#acquisition

A serious question: I'm not excited about joining HPE. Does anyone else have the same feeling?

Senior management is quitely talking about the new CEO, yes they know who he'll be already, that will help merger Five9 with their company. The announcement will be made public by the end of the first quarter of 2026.

I thought the usa webcast was pretty useless, except for the revelation that TA was a cr*p purchase. Love the chest thumping by the refinery ladies, empty words and rhetoric. Strange they travel so much to accomplish what exactly?

Don't we already have a digital banking, D1? What's the purpose there? I imagine one or the other will be liquidated bc why have 2?

The layoffs will take place in phases over the next eight months, though most of the positions will be eliminated by mid-November.

https://www.bizjournals.com/washington/news/2025/09/23/capital-one-discover-layoffs-illinois.html

Hess received orientation on PDC this morning - where we will have a Chevron employee representing us during the selection process by sending them a CV and having a quick 30 minute meeting.

Question: has PDC already happened for Chevron - or is the Oct. 8-10 selection notification to fill all open positions in the Oct 1 go-live org chart?

Im tired of wasting so much time, money, and energy driving into the office for no benefit. It's such a struggle to find parking and then a desk, let alone nearby your team. And then its a noisy, chaotic environment thats difficult to focus in, but told this is somehow a more productive environment when it just isn't. This clearly isnt about collaboration or productivity or there would be better implementation and feedback routes. The current RTO model is implemented so poorly its doomed to fail, yet employees are paying for bad leadership. I'm tired of adding an extra work day to my week in commuting, only to make it harder to do my real job. RTO is a bubble waiting to burst and I wish it would happen soon so we can figure out a better way forward

https://www.reuters.com/sustainability/sustainable-finance-reporting/office-depot-parent-be-acquired-by-atlas-holdings-1-billion-2025-09-22/

Wow, for years they tried to offload this and finally when the hammer hit file for bankruptcy. Would CVS be on the hook for the fine? Otherwise what does an acquisition mean?

Pfizer (PFE.N) said on Monday it would acquire weight-loss dr-g developer Metsera (MTSR.O) for up to $4.9 billion to secure its position in the lucrative obesity treatment market.

https://www.reuters.com/legal/litigation/pfizer-buy-weight-loss-dr-g-developer-metsera-up-49-billion-2025-09-22/

Makes me wonder why Michael wants involvement with this cringey and brain rot platform:

https://globalnews.ca/news/11439099/trump-tiktok-deal-rupert-murdock-michael-dell/

We were doing really well at Ansys, and we came in here with very competent people. But I always expected it wouldn’t matter. I started preparing my exit as soon as the first acquisition rumors surfaced, and now I’m negotiating a move to another job. Hopefully it works out. If the timing lines up with being laid off here, even better. If not, I’ll resign and move on. Why fight to stay at a company that doesn’t recognize value or know how to manage experience, skills, and proven results?

Yes, a high percentage of mergers fail, with many studies indicating failure rates between 50% and 90%, with 70% to 75% being a commonly cited range. Key reasons for this failure include ineffective integration strategies, poor target identification, delays, a lack of speed, and cultural clashes between the two merging entities. Overpriced aquisition.

I’ve heard that an acquisition may be back or at least for part of DXC. The reporting date of October 28 has been mentioned around the halls as a big announcement day so either mass workforce reductions, yet another restructure or acquisition - there is definitely something brewing - it’s all too quiet!

Written by former board members Charlene Barshefsky, Reed Hundt, James Plummer, David B. Yoffie.

Despite years of troubled performance and failed strategies, the great icon of the semiconductor industry, Intel, has two new major shareholders that can give it new hope for recovery: the United States government, with a bit less than a 10% stake, and the most important design firm in the world, Nvidia, with about 5% ownership.

The next step is for the government to arrange for Intel to go private.

Without the pressure of delivering quarterly earnings for the stockholders of today, a private Intel could divide itself into parts that no longer make sense to be conjoined. One new company should focus on manufacturing chips for all global firms with the goal of matching or exceeding performance levels that only TSMC can provide today. The other should commit to designing chips. These are two separate objective functions, markets, and missions. Ultimately, Intel should also sell its controlling stake in the autonomous driving firm, Mobileye, as well as the company’s venture capital arm. The strategic goal is to disaggregate the conglomerate that may have served Intel well in the past but no longer meets the country’s need for an American foundry nor delivers the most value for shareholders.

It is well understood that most conglomerates suffer from the so-called conglomerate discount. General Electric, once an icon of American industry, recognized that breaking itself up would make its constituent pieces more valuable and competitive in one of the most salient recent examples that demonstrates the sum of the parts can be greater than the whole.

Intel’s business model of vertical integration between design and manufacturing gave Intel tremendous market power when it was the world leader in both markets. That’s the past. Trying to recreate it, as some of Intel’s recent CEOs have done, is doomed.

Here’s the plan that seems right to us, admittedly from the perspective of outsiders who left Intel’s board some time ago.

