#company

This will be the topic today.

Merry Christmas!

Title. Drop deets if you have any.

“The acquisition of Armis marks a clear entry by ServiceNow into cybersecurity”

https://www.calcalistech.com/ctechnews/article/qagxm0z4y

Anyone else get a weirdly confidential invite to a business update at 4:15?

1. Stop volunteering extra work. Just provide what’s asked—no more, no less.
2. Stop trying to do the right thing, even if leadership preach “honesty, integrity and accountability.” Use phrases like: “Happy to support the chosen direction”.
3. Don’t speak up DIRECTLY against leaders’ choices. Instead summaries discussions like “Per our discussion, option A was chosen despite X, Y, Z risks. Please let me know if there’s any misunderstandings on my part.”
4. ALWAYS be civil. Don’t try to prove someone wrong or expect leadership to acknowledge your voice.
5. The five “Don’ts”:
   • Don’t become the lone moral hero
   • Don’t assume logic will win
   • Don’t over-explain bad news
   • Don’t expect stated company values to protect you
   • Don’t put your name on things that is not your own work or idea. If your boss changes your content - remove your name.

Have the most recent employee survey results been released? No one seems to know in my area. And if they have - are results the same, higher or lower than the previous survey?

Incredible what Ricoh sticks on the fridge. Sandwiched between Lexmark and Xerox... so very press release worthy. So very useless.
https://www.ricoh.com/info/2025/1215_1

Yall get your offers from mastec yet? Sorry the rest of us are nosey.

Whatever happened to her getting investigated for the stock price?

Guess she has better counsel than Martha Stewart

Promotions - Basically you can no longer get promoted unless someone leaves a C-level that you are interested in. E.g. C12 will not get promoted for how hard they work, they can only get C13 if someone leaves that role or a rec opens... Bonus have been rubbish for years and pay rise are the same excuse each year "the bell curve" and you get 1%

Layoffs - As we were advised before, would be 20,000 until 2026. Well more information out today that the layoffs will not stop. As long as AI and cut backs happen, this will just keep going on and not stop until the shareholders are happy.. which they never are. I would advise people to stop taking on more work, setting up meetings etc for nothing in return.

Never in my years of working for many companies have I seen a once reputable business become incredible tight and awful to work for. Why would I work overtime when it doesn't reflect? Why would I work harder if there are no promotions? Why would I want to stay in a dead end role with no prospect of earning more? Why would I take on more work and not given anything for it?

Citi has become the company everyone advises to leave or not apply for. A company at one time I was proud to work for, I no longer am. Citi is a place you go to live out the rest of your life by achieving nothing. Shame it went that way

After months of secrecy, the first thing we can expect from Ram is transparency. HA HA. Fool me once shame on you fool me twice shame on me!

When can we actually have our performance reviews?

I’m curious if Optum will adjust severance again soon and if there’s any way to know that? Those updates sometimes come out of nowhere, but they’re too big a deal to just learn about them when the actual layoffs happen.

I see an email for a special bonus of 3 to 4 weeks pay. Who got it? Did you get 3 or 4 weeks bonus pay?

Am I reading it right, Athina is a CEO now !!

Do we see any locations in Florida as hubs. I am in Orlando and looking around at other locations and trying to understand if I am in a hub here in Orlando

The only excuse is that they are saving money for bonuses, otherwise, what a joke.

Seems to be a Dell thing. Wow!

Any news on transfer partners? Is this card coming back on market after the reward restructure?

Share your info, let’s review

CL, rating, hike, salary, experience with the company

Cisco Having Cramer’s Blessing should say it all…enjoy!

https://finance.yahoo.com/news/jim-cramer-cisco-company-heart-153450841.html

Verizon Strategic Growth Analysis: Competing for the Top Line
Note

This document analyzes Verizon's position relative to T-Mobile and AT&T as of late 2024/early 2025, focusing on strategies to improve top-line revenue.

