#speculation

How much longer will this outfit last till its bankrupt or bought out? 5 years, 10, ???

here is the break down
$1.6 billion restructuring programme,

Phase 1 (Done) ~10,000 layoffs , $961M - this was late 2025

Remaining
Phase 2 (Now March-May) $639M

if they layoff from low paying areas then yes 20k is still to go , if its higher paid areas
then number will be lower , will see

what do you think ?

There will ALWAYS be layoffs. It is the Verizon way. It's also the Verizon way to pretend they don't happen, and do them under the table. The big one on 11/20 was too big to ignore, and got national media coverage. But going forward, I suspect the layoffs will be more "traditional", where specific groups or programs are targeted to be shutdown, as opposed to another "20% across the board" type of action. The Frontier integration will no doubt result in "redundancies" being identified. Other areas that have been mentioned are parts of Enterprise, specifically overseas, so I'd expect some cuts there as well.

Bumping this up for visibility, from @ad+1kk9jn5e2

Earnings Tuesday night. ORCL is at $152.56. Do we short ?

Bear Case:
Oil might open at $115 a barrel tomorrow morning
$300 by weeks end is now a possibility.
The us economy is not designed for $150
DJI might open 1K down premarket

We may, just may, see the The Fourth Turning (1997) by William Strauss and Neil Howe prediction of social separation of those of living above and those living below their means.

Bull Case:
Then again, it may all pass by 4/1/26. We return to normalcy.

No Clue how it turns out !
Place your bets .....

Why is this not being discussed? Europe is breaking up with Visa and MasterCard to use their own system. What's going to happen to overseas card acceptance? How does this affect Fiserv and other acquirers?

https://europeanbusinessmagazine.com/business/europes-24-trillion-breakup-with-visa-and-mastercard-has-begun/?amp=1

If results are good, they will layoff after a week so more stock price will up. If results bad they can fire on Monday. But oim request revocation far fetched

The call was scheduled for the 19th but it's the 31st now. Anything to do with layoffs?

Which lines of businesses will be next thus year? Not sure if anyone has an idea but definitely curious.

5% drop today…anticipating February sales numbers?

Anyone want to guess?

20,000 is really massive number to RIF

If 1K were riffed in January
and we don’t know how many were laid off in February (say 2000?).

Still have around 17K to be riffed beginning March 4. How is this number gonna be spread? 2K a month until December? Anxiety-inducing and demoralizing for employees!

Any guess/speculation?

The rumors are that will be sometime in 2026.

According to Reuters ,Bloomberg and other outlets Appolo and Kyndrl have made a approach for DXC in the $20+

DXC have acknowledged the approach but are not commenting further at the moment.

Xbox has new leaders today, now that Phil Spencer and Sarah Bond are out — and you’d be forgiven for assuming that means yet another round of layoffs and shuttered studios, especially one day after Sony jettisoned a beloved developer.

https://www.theverge.com/games/882377/microsoft-says-todays-xbox-shakeup-doesnt-mean-game-studio-layoffs

This Thursday is the end of a pay cycle that will get folks off the books before the end of the quarter. What do you think? End of month RIF or April fools?

I read an article that Conoco is going to sell 2.5 billion of their Delaware assets. I wonder if XOM will buy it?

That was a short tenure and strange timing.

Which org/department is in the spotlight this week?

Rumors are circulating that our CEO BM is planning a 10% salary increase for all employees. While not yet confirmed, the potential raise has sparked excitement and speculation across the company. Woo hoo!!!

If you have confirmed information, please share it. Otherwise, we're just feeding the anxiety, and we're all stressed enough as it is.

I think the Earth will go off its axis from the spin coming out of SD

With the recent tension with labor and the fact nobody will even be using standard computers in 5 years per Elon Musk I am curious to know what others think about Dell being around in 15 years

Is anyone else hearing January 27 mentioned as a possible date, or is this just isolated chatter?

What’s the scuttlebutt on Repsol pricing the veil on Apache to realize that the liabilities far outweigh the assets…Repsol assuming North Sea and gulf of America is committing to a blank check…JC needs to sweat in 2026

Just in case my matters to you, Truist is working with Palantir. Do with that what you will 🤷🏻‍♀️

There has been some speculation about potential layoffs in March. Has anyone heard anything credible or been given guidance related to this? Please share context if available.

https://www.thehrdigest.com/verizon-layoffs-to-hit-15000-roles-in-2026-as-automation-takes-over/

Once again I am seeing rumors we are buying Diamondback. Any truth to this rumor?

https://variety.com/2026/tv/news/paramount-skydance-response-warner-bros-discovery-offer-1236625973/

Reports suggested up to 22,000 roles could be at risk at Microsoft this month, but the company's chief communications officer shot down those rumors as false.

https://www.windowscentral.com/microsoft/microsoft-reportedly-eyeing-massive-january-layoffs-but-the-ai-obsession-shows-no-signs-of-slowing

Heard there will be a lot of laying off on the 6th of February from my source.

Some peers notified about layoffs in ATL sales team. Did you notice anything in your local office?

Everyone seems to be talking about major layoffs in January—around a 20% headcount cut before Q4 ends. Really hoping it’s not true. Any insights?

Anyone heard about any upcoming oriskany layoffs? Thought everyone was supposed to be gone last year.

What's happening?

What are your predictions for 2026?

Just make your best guess/bet. Where do you see Verizon 5-10 years from now?

That Cisco may sell entirely UCS product portfolio to Nvidia.

Is UM preauth going offshore?