First, the government, with support from a consortium of America’s world-leading design firms, should buy all of Intel’s public stock. Nvidia’s $5 billion investment and the subsequent surge in Intel’s stock price suggest that the capital markets would welcome such a move. Some combination of Nvidia, Microsoft, Apple, Amazon, Qualcomm, Broadcom, and Google — the best and biggest product design firms on the planet — could easily afford it.

The creation of a successful foundry, drawn from Intel’s manufacturing assets and separated from the design businesses, would be a big win for the Trump administration. It would be even bigger win for the big semiconductor design firms that are otherwise totally dependent on TSMC.

Second, the government and that consortium should find new owners for Intel’s design businesses, including servers and personal computers. Our back-of-the-envelope calculations suggest that Intel has left a lot of value locked behind its conglomerate structure. The foundry, for example, has a book value of about $70 billion, but is currently a huge money loser. It needs up to $100 billion in new capital over the next decade to compete with TSMC. The other businesses that could thrive on their own include (1) a microprocessor design business for personal computers, worth somewhere around $100 billion; (2) the design efforts for servers and data centers, also worth potentially $100 billion; (3) the autonomous driving firm, Mobileye, valued at roughly $15. billion; and (4) the extensive venture portfolio, invested in private firms around the world.

Unlocking this value is extraordinarily difficult for a public firm filing quarterly reports. Even in private, the surgery is operationally complicated. Presumably, the board and management cannot see a way forward. Alone, the company cannot raise the money to take the firm private. By itself, it would struggle to obtain the financial, technical and commercial assistance needed to match TSMC. Only the U.S. government would be able to orchestrate the complex, critically important disaggregation of Intel with the necessary participation of the major American design firms.

Third, by going private, Intel can attract the best and brightest talent. With Intel’s competitors flying high on the promise of AI, Intel is suffering from a massive brain drain. As it lays off thousands of employees, the best ones inevitably bail out. The existing public company cannot effectively compete for talent and without talent it is unlikely to succeed in matching TSMC in manufacturing nor make its other units more competitive. Private companies can offer very attractive compensation packages with the promise of a big day when the companies go public again.

The result is that the entire restructuring could be accomplished in roughly a year. That is about as long as the break-up of AT&T took in the 1980s. By 2028, the segments could be sold at handsome prices or taken public with significant returns to private shareholders. Taxpayers could make hundreds of billions of dollars. Not only that, in terms of job creation and national security, the value would be immeasurable.

Naysayers will argue that this strategy is unnecessary. Intel could do it all before, and it can do it all again. But hope is not a strategy, and the world around Intel is not standing still. Naysayers may also argue that Intel should be bought by one of its competitors. Allow Broadcom, for example, to buy Intel and fix it, like it has done with numerous other semiconductor firms. But in today’s environment, an acquisition like this would not fly: China, where Intel sells more than 25% of its products, would never approve it.

Right now, the United States government and Nvidia own a problem. By taking charge of the situation, they can create a tremendous opportunity to do good for the taxpayer. Even more importantly, the break-up of Intel will go a long way to giving the United States the semiconductor ecosystem that underpins every happy scenario for software breakthroughs that benefit the American people and the world.

Total us covering for a less then stellar operator.. Any doubts…google Alpine High. If Apache goes bankrupt before 1st oil Total stands to gain significant reserves.

Brilliant current outlook attribution APA insider.
Apache is stuck with the North Sea and the abandonment liability is going to make the GoA look like a picnic. There are wells in the North Sea that haven't had interventions in decades so good luck with those. The acreage in Permian is dying and they should have been ahead of the curve there but they were behind again trying to use AI instead of actual hard science. As far as Surinam goes ... good luck making it long enough to see first oil. Total knows how bad off APA is and if you think it takes this long to get an FPSO on station then you haven't been paying attention to Guyana. They are just waiting for the demise and the forfeiture of the $5bln carry.

Simply the executive team and APA is a joke.

Please share your perspective on the Bumerangue discovery. The timing could not have been more coincidentally suspicious. Does the field have high CO2? That would jeopardize development? Estimated development cost and what would a Shell or Exxon think in the event of BP acquisition?

…. Or more positively I thought it was a new partnership? But no. Everything I have heard and seen is Lexmark people saying “ we will do it the Lexmark way now from now on” and “what xerox did that was value-added and respected by them for years and years will be replaced by administrative type roles in our repetitive factories off-shore”. Jeez. Do they not realise that every client is different and so there does need to be non-repetitive, thoughtful, insightful work as well? I was positive but I have never come across a bunch of guys who behave in this mid-American bully-boy way. HELP !!

Looks like Rarhul is dust, came in when yhe share price was $24 and left 2 years after leaving the Share price at $13

Absence of organic revenue growth over the past two years suggests it may have to lean into acquisitions to drive its expansion
Earnings per share have contracted by 3.6% annually over the last five years, a headwind for returns as stock prices often echo long-term EPS performance
Underwhelming 1.2% return on capital reflects management’s difficulties in finding profitable growth opportunities, and its falling returns suggest its earlier profit pools are drying up

One less great company with a value proposition and an amazing corporate culture to be bought out…

One less great company with a value proposition and an amazing corporate culture to be bought out….

