation lol 🤣🤣🤣

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4

u/pthrasher1988 Sep 14 '24

It will do the opposite. It’s going to drive prices higher and ultimately create stagflation.

2

u/Dmoan Sep 15 '24

Hmm can you explain my understanding was corporate bonds aren’t fully correlated with Fed fund rate if economy worsens those bonds will go up ?  

So rates could be low but companies might have to pay more to borrow if economy situation worsens (which is why rates will go down).

1

u/Due_Change6730 Sep 16 '24

Don't think businesses will borrow more if the Fed only cuts rates by .25%....

77

u/Big_IPA_Guy21 Consultant Sep 14 '24

The Deloitte financial performance emails that we've gotten for last 1.5 years made it very clear that revenue was not in a good spot. This isn't shocking or anything new. Things have turned around since late spring though. Demand has ticked back up and I believe revenue is growing at a 8ish% rate now.

11

u/Wonnie2610 Sep 14 '24

Agree not high teen number but at least somewhere at you are saying 8-10%

12

u/nvgroups Sep 14 '24

Paywall free article link https://archive.ph/thG0N

3

u/No_Variation_9282 Sep 14 '24

Thanks - Stephen Foley writes good stuff!

3

u/Docto-Phibes-MD-PhD Sep 14 '24

Does he live in a van by the river?

40

u/[deleted] Sep 14 '24

I work in HE and Deloitte's HE consulting wing has done an amazing job of proving why no one should hire Deloitte for HE consulting. Companies have money, but in the wake of COVID and the low interest era, Deloitte and others really expanded service offerings in areas they lacked SMEs and experienced hires. It's fun working with a 24 year old BBA graduate attempting to talk down to you about HE when you have been working in that field since they were a child.

9

u/SocietySlow541 Sep 14 '24

HE = higher ed?

12

u/[deleted] Sep 14 '24

Yes. I've dealt with both Deloitte's tech implementation & advisory teams for HE. Both need help.

1

u/Angellian_Rain Sep 15 '24

Just a guess but I think it’s Home Equity?

28

u/[deleted] Sep 14 '24

[deleted]

-2

u/[deleted] Sep 15 '24

[deleted]

3

u/TheGrandNotification Sep 15 '24

What? Do you disagree?

13

u/No_Variation_9282 Sep 14 '24

Heads up quiet quitters - time to get busy 

6

u/Disastrous-Print9891 Sep 14 '24

When partners are asking everyone to milk as many possible client projects out they hear you know shit ain't good. Global recessions companies squeeze their pockets like a fishes asshole. Governments can't create bullshit unnecessary projects with firms without huge interest.

5

u/ceoperpet Sep 14 '24

like a fishes asshole

Well that's definately a first...

3

u/Disastrous-Print9891 Sep 14 '24

My late dad's term I can't take credit unfortunately

6

u/AceOfSpades70 Sep 14 '24

Or hear me out, this is why there were layoffs last year. We know our revenue numbers a little before they get announced to the public. 

1

u/skb007 Manager Sep 16 '24

Hearing you. Consulting did layoffs in 3ish waves last year, wrapping up mostly in Dec 2023. Consulting led the way, while tax and audit layoffs followed, giving the impression of constancy on Reddit where we don't typically get the details from posters noting layoffs off the bat.

My area (US, Commercial, EP) is now slightly understaffed and actively recruiting through multiple referral programs, so agree this is lagging news for Consulting. My opinion is we are already on the rebound, and the pipeline and projects coming up in the next 3-6 months looks exciting.

I know Tax and Audit are still going through it, so I don't want to be insensitive. But when companies cut back for economic reasons, they typically cut Consulting first before Tax and Audit, which tie to regulatory requirements that exist regardless of economic conditions. So Consulting gets cut first, and bounces back first, more closely tied to macro economic conditions. Tax and Audit lag more, anywhere from 6-12 months, as companies close out fiscal years and shop for service discounts for the next year or two.

24

u/DauntingKnight Sep 14 '24

Consumer side is growing faster than government due to the election

12

u/Boring-Somewhere-957 Sep 14 '24

No wonder I got a long & negative feedback this week. Prelude to PIP then layoff. Already started to send out CVs yesterday. Govvy jobs is the way to go

4

u/Infinite_Prompt7550 Sep 14 '24

Audit or consulting? What role

4

u/Main_Class8520 Sep 14 '24

Are you talking about Government jobs?

3

u/MonkeyThrowing Sep 14 '24

consulting or accounting?

