I work for NetSuite ACS Team, I had a one on one with my manager, I'm close to my manager. I was indicated, we might have another round of layoffs soon.
Oracle as a company is doing bad, debt is very very high and the funds for NetSuite has been bad or over y months now.
My manager said, layoffs happen on random people, nothing to do with performance mostly.
Any idea? Anyone heard of this?
@1tv I was recalled from vacation last week to notify employees they were being terminated. Then I was personally impacted. These layoffs are real — they accelerate tomorrow (03/31). This playbook is painfully familiar: make a risky bet, prop up the books, shift risk to employees, and then cut the people who built the product. History repeats — Enron, Lehman, FTX, WeWork — different names, same patterns. Sacrifice institutional knowledge and experience for short-term optics and a gamble on leadership’s vision. And too often the cuts disproportionately hit those who are older, outspoken, politically out-of-step, or who challenged the direction.
The result is predictable: silence expertise, reward conformity, and chase mediocrity while pretending it’s decisive leadership. If you care about accountability, transparency, or the future of good work, don’t accept this quietly. Demand clarity on the rationale, fairness in selection criteria, and real support for those pushed out. Lives and livelihoods are on the line — this shouldn’t be swept under the rug.
@wb Lol, ok, so I go to ChatGPT and it regurgitates these articles. It also says it can't find actual WARN notices.
If I go to the California EDD, which says it updates it's WARN listings every Tuesday and Thursday, there are no Oracle WARN notices submitted this year.
Simply put, this is old news.
Been hearing the same on the fusion side ..
@wb "latest WARN Report: WARN notices (07/01/25 to 01/21/2026)":
https://edd.ca.gov/siteassets/files/jobs_and_training/warn/warn_report1.xlsx
The latest entry for Oracle in there is from 11/10/25 (i.e. last November)
@h4 no there really is. From ChatGPT
Here’s what we know from the latest filings and reports:
• Oracle filed WARN notices in California around Jan 20–21, 2026 covering ~254 planned layoffs in the Bay Area (Redwood City, Pleasanton, Santa Clara). WARN notices typically require at least 60 days’ advance notice before layoffs occur. 
• Because of the 60-day notice rule, that timing puts potential layoff dates starting late January 2026, with the week of Jan 26th being a reasonable projection for the initial notices or separations to begin. 
Summary:
• WARN files were made mid-Jan 2026, covering cuts to occur in the coming weeks. 
• It’s therefore likely that layoffs or initial separations start the week of Jan 26, 2026 or shortly thereafter under those notices.
@j4 Unless they have a contract (which is very rare for American ICs) their salary can most definitely be reduced.
Time for anyone who is worried to throw their hat in the ring for Nashville!
@hr I did, there is no WARN notice. The stories you are referring to are being regurgitated by ai-driven sites. There is one story that has the EXACT same numbers in the EXACT same cities with a Nov 3 date. And guess what, there are corresponding WARN notices from September for those. It's called using your brain.
Until you can produce an actual WARN notice, and we have actual people who say they were laid off on Jan 21, I call BS. And you are a fool for believing it.
@j2 it’s probably cheaper to lay them off than offer them a transfer package. They probably can’t reduce salary. Maybe it’s easier to fire a $300k total comp in CA and then rehire them at TN at $120k if they want to move
@hr None of those positions transferrable to Nashville? Not that those folks would WANT to relocate, but it's stupid to lay off at one location while trying to mass hire at another, especially if any of those positions will be needed at the new location.
Probably those Bay Area folks are hold outs for moving to the new TN headquarters. Probably cheaper to just lay them off and rehire who is willing to move to TN
https://opentools.ai/news/oracles-bay-area-shake-up-layoffs-hit-oci-and-aiml-teams#section17
@h4 Google it, like the rest of us. January 21st 2026, Oracle is set to cut more than 250 jobs across its San Francisco Bay Area operations, signaling continued cost pressure and restructuring at the US software group as it reassesses spending priorities in its cloud and artificial intelligence businesses.
The layoffs will affect 254 roles across Oracle facilities in Redwood City, Pleasanton and Santa Clara, according to filings submitted to California authorities under the Worker Adjustment and Retraining Notification process, as per an Open Tools report.
Redwood City, home to one of Oracle’s largest Bay Area campuses, will bear the brunt of the reductions, with 187 positions being eliminated. A further 36 roles will be cut in Pleasanton and 31 in Santa Clara, the filings showed. The affected jobs span teams working on Oracle Cloud Infrastructure as well as artificial intelligence and machine learning initiatives.
@fr there is no link because there is no WARN notice. This is an old story that got regurgitated.
Link to the latest warn notice? Anyone?
@d0 link please
Legacy on-prem software companies are in trouble.
NVDA reseller only buys so much.
No margin.
Must win with Multi-Cloud in competitor's hyperscaler to keep DB relevant.
Dinosaur Bones !
WARN notice filed in California on 1/20/26
Oracle is chasing the next big thing, and someone things that investing in legacy is bad. The pivot is starting to look like a spiral. Let's set EOL and retire the products that are customers are currently using because then they will move to the cloud, then it's AI in the cloud. Ever know someone who buys a lottery ticket and wins a small prize but just doesn't think cashing it is is worth it because they only focus on the Jackpot?
ORCL at yesterday's close was under $180.
That's less than Day 1 in Orlando in June - before OpenAI announcement.
That's $165.8 lower than 52 week high
That's roughly $50 under my last RSU grant price.
Larry sez OP ‘s job is at risk
@OP
My manager said, layoffs happen on random people, nothing to do with performance mostly.
Brace yourself indeed. Sounds to me like your manager was trying to give you a personal heads up, but it flew right over your head.
Do you think layoffs will be done based on performance??
Sorry, I didn't catch that
You ain't wrong. Got that same conversation. Performance and opinions are everything my guy. One always outweighs the other and you be wrong trying to guess which one.