#acquisition

Not sure about layoffs but here we go...

GSK Acquires Rapt Therapeutics for $2.2 Billion

https://www.fiercepharma.com/pharma/astellas-ceo-bd-plan-takeda-us-layoffs-chugai-chase-name-recognition

The pharma industry saw several significant developments. GSK acquired Rapt Therapeutics for $2.2 billion, primarily for a phase 2 food allergy dr-g. Takeda is laying off 243 U.S. neuroscience employees ahead of Trintellix's patent expiry. Pfizer sold its 11.7% stake in ViiV Healthcare to Shionogi for $1.9 billion. Astellas CEO stated the company will not pursue "rescue BD" despite an upcoming patent cliff. Chugai seeks greater name recognition and external partnerships as part of its long-term strategy.

Bending Spoons Reduces Vimeo Workforce After Acquisition

https://sea.mashable.com/tech/41796/vimeo-hit-by-layoffs-after-acquisition

Vimeo recently experienced significant layoffs. This occurred after its acquisition by Bending Spoons. Bending Spoons confirmed the job cuts to TechCrunch. Former employees indicate a large portion of staff was impacted. Bending Spoons is known for acquiring companies and reducing their workforce.

Since the notorious 8/1 email, the stock is down 16%. In just the first month of this year, it’s already down 6%. That’s not volatility or bad luck, it’s sustained value destruction.

Billions lost on bad acquisitions, billions spent on buybacks at higher prices, rising operating costs from rigid RTO and unnecessary real estate, and now plans for even more capital intensive projects. None of it has produced better execution, stronger cash flow, or improved shareholder returns. The market sees it and has rejected it.

RTO didn’t create culture or discipline. It increased costs without creating value. You can’t talk your way into confidence or mandate your way into performance. Investors don’t reward slogans or control. They reward results. And the results, both in stock price and capital efficiency, are undeniable.

Most of us just got laid off. We knew Bending Spoons acquisition would be bad, we just didn't realize how bad it'll be. I'm not worried about my team. They're amazing engineers, everybody should be lucky to have them join their team. But that doesn't make this sting any less. And all for AI everybody hates.

Falling stock prices, increasing memories cost, eroding margin, sunset industry for Print, commodisation of PC biz, AI impact, failed business acquisition. HP is facing unprecident challenge across all front. Past earnings and cashflow putting into buying up own shares and increasing dividend is not working. Endless cost cutting through work force reduction and not investing to improve business is eating the company from within.

Rumours have been increasing on company splitting Print and PC up. CEO and multiple C-suite changes/leaving talks had been circulating wild. Staty tune for more cost cutting and business org change.

With the new frontier acquisition, do you think Verizon will conduct layoffs to be able to support all of the frontier employees?

What do you all think of Mikes email this morning that he won't won't serve as chairman after his term is up? I got to believe that the rest of the board and Ammit wanted it that way. Maybe paving the way for a sale?

Will.we hear anything from Dan?

The Verizon (VZ) and Frontier deal is expected to complete today, January 20, 2026, as Verizon announced it received all necessary regulatory approvals, including the final clearance from California regulators on January 15, 2026, clearing the path for closing. This acquisition combines Frontier's fiber network with Verizon's 5G, expanding fiber access to nearly 30 million locations across 31 states and D.C..

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

Many senior folks like SVP and above left in last few weeks. Even some resigned from Altair acquisition. Whenever sales people jump a boat there is a sign...I know a director they hired a year ago in EDA side and has left as well. What's going on? Any insight is helpful...

Thoma Bravo Acquisition Leads to Jeppesen ForeFlight Layoffs

https://www.ainonline.com/aviation-news/air-transport/2026-01-15/private-equity-buy-leads-layoffs-jepp-foreflight

Jeppesen ForeFlight employees recently experienced layoffs. This followed private-equity firm Thoma Bravo's acquisition of Boeing's Digital Aviation Solutions business. Boeing sold the business for $10.55 billion last November. Initial social media claims of 40-50% layoffs were deemed overstated by the company. Jeppesen ForeFlight stated these changes streamline operations and support product innovation.

