#buyout

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Salary buyouts are on the way

I have now heard this rumor enough to feel confident to repeat it.
Salary buy outs are on the way.
55+ and 30+ and you are a candidate.
Finance Barbie wants people off the books.
Her glasses are too dark but I like her.
She is fairly authentic.
But still not sure how they spread that 19.6 billion around.
Stellantis binned it all in one year and gave UAW ZERO!
I think we got lucky and next year will be a *
I personally will take my 9 or 12 months and hit the road.
Good riddance.
Saves me retiring with only one days notice.
You don't have to give any notice by law so you know.


The Way Forward

Predictions for the next few months:

Phase 2: oh now we are sure we want to incentivize buyouts (if we were not b4)

New hiring to replace opt outs and quitters: they are gonna scrutinize these with eye on filling gaps with wbd employees where they can. At the same time if you are a wbd employee with lots of seniority and benefits — ehh don’t get your hopes up.

Once merged, immediate cuts to finance, ops, legal, marketing, comms, and creative that don’t make actual content.

Cutting lots of execs who don’t actually create or do deals

Stip to be lowered except for teams identified as necessary from competitive standpoint — eg folks we need to keep away from google etc.

Outsourcing to intl positions where layoffs can be easily done if needed

Outsourcing hr and legal where possible/cheaper

More use of ai to fill functions

Finally none of this will be swift or strategic. Just a long toilet bowl swirl to where it needs to get to.

High chance it all fails due to debt and reliance on shrinking linear.


So union and non union let’s play a game comment the best rumor you have heard about contract layoffs or buyout offers

Let’s just list all the rumors we have heard so I will go first heard the they want to get rid of the lump sum in contract also they want to lay off another 14,000 managers last day November.Now go ahead what you hear


DCP was a Joke

P66 has been touting their new gas plant prospects, but their new Iron Mesa gas plant is mostly replacing volumes from DCP's disastrous James Lake gas plant purchase and shifting volumes from DCP's awful Goldsmith gas plant. Imagine spending the money on a new plant to replace James lake that DCP purchased just before the P66 buyout. DCP spent money stupidly across the board. They invested so much growth money in the DJ basin and ignored the looming environmental regulations. They did nothing for compliance leading up to the P66 purchase. Now all of the short sighted DCP leadership is running P66 midstream. They are all touting midstream growth and leveraging G&P but the real stable money comes from historic pipeline and terminal. How can G&P add to the baseline we want when all of our competitors have over capacity everywhere we operate? What if this money was invested into growing the central refining efficiencies?


Union Buyouts

Rumors are circulating about potential union buyouts being offered in January or February. Has there been any official communication regarding possible buyouts for union members? Many union technicians are ready to retire or pursue other opportunities, and a buyout would likely prompt them to leave.


CWA Buyout

So we in the CWA are hearing on the 17th there is going to be the possibility of a buyout. Heard originally BST. Now hearing CST and BST. If they are offering 75k to buyout CST’s, will there be any left? Anyone heard anything? Are they going to mostly contractors like some of the CATV companies are? What gives? Anyone heard anything? I guess we will know on the 17th either way.


Voluntary Buyouts - Good Idea?

Hot take but since Nike is over staffed why not offer a buyout option? Over 10 years and certain levels of age just let them volunteer and avoid the noise. Other companies are doing it. Google again. That would be a positive all team announcement for many. EH said he only wants people here who want to be here and that’s a great way to help navigate the crossroads.


Nobody Mentioned This

SB in response to one of the canned questions; "it's impossible to forecast quarter to quarter for Wall Street". Wait, what?!!! I thought that is your job. Then he followed with a telling slip of the tongue; "That's why companies go private and can come back out on the other side". He's done a yoemans job of plowing the share price into the ground and now he's hoping for a buyer to execute the plan his boss Carl brought him in here to do in the first place.


Ellison has two years. Max

Judging by the market reaction to David Ellison's layoffs, his plan for Paramount alongside his lack of CEO experience, poor, risky decision making in the past and letting one of the best content creators walk into Universals arms, I think he has two years at best before he either sells up or he is ousted.

Also depends on Trumps dictatorship bid in a few years.


Cash Burn Rate - How long before Xerox is sold or Ch 11?

Risk of Chapter 11 or sale
Given the above:
The heavy debt load (several billions) and relatively small cash cushion raise risk if business continues to decline or cash flow weakens.
A sale or restructuring becomes more likely if they cannot reverse margin declines, stabilise revenue, and free up meaningful cash flow.
If nothing materially changes, the company may find itself pressured within 12-18 months, but this is highly dependent on actual cash flows, debt covenants, market conditions, interest rates, etc.
A sale (or strategic merger) may be a more likely outcome than full Chapter 11 if assets/brand can still attract buyers and if management acts proactively.


EA workers fight back: union slams $55 billion Saudi-backed buyout

Electronic Arts (EA) was recently bought out by a consortium that is made up of Saudi Arabia's Public Investment Fund (PIF) and Jared Kushner's Affinity Partners investment firm for $55 billion. Now, a union representing EA workers has publicly opposed the sale and privatization of the company, saying employees weren't properly represented during the sale negotiations.

The statement names the United Videogame Workers-CWA Local 9433, along with the Communication Workers of America (CWA), as now very concerned that the privatization of EA will lead to company layoffs. The union states EA is "not a struggling company," with "annual revenues reaching $7.5 billion and $1 billion in profit each year".

https://www.tweaktown.com/news/108308/ea-workers-fight-back-union-slams-dollars55-billion-saudi-backed-buyout/index.html


Are the rumors about not that many drivers taking buyouts true?

None of the gossip I’m hearing makes much sense. Some people say no more than 1,000 drivers nationwide took the offer. Where I am, they’re actually looking to hire more. In other places, people are apparently complaining about too much OT because they’re understaffed. And yet, everyone keeps talking about more layoffs coming. I’m honestly confused, and scared for my job, no matter how much I don’t like it.


Is Dell Technologies Quietly Exploring a Sale?

In a surprising turn of events, industry insiders are whispering that Dell Technologies might be weighing its options for a potential sale. While no official statements have been made, sources close to the matter suggest that preliminary conversations with private equity firms and potential strategic buyers have quietly begun behind closed doors.

Dell, a long-standing giant in the PC and enterprise hardware space, has seen its business evolve dramatically in recent years. With growing competition, ongoing market shifts, and recent volatility in tech stocks, some speculate the company may be exploring ways to unlock shareholder value or streamline its sprawling operations.

Fueling the rumor is Dell’s relatively quiet stance on recent earnings calls regarding long-term strategic plans, as well as unusual movements in its stock price and insider activity. Some analysts believe a sale, or even a significant restructuring, could be part of a broader strategy to respond to tightening margins in hardware and the growing dominance of cloud-native infrastructure providers.

Of course, without confirmation from Dell or involved parties, all of this remains speculation. Still, in an industry known for its rapid consolidation and bold moves, the possibility of Dell being up for sale is one worth watching closely.

Stay tuned.