#company

Any news on transfer partners? Is this card coming back on market after the reward restructure?

Share your info, let’s review

CL, rating, hike, salary, experience with the company

Cisco Having Cramer’s Blessing should say it all…enjoy!

https://finance.yahoo.com/news/jim-cramer-cisco-company-heart-153450841.html

Verizon Strategic Growth Analysis: Competing for the Top Line
Note

This document analyzes Verizon's position relative to T-Mobile and AT&T as of late 2024/early 2025, focusing on strategies to improve top-line revenue.

Executive Summary
Verizon faces a bifurcated challenge: defending its premium user base against T-Mobile's aggressive value-plus-performance attacks while igniting new growth engines to match AT&T's fiber momentum. To improve the top line, Verizon must pivot from being a "utility" provider to a "platform" provider, leveraging its massive 5G Ultra Wideband investment for high-ARPU services in both consumer (FWA, Bundles) and enterprise (Private 5G, MEC) segments.

1. Competitor Landscape: The "Big Three" Dynamics
   Feature Verizon (The Premium Defender) T-Mobile (The Growth Engine) AT&T (The Balanced Builder)
   Primary Strength Network reliability brand equity, massive B2B base. "Un-carrier" value proposition, 5G mid-band spectrum lead. Fiber footprint + Mobility cross-selling.
   Top-Line Strategy Yield over Volume. Focus on ARPA (Account Revenue Per Account) via "myPlan" upsells and perks. Strong FWA push. Volume + Value. Aggressive net adds (Postpaid), attacking rural markets, and entering fiber via JVs. Convergence. Bundling Fiber + Wireless to reduce churn and boost LTV (Lifetime Value).
   Weakness Consumer postpaid net adds have historically lagged. Perception of "expensive". Lack of owned fiber assets (relying on partnerships/acquisitions like Lumos/Metronet). Debt load remains a factor; legacy wireline decline.
2. Strategic Pillars for Top-Line Growth
   A. Consumer Wireless: The "myPlan" Average Revenue Per Account (ARPA) Lever
   Verizon cannot win a price war with T-Mobile. It must win on value density.

Strategy: Aggressively migrate base to "myPlan" tiers. By decoupling perks (Disney+, Apple One, Walmart+) from the base rate, Verizon turns low-margin "freebies" into a recurring revenue marketplace.
Action:
Increase "perk" penetration to drive ARPA up by $2-3/mo per user.
Target the "Switcher Pool" with premium device on us offers only on the highest tier plans (Unlimited Ultimate).
B. Broadband: FWA as the "Gatekeeper"
Fixed Wireless Access (FWA) is Verizon's fastest-growing segment. It is the key to winning households where Fios doesn't exist.

Strategy: Position 5G Home Internet not just as a "cheap" alternative, but as a "smart home" hub.
Action:
Bundle Deeply: Offer significant discounts for FWA + Mobile subscribers to lock in the household (churn reduction = sustained top line).
SMB Expansion: Aggressively market FWA Business Internet to small businesses currently stuck on expensive cable legacies.
C. Enterprise (B2B): Private 5G & MEC Focus
Verizon historically owns the Fortune 500 relationship. This is the biggest differentiator against T-Mobile.

Strategy: Move beyond connectivity to managed industry solutions.
Action:
Private Networks: Scale "Network in a Box" solutions for logistics, manufacturing, and stadiums.
MEC (Mobile Edge Compute): Monetize low latency. Collaborate with AWS/Azure to sell "cloud at the edge" for real-time AI inference (e.g., computer vision in factories).
Public Safety: Compete with AT&T's FirstNet by leveraging Frontline's superior mmWave capacity in dense urban centers.
D. Innovation: The API Economy
The industry is moving toward "Programmable Networks" (GSMA Open Gateway).

Strategy: Monetize the network ITself via APIs.
Action:
Sell "Quality on Demand" (QoD) APIs to broadcasters, drone operators, and gaming companies who will pay a premium for guaranteed throughput/latency slices.
Implement "Silent Authentication" APIs to banks for fraud prevention (replacing SMS 2FA), creating a high-margin B2B2C revenue stream.