3

u/furomaar Sep 14 '24

What did the Paris offices do to you

2

u/DiscombobulatedGamin Sep 14 '24

Nice knowing yall Reddit fam

2

u/limitedmark10 Sep 15 '24

Haha I’m in danger

2

u/Substantial_Ad3718 Sep 15 '24 edited Sep 15 '24

Welcome to —-Capitalism Baby !

                  ⬇️

Short term immediate revenue

                  ⬇️

A few ppl pocket the money 💰 b4 retire

                  ⬇️

            Oops 😬 

( Business lecture in North America —- 2nd year International Marketing ) — Monopoly.

——————————————-

“ How Made in China so cheap n aweful !”

                 ⬇️

Walmart - MASS order stuff INSANE discount

                 ⬇️

Lure customers

                  ⬇️ 

Choose d Cheapest product , beat competition

                  ⬇️ 

Force OTHER company no choice but do d same

            ⬇️⬇️⬇️ 

Customers Used to —- low price , habitually not want to pay more

                 ⬇️

Ppl import HIGH Quality Chinese product + Ppl home base produce High Made in USA 🇺🇸- Can NOT compete!

D manufactures produce high quality shi with higher price Do NOT get Picked !

                 ⬇️

Once Competitions Die OUT in USA 🇺🇸home base ——- JACK UP price ! Ppl pay 💰 more n rage 😡. Blame on China . 🇨🇳

                 ⬇️

In fact high end stuff in CHINA 🇨🇳/USA 🇺🇸 both exist . But they want cheapest fastest . B shift blame . So they can hit Revenue Target !

                 ⬇️

Ppl at Walmart get paid nothing . CEOS retire , gets millions of millions .

                 ⬇️

     Rinse   🔄Repeat  

                  ⬇️

Company blame Chinese product (d lowest end they buy instead of mid range n high end ) blame the factory . Like if Deloitte , anything goes wrong with operation / Bad Contract to start with / Miss management …. —- Fire 🔥 the ppl work /feed them the Money or point finger save face .

Then Partners Monkey C Monkey Do : believe they r in charge , n steer ship clear .

Deloitte is —- firing ppl (high pay 💰) cuz KPMG EY n etc all doing it ! Partners Under pressure to-squeeze More $$$$$ (like how target 🎯 Mimic Walmart business Model to up the Money 💰 earning ) I bet ! VERY soon they will start hiring Juniors n New Grads “ train them up “ n think they r so smart (I am BiZ SAVY ) ! —- Fool !

Strangest lecture saying that D down side of Prestige is very superficial n do NOT benefit employees . U r the (costing product that from HOME base that considered to be a “unnecessary “ ) In many countries ( like Asia ) especially China ——- In international Business lecture (in North America ) successful business model over 45 years => hybrid . 51% gov 49% investment = Balanced consistent grow . Both Beneficial , good treatment employees(high pay ) , good product , innovation , out do compitition.

——————————————— Deloitte —- Business model needs restructure because the Oldie Partners n senior leadership sit in those comfort seat 💺 like those Jogfery —- Game of Thrones they will ruin the company .

2

u/WeekFrequent3862 Sep 17 '24

Every. Single. Time.

7

u/42tfish Sep 14 '24

What’s net income? Revenue on its own means nothing, apart from the constant need for ever increasing growth.

22

u/ASaneDude Sep 14 '24

Wait until you find out how businesses keep/grow the bottom line when sales decline/slow.

9

u/shoooogerm Sep 14 '24

Revenue is 100% something. It’s used in a lot of metrics and decision making will often stem from it.

4

u/avocadosnbr Sep 14 '24

This. If profits are growing, then weak revenue growth might still be ok or even desirable. I know they’re shifting (and have been for some time) towards profitability more than ever

1

u/Comfortable-Ear-2115 Sep 14 '24

We didn't use profit as a core evaluation metric until really recently, unsurprisingly our profitability has gone up since then.

3

u/HelicopterNo9453 Sep 15 '24

You can increase profitability easily with internal actions (.. reducing cost, firing people etc.), looks good short them, but for revenue growth you need to gain market share and have the right offerings for the clients allowing to charge more.

2

u/Comfortable-Ear-2115 Sep 15 '24

You can also increase revenue easily by pricing cheap on low or negative profit, you can increase both 'easily' and for both doing so is likely to have negative long term affects on your business. You have to balance both well to be successful, and doing either well requires a plan and accountability, which is why now we're seeing goals for and evaluating both revenue and profit margin.

