PBI Q4 Deep Dive: Restructuring, New Leadership, and Competitive Pricing Shape Outlook

Pitney Bowes (PBI) missed Q4 CY2025 revenue expectations but beat non-GAAP profit estimates due to operational restructuring, leadership changes, and cost control. The company’s management highlighted aggressive pricing in Presort, new executive hires, and operational streamlining as key drivers for future performance. Pitney Bowes anticipates gradual improvements in its core businesses, including Presort recovery, SendTech stabilization, and growth opportunities with Pitney Bowes Bank, while acknowledging

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