Cut More People
Remove Processes
Take More Risks
Bring More AI
Rush to getting nothing done
Cause More Outages
Have more customers leave
Keep giving $20
Go Bust in the end
Get acquired by another company
Every executive makes money
Rest in peace Verizon

• Polygon has reportedly laid off nearly 30% of its workforce, based on insider information and emerging social media reports.
• The cuts follow Polygon’s pivot toward stablecoin payments and its $250 million acquisition of Coinme and Sequence.
• Polygon confirmed that the layoffs are part of post-acquisition integration, and overall headcount is expected to remain stable.

https://beincrypto.com/massive-polygon-layoffs-2026/

Has anyone heard any updates on Omnicare sale? I saw that the court set bid deadline dates for first quarter this year. So I assume CVS is selling. And Coram has backed away from some services. Just wondering if they are on the auction block too.

The cowards in management are doing everything they can to avoid a severance to those who have put years into this company to get it to a position to be acquired for $4B. Shankar and Norlin are absolute cowards with no morals or appreciation for the people who do the work.

I have been at 3 banks now, where I was hired fully remote and was eventually RTO5'd. All 3 happened after a large acquisition. Let me tell you, it's not fun. Here's the thing. Over the last 5+ years, these banks have hired great talent all over the country and have all done well. Look at PNC for example. YoY increase in profits, productivity, and stock price since being fully remote.
Here is what happens:
You drive ~1 hour round trip to commute (if you are lucky), with more expenses, less flexibility, and less sleep / mental well-being.
They haven't invested any money in the offices in years, so you sit in a run-down office with half of the amenities it may have once had.
You take team calls because your team and other teams you collaborate with are spread out all over the country, and do the same exact thing you did from home, but now from an office cubicle / open floor plan desk.
The objectively worse work environment + the lack of being able to take a mental break/reset eventually drives you mad.

This is not for collaboration or culture.
This is not going back to what it "used to be". As a matter of fact, most people in technology were hybrid long before Covid and NEVER worked 5 days in the office.
This is not "were going to see how this works out and maybe..."

Nope.

I don't know what the reason is. Maybe it's a soft layoff, and they want people to quit. Maybe it's from outside forces. Maybe it's because of the acquisition, and certain people want to continue to line their pockets more. It's probably all of the above.

Whatever it is, this is not what the employees wanted. Don't believe me? Check out the results from the end of year survey.

I am already hearing "this is what people wanted.", "The people who have already RTO have loved it.", "This is just an experiment, and no one knows what's going to be the outcome.", "People have been doing this for years before covid with no issues."
It's all BS.

What some of the downvoted comments on here have said are correct. If 5 days in isn't for you, then look for a new job or simply don't comply and get fired / inevitably laid off. Or suffer until one of the above happens.

I would really love to think that we the working people can do something to change this but it is painfully obvious that they do not care or have ulterior motives, so they are probably not going care about any counter efforts. They want some employees to stay and some employees to leave.
If the ones who they don't want to retain leave - great!
If the ones who they do want to retain leave - well, they can always be replaced.

We all want WFH just like we all want paid more, and how many companies have ever paid their employees more out of the kindness of their hearts?

They do not care about us and it's not just PNC it's 99% of all companies in this country.

We received an email today that said that 70 legacy Ansys employees would be laid off in France. Apparently everyone would be informed in April. Is it how it’s also going on in other countries?

If you work for Coterra, RUN, take that package, the merger of equals moniker is anything but.

You’ll just sit there for a few months until the Devon trogs find a way to save their own necks and axe you instead.

Any idea if anyone has news on IGS / PSS sale/spinoff/JV news? whats the motion as folks are RF for almost 6 months and still counting.