Does anyone know anything about XOM buying Diamondback? I’m seeing post about it online.

Layoffs to stand following $1.1B AI acquisition

Activist investors have taken a $2 billion stake in Workday, signaling approval of its direction and saying they "look forward to continued collaboration with the company."

https://www.theregister.com/2025/09/18/workday_elliott_investment/

How sc--wed are we now that DoorDash is taking over? I've only heard bad things but that's mostly about how the company treats its drivers. What about the rest of us? Is it just as bad? To say I'm nervous about this whole thing would be an understatement of the century.

Rumors have been circulating since last year and there were hints that Broadcom was talking with Intel about acquisition/partnership. Looks like Broadcom missed a huge opportunity as Nvidia is now partnered with Intel instead of them. How will this impact Broadcom going forward as the competition just went nuclear against them? We will see, but Broadcom fails and falls behind yet again... and it looks like more layoffs will be coming in October for all divisions below Hock's line of doom.

https://www.reuters.com/world/asia-pacific/nvidia-bets-big-intel-with-5-billion-stake-chip-partnership-2025-09-18/

• Nvidia stake follows big investment from US government
• Nvidia's $5 bln investment makes it one of Intel's largest shareholders
• Intel-Nvidia partnership poses risk to TSMC and AMD
• Collaboration aims to enhance AI and computing capabilities

This is more than OK given that Nvidia has plenty of money to lose.

Does anybody know if the acquisition of 89bio will lead to layoffs on our side? $3.5 billion is a lot of money, and I wouldn’t be surprised if cuts followed to soften the blow. That’s exactly how it worked at my old company, but I haven’t been here long enough to know how it’s handled here. Should I be worried?

https://www.flightglobal.com/fixed-wing/congress-moves-to-restrict-usaf-kc-46-acquisitions-pending-engineering-fix/164516.article

Imperial isn’t doing anything amazing right now. I know the ins and outs of IOL, and there is nothing new to push the stock price so high and so fast.

Now the question is who is buying IOL?? ExxonMobil is not taking over for sure, because they will not buy IOL at this high stock price when they have full control of the company with their +69% ownership.

Is CRC an oil company or an investment bank? CRC only acquires reserves. I never see CRC making large oil discoveries like traditional upstream oil and gas companies. It appears there is an acquisition arm, and then there is an arm that squeezes every dime out of the process. But there is no traditional growth through exploration.

California Resources Corporation (CRC) will acquire Berry Corporation in an all-stock transaction valued at about $717 million, including Berry’s net debt, the companies announced on Sept. 15.

https://worldoil.com/news/2025/9/15/crc-to-acquire-berry-in-717-million-all-stock-merger-expanding-california-oil-assets/

It's been two weeks since the acquisition, and while things have been running smoothly, no major announcements have been made to employees. I sense a calm before the storm and am preparing for what's to come.

The recent F5 RIF was needed to pay for these acquisitions this year

F5 Networks has made several acquisitions in 2025 to expand its cybersecurity and AI capabilities. The recent constantly changing strategy has focused on integrating AI-native security and cloud-native observability into its Application Delivery and Security Platform (ADSP).

CalypsoAI: Acquired in September 2025 for $180 million, this Dublin-based firm adds real-time threat defense and AI guardrails for securing generative and agentic AI applications.

MantisNet: Acquired in August 2025, MantisNet specializes in real-time network observability using eBPF technology to provide visibility into encrypted traffic in cloud-native environments.

Fletch: This San Francisco-based cybersecurity startup, acquired in June 2025, uses agentic AI to analyze threat intelligence for prioritizing and remediating security threats.

LeakSignal: Acquired in March 2025, LeakSignal focuses on real-time data protection for AI applications.

F5 doesn't have the talent nor brains to do any of these things by itself. All must be bought.

https://www.phonearena.com/news/elon-musk-spacex-echostar-verizon-spectrum_id173967

Company: Capital One Financial
Date: October 17, 2025 (193 workers), and May 1, 2026 (22 workers)
Laid off: 215

These layoffs are tied to a decision by Capital One to exit Discover’s home equity and refinance loan business, which had been part of its business portfolio following its acquisition of Discover. The larger batch of job cuts (193 workers) is set for October 2025, with a smaller group (22) scheduled for May 2026. The company said this is part of financial restructuring and follows a strategic business review of that segment. The transition is expected to reshape operations in that business line.

Several shop will be closed once UP takes over NS. Up only cares about getting to the coast. Good bye Cincinnati.

Has the Esso France change in control happened yet? Waiting for the outcome to see which European asset to strip next?

After a lot of back and forth, it's been decided that cyber, the whole of Microfocus Portfolio will be sold in early H2.
A private firm is very close to making the purchase but has made it clear to cut 75% of the team and no Marketing/BDR roles to be retained.