Here's an idea: why not overhaul the leadership? Every bad decision has come from the top. That might actually save the company.
Posts mentioning hashtag #leadership
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THIS IS ENRON ALL OVER AGAIN ! WHO IS THE AUDITOR ?
This reminds me of ENRON. How could this happen ? Martin buddy, where were you ?
Judging our current direction
I know my success at Verizon or any job was attitude and adaptation. It was also how quickly I could get good at the next challenge and make the changes I needed that would help me win. Sounds easy, but it requires a full buy-in and positive mindset. So far, what has changed? Are we sold on the direction and does leadership value our buy-in? I think transparency is a key to moving forward and calming fears. I don't think this leadership team has shown anything of the sort. It's easy to tell a future failed leader by both actions and inaction. If the entire team isn't on board then "you ain't winning". We are lost and a plan hasn't even been clearly laid out for our success. Again, the company is trying to do this without us. Only when we are a team and valued will we succeed. Hate to break the news... we are still not valued. They count on us to do the lifting but don't give us reason, respect or credit. When the employees are here for more than a paycheck you win. When we are here for the team and to help Verizon win then we will become a different company. When leadership fights FOR us and makes US first then and only then will Verizon change and become a leader. This leader failed in his first message and it's been downhill from there.
If you bought 1 share of WAT in September 2021 and sold it today, you would have incurred a loss of over 20%. Is this what creating value means?
What is the long-term value creation for shareholders that leadership is constantly talking about?
Why isn't our awesome AI PC portfolio helping stock price?
We have invested so much on an awesome team and leadership in PC chips
Senior Management is Living in a Bubble
Lofthouse came to Toronto and his biggest concern was not being able to shop from whole foods. Here people are loosing their livelihood and his concern is luxury shopping shopping. What is wrong with this people?
CEO elections
why cant we elect our C suite like we elect government officials lol
Let's make american companies great again!
Bill’s message about AI
We “must” all lean into AI and it’s now a “core leadership competency.”
Honestly I’m more upset about AI being forced down our throats than about RTO. Anyone else?
Dan is clueless
Dan ask yourself what is an IEN and how are the ADs in North Jersey losing Verizon millions of dollars in revenue by changing missed due dates??
2/19 is confirmed and it’s gonna be a bloodbath
All roles are on the list for 2/19. Sales/clinical/office. No rhyme or reason other than saving dollars to shore up the failing bottom line for Wall Street. The irony is that the c suite is creating this constant downward spiral because of their failure to listen to the market and re-invent the business to stay relevant. History has seen this exact scenario play out time and time again in business. The ego’s and audacity of the current leadership to think “they will be different and make it work” is what every other leader in a failed organization thought as well. The real losers in their game are the low level workers and members.
After a 75% Drop, Here’s Where I Am
I’m being straightforward here: I’m not keeping my money in Fiserv anymore. In 2025, I tried to offset some of the losses by buying as we slid, hoping we’d stabilize. Looking at my vested RSUs now is just discouraging. In a single year, we lost nearly 75% of our value. I know it’s technically a paper loss, but it’s hard to see it as anything other than a disincentive.
We also haven’t seen meaningful insider investment from leadership. It feels like we’re in a defensive crouch — holding ground, cutting costs, and trying to ride out the storm. I still believe this company can turn things around, but 2025 took a lot of the loyalty out of me.
As we head into Tuesday’s announcement, all we can really do is hope together. With the lack of clarity and vision from the top, hope is the only thing we’ve been given.
A question for the board
what is your red line regarding CC and V performance that would cause you to say, ok, now we have to act?
Most Useless Area/Sub-Area of 3M IT?
My take is that Services & Strategy is the most useless area of IT thanks to the SVP that Smurphy hired (surprise surprise). All they have done is introduced a dumpster fire of a process to "manage" demand and a half-baked attempt to prepare for RTO. Thoughts?
MW's AI goose chase
MW and JG talking about AI like it's going to change their world.
Maybe it is. We see it in other parts of the world, part of people's day to day. It takes talent, and the talent is leaving.
If I had to guess, the average PSG of the AI team is probably not higher than 22.
All the people working on the data have also exited the company because of the BS and lack of confidence in our completely disconnected leaders.
JG and LC would rather spend tens of millions of dollars on BCG and McKinsey or EY rather than just pay a fraction of that to retain the talent that was here.
The world's best AI practitioners are not dinosaurs like the consultants with MBAs that JG and LC are bringing in. and the ENGINE strategy for AI is a fantasy at best. It's sad that these leaders have completely neutered what was a team with good talent.
No one wants to work for these puppets guided by management consultants who have practically zero experience in AI. If you're using the same consultants who have been here over a decade or two, what are the chances that they know what they're doing?
was scampath good or...
did the VZ board just get a bargain bin version of the microsoft, google CEOs?
Impacts of January announcements?