1. Summary of Recommendations
   Stop chasing empty calorie net adds; focus on High Value adds who take phones + watches + home internet.
   Accelerate the "Platform" narrative: You aren't just selling data; you are selling the ability to run real-time AI at the edge.
   Defend the Enterprise Moat: Use Private 5G to make Verizon indispensable to industrial operations, locking out T-Mobile.

Hate the game, not the player...

If you’ve ever tried to keep all the flavours of SAS ticking over at scale, you’d have a bit more empathy for the hiding to nothing that team is on.

The model is properly broken, no doubt. But it isn't the staff... it’s the lack of joined-up thinking from the top—pushing offers that shouldn't even exist. The top brass will nod along and say there are issues, but point out that Cloud makes us $x00m a year. And they aren't wrong, unless they finish the sentence... it makes SAS hundres of millions but it should be making us billions.

SAS has been flat for 15 years. Let me state that again, SAS has been flat for 15 years... because the mentality you have is shared by the ELT... who don't get any steer or love from Dad. The cloud offer here is a shambles of execution... across the whole company, not just the division. Let me state that again, SAS has been flat for 15 years...

With that in mind, no need to stick the boot in. We should at least be decent to one another as we shift the deck chairs around... makes the time on a sinking ship a bit more bearable.

This deserves its own thread. OP:@12j+1kbnvhbm6

The U.S. Absence Center of Excellence.

Just LOL. No duvet days for those poor chumps.

a company in healthier stage was valued less than a company with more than half of talent gone. To think that former WD management adds that much to the premium is something only seen by Wall Street - bulls create unthinkable scenarios

there are layoffs every year usually before end of q1 and early q4 before the US holidays. q1 layoffs are always to tighten budgets after year end numbers and jan month end numbers. this year obviously layoffs are much more than just that but expect additional tightening before end of march next year

Bumping this for info from @rp+1kbwqk6k3.

I haven't been here long, but the company's public image seems to have taken a real hit lately. I'm starting to worry that having this on my resume might not be helping my applications. Maybe it's just my nerves, but the thought's definitely crossed my mind more than once.

I am officially designated as a hybrid employee in MN.
My manager and entire team are fully remote.
I have not been going to the office since the RTO policy took effect.
Are there others in a similar situation, and if so, how has this been addressed under the current RTO policy?

Per a friend who works there , the CEO shared this week at an employee all hands that T-Mobile employees can expect a big layoff in Q1. No number given but rumor is that it will be a 30% reduction.

If you are looking for something new, maybe avoid T-Mobile.

Well, 2025 is almost over. It's time to revisit the 2025 predictions and make new ones for 2026.

I don't really know which rule the predictions thread violated, but the original 2025 Predictions thread disappeared after being up for a really long time. Not sure what happened there. Someone partially resurrected it here: https://www.thelayoff.com/t/1k38aeyac

So, weigh in on which predictions were right, and make some new predictions for 2026.

With jobs moving to Mexico and India at lightning speed, I'm sure companies like PepsiCo have a solid plan to ensure US consumers can still afford their products. I mean, who needs a thriving middle class, right? Guess we'll just have to rely on robots and AI to buy all the stuff. Every year there is more hiring and pushing of jobs to Hydarabad. I heard from a colleague that in the S&T townhall, the VP Strat was gloating on how finance function moved all roles to Hydarabad (tongue in cheek laying off US workers).

Seriously though, how do they plan to sustain growth without a strong US customer base and more importantly money in their pockets? Do companies like PepsiCo have a Plan B to deal with the impending doom of a cash-strapped US consumer? Do they just assume people will magically keep buying their stuff despite having no income?

Strong rumors of an upcoming acquisition in the security sector

Apple Inc., long the model of stability in Silicon Valley, is suddenly undergoing its biggest personnel shake-up in decades, with senior executives and key engineers both hitting the exits… And more changes are likely coming.
Johny Srouji — senior vice president of hardware technologies and one of Apple’s most respected executives — recently told Cook that he is seriously considering leaving in the near future.
https://www.bloomberg.com/news/articles/2025-12-06/apple-rocked-by-executive-departures-with-johny-srouji-at-risk-of-leaving-next

Anyone know what we’re doing with them? resale?

