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At fidelity, we are not working to compete against our market competitors.
We are not competing against other BU's.
We are competing against person sitting next to us.
And these toxic managers are encouraging this behavior more than anything.
At work, you're not supposed to give stink eye to each other, I've been part of fidelity for 15 years, started as in intern.
But the last 4 years has been he-l and we have no one but these managers to blame.
Have you guys seen this?
Times Up! Game Over. Fin/
https://www.channeldive.com/news/avaya-c1-convergone-lawsuit-interfering-genesys/810842/
I believe in an effort to reduce costs they have now sold the offices to another company.
Whilst the office space was always too large, despite grand plans from the management team, selling and reducing footprint certainly sounds like a desperate measure. At least that’s what our competitors are saying to the customers.
Mono sales and team shrinking due to strong competition, beginning of the end before someone buys them.
I grew up in Midland and worked for Pioneer. I am watching with alarm as jobs are being shifted to Houston, Argentina, and India. It looks like the only jobs that will be left in Midland are operations. I am an engineer. Pioneer offered career growth and I could stay in Midland. Looks like that option is dead. Time to jump to a competitor and hope someone doesn’t buy them and do the same thing.
Alton Steel, Inc. is closing its Illinois plant. This decision will result in 253 job losses. Layoffs are scheduled to begin immediately. The cuts will be effective January 31, 2026. Competition from larger companies led to the closure.
https://101theeagle.com/illinois-steel-mill-closes/
Progressive recently released its Dec 2025 earnings and they continue to put the smackdown on SF!
Progressive gained est. 352,000 autos in December, SF lost 15,000 vehicles in December
Progressive grew by an estimated 5,447,000 vehicles in 2025, SF grew only an estimated 536k last year
NVIDIA's new Vera CPU will be a competitor to AMD EPYC and Intel Xeon CPUs
Read more: https://www.tweaktown.com/news/109904/nvidias-new-vera-cpu-will-be-a-competitor-to-amd-epyc-and-intel-xeon-cpus/index.html
NVIDIA to take on Intel with 8 new Arm laptops
https://www.newsbytesapp.com/news/science/laptops-with-nvidia-processors-are-on-the-way/story
Elon Musk reveals roadmap with nine-month cadence for new AI processor releases, beating Nvidia and AMD's yearly cadence — Musk plans to have the highest-volume chips in the world
https://www.tomshardware.com/tech-industry/artificial-intelligence/elon-musk-reveals-roadmap-with-nine-month-cadence-for-new-ai-processor-releases-beating-nvidia-and-amds-yearly-cadence-musk-plans-to-have-the-highest-volume-chips-in-the-world
So Verizon laid off 13k and frontier workforce is 13k… strategic… I would say yes
How is Financials are gonna be impacted. I heard business was a negative margin business and VZ deciding to double down on a losing business.
Sounds like a winning strategy to me. For competitors I mean
Arista annual sales are close to 9~10B with approx 4500 employees, while Cisco annual sales are 56B with 86000 employees. To compare it - Arista is doing 20% of Cisco sales with 5% of employees. Conclusion is simple: Cisco has too many redundant employees.
Hearing there are org change meetings today. Surprised that no org changes have been announced when new CEO “officially” starts on Feb 1. Walmart is running laps around Target and they just announced a huge c-suite change last week. Target has a lot of work to do and they’re taking zero aggressive action to drive meaningful change to compete.
Employees made it over three years of constant layoffs most won’t make it to 2027. The company is going to get eaten alive by competition and the fact Dell doesn’t have relevant products for innovation.
https://www.mytvpanel.com/join-the-panel?gad_source=1&gad_campaignid=21155434714&gbraid=0AAAAABOVquI-V8ywtVZUYsMFvzt7Ow8qy
Since I had to get a new phone for my old concession line anyways I went ahead and switched to TMobile. I see why they are eating Verizon for breakfast. Everything is better! The customer service online and in store as well as the network. I had been overwhelmed with spam calls and missed calls before now no more! They even called me to make sure I understood all the processes. Dan was right they have surpassed Verizon in all areas. Do yourself a favor go ahead and switch those lines.
In the CFP final.. let’s talk about it.
JP claims that Cisco silicon in a head by 2 years vs. Broadcom and Nvidia. Any thoughts?
I just perused my LinkedIn and noticed yet another Chevron contact is moving on to Exxon. This has to be the third person in a month and I don't have a ton of contacts. I don't think I've seen anyone make the move to Exxon before from Chevron (I'm sure it happens), but we definitely had talent coming the other direction in the past. I guess our loss is their gain.
