#marketshare

The new CEO needs a good run with rifs, net adds, and FWA. When starlink kicks in, all wireless carriers will lose MARKET share.

Even if survived this round feels like would already be lined up for the next one. They have zero answers for how to actually win back market share as they aren't willing to invest in actual long term fixes. Everything has just been short term survival till next quarter talk even with the new leadership.

And to top it off they've backed clover as the growth engine. When it's a rubbish product in comparison to much more nimble competitors out there. And also one of the tightest margin spaces that exist in payments.

An on point post by @ag+1ks3fbqb9.

Anta makes great shoes lower cost and just as good if not better. China market is lost and surely, they will lose N America as well. Nike is losing market share. This company is so bloated. try a 5-10K layoff like Intel to become Nimbler. Way bloated leadership structure with fancy names. Nike shoes are cheaply made and overpriced. They do not last more than a year with regular use. Lipstick on a pig with superficial design and cheap construction.

https://finance.yahoo.com/markets/stocks/articles/nike-slashes-1-400-more-103500902.html

Nike slashes 1,400 more jobs as its stock crashes 70% from pandemic highs — and the real reason isn't 'woke' marketing

So who is the strategic fit with all the layoffs and shutdowns? Weatherford is strong on the books but they are not going to be able to sustain growth as they can't grow the market share against the SLB, Halliburton, or even Baker.

I would bet on Baker, as they seem to be cleaning their books of distractions and getting to the core. I'm not sure WFRD has much to offer them at this point, as they may have in the past, but still would seem the best option for them -- just come other areas that would need to be divested.

Cisco is still milking the innovations of the 90s. Margins are shrinking, the market share is shrinking. What is left is espionage and up theft. It doesn’t go well for chucky boy.

During Chambers' time, there was a very clear strategy and vision: to be number one or two in every product line that Cisco sells, combined with a vision to change the way we live, learn, and play. Today, there is no vision or strategy at Cisco. What is important is to maintain profit margins only. Over the past decade, Cisco has lost significant market share in every product line it sells, and in some of them it has long since ceased to be number one or two.

How many competitors has CVS put out of business? Independent pharmacies, small chains, regional chains, and so forth. CVS has put so many out of business. Yet when it happens to them, they cry foul, or they cry government overreach. Yet CVS doesn't realize that you reap what you sow. CVS owns the largest PBM, they own the largest pharmacy chain, they own one of the biggest insurance companies, not to mention all the other various companies they own. They've become like a monopoly because they own so much market share.

All that said, it's very hypocritical of CVS to cry foul, when the very same thing they do to others is done to them. If you can't stand the heat, get out of the kitchen. Corporate you reap what you sow.

for the destruction of the wonderful organizational culture that characterized Cisco for many years under the leadership of John Chambers. Cisco has always led technologically and made sure to be number 1 or 2 in terms of market share. CR and his ELT have simply destroyed it to the core. The organizational culture has become toxic and cowardly. Yes, it is very sad that we have reached this point and it even seems that we have not reached the bottom yet.

The all aluminum, 90% recyclable Apple Mac Neo is going to give the Dell low and midrange PCs and Chromebooks a run for their money this year when it comes to the much sought after education market.

Oracle isn’t going to do more with less when their competition is doing more with more.

Everyone has AI agents now. You will only weaken your position if you lay people off and lean into those agents. Your competition doesn’t have to follow the same logic. Your competition will do more with more. Anything you do with less will lose footing.

That’s not even including smaller companies competing with Oracle now that they have AI agents. The drive for more software will increase with AI agents. Even more players are going to want a slice of that market share.

Does Follett have a plan for how to recapture any of their market share in Massachusetts? Seems like all stores are going eCampus.

Well it was good for a while going from 1st to 3rd under Hans to ??? Under Danny Boy.

Oh Danny Boy the customers, the customers are leaving.

https://nypost.com/2026/01/14/business/t-mobile-trolls-verizon-outage-that-left-rival-carriers-users-outraged/

Do not help this company to recover back . they shattered many people life by doing false PIP , threatening etc . Let QCOM go down

Just heard all of the rf tools
atol
fze
Cq

Overall , reduction in budget for tools.

As markets combine there won't be assistance on managing the larger area from HQ.

Good luck...

If you are in sales, it’s clear that this year has been one of the more challenging years.

As most of you know, sales journal is a fictitious number that is used for compensation only. It’s a number that is scalable to increase/decrease compensation. For example, Canon showed profits of 200% because they were able to raise quotas and pay out less compensation. It’s not because we were more profitable on deals. Print volumes are down so where do you think they took the money from? Yeah, let that sink in.

The one number though that will provide some real factual direction though is the billed revenue numbers. Central (with that layup PK gave to his friends) and West (another joke of a quota given to people who stop work at 2:00pm EST) have now dipped under 80%. The East (the FU quota) is just over 80% at 81%. These are the lowest numbers (not counting Covid) that the company has seen in a long time. This just shows they are completely off on their forecasts versus reality.

So what does this all mean. It means that we are not making enough money to support the number of people working here. As we enter the last months of FY2025, don’t expect the company to come out with any promotions or motivators that help you put more money in your pocket. The company can’t pay us while at the same time trying to retain profits for the almighty home office in Japan. The company will have to cut sales positions. I am not trying to scare people but Canon is not going to continue with this structure at these numbers. I highly doubt we will see that bonus in our paycheck at end of December with these type of numbers.

In addition, we will continue to dip on the market share pie chart as lesser end brands meet our current customers demand for a lower price. We are stuck trying to raise the price in an economy where no one is willing to pay more for these products. We are forcing our customers to price us out when we ask them to spend more.

So what happens next? More layoffs? Reduction or increase in quotas? Change in the compensation plan to adapt to the discounting needed to win deals?

All I will say is the decisions that are being made in Melville right now will either power this company through these tough times or drive the ship right into the wall.

Those days Cisco file lawsuits against Huawei and Arista, Cisco thought it was too good.

Huawei now has a chip that is already 1,300 faster than the best chip out of NVIDIA, never mind Huawei has beeter phones than Apple. Of course networking equipment from Huawei.

Arista been eating up Cisco’s lunch within last 10 years, Even Arista is already out of date in current technology landscape.

What’s left there for Cisco? Except now claiming glorified scripting as Cisco AI

For non technical people like me, is Roche a real threat that can replace illumina or is it a tech that can take some market share? Also, Element coming up an HT sequencer? Everyday the competition and news against illumina is getting bad and the stock couldn’t cross the 100$ mark. Even Grail stock was over 100$ today at one point. Are we losing it? Just an worried employee 😢

The Oracle Database was once considered the company’s crown jewel, and working in the Database group was seen as the best place to be. That’s no longer the case. Oracle is now positioning itself as an AI company, and the Database is at risk of being sidelined. It has already lost market share and struggles to compete in certain markets against Snowflake and other more specialized competitors. Unfortunately, this trend seems likely to continue.

For the first time, PSTG’s market cap exceeds NTAP. A competitor half our size and half our age is now worth more than us.

Anyone know how Amazon business is effecting WB B2b sales ?