Thread regarding Cisco Systems Inc. layoffs

@f6

Softbank dropped entire NVIDIA position

....because they want to re-invest it in OpenAI

3,000 this week
7,500 in February
11,000 in August

CSCO will drop to $15

I have spoken

“Generally” Cisco layoffs are during Q2 and Q4 (Feb & Aug), but this time is riddled with every company laying off too, so Cisco will take advantage of current market sentiments to get rid of few thousands.

As usual Cisco will claim refocusing its workforce and alignment where needs are.

@en
agree, mate!
but...

1. Softbank dropped entire NVIDIA position
2. Oracle debt just got downgraded
3. Coreweave collapses 20% in one week
4. Sam Altman could not explain even remotely how OpenAI can meet their $1.4 Trillion obligation on a paltry $20 Billion revenue run.

This is so Enron

For cisco, Q2 earnings is on February 12. 2026, Cisco's tradition is cutting 7% headcount at that time frame.

The AI Bubble is about to explode

AI Infrastructure is fueled by debt that is increasingly off-balance-sheet and synthetic AI debt is starting to resemble subprime mortgages: Opaque, overvalued, and justified by “infinite future demand.”

Companies use securitization to offload assets and liabilities, masking true leverage.

How, you ask?

Special Purpose Vehicles (SPVs) are bankruptcy-remote subsidiaries that isolate risks. A company transfers assets with loans to an SPV in a "true sale" removing them from its balance sheet. Debt issued by the SPV isn't consolidated. This makes debt-to-equity ratio look great.

Asset-Backed Securities (ABS) are pools of assets sold to an SPV, which issues bonds backed by cash flows. The parent sheds exposure and investors bear defaults.

Commercial Mortgage-Backed Securities (CMBS) for AI Datacenters. These are ABS variants backed by commercial real estate loans. SPVs bundle mortgages, issue tranches and originators hide property debt amid rising leverage.

Hiding Mechanism:
Off-balance-sheet treatment avoids reporting full obligations, inflating financial health.
for example, Meta conceals $30B+ in AI infrastructure debt via SPVs, (Enron level risk)

it is a house of cards

The end is NI

Except Nov 12 is the Q1 earnings announcement Q2 is in February

3-5k feels right

There is an 85% chance that Cisco announces significant layoffs on or near the Q2 earnings call

@a3
source: my ar-e

This is pure speculation. I know nothing with any certainty

could be 0 cuts
could be 3,000
could be 8,500
could be more...

Layoffs also could be delayed until February

cheers!

How can I know if I'm affected?

Yeah? Like you probably posted https://www.thelayoff.com/t/1vahVRvA -- Mick Swagger? That didn't happen did it? You also need to better educate yourself on the financials; you're off.

Citations needed

Neither, none of this is confirmed

Is the source your rear or you have one you can share with us ?