When separating from WBA, market cap for the combined WBA was worth 8 billion. After they separated into individual companies like Walgreens, Boots, Alliance, Village MD etc, how much do you think just Walgreens by itself is worth? I don’t think it would be simply divide by three. Walgreens might be biggest out of all and do you think might be worth at least 4 billion out of 8 billion? If the WBA stock was still trading, would it be like $5.5 (half of what it was during buyout)? If that is true, would Walgreen’s current market cap be around 2.5 billion?

I have to give credit where credit is due. T-Mobile leadership made a smart move by getting rid of phone subsidies and acquiring Sprint but the rest of their strategy was very straightforward. They waited until the 5G standard was finalized then deployed it with a standalone 5G core starting with low band so they could maximize coverage. Their 5G customers have all been on the standalone 5G core since 2020!

Contrast this to the unforced errors of Verizon leadership. They started by deploying small islands of coverage using mmWave weighed down by the old 4G core. They added unnecessary complexity to the network then proceeded to let go of a lot of experienced people through multiple rounds of VSPs and layoffs. And now they managed to loose their hard earned reputation as the most reliable network.

T-Mobile leadership didn’t do much that was extraordinary. They just avoided rookie mistakes but they now look like absolute geniuses.

Any news or details on this?

https://share.google/8ma5vFOtYmvuBkTt5

"Farley explained that the newly planned ICE truck will replace the previously promised sub-$30,000 electric pickup truck"
https://www.roadandtrack.com/news/a69990477/ford-new-us-built-affordable-internal-combustion-pickup-truck-president-trump-factory-visit/

With Verizon’s acquisition of Frontier moving toward completion, industry analysts expect a first wave of layoffs in March–April 2026. Estimates suggest roughly 4,500–9,000 Verizon employees could be affected, mostly in corporate, administrative, and overlapping network operations roles, while frontline technicians are likely to be spared initially due to regulatory broadband obligations. Some of these reductions may come through voluntary buyouts or early retirements, but the merger will still represent one of the largest workforce adjustments in recent Verizon history.

The software company is laying off about 10% of its global workforce following its $2.5 billion acquisition by Advent. The cuts in Israel will be relatively modest, around 5%, while layoffs in India and the US will reach about 10% of employees.

https://www.calcalistech.com/ctechnews/article/bybo6fzbbl

Comerica confirmed it will cut 184 jobs at its Frisco Star Tower site, according to a filing with the Texas Workforce Commission, following shareholder approval of its nearly $11 billion merger with Fifth Third. The company has not announced further layoffs in Dallas.

https://www.keranews.org/business-economy/2026-01-09/comerica-bank-lay-offs-frisco-fifth-third-merger

If it hits $360, that means it's time to exit my position.

https://www.barrons.com/articles/ibm-stock-price-top-pick-2026-35af20b3

By: Mackenzie Tatananni
Updated Jan 08, 2026, 2:59 pm EST / Original Jan 08, 2026, 2:15 pm EST

Skeptics may argue that International Business Machines has lost the clout it had decades ago, but one analyst is doubling down on his bullish bet on the stock heading into the new year.

Much of the negative noise surrounding IBM appears to be unfounded, according to Oppenheimer analyst Param Singh, who has chosen IBM as one of his top picks for 2026. He rates the stock at Outperform with a $360 price target.

IBM stock was 2.1% higher at $303.04 on Thursday as the Nasdaq Composite traded in the red. Singh’s price target suggests the stock can rise another 19%.

Attitudes on the stock are indubitably mixed. Of 22 analysts polled by FactSet, 11 rate IBM at Buy, while seven rate it at Hold, and four at Sell. So why the vote of confidence?

“Bears have the estimates wrong, making expectations low into the print,” Singh said, referring to IBM’s fourth-quarter earnings report due later this month. He believes IBM can deliver durable growth by consistently raising prices, and described its portfolio of software as “sticky,” meaning clients repeatedly return to the products even though alternatives exist.

IBM has been winning bigger contracts because it has more products and services to offer, largely driven by acquisitions and the rollout of new mainframe computers. Last year, it paid $6.4 billion for HashiCorp, a provider of infrastructure and security tools, and has had early success integrating those offerings into its portfolio.