Anyone know what the impacts are yet from Julie's announcements? I left in Summer 2024, and I have been interviewing to come back. The final round has been on hold until the set the final organizational changes. Seems the leaders dont have a clue what's up in USBU, GPD(now international).
Any hints?
PayPal Gang (Software vs Hardware/Networking War)
Verizion has a new CEO. His name is Dan Schulman. He used to run PayPal.
He is bringing in his old team. Alfonso Villanueva, also from PayPal, is now a top leader at Verizon. This is a big change.
What This Means for Telecom
Telecom companies usually focus on networks. They care about 5G and cell towers. PayPal is different. PayPal is a tech company. It focuses on apps and user experience.
The industry might shift. It may look more like Silicon Valley. We will see more focus on software. We will see less focus on hardware.
What This Means for Verizon
Verizon is changing its strategy.
Better User Experience: PayPal makes payments easy. Verizon wants to make phone plans easy. Expect simpler apps and better customer service.
More Digital Sales: PayPal is an online business. Verizon will sell more online. They might close some stores.
New Services: Verizon might offer more than just phone service. They could offer financial tools. They could offer new digital products.
This is a risk. Verizon knows networks well. It does not know software as well. But Schulman knows software. He wants to modernize Verizon. He wants to make it move fast.
The old Verizon is gone. A new, faster Verizon is here.
Continued Efforts to Create Attrition
Enterprise Reimagined was positioned as a top down reorganization to ensure headcount was aligned to efforts appropriately. People were laid off, demoted, and moved to new teams. The dust on all of that hasn't settled yet and the firm is introducing more policies that obviously intend to get people to quit. Enterprise Reimagined should have accomplished any headcount reduction goals.
Bonus levels right after this were a 9 instead of a 10...so these changes aren't even yielding expected profits since the norm has been to have level 10 bonuses.
Such a colossal waste of time. Leadership is more interested in torturing home office associates and exerting control rather than creating business results.
CEO resigns
The Washington Post’s CEO has announced he is quitting the job, days after the newspaper slashed a third of its staff.
CEO and publisher Will Lewis shared the decision in a message to employees on Saturday, which was later posted on X by the paper’s White House bureau chief.
https://www.aljazeera.com/news/2026/2/8/washington-post-ceo-resigns-after-sweeping-layoffs
Revenue
firm need access to the capital markets. time to change corporate structure. can't keep cutting your way and back into profitability. have to raise revenue. Malarkey is ki.ling us. approves 50% automatic reductions on plan pricing w/his new found $500K a year job. he sends out an email not to travel during World Cup to save $5K, but he just got a huge bump in pay and in the same vain, cuts plan pricing & revenue by 50% and there are no real revenue enhancers to speak of. $1k ira rollovers into IAA ain't gonna cut it. Need in plan annuities, managed accounts, CITs, and plan pricing hikes. Time to raise fees man ! Cut C-Suite $$, cut reps who can't sell, pharm out IT, and cut the phu.cking bloat fats
Why Dan is not taking questions from live webcast?
This is the least he can do .. Even Hans used to take questions or redirect to someone..
Not interested in one way monologue on AI
Replacing developers with AI is going horribly wrong
Don't you love it when leadership is proven wrong? Su-k it leadership team, you failed. Your d-mb strategy for laying people off isn't working and now you're sc--wed! Stock will take a dive
https://youtu.be/WfjGZCuxl-U
Reorgs are comical
Does it seem like many of the recent Manager & Lead promotions went to people that have no clue what they are doing?!? People are getting “promoted”- more like PLACED- to positions they should not be in. Some of these same people could barely do their job prior or have no clue about the job of those now reporting to them. Yet on the flip side, qualified people aren’t even looked at or cannot even make it half way through any interview process because most of HR is a sh-t show. Guess that’s always been the #nikeway. Be in the nepotism club or get left behind.
First impressions of our new CEO
Post here. Looking forward to how he does at the February 19th earnings call
New CEO??
Anyone hearing we are getting new CEO? Nick from Frontier? He did major restructuring at frontier. So if news so true buckle up guys.
Layoff announcement may be delayed by 90 days
Our new Leader needs at least a quarter to come up with his input on the list, including members of E-staff who will also be impacted.
Things at OMNISSA will get harder in 26
Plans are going to be unattainable, pressure I’ll be immense and management will turn a blind eye and expect the field to make up for their ineptitude without offering any solution. No new offerings, no new messaging, and no field support from leadership as they will just sit back and look at dashboards while complaining things aren’t working without any accountability themselves. Nightmare work environment.
It feels like we've been in a state of rolling layoffs
You constantly hear about people being let go, a team here, an org there, in numbers just small enough not to draw too much attention. There's endless talk about a reorg with zero details, and barely any communication from leadership. We're left fumbling in the dark, just waiting to see if our job is next. It's no wonder morale is in the gutter and the entire atmosphere feels so heavy.
