#layoffs

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2026 AOP

1) Rebrand everything else with new logos
2) Push aggressive pricing to juice short-term revenue
3) More layoffs, because Layoff.com needs traffic
4) Double down on digital investments with no payoff
5) Sell parts of the business to fund all of the above

Happy holidays!


Another round of layoffs in Q1

There’s been some speculation about another round of layoffs, and unfortunately that speculation is accurate. Another round is coming soon. The core issue is pretty simple: we’re losing customers and we can't increase prices any more. When revenue isn’t growing—or is actually declining—cost cuts become inevitable.

Video has been in long-term decline for a while now. Traditional cable TV isn’t coming back, and 5–10 years from now it’s likely a dead product. The uncomfortable reality is that cable TV is still Comcast’s largest revenue stream. When your biggest source of revenue is in structural decline, the downstream impact is unavoidable.

Broadband is also under pressure. DOCSIS 4.0 isn’t delivering the results that were hoped for, and customers are increasingly choosing fiber instead. DOCSIS 4 can be talked about all day, but the reality is that customers now have real alternatives—and many are choosing fiber because it’s faster and often cheaper, or FWA because it’s easier to buy and use.

Voice (landline) is obviously a dying product, and the organization supporting it is still far larger than the business justifies.

Wireless is selling, but it’s not accomplishing what it was supposed to do—namely, reducing broadband churn. It’s true that customers with wireless have lower churn, but the causality may be backwards. Customers who were unlikely to churn in the first place are the ones signing up for Xfinity Mobile. Customers who have fiber alternatives or who are unhappy with Comcast tend not to add mobile at all.

Both the Division/Regional teams and the Technology & Product organization likely need to be reduced further. The next round of layoffs will probably look similar in size to what we’ve seen over the past couple of quarters, but unless business conditions improve, a much larger restructuring—including the elimination of entire organizations—must come sometime next year.

From my own perspective, having visibility from the Finance side: despite the cuts that have already happened, there are still significant opportunities to reduce costs. We continue to have too many resources allocated to Video, Voice, and even DOCSIS 4.0. If these products are not selling or are in structural decline, it’s hard to justify continued heavy investment. Additionally, we still pay a premium for U.S.-based engineering talent, and it’s not clear why we haven’t shifted more work to CIEC, where costs are less than a quarter of comparable U.S.-based roles.


Is this how layoffs will go down?

January 22 is the announcement. Lots of projects will rush in the first three weeks of the year to get done. If you're getting unusual pressure to complete projects by that deadline, it's part par for the course, part because you're out. Those in the know and sticking around are squeezing every last minute of work from USA-based teams.

It's so big I don't know how we avoid WARN, legal must have convinced themselves that WFH = each residence is a job site. Interesting to see how we avoid WARN with RTO - only way I see is future layoffs are to remote workers.

OP: @an+1kd36hvqq


Another one

The article says the McKinsey layoffs are a warning for the whole consulting industry in the AI age. Consulting once depended on smart people and hard to find information, but AI now does much of that work faster and cheaper. Clients want firms that can use technology to actually make changes not just give advice, so traditional strategy firms must adapt or risk falling behind.

https://www.fastcompany.com/91463039/why-the-mckinsey-layoffs-are-a-warning-signal-for-consulting-in-the-ai-age-ai-layoffs-management-consulting


Seeking advice if now is a good time to leave Honeywell. Did anyone who left regret it? Asking since I see several boomerangs here who came back

I have a job offer that pays about 10% lesser than Honeywell in a Tier 2 company. In Honeywell, the world around me is crumbling with key functions non existent, R&D dying, and daily churn in leadership. However, for me, I have been nominated to a few leadership development programs for whatever that is worth. It might mean I survive the next round of layoffs but maybe not the one after that. If I leave now, I give up my MIP. Is it time for me to leave? Will I regret leaving or staying?


From factories to fulfillment centers, more layoffs hit U.S. supply chains

  • Over 4,200 jobs are being cut nationwide across manufacturing, logistics, and transportation sectors, continuing a trend of industrial employment strain into 2026.
  • The layoffs impact diverse areas such as EV supply chains (e.g., Ford's 1,600 job cut at a battery plant pivoting away from EV production), food processing, trailer manufacturing, and warehousing.
  • These job losses are driven by structural shifts, including recalibrated EV demand, automation pullbacks, and prolonged market weakness, putting pressure on labor-intensive operations in the freight industry.

https://www.freightwaves.com/news/from-factories-to-fulfillment-centers-more-layoffs-hit-u-s-supply-chains


GSA backs off planned layoffs within its technology team after court order

The General Services Administration is abandoning plans for additional layoffs within its Technology Transformation Services after a federal judge ruled on Wednesday that the Trump administration must pause any layoffs underway and rescind layoffs issued since the start of the government shutdown on Oct. 1.

https://www.nextgov.com/people/2025/12/gsa-backs-planned-layoffs-within-its-technology-team-after-court-order/410304/


FedEx Wins $2.2B Federal Contract, Then Hires Hundreds Of H-1B Workers While Laying Off Americans

A multibillion-dollar federal delivery contract awarded to FedEx coincided with a sharp rise in the company’s use of foreign workers, even as it carried out large-scale layoffs of U.S. employees across multiple states.

https://finance.yahoo.com/news/fedex-wins-2-2b-federal-180028951.html


Linkedin, Glassdoor and Loop posts doesn't seem organic

Very fishy especially the linkedin posts from India about their annual/quarterly awards, posts about completing 6 months, 1 year, 1.5 years in TU. Seems extremely forced and artificial.

I know there was a HR level meeting when the glassdoor points dropped to 3.6 after the recent layoffs. I also heard that offer letter rejection rate is quite high recently. So, I guess the recent linkedin posts and glassdoor reviews are a damage control?


I still remember a time when I felt good about going to work

Yes, I’m that old. And it hasn’t been fun going through all the stages of things falling apart, only to reach a point where I can’t wait to cut ties. I hope that during the next wave someone notices that I’m over 50, therefore a zombie by current corporate standards, and finally puts me out of my misery. I’m not leaving without severance. I’ve earned it many times over the years.


Divergence - The U.S. economy, and the stock market.

Divergence -

The U.S. economy, and the stock market; specifically the (AI) trade.

Paradox - AI (Valuations), and (Extreme) volatility; in the stock market.

Recent U.S. economic, and stock market observation(s) over the past week -

The AI trade is back (for now) after reporting from Micron (MU).

AI trade valuation(s) are (trying to make a run back) to the NASDAQ high on 10/29/25 whether justified (or not).

The U.S. economy is (still) moving towards a potential Major Recession in 2026.

The Unemployment rate has reached its' highest level since October 2021 with Corporate layoffs to resume Q1 2026 with claims following.

Q1 2026 is (currently) scheduled to have Major Downsizing in the Corporate world especially in the Technology sector.

ISM manufacturing, otherwise known as PMI; has been down for (9) consecutive month's; since Trump tariffs were enacted.

Finally, November Core CPI (Inflation) came in at 2.7% but was missing data from October due to the U.S. Government shutdown.

Inflation (actually) rose month-to-month.


Canon's toxic corporate culture isn't just in the US. China is no different!

Canon's declining market share and toxic corporate culture isn't just in the US. China is no different! The Zhuhai and Zhongshan factories have closed. Canon China sales company is laying off employees every year. the CEO and the Japanese managers are very much into the a-s-kissing culture. This This Retired managers continue to be promoted, middle level cadres are laid off as much as possible, and younger employees are bullied. This is the worst company I have ever seen.