Taken together, these factors could boost overall revenue by 6% and software revenue by 9% in 2026, Singh said. His call for revenue growth is double the consensus forecast on Wall Street and nearly double the call for growth in software revenue.

“We believe IBM will positively surprise the bears on its earnings through the year, driving upside to the stock,” Singh said.

That comes after a decent run in 2025, a year dominated by the conversation around artificial intelligence. Shares rose 35% last year, behind a 39% gain for AI heavyweight Nvidia but ahead of a 20% gain for the Nasdaq.

There already are signs 2026 will be a good year. Despite recent chatter, Oppenheimer’s checks show little to no customer attrition, even as IBM passes along a 6% price hike to customers renewing enterprise license agreements.

And then there is IBM’s consulting division, which has become a significant contributor to revenue. Singh and the Oppenheimer team see little evidence of a pullback on spending, although software is expected to continue to grow more rapidly

Software revenue is expected to achieve sustained, double-digit percentage growth as opposed to “low-single-digits” for IBM’s consulting arm, Oppenheimer said.

Barron’s wrote favorably on IBM for a different reason in December: the company’s burgeoning quantum-computing division. Big Blue was an early entrant in the space, and aims to release a fault-tolerant quantum supercomputer by the end of the decade. That would be an industry first.

https://sg.finance.yahoo.com/news/cisco-csco-unlikely-pursue-axonius-231333205.html?guccounter=1

TD Cowen also noted that names like SentinelOne, Varonis, and Tenable could attract interest from strategic and financial sponsors.

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

Workers at Hayden Beverage say layoffs are rolling out after the company was acquired by Summit Beverage, catching many employees by surprise. One employee confirmed receiving a one-month severance package and said their last day is set for Feb. 8. Employees described the layoffs as unexpected, adding that the company had generally been fair to staff before the acquisition.

https://nbcmontana.com/news/local/layoffs-underway-at-hayden-beverage-employees-say-last-day-is-feb-8

Comerica’s CEO framed the merger as a move toward innovation and growth, but the deal is also expected to bring layoffs. The bank has not disclosed how many Michigan workers could be affected, saying it is focused on creating a stronger, more competitive organization.

https://www.woodtv.com/news/michigan/layoffs-likely-as-shareholders-approve-fifth-third-acquisition-of-comerica/

Layoffs are underway at Hayden Beverage, a beverage distributor with locations across Idaho and Montana, according to employees who spoke anonymously. One worker said they received a one-month severance package and were told their last day would be Feb. 8. Employees described the news as unexpected, noting the company had generally treated them well. Another employee said the layoffs come after Hayden Beverage was acquired by Summit Beverage, a purchase later confirmed by a company official.

https://nbcmontana.com/news/local/layoffs-underway-at-hayden-beverage-employees-say-last-day-is-feb-8

Shareholders seek legal advice on the fairness of bd deal to their stock.merger shifted out to July.batra trying to go it alone is going to backfire on a disastrous merger.

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

LNP | LancasterOnline is just one day away from a new chapter in the history of the 232-year-old newspaper.

On Thursday, the news operation will transfer from its current owner Pennon, to the nonprofit Always Lancaster, which is led by David Greene, a former NPR journalist.

But, on Wednesday, the newspaper reported that 11 of its 107 employees (about 10%), including five members of the newsroom, were laid off on Tuesday.

https://www.msn.com/en-us/news/us/lancaster-county-newspaper-to-change-hands-after-more-layoffs/ar-AA1TLKtg

https://news.sky.com/story/tpg-closes-in-on-1bn-plus-deal-for-gp-patient-records-system-supplier-13491127

TPG closes in on £1bn-plus deal for GP patient records system supplier
The buyout firm is close to buying Optum UK, which supplies the systems used by NHS doctors to manage patient records, from US giant UnitedHealth, Sky News learns.

Optum purchased a large home health group plenty of positions posted.