Executive Summary
Verizon faces a bifurcated challenge: defending its premium user base against T-Mobile's aggressive value-plus-performance attacks while igniting new growth engines to match AT&T's fiber momentum. To improve the top line, Verizon must pivot from being a "utility" provider to a "platform" provider, leveraging its massive 5G Ultra Wideband investment for high-ARPU services in both consumer (FWA, Bundles) and enterprise (Private 5G, MEC) segments.

1. Competitor Landscape: The "Big Three" Dynamics
   Feature Verizon (The Premium Defender) T-Mobile (The Growth Engine) AT&T (The Balanced Builder)
   Primary Strength Network reliability brand equity, massive B2B base. "Un-carrier" value proposition, 5G mid-band spectrum lead. Fiber footprint + Mobility cross-selling.
   Top-Line Strategy Yield over Volume. Focus on ARPA (Account Revenue Per Account) via "myPlan" upsells and perks. Strong FWA push. Volume + Value. Aggressive net adds (Postpaid), attacking rural markets, and entering fiber via JVs. Convergence. Bundling Fiber + Wireless to reduce churn and boost LTV (Lifetime Value).
   Weakness Consumer postpaid net adds have historically lagged. Perception of "expensive". Lack of owned fiber assets (relying on partnerships/acquisitions like Lumos/Metronet). Debt load remains a factor; legacy wireline decline.
2. Strategic Pillars for Top-Line Growth
   A. Consumer Wireless: The "myPlan" Average Revenue Per Account (ARPA) Lever
   Verizon cannot win a price war with T-Mobile. It must win on value density.

Strategy: Aggressively migrate base to "myPlan" tiers. By decoupling perks (Disney+, Apple One, Walmart+) from the base rate, Verizon turns low-margin "freebies" into a recurring revenue marketplace.
Action:
Increase "perk" penetration to drive ARPA up by $2-3/mo per user.
Target the "Switcher Pool" with premium device on us offers only on the highest tier plans (Unlimited Ultimate).
B. Broadband: FWA as the "Gatekeeper"
Fixed Wireless Access (FWA) is Verizon's fastest-growing segment. It is the key to winning households where Fios doesn't exist.

Strategy: Position 5G Home Internet not just as a "cheap" alternative, but as a "smart home" hub.
Action:
Bundle Deeply: Offer significant discounts for FWA + Mobile subscribers to lock in the household (churn reduction = sustained top line).
SMB Expansion: Aggressively market FWA Business Internet to small businesses currently stuck on expensive cable legacies.
C. Enterprise (B2B): Private 5G & MEC Focus
Verizon historically owns the Fortune 500 relationship. This is the biggest differentiator against T-Mobile.

Strategy: Move beyond connectivity to managed industry solutions.
Action:
Private Networks: Scale "Network in a Box" solutions for logistics, manufacturing, and stadiums.
MEC (Mobile Edge Compute): Monetize low latency. Collaborate with AWS/Azure to sell "cloud at the edge" for real-time AI inference (e.g., computer vision in factories).
Public Safety: Compete with AT&T's FirstNet by leveraging Frontline's superior mmWave capacity in dense urban centers.
D. Innovation: The API Economy
The industry is moving toward "Programmable Networks" (GSMA Open Gateway).

Strategy: Monetize the network ITself via APIs.
Action:
Sell "Quality on Demand" (QoD) APIs to broadcasters, drone operators, and gaming companies who will pay a premium for guaranteed throughput/latency slices.
Implement "Silent Authentication" APIs to banks for fraud prevention (replacing SMS 2FA), creating a high-margin B2B2C revenue stream.

1. Summary of Recommendations
   Stop chasing empty calorie net adds; focus on High Value adds who take phones + watches + home internet.
   Accelerate the "Platform" narrative: You aren't just selling data; you are selling the ability to run real-time AI at the edge.
   Defend the Enterprise Moat: Use Private 5G to make Verizon indispensable to industrial operations, locking out T-Mobile.

Hate the game, not the player...

If you’ve ever tried to keep all the flavours of SAS ticking over at scale, you’d have a bit more empathy for the hiding to nothing that team is on.

