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Ha ha insider trading report

Form 4] VERIZON COMMUNICATIONS INC Insider Trading Activity

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
4
Rhea-AI Filing Summary
Verizon Communications Inc. (VZ) executive vice president and Chief HR Officer Samantha Hammock reported an acquisition of 84.289 phantom stock units on 11/20/2025 under a deferred compensation plan. After this transaction, she beneficially owns 29,098.676 phantom stock units, held indirectly through the company’s deferred compensation plan.

Each phantom stock unit is described as the economic equivalent of a portion of one share of Verizon common stock and is settled in cash rather than actual shares. The units become payable upon events that Ms. Hammock has established in line with the plan’s rules, and the total includes phantom stock accumulated through dividend reinvestment.


Say a buyout is near without saying a buyout is near

Is it just me or was the last company meeting different? It wasn’t the usual energetic fluff that we’re used to. There was no formal run down of the numbers by the CFO. Then SM and SR bring in another one of their friends to run security. What’s unusual about this friend is she’s close to retirement age which means she isn’t joining for a lengthy career. It says a buyout is near without saying a buyout is near.


Verizon Never A Truly Great Company

@"the men and women who built this into a once great company."

Seriously, Verizon was NEVER a "Great" company. They never invented any groundbreaking technologies nor created any new markets nor set any significant business or technology trends.

Verizon (Bell Atlantic & Nynex) was spawned from AT&T (AKA, "Ma Bell") and grew primarily thru acquisitions (GTE, Alltel, MCI and potentially Frontier). Yes, they built out an excellent network but their real success come from leveraging sheer mass scale.

AT&T and IBM would be examples of truly great companies. Verizon is an "also ran" company who's day in the sun is fading because it ignored it's customers.


One plus One = One

1 + 1 =1 With the recent reductions, the headcount will be replaced with Frontier workforce in the next three months. So the employee size of Vz will be very similar for the next year or two. Maybe, a few a Frontier’s leaders will become major Verizon executives. These types of reductions have been occurring with all major Verizon takeover transactions over the past decades.


Are they selling of Vz International?

So Dan laid off 13,000 people yesterday, 2,000 short of the 15K total we've all been hearing about for the last few weeks.

I'm hearing rumors from several sources that they plan to sell off Vz International (to BT) in April next year. Will the remaining 2,000 heads be from there do we think?


If I didn't know any better...

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.


Taubman to close permanently

The Taubman Co. is preparing to shutter its Bloomfield Hills headquarters and lay off over 100 employees in the wake of its recent acquisition by Simon Property Group, the nation's largest mall owner and operator.

https://www.freep.com/story/money/business/michigan/2025/11/19/mall-developer-taubman-office-close-105-layoffs/87354053007/


What a strategy!

Saying “the strategy is working” feels almost like a joke. Illumina’s board has made a string of questionable decisions — approving the Grail acquisition despite clear EU regulatory risks, then later giving in to activist pressure and spinning it off at the lowest possible value. They brought in a CEO from a company with a decade-long track record of minimal innovation and stagnant growth. Now the focus has shifted to aggressive cuts in both capex and opex, trying to make margin expansion the only story to sell in the absence of real growth. RIFs have practically become an annual event.

Given all this, calling the current strategy a success is hard to take seriously.


How many versions on GaN does GF have to waste money on?

GF can't seem to get GaN right. They started with IMEC some years back, then bought a version from Ratheon, then the past few years have licensed or bought other flavors of GaN from TSMC and others. Why is GF wasting so much money to get a version of GaN working? Did they lose all their technology device/process talent? Something seems broken!!!


Depressed , anxious , sleep deprived

Anyone else here feeling like this ? Just tell me already if I’m jobless. I got so much debt that the severance wouldn’t be enough. I’m SCARED. If I make it this round , once frontier deal is complete that just means more layoffs. A lot of Frontier and Verizon engineers would just overlap jobs so that means MORE CUTS


Whatg is going on with these lawsuits?

It appears many people are calling attention to Broadcom’s history and its catastrophic business model, which they say relies on monopolistic tactics and has led to multiple lawsuits. Critics also highlight the destruction of American job. Thousands lost in less than five years.

https://cloudinfra.blog/the-broadcom-vmware-saga-acquisition-turbulence-talent-drain-and-the-rise-of-alternatives-in-2025/


Nutanix on the brink?

What is happening with this layoff cycle? Very highly skilled employees were gone. It feels this has become another Vmware.

Are we getting prepared for a takeover just like how Broadcom destroyed Vmwareand laid off 19 THOUNSANDS employees?

We are getting squeezed by new small startups due to corporate failures.

https://cloudinfra.blog/transparency-lost-the-rise-of-confusing-bundles-and-hidden-costs-in-virtualization/


Cigna division to lay off Phoenix metro employees in anticipation of acquisition

A subsidiary of Cigna Corp. that is in the process of being acquired by Scottsdale-based HonorHealth is laying off 143 employees in metro Phoenix.

Evernorth Care Group, the medical practice division of Cigna, confirmed the layoffs in a WARN letter sent to the state of Arizona on Nov. 11.

https://www.abc15.com/news/business/cigna-division-to-lay-off-phoenix-metro-employees-in-anticipation-of-acquisition


Question Regarding Severance Eligibility and Service Time Calculation

I started working at Fleetmatics, and after the acquisition, I continued my employment under Verizon Connect through today. I’m trying to understand how severance eligibility is calculated.

