#speculation

There’s no way fidelity will layoff a significant portion of the staff. Abby doesn’t want to let her friends go.

The tech teams might be impacted, but with no vbo, how likely is it that there will be layoffs.

That would be insane. Has any new info surfaced? Or will we find out more maybe tomorrow?

Suffolk supervisor going on interview for spectrum, they know what’s coming

I don’t think there’ll be massive layoffs. Big ones are in the news like Meta dumping 8000. This is not a big RIF. My dept is barely hanging on with work we’re so slammed, so there’s no way there’s cuts. Not at the level going on here with speculation.

Likely rural centers as the goal seems to be picking up B2C packages near big city warehouses and not spread out residential deliveries. However every other package delivery company is after this same easy money. Least work gets more dollars.

Mark this date-May 4,2026 It's going to happen

People have been mentioning every single org that comes to their mind. Does anyone know something specific?

'Under the August 2025 deal, the Trump administration agreed to purchase 433.3 million Intel shares at $20.47 per share, equal to about a 9.9% stake, valued at around $8.9 billion, funded largely by previously awarded but unpaid CHIPS Act and Secure Enclave grants.

According to Bloomberg, those 433.3 million Intel shares owned by taxpayers are now worth a staggering $36 billion, netting taxpayers a $27 billion paper gain.'

funded by yet again US debt
a paper gain
expect more layoffs since the improvement was fake

How and when is the May Beat scheduled. It's typically scheduled about a month out and we're already at the end of April without that. If we get an invite in a few days for one at the end of May, you can probably assume that nothing super dramatic is planned in May. If it comes out late and is a short notice beat scheduled for just after earnings you might go hmmmmm even though nothing is certain. This is not a prediction. It's just something to watch for.

Since not enough of you volunteered to ensure that we can continue to receive SLT and EC level bonuses we are gong to let go the volunteers that we determine necessary and e have a separate list that we will be letting people go from. We will be reducing the total headcount by 15%

Don’t worry though we are seeing improved margins and orders coming in form customers. Are marketing efforts are starting to seeped up and take off and the future is bright for those whom are remaining

So much for all the BS rumors about selling.

https://www.cnbc.com/amp/2026/04/23/microsoft-plans-first-voluntary-retirement-program-for-us-employees.html

Thoughts?

July is after June. Oh and this is my daily proclamation that Fraud will have layoffs in the next quarter- so in case it does happen I can come back and say I was right. - my name is Ms. Cleo “Call me now”

HR and execs behind closed doors...

Hmm...

Stefano Pessina vows to rebuild ‘all the value’ lost at his Boots empire https://share.google/tVf43dzmGFX0ayEog

Private equity is indeed ruthless, and Mr. SP won't go away.

When Ford issues press releases like this and the Freep publishes them as “news” and doesn’t put them behind the paywall something bad is brewing. When Ford is sending out all kinds of happy press releases it’s a warning sign.

https://www.freep.com/picture-gallery/money/cars/ford/2026/04/07/bill-ford-jr-ford-ceo-photos/88963049007/

So are we really getting hit hard again or it just another speculation. I wish I could understand how they’re all still looking to cut down when we’re already thin. Most of our areas are the sizes of what two people used to handle. Are we going to a record of 4 orbits to 1 FE? At this point I wouldn’t be surprised NA/SP get combined as 1 and have them handle 3 orbits.

Looks like SBA is beating Crown to the punch by exploring a sale.

March preliminary numbers are coming out soon. Not going to be a surprise that number is negative and then after that they’re going to announce some more layoffs before the earnings call. Need to make more headway if the market is going to react. Anyone heard anything?

Anyone want to take a guess at who will take control after the company is run into the ground?

Or is it just speculation?

Based in Europe in the Product org. We were told this week that by July 1st they will have the reorg pretty much done and seems like layoffs are coming due to the TAM.
What's other orgs hearing and what region are you in?

Sound like Iran is doing some damage in Dubai to Oracle. Is Dell next.

What departments are having to work from home next week????? Very sus last minute change….. other departments were on the same boat when they were let go.. right????

It’s a valid point that when/if construction begins that we lose more spots.

It’s starting to feel like the garage is not happening. Like they’ll just keep the status quo. Dark thought, but if enough people are let go, then it’ll just go back to 2023 where parking is tight but mostly manageable.

I don’t mean to be a Speculating Steve, but it’s now been almost a full year since the initial announcement. And with each passing date, it feels more and more like the garage is never actually happening.

“Elliott Management quietly assembling a multi-billion dollar war chest with a shadow partner ahead of a major industrial breakup?”

Hearing louder whispers that Elliott isn’t just taking a position. they’re potentially teaming up with a low-profile investment firm to build a massive stake ahead of a split, with the endgame being far bigger than activism. The talk is that this could set up a strategic play to partner with (or even acquire alongside) another industrial heavyweight once the pieces are separated.

Still all speculation…no filings, no confirmations. But if even half true, this isn’t just a trade… it’s positioning for a full-scale industrial reshaping.

Until now canada is done , mexico is done ( at least for this round )

Combined about 1.5k+ layoffs

If the 20-30k number is correct IDC and US will be HUGE

How many are you expecting? Maybe they will run this on multiple months and more are to come to mexico and canada again

You cannot tweet you way out of 23% of world oil, 48% nat gas, and 4.5/5.0% 10 yr bond rate.

“.. US government officials and Wall Street analysts are starting to consider the prospect that oil prices might surge to an unprecedented $200 a barrel.”

https://www.bloomberg.com/graphics/2026-iran-war-hormuz-closure-oil-shock/

“… US government officials and Wall Street analysts are starting to consider the prospect that oil prices might surge to an unprecedented $200 a barrel.”

Source:
https://www.bloomberg.com/graphics/2026-iran-war-hormuz-closure-oil-shock/

Bloomberg posted a story that citi execs are contemplating ways to grow deposits domestically through regional bank acquisitions. USB and TFc in play.

And yes. Aware that C “dismissed the baseless speculation “

How many operating council members and other “paper tiger” execs survive? Shouldn’t take long to figure out the incompetence.

With gateway canceled would This create halo layoffs?

Several countries have already run out of gas. Gas will soon be $10 a gallon if you can get it. Mandatory gas rationing coming. WFH will return sooon.

I’m predicting some form of internal IPO announcement/details as part of 50 year anniversary activities…

let the downvotes commence

This AI thing is unsustainable, however you slice it. But hey, at least the internet's having fun with Avocado sc--wup.

Heard there are 20 active NDA’s across the company at the moment. They’re overlapping and it’s apparent. This web is going to unwind and the employees should know. What it means can be either dire straights or some major reorg for the better. On this site it’s probably the dire straights.
“Money for nothing and the Forge for free”

Layoff will take place by…

March 19 —- 23%
March 26 —- 34%
April 2 —- 72%
April 9 —- 94%

I am just wondering if this site just makes us believe that situation is worse than is it ? All my colleagues I worked with are still here and I haven’t truly seen a job displacement due to HIH or AI yet. Yes some VP or contractors were let go that I knew but everyone is still there.