The model is properly broken, no doubt. But it isn't the staff... it’s the lack of joined-up thinking from the top—pushing offers that shouldn't even exist. The top brass will nod along and say there are issues, but point out that Cloud makes us $x00m a year. And they aren't wrong, unless they finish the sentence... it makes SAS hundres of millions but it should be making us billions.

SAS has been flat for 15 years. Let me state that again, SAS has been flat for 15 years... because the mentality you have is shared by the ELT... who don't get any steer or love from Dad. The cloud offer here is a shambles of execution... across the whole company, not just the division. Let me state that again, SAS has been flat for 15 years...

With that in mind, no need to stick the boot in. We should at least be decent to one another as we shift the deck chairs around... makes the time on a sinking ship a bit more bearable.

This deserves its own thread. OP:@12j+1kbnvhbm6

The U.S. Absence Center of Excellence.

Just LOL. No duvet days for those poor chumps.

a company in healthier stage was valued less than a company with more than half of talent gone. To think that former WD management adds that much to the premium is something only seen by Wall Street - bulls create unthinkable scenarios

there are layoffs every year usually before end of q1 and early q4 before the US holidays. q1 layoffs are always to tighten budgets after year end numbers and jan month end numbers. this year obviously layoffs are much more than just that but expect additional tightening before end of march next year

Bumping this for info from @rp+1kbwqk6k3.

I haven't been here long, but the company's public image seems to have taken a real hit lately. I'm starting to worry that having this on my resume might not be helping my applications. Maybe it's just my nerves, but the thought's definitely crossed my mind more than once.

I am officially designated as a hybrid employee in MN.
My manager and entire team are fully remote.
I have not been going to the office since the RTO policy took effect.
Are there others in a similar situation, and if so, how has this been addressed under the current RTO policy?

Per a friend who works there , the CEO shared this week at an employee all hands that T-Mobile employees can expect a big layoff in Q1. No number given but rumor is that it will be a 30% reduction.

If you are looking for something new, maybe avoid T-Mobile.

Well, 2025 is almost over. It's time to revisit the 2025 predictions and make new ones for 2026.

I don't really know which rule the predictions thread violated, but the original 2025 Predictions thread disappeared after being up for a really long time. Not sure what happened there. Someone partially resurrected it here: https://www.thelayoff.com/t/1k38aeyac

So, weigh in on which predictions were right, and make some new predictions for 2026.

With jobs moving to Mexico and India at lightning speed, I'm sure companies like PepsiCo have a solid plan to ensure US consumers can still afford their products. I mean, who needs a thriving middle class, right? Guess we'll just have to rely on robots and AI to buy all the stuff. Every year there is more hiring and pushing of jobs to Hydarabad. I heard from a colleague that in the S&T townhall, the VP Strat was gloating on how finance function moved all roles to Hydarabad (tongue in cheek laying off US workers).

Seriously though, how do they plan to sustain growth without a strong US customer base and more importantly money in their pockets? Do companies like PepsiCo have a Plan B to deal with the impending doom of a cash-strapped US consumer? Do they just assume people will magically keep buying their stuff despite having no income?

Strong rumors of an upcoming acquisition in the security sector

Apple Inc., long the model of stability in Silicon Valley, is suddenly undergoing its biggest personnel shake-up in decades, with senior executives and key engineers both hitting the exits… And more changes are likely coming.
Johny Srouji — senior vice president of hardware technologies and one of Apple’s most respected executives — recently told Cook that he is seriously considering leaving in the near future.
https://www.bloomberg.com/news/articles/2025-12-06/apple-rocked-by-executive-departures-with-johny-srouji-at-risk-of-leaving-next

Anyone know what we’re doing with them? resale?

I've been watching all of Dan's interviews, and attended his online Webex updates. Based on RIF execution and the substance of everything I've seen. My comment for our pretend cowboy/mixed martial arts master/Self proclaimed overachiever and coffee aficionado is: ALL HAT NO CATTLE!

http://techrights.org/n/2025/12/12/IBM_Layoffs_in_Europe_as_Well.shtml

According to my manager looks like we get the last 2 weeks of December to work from home. LOB HR.

Just curious. Hears we are moving to new Region