Now watch them hollow out the teams. Again.
I’ve been here over ten years, and I’ve witnessed a growing carelessness in selecting people for layoffs. Whatever criteria they claim to use, the reality is they disproportionately target the people who hold the institutional knowledge, understand the work inside out, and are critical to their teams. The complete loss of any long-term perspective by leadership, who have been driven purely by short-term incentives, is a fascinating and depressing spectacle.
I certainly hope the layoffs at the top actually help
Otherwise, we're just facing death by a thousand cuts. Too many people have been left jobless by leadership's bad decisions.
It Has a Name. Constructive Discharge. And It Is a Horrible Way to Treat People.
What our employer is doing may not be illegal, but it is absolutely intentional.
People who have worked remotely for ten years are suddenly being told to commute hours every day. No individual consideration. No acknowledgement that some people do not even have the means to comply. Dress codes are being tightened after years. Compensation reviews are promised, then quietly abandoned. All of it is happening right in between layoff rounds.
Individually, each change can be defended. Together, they create pressure. Pressure that leadership knows will cause people to quit.
That pattern has a name. Constructive dismissal, also called constructive discharge. It is when working conditions are changed in ways that predictably push people out without formally laying them off.
This approach may help avoid certain legal thresholds, but it does not make it ethical. It places sustained psychological pressure on employees by design. People are left in prolonged uncertainty, forced to make impossible choices between their jobs and their lives, their families, their finances, and their health. The stress is not incidental. It is cumulative and relentless.
For some, this kind of management creates anxiety, sleeplessness, depression, and a constant sense of threat. When policies are used to push people out while leadership remains silent, employees are made to feel trapped and disposable. In extreme cases, this pressure has contributed to serious mental health crises, including people being pushed toward self harm. That is not a side effect. This is the intention.
Legal or not, it is a sh---y thing to do to people who have given years of their lives to a company.
Can Dan keep it going?
The market is responding positively. Good earnings, leadership shakeups and renewed confidence from analysts. Sure the company will look nothing like it has, and more people will lose their job but I am cautiously optimistic he is going to plow through the BS and make positive headway.
Curious case of Chief AI officer
Verizon hired a chief AI officer some time back named “Mano”. He is no longer with Verizon anymore.. what happened? Anyone in his department knows?
Why doesn't Q have sales leader who gets large deals in AI
Instead of watered down deals and "pipelines"
This company has lost its way!
No matter who is to blame this is the greatest share destruction of a fortune 200 in the last decade. Mike and this leadership team is going to be under pressure to start showing results soon.
WHQ layoffs?
I have been around Nike for a bit and it seems when leadership all disappear layoffs happen. I noticed this happened this last few weeks in NXT anyone notice the same thing happening?
why is Blue Origin competing with Kuiper/Leo?
What does it say that Blue Origin has announced plans for a satellite internet service (TeraWave) that will compete directly with Amazon Leo (f.k.a. Kuiper)? Jeff is the primary investor in Blue Origin, and according to estimates from Forbes has invested over $10B in Blue Origin since its founding in 2000. Blue Origin requires an additional $2B each year.
Jeff is entitled to manage and invest his money as he wishes. But it is noteworthy that he is selling Amazon stock to fund a competitor to Amazon. Does Jeff no longer find Amazon to have the "Day 1" mentality required to build new businesses?
2026 Walmart Layoff Likelihood
Here’s our take on potential Walmart layoffs in a different format based on likelihood:
- 0% chance of layoffs before 2/25.
- From 2/26 through 3/8 low chance of <10%.
- Period starting 3/9 through 4/8 elevated to 30%.
- From 4/9 to 5/5 increases again to 60%.
- After 5/5 and through 6/28 we see 100% likelihood
Many factors are at play here (not in specific order): Project and budget demands are being shuffled; leadership changes are filtering down; reorganization activities and silos of responsibility are moving; built in stabile time surrounding earnings release and other stockholder and fiduciary dates; reevaluation of AI implementation and prioritization, plus more.
We expect some surprises related to AI development and implementation plus more resource actions at non-Bentonville locations. Efforts to streamline and automate logistics and distribution will be a focus area.
The new CEO might have his own plan on figuring out the tech mess. Practically everything on the horizon needs technical implementation and having a fractured tech area is problematic.
We see 2026 as a pivotal year for Walmart in the area of AI development and implementation.
CA should watch this in a loop
Our entire executive team should be forced to watch this in a loop for 24h straight. This video should be broadcasted all over the TVs in every qcom office.
https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://www.bloomberg.com/news/videos/2026-02-04/things-have-to-change-at-qualcomm-goldberg-says-video&ved=2ahUKEwi_9t_yrMWSAxUUL0QIHf2aKm0QwqsBegQIERAB&usg=AOvVaw1-EcxiKck5FQbTK9zBI6Oy