I’m constantly surprised that people just aren’t getting it with AI. This is not a differentiator…everyone is adopting it. Verizon needs to adopt and implement it just to survive and keep competitive. It’s about nothing more than reducing the cost base as much as possible
Honestly, Cisco runs on H-1B talent in a very real way—just like a lot of big tech—because it brings in people with deep, specific skills that are hard to find at the exact scale and speed the work demands. These aren’t random hires; a lot of them have strong engineering backgrounds and advanced degrees in areas like software, networking, security, and data. And yeah, it can make things feel more competitive for Americans, but that’s kind of the point: the world isn’t slowing down, and neither is the industry. If you don’t get the role you wanted, you can either sit around and blame the system, or you can level up and come back stronger. That’s the difference between a grown-up mindset and a baby mindset—Cisco (and the people who thrive there) reward the folks who adapt, learn, and keep pushing.
TL;DR: Kraft's constant cost-cutting and corporate mess gave room to competitors come in and take market share. I hope Nike executives read this
Other OP posted a terrible word vomit on the post, but I thought it was a good read. This feels uncomfortably close to home. The WSJ’s “ How Kraft Heinz Lost Its Lock on Mac and Cheese—and American Shoppers” is worth reading. Now they are in turnaround mode.
WSJ article:https://www.wsj.com/business/retail/kraft-heinz-mac-cheese-split-ceo-dccc9217?source:google.com
W/o paywall thelayoff post: https://www.thelayoff.com/t/1kdyrg024
Looking forward to the earnings call. Can we reach 600k customers loss in a year? Blows my mind that failed leadership is not held accountable. Maybe we can have another Kevin Hart commercial where VZ leadership laughs at the competition who are taking all of our customers.
The next round of the great Insight purge is among us.... Sharpen up those resumes.. While you are planning some NY revelry, someone else is plotting your demise. Lists submitted. The level of incompetence at this place is astounding. Services business is suffering greatly, fools only think that they can make this work. Can't compete against Deloitte or Accenture, CDW is in dismay. Don't do ERP or CRM implementations (hey KrustyBurger what's up with that? Thought that you were G Money Magic?), just playing around with AI like some kids at the school yard. Eclipsed by a bunch of other more nimble and spot on competitors. Does not matter how many ex-Cisco, ex-IBM'ers, ex-CAP fools are hired at 4x what you make. Let's anoint more CTO's and CISO's around this ghost town. Tumbling like tumble weed in the desert.
Meg, one of ours will be the next BP CEO. Shame she could have been the XOM CEO as she would be so much better than DWW or next in-line DA
Everything that Ford announce yesterday is basically they will copy China automotive companies products. Farley's team been in China and they finally realized what they need to do to survive. Seeing what China already produced and successful, Ford will bench mark China.
https://www.lightreading.com/5g/verizon-s-new-wireless-rates-spark-price-war-worries
Fixed Wireless Johnny Stinkey. Not everyone wants or needs Ferrari like Fiber Speeds. 9/10 are content with Fixed Wireless. Running Fiber all over the map is a Stinkey move. Johnny Stinkey is always a day late and a dollar short.
The year the Big Tech job market cracked
https://www.businessinsider.com/big-tech-job-market-hiring-cracked-layoffs-amazon-microsoft-2025-12
Now got project FID. should have been the springboard off the back of catcher to really propel DQ into competing with the big boys.
Now? This project will go to OneSubsea or BH and normal service has been resumed.
What a sad state of affairs.
OMG. Ford is testing Energy storage system that Tesla implemented in 2012. Ford said that no one in the industry is doing this, so it's a lie. Well, I hope this will help Ford to make some money. Let's see if it's going to burn down any houses.
What happened Paramount launched a $108.4 billion hostile bid for Warner Bros Discovery, outbidding Netflix's $72 billion offer. Paramount's bid includes $18 billion more in cash and aims to challenge Netflix's dominance. Why it matters This bid could impact streaming services, movie theaters, and consumers by enhancing competition. It also raises antitrust concerns due to the consolidation of major television operators.
Key details
• When: Paramount's bid was launched on Monday, December 8. • Who: Paramount Skydance (PSKY.O), Netflix (NFLX.O), Warner Bros Discovery (WBD.O).
• Numbers: Paramount's bid is $108.4 billion, including $18 billion more in cash than Netflix's offer. Paramount's offer is $30 per share, a 139% premium over Warner Bros Discovery's undisturbed stock price. Netflix's offer is $27.75 per share, mixing cash and stock. • Financing: Paramount's offer includes financing from Affinity Partners (Jared Kushner's firm), Middle Eastern government-run investment funds, and the Ellison family. • Regulatory concerns: Paramount's offer may face antitrust scrutiny, as it would create a major television operator and increase market share.
