#speculation

"LBT achieved getting paid a lot of money by Intel. Also increased stock price from 20 to 40. Convinced Trump Intel was too big to fail and not only got him to donate money, got him to Arm twist nVidia to do so too. Also got Intel to donate to his startups. Wow! Increased margins by reducing headcount, either by outright layoffs or by giving employees BE and PIP thereby saving severance package. Increased productivity by telling employees to “laser focus” on working hard.

However, Intel is nowhere in AI. Anybody who is employable enough to find a job at some other company has done that by now."

"I am wondering how much he paid to the government officials to avoid his own layoff and even got the fund to bump up the stock. Remember INTC stock was kicked out the DOW earlier not too long ago and why it is suddenly bump up almost 100% in just a few months (?) Who is behind the manipulation order ?"

How long before intel's inflated stock plunges?

With stock prices bouncing around in the $50-$60 range any predictions about how low the price will drop once we come out of the holiday break?

My prediction is we drop below $52 before end of Jan.

Any ideas? And/or Concerns?

I was talking to a Sr Director(He knew of the Nov layoff several months in advance) and he hinted that another org wide layoff is planned already and that dates are not confirmed. Could it be March 2026 like the last time?

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?

Allegedly there is going to be a MAJOR executive shakeup next year. This comes from a very good source. Store closures, executive shakeup,!reduced budgets, declining sales, get out now!! While you can!

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Alright! Let the speculation begin!

The question on everyones lips, might this really happen.Stock up 15pc since rumour was leaked.Is there something in the speculation??? Does Peter want out???

Any speculation as to what this pop-up town hall is about?

Is intel going to reward employee with big bonuses next year with so many positive news recently ?

Chatter about a big announcement. Anyone got any deets?

Any update news? We don't care about employee layoffs now. It will always happen at anytime, no matter of the company conditions. Who are going to buy Intel?

Looks like beginning of end for Gainwell. Any predictions on doomsday when Veritas will piecemeal and sell it to two/three other VCs? Mar 1st 2026?

Most likely it will be before FY26 end ~Feb/Mar 2026.

I’ve got ideas but very little factual information. There are people that know what’s happening. So close now just spill it

I read on the yahoo discussion group that something big (good) is coming. does anybody know anything about it?

People leaving in droves. I don’t think this place will hold together much longer. The whole vibe truly feels like prep for a sale.

60x6=200 FISV

that's the move

I'm thinking less than normal because NDA was pushed back a quarter.

what is apple going to do when Qorvo goes away.

Imagine Apple purchased PayPal…

It looks to me like they're almost positioning Verizon to be sold. I have seen these sorts of layoffs (no rhyme or reason and across EVERY GROUP) before and it has always been before a company goes up for sale.

I think there would be anti-trust issues with having an AT&T or T-Mobile buy it, but who knows, maybe Elon might buy it. I have heard that Dan is buddies with Elon.

Pure speculation, but something is quite amiss about how this whole thing has been done and handled from a managerial standpoint.

What's your estimate? What do we know? Do you think they are waiting for Q1?

People have been saying the number might be much higher than what was initially reported. Anyone heard anything solid, or is it all just speculation?

Everything is a guessing game at this point.

Customer service and store channels to get a complete overhaul with new leaders and possibly a lot less of them to flatten our business?

Pull back of vendor customer service? By how much?

Work visas to be cancelled?

200 stores will be going to indirect with less support. More to follow?

Value organization to be drastically trimmed and a single brand for all prepay? Total to be sold off?

VSP offered for anyone who wants it?

We will all know soon. Until then. Do your job well. Get your end of year performance documents ready. Stay focused.

I saw an armed policeman on the upper floor of the cube. I noticed him still there couple of hours later. I asked some people in my class about what he could be doing there.
One guy said the policeman stops every person that goes to the elevator and checks if there name is on a list.
There was obviously such an important meeting at the top level of the cube that employees were not allowed on the same floor as the meeting.

What are they discussing such that an armed guard is required to keep employees off that whole floor?

is it the calm bofeore a coming storm? Selfie-king just posted about some org changes. Is that the beginning of a trickle down effect?

We all know more layoffs are coming, it's the new norm. Any thoughts on what could be targeted next?

I see that there are planned layoffs in March and June, although I wonder if the source is one post on blind which might or might not be true. Either way it would help to evaluate what % is laid off? Cali laid of 175/2300 which is close to 10% budget as Cali is expensive? Post your % numbers based on anecdotal evidence

Will Repsol decision to merge with an unreputable company like APA Apache be a good or bad decision? Will it create or destroy jobs?

Adobe has chosen not to give an FSA lump sum at the start of 2026. Something they've done since I started in 2011. Rather, they are going to spread it out over January to October. That significant change, among many other things I'm seeing around AI, suggests to me that they are aligning corp expenditures around planned mass layoffs at some point in 2026.

My interpretation of the articles going around is that this is affecting “management” employees meaning HQ. Retail is its own thing and they are not categorized the same in the financials.

Retail moving to indirect and/or closing down will be its own thing.

What is the over/under Of Verizon getting out of the PS business all together just shifting all focus to wireless and broadband?

Apache may get 19 billion dollars of assets for a mere handshake 🤝 they only have $350mm cash…and stock is a dumpster fire. How will this affect employees and jobs?

Let’s convince MW to intervene

Any insight from the water cooler?

Will this breath life into APA?

Which top level public executives are likely to be pushed into retirement soon, rather than rank and file employees?

Now, I know this is all speculative but I wanted to see what people think if a layoff is coming. If yes, how big is it - 10%, 15%, 20%. I've heard different things in the office, people are freaked out and talking but it's all just rumors so far. Also, which groups will be affected and locations. Good luck all.

Why are partners like Victra hiring a bunch of former Verizon people?

Are they getting ready to take over more than just retail stores?

Will they also be opening their own contact centers to manage the customers they activate and support?

All interesting potential moves that show you the possible work being done and fast.