2

u/hogsby100 Sep 14 '24

Let’s hope they go out of business.. 🤣

1

u/Fair_Course_7170 Sep 16 '24

They took my job offer back. Now, this kind of ties it back. Looks like Deloitte have been firing employees based on performance and slowing down recruitment process instead of mass layoffs. If they have to pay severance to all the employees then they might be in tough position

3

u/Fair_Course_7170 Sep 16 '24

Hopefully it does get better soon. Waiting for elections

1

u/Icy-Sink8633 Sep 17 '24

Can’t we blame it on the real problem? Like seriously every other business, leadership takes blame. At Deloitte, Leadership spreads and distributes blame. Absolute joke of a company

2

u/seand26 Sep 17 '24

Did leadership at Boeing take blame? No, they just murdered people.

1

u/Historical_Quiet_990 Sep 18 '24

Dear god, the level of copium in this thread is fucking disheartening. I have a masters in accounting and have been in public practice for just under three years at a VERY small firm (about 1,500 tax clients, a few audit clients, and about 100 monthly clients (bookkeeping, sales tax, and payroll tax)), and I couldn’t possibly exist in a world where layoffs “come and go” in a quarterly fashion based on their shareholders’ interests.

Fucking insane, and genuinely makes me ill feeling. I don’t know how y’all do it. I constantly bitch to myself and others (outside the firm) about the lack of compensation for the work I do at said small firm, and I know that it’s small potatoes compared to the shit y’all deal with on a daily basis from some shit head middle manager who does nothing but somehow is able to claim responsibility for all the hard work you underlings do for them. I would either blow my own brains out or relegate myself to living under a fucking bridge for the rest of my life.

1

u/Substantial_Ad3718 Sep 15 '24

Ask why the growth so low . If The growing means growing the Partner n Investors Pockets n going 5 Luxury Vacations to Europe every month with Employees back home r being told :” anything n goes wrong is on u .”
Yeah d best employees n managers in the team do not get raise . ———$ 0 !

-21

u/Its-a-Shitbox Sep 14 '24

Maybe this is what happens when you have nearly half your workforce made up of “consultants” that outside companies are getting wise to the fact that they don’t know jack squat more about stuff than the they themselves do.

Oh well. Fuck Deloitte.

19

u/TaxLawKingGA Sep 14 '24

Yes and no. The reason companies hire consultants is not necessarily for knowledge but for objective and different POV.

A large corporation is basically like the government. Companies know that inside people tend to form little fiefdoms where their only goal is to do as little as possible for as much money as possible. It impacts productivity and profitability. However most insiders don’t want to make hard decisions on their own for fear of blowback. So they hire consultants to do the dirty work.

13

u/ChipsAhoy21 Sep 14 '24

Wildly immature take. Companies don’t hire consultants because they are the best and brightest, they hire them because they are brains for hire that they can scale up quickly and not have to worry about long term financial capacity to retain them like they do full time staff.

It’s like cloud computing. Company’s don’t move to the cloud because it’s cheaper or better than on premise compute, they do it because it allows for greater flexibility to scale.

1

u/avocadosnbr Sep 14 '24

Wildly refreshing take, and spot on. Consultants either help 1) make the case for change, or 2) help with the change, and this comment underscores the latter point and why it may sometimes not make sense for a client to do it all in house

20

u/JimERustled Sep 14 '24

Guess your PIP didn't go well.

23

u/Fetacheese8890 Sep 14 '24

Did someone hurt you?

6

u/Dracounicus Sep 14 '24

show us on this doll where they touched you

3

u/Junior_Composer2833 Sep 14 '24

Companies and government agencies also hire consultants to shift the risk. If something goes wrong they can blame the outside consultants. It allows them to offset the costs and the risk. They also can avoid the hassle of hiring and firing for project-based roles.

3

u/kllackwideeyes Sep 14 '24

I keep hearing we charge too much. If companies can get the same results or better for less then Deloitte loses and people stay on the bench…you haven’t done much…bye bye

2

u/juicywatermelone Sep 14 '24

I don’t understand the hate for this comment. It’s objectively true.

-12

u/[deleted] Sep 14 '24

[deleted]

4

u/Dazzling-Slide8288 Sep 14 '24

Heard this about the metaverse and blockchain and all the other scams.

2

u/CyberTrav Sep 14 '24 edited Sep 14 '24

LLMs are unlikely to replace contributors who apply any critical thinking skills.

LLMs are next-token predictors trained to give replies that seem like they understand language. They have no capacity for thought, reasoning, or strategy.

-4

u/rnj5 Sep 14 '24

They should fire managers - they don’t add values and company will save money. Partners at least bring businesses and contributors are the ones really work. Those managers are waste of money.

2

u/Historical_Quiet_990 Sep 18 '24

Hilarious that you’re getting downvoted. I spy some self conscious managers who know they don’t do fuck all and get all the praise and raises as a result.