• Market reaction: Paramount shares up 7.7%, Warner Bros Discovery up 5%, Netflix shares down 4.5%.
• Next steps: Paramount will appeal to shareholders, regulators, and politicians to challenge Netflix's bid. The battle may become prolonged.
https://www.reuters.com/legal/transactional/paramount-makes-1084-billion-bid-warner-bros-discovery-2025-12-08/
GN&T did their usual shuffle of ADs and SDs after the RIF. For those that are unfamiliar, once a year or once every few years, they shuffle ADs and SDs from one department that they’re unqualified to lead to another where they’re typically even less qualified. It’s one of the many brilliant strategies that have allowed the competition to catch up or even surpass VZ
OpenAI won’t deliver $100B to Oracle, struggling itself. So no backlog no pay off of data center nor Stargate. The apps are being replaced by smaller SaaS solutions much cheaper. The AWS and Google connection ki-ls the rest multi cloud. AI theme is not financially valid and AI agents in Apps are just another feature. Nobody new buys apps because AI agents… that’s true.
Time will tell.
Very often I kept warning of competition eating our cake - and leadership was deaf, or they laughed, or they were very arrogant.
Friday - Hatchet man said we cannot relay on network - “no kidding, Sherlock”
It tool the board to kick 13k+ folks to wake up?
🤬
“Back at the All-In Summit, David Friedberg asked Musk: "Could you buy some carriers to acquire more spectrum? Maybe buy Verizon?"
Musk replied: "Not out of the question. I suppose that may happen."
https://www.zerohedge.com/technology/spacex-trademark-filing-signals-starlink-mobile-may-soon-take-aim-att-verizon
How can it not? Underpaid lackeys for decades training others, and core development is all outsourced.
Competitors with the good taste, rare talent and skill to innovate will make the company more and more irrelevant in due time as a guarantee.
Salesforce Inc. gave an outlook for revenue in the current period that topped analysts’ estimates, suggesting the software company is persuading customers to buy its AI tools.
Revenue will be $11.1 billion to $11.2 billion in the period ending in January, the company said Wednesday in a statement. Analysts, on average, estimated $10.9 billion. Current remaining performance obligations, a measure of bookings, will increase about 15%, compared with analysts’ estimates of a 10% rise.
The revenue forecast includes 3 percentage points of growth from Informatica, a data integration software maker that Salesforce acquired last month in an $8 billion deal. The outlook for current remaining performance obligations includes 4 percentage points from Informatica.
The largest maker of software to track customer relationships is trying to push adoption of Agentforce — its AI tool that can complete tasks such as sales development and customer service without human supervision. Still, use has been largely limited to experimentation, in part due to customer confusion over pricing and disorganized data, wrote Derrick Wood, an analyst at TD Cowen, ahead of earnings.
Salesforce Chief Executive Officer Marc Benioff touted adoption of the AI tool, saying “our Agentforce and Data 360 products are the momentum drivers.”
Agentforce launched last year, and the company said it has closed more than 9,500 paid deals since then, an increase from 6,000 in the prior quarter.Annual recurring revenue for Salesforce’s division that includes AI-focused tools such as data organization and agents was $1.4 billion in the period ended Oct. 31, the company said.
The shares gained about 8% in extended trading after closing at $238.72 in New York. The stock has dropped 29% this year through Wednesday’s close as investors have grown concerned about AI disrupting incumbent application software makers.
In the fiscal third quarter, Salesforce reported that revenue increased 8.6% to $10.3 billion. Profit, excluding some items, was $3.25 per share. Analysts, on average, estimated adjusted earnings of $2.86 a share on $10.3 billion revenue, according to data compiled by Bloomberg. The current remaining performance obligation was $29.4 billion, while analysts expected $29.1 billion.
Earnings, excluding some items, will be $3.02 a share to $3.04 a share in the period ending in January. Analysts, on average, estimated $3.03.
For the full year ending in January, adjusted operating margin will be about 34%, in line with estimates.
How do you guys do ratings at Wells Fargo? I work for a competitor that has a busy board here and I see you are posting a lot too. Just trying to compare things. Thank you.
Intel use “I am the only US semi” excuses to politically hammer/block other companies. It is politics and unfair competition.
For all those who mocked the once great competitor, is Xerox about to face its very own ‘Kodak Moment’ ?