#competitive

It's not being great at anything. It's being cheap and staying average. Excellence would cost money and require effort, and neither of those seems to be in the budget lately.

Dont know how we are doing with competition.

EH is very less educated with a typical boomer mentality that technology is just made of fluffy.
He is not a strategic guy to understand that in tech driven world, although you don't need to be tech company but tech drives your competitive advantage.
These layoffs may save a dime before year-end but long term impacts on Nike's ability to compete against its competitors is eroding fast

Engineer here, first job out of school. I thought I was the luckiest when they offered me the position. Three years in and I have no idea what we're even doing. They've messed up from every angle you look at it, and the worst part is they're not even trying to make it better. It's like they can't decide between short-term savings at any cost or wanting to be a competitive company. And it feels like they've given up altogether.

From my perspective, there is little evidence of meaningful leadership within the organization. The senior management team appears largely aligned around maintaining the status quo rather than addressing the significant challenges the company is facing (all 'Yes' men in key roles).

There seems to be little willingness to communicate candidly with JG about the realities in the marketplace. In many cases, customers have lost confidence in SAS, and a growing number are actively exploring or implementing plans to replace our solutions. This trend is likely to accelerate in the near future.

At the same time, the company lacks a clearly defined competitive strategy and the VIYA platform has not resonated with many customers in the way it was intended. Unless these issues are acknowledged and addressed directly, the gap between leadership’s perception and the market’s reality will continue to widen. Just look at the SAS revenues at being flat or declining and one of our biggest competitors, Databricks, has 60-70% revenue growth and over 100% market valuation Y/Y growth. Not once during the company kick-off meetings did our senior management team even acknowledge the competitive battle we are facing in the marketplace nor was any type of competitive strategy discussed/presented. How is that possible? How can management present a revenue growth plan for SAS when we are clearly losing market share rapidly and there is no competitive strategy to address it?

If SAS were a publicly traded company, the current trajectory would likely invite significant scrutiny from the market and there would be rampant short selling. It's a very sad story playing out in front of so many great employees. I wish I could do more but, unfortunately, no one in power cares to listen.

@ka+1kk76xn44 said it perfectly.

https://www.inc.com/leila-sheridan/kevin-oleary-loves-why-his-companies-will-never-force-a-return-to-the-office/91291726

Kevin O’Leary — a real investor with actual companies laid out why forcing people into offices is a losing strategy:
“If you’re trying to say to people, ‘Oh, you got to work in an office,’ you’ll just get the bottom quartile of people who have no choice.”

He points out that in his portfolio of 50 companies, 40% of employees stayed remote after the pandemic and that’s true across the economy.

That’s pure talent economics. If you force everyone back full time, you literally shrink the talent pool to people who can’t choose otherwise. Meanwhile the companies embracing flexibility get the best performers and stay competitive.

This is about facts not feelings. It’s about results, real hiring markets, and the fact that companies that mandate RTO are choosing the bottom quartile instead of competing for top talent. Investors and workers alike see through it.

There will be a huge TCS NA layoff next month. The $100K fee per H1-B visa to replace American workers is having a direct impact on hiring onshore for major projects. Therefore TCS will be moving huge numbers of job roles to lower cost countries like Mexico and permanently laying off thousands on USA employees to save cost.
Everyone on the bench will be automatically be gone, along with large numbers of support and administrative staff.
This is the only way for TCS to survive in this competitive market.

Chemours announced that 75 employees at its mining operations in North Central Florida will be laid off in early March, citing the need to remain economically competitive amid changing market conditions.

https://www.wcjb.com/2026/01/10/mining-company-lay-off-75-employees-march/

Really really good geologists, engineers…Talent is the real competitive advantage.

It's getting pretty empty around here lately. Several of the sharpest people on my team just left for much better offers. And if they managed to get better offers in this job market, you know they're good. It's frustrating because a simple, competitive raise probably would have kept them. But I guess that kind of forward thinking is asking too much from this place.

Verizon's Competitive Pricing Strategy
Aggressive Holiday Promotions
Verizon has recently implemented aggressive holiday promotions that significantly undercut T-Mobile's pricing. This strategy aims to attract customers by offering larger discounts across various price tiers. Analysts suggest that Verizon is now positioned as the discount provider in the market, a role that T-Mobile previously held.
Financial Implications
Despite the attractive deals, Verizon is reportedly incurring losses with these promotions, estimated at $640 per account. The company believes that retaining customers through these discounts will lead to long-term profitability as subscribers typically upgrade their plans and purchase additional services over time.
Market Positioning
Verizon's new pricing strategy includes a "Bring Your Bill" promotion, which allows customers to bring their current bills from T-Mobile or AT&T to receive a customized offer that often matches or slightly undercuts their existing costs. This initiative is part of Verizon's effort to reverse recent customer losses and enhance its competitive stance in the wireless market.
Conclusion
Overall, Verizon's current pricing strategy is designed to attract customers from T-Mobile by offering better deals, even at the cost of short-term losses. This shift in strategy marks a significant change in the competitive landscape of the telecommunications industry.

The result of this is T-Mobile has already followed Verizon’s lead and has started laying off employees in order to cut costs. Dan is a genius, the race to the bottom has begun!

This company is not serious about getting better and competing. James is a weak leader. Duggan has vision and cares about this company.

It's about time it was realized that, without wireline's monetary backing, the wireless ship would have never floated or even left port.
Without wireline's welfare-like subsidizing of any of their landline issues, that ship would not have stayed afloat so long, were the playing field leveled to competitors.
Yet these, so-called, wireless "management" bozos still thought they were superior strategists, yet they could never have realistically competed in a real world, one on a level playing field.
They needed to su-kle at the te-t of their landline counterparts, their benefactors, all the while viewing their intellectual, experienced superiors with disdain and always biting the lone hand that allowed for their existence. Like a spoiled, wet behind the ears, teen who thinks they know everything.

Your divisions are dog sh-t. Always below the line of doom. LMAO 🤣

It's like losers arguing who the bigger loser is.

US has no choice but to help Intel turn around its business in the hope that it will provide chip manufacturing security against China. Without the full details of the stake, we can only speculate what stipulations the US gov’t has imposed on Intel, if not talks are still on going - but…IFS and ProdCo split is likely going to get more pressure. Chip manufacturing is US top priority, chip design is aplenty. This is a boon for IFS since the gov’t could help in many ways to get the customers it badly needs. For ProdCo, it cannot stand alone and it has to find a host to attach - hello Qualcomm!
But before this happens, big internal battle is being played out. NS will not concede without exhausting every tooth and nails. Good luck!