Does anyone know whether my years of service at Fleetmatics will also be counted toward my total service time for severance purposes? Thanks!


OpenAI won't buy Intel's AI chips

OpenAI has been making it rain infrastructure deals. The AI startup just dropped another $38 billion on Amazon Web Services, adding to agreements with Oracle, Microsoft, AMD, and a plethora of other deals that total over $1 trillion this year so far. But there's one company conspicuously missing from the invite list to this very expensive party. Intel, the former belle of the Silicon Valley ball, is now watching everyone else dance.

So when OpenAI came knocking in 2017, hat in hand, asking Intel to invest in their fledgling AI startup, Intel said no thanks. Why would the king of computing need to bet on some nonprofit's sci-fi dreams?

Now, Intel is the one begging for a seat at the table while OpenAI doesn't seem to be interested.

"Why go back to a firm that has an inferior product and also snubbed you?" said Tim Derdenger, an associate professor at Carnegie Mellon's Tepper School of Business.

https://semiwiki.com/forum/threads/openai-wont-buy-intels-ai-chips-says-associate-professor.24015/


and to think

SB borrowed $500 mil of the company's money to buy out Uncle Carl so that he could remain in charge to earn $14 mil per year. At least Jeff Jacobson's middle of the night play to stay in charge and have Fuji buy Xerox would have been INFINITELY better than this s#*t show. SEC has to investigate this group of "leaders".


Media Coverage (so far) - Synopsys November 2025 Layoffs

Synopsys to Cut 10 percent of Workforce, Close Sites in Restructuring
Source WSJ
Summary Synopsys will eliminate about 10 percent of its workforce and close some sites after its Ansys acquisition. Most reductions land in fiscal 2026 with completion expected in 2027.
URL https://www.wsj.com/business/synopsys-to-cut-10-of-workforce-close-sites-in-restructuring-b4d735f3

Silicon Valley tech giant cutting up to 2,800 jobs after 35B merger
Source SF Chronicle
Summary Synopsys plans up to 2,800 layoffs as part of a restructuring tied to its 35 billion dollar Ansys merger. The firm expects 300 million to 350 million dollars in pretax charges and aims to finish by fiscal 2027.
URL https://www.sfchronicle.com/tech/article/synopsys-layoffs-ansys-acquisition-21169869.php

Synopsys plans 10 percent job cuts after Ansys deal closure
Source Reuters
Summary Synopsys will cut about 2,000 jobs after closing its 35 billion dollar Ansys acquisition and missing revenue expectations. It expects 300 million to 350 million dollars in restructuring charges with most reductions in fiscal 2026.
URL https://www.reuters.com/business/world-at-work/synopsys-cut-about-10-its-workforce-2025-11-12/

Bay Area tech company Synopsys to lay off more than 2,000 workers
Source SFGate
Summary Synopsys will lay off over 2,000 employees during fiscal 2026 with WARN filings showing early cuts in California. The move follows the Ansys acquisition as resources shift to higher growth segments.
URL https://www.sfgate.com/tech/article/synopsys-layoff-more-2000-workers-21169492.php

Another major tech company just announced thousands of layoffs
Source Gizmodo
Summary Synopsys is preparing about 2,000 layoffs tied to its Ansys acquisition and broader restructuring. Most cuts will occur in fiscal 2026 with completion targeted for 2027.
URL https://gizmodo.com/another-major-tech-company-just-announced-thousands-of-layoffs-2000685222

Synopsys to cut about 10 percent of workforce in major restructuring
Source Yahoo Finance
Summary Synopsys will remove about 2,000 jobs after its 35 billion dollar Ansys deal and a recent revenue miss. The firm expects 300 million to 350 million dollars in pretax charges largely related to severance and site closures.
URL https://finance.yahoo.com/news/synopsys-cut-10-workforce-major-143726076.html

Synopsys to cut 2,000 jobs after 35B Ansys deal
Source Benzinga
Summary Synopsys will cut roughly 2,000 positions to redirect resources toward faster growing areas after the Ansys deal. The move follows several disappointing quarters and will carry significant restructuring costs.
URL https://www.benzinga.com/markets/tech/25/11/48810282/synopsys-to-cut-2000-jobs-after-35-billion-ansys-deal-shifts-focus-to-faster-growing-businesses

2,800 employees face layoffs as tech giant cuts 10 percent of workforce
Source MassLive
Summary Synopsys will eliminate about 2,800 jobs after integrating Ansys in a 35 billion dollar merger. Layoffs will occur mainly in fiscal 2026 with some already underway in California.
URL https://www.masslive.com/news/2025/11/2800-employees-face-layoffs-as-tech-giant-cuts-10-of-workforce-after-35b-merger.html

Synopsys to eliminate 10 percent of staff following Ansys integration
Source Computerworld
Summary Synopsys will cut up to 2,800 positions as it unifies chip design and simulation capabilities post Ansys acquisition. Analysts describe the move as strategic to accelerate synergy capture and strengthen competitiveness.
URL https://www.computerworld.com/article/4089177/synopsys-to-eliminate-10-of-staff-following-ansys-integration.html

Synopsys to lay off 10 percent of workforce
Source Businessworld
Summary Synopsys will remove about 2,000 jobs to streamline operations and refocus investments following the Ansys acquisition. It expects 300 million to 350 million dollars in restructuring costs through fiscal 2027.
URL https://www.businessworld.in/article/synopsys-to-lay-off-10-of-workforce-579532