I've been watching all of Dan's interviews, and attended his online Webex updates. Based on RIF execution and the substance of everything I've seen. My comment for our pretend cowboy/mixed martial arts master/Self proclaimed overachiever and coffee aficionado is: ALL HAT NO CATTLE!

http://techrights.org/n/2025/12/12/IBM_Layoffs_in_Europe_as_Well.shtml

According to my manager looks like we get the last 2 weeks of December to work from home. LOB HR.

Just curious. Hears we are moving to new Region

Watch the link below titled "Why Companies Are LYING About Mass Layoffs":

https://www.youtube.com/watch?v=VEA7vQKJ8aQ

From her start in 2016 to mid 2025, Oxy’s value dropped from around ~$54 billion to around ~$40 billion.

Dr-g developer Rezolute is considering potential layoffs. This decision follows the recent failure of a late-stage clinical trial. The article does not specify the number of employees targeted for these reductions. No details are provided regarding the specific departments or roles that will be affected. The company's strategic evaluation of its workforce is a direct result of the clinical trial's unsuccessful outcome.

Folks, We all knew it was a farce from the beginning. 95% of those selected to join LCS were known to be unproductive, unoriginal yes men backstabbers.

It is time the leadership say that all from top (ex-VP to lowly minds from rando tech people with fake strategic titles) who have been an energetic part of theLow Carbon Solutions fraud be laid off.

Has anyone been successful in negotiating keeping their tenure at the company. Had a two year gap and just got an offer.

The 13k that were laid off is just the beginning. There will be more layoffs coming in 2026 which will include a lot of bottom line employees. This is why it is important for front line reps to unionized. Don’t let HR and higher management try buying your silence with free lunch and scare you with them constantly showing up to your store. The company is also going to be very strict when it comes to reps, managers and higher leadership selling with integrity. The company is focusing on customer satisfaction which means they will start firing people if they conduct themselves in gray area practices.

Former employee seeking info about getting in on the lawsuit.. Obviously had service with EMO discount on both 3/30/24 and 7/12/24. Deadline to file is 12/18, what do I need to know and how do I ensure my settlement is as large as possible and comes straight from Stankey?

Stack rankings combined with trying to be more like Amazon has hurt the work environment. You end up focusing more on how you can present the impact of your work during performance management instead of true collaboration and creativity. They are pretty bad they do not care about employees they talk a good talk but it’s all bs loyalty comes from treating people not like slaves

The restructuring this week forced on PEP by Elliot was a long time coming. I was in the market today and Lay's PC was 42 cents per ounce and the HEB label was 28 cents. PEP is charging almost a 50% premium for a product that is no better than HEB. What does the consumer get for paying that premium ?.... nothing. HEB chips are just as good as Lays. It seems that fat premium PEP charges is just used to maintain an expensive bloated, top heavy, inefficient, complacent bureaucracy which isn't focused on either the consumer or the shareholders. Management not only let this happen, but allowed it to continue year after year as they just cruised along on auto-pilot with their "business as usual" strategy of just shrinking the bag and raising the price oblivious to any consequences. One consequence is that they attracted the "Activist Investor" sharks. The sharks detected a big fat ineffective bureaucracy floundering in the market place, they circled it, and are now starting to tear it apart.

Just curious why do they have leadership/people in Zug?

Yes

Who’s bringing the popcorn?! Any thoughts on what will be announced / shared?

With the stock tumbling i don't see any way around than laying off more

https://www.reuters.com/business/autos-transportation/south-koreas-sk-ford-motor-end-us-battery-joint-venture-2025-12-11/

https://www.msn.com/en-us/money/companies/kroger-s-biggest-pricing-scandal-erupts-as-ftc-heat-puts-24-6b-future-at-risk/ss-AA1S5rcc#image=1

https://www.cincinnati.com/story/grocery/shopping/2025/12/10/interim-kroger-ceo-buys-boston-home-for-11-5m-report-says/87709886007/

Why are they giving us computers the equivalent of chromebooks? We need better computers to do our jobs.

What a Chromebook is best for
• Web browsing, email, schoolwork, streaming, Google Docs
• Simple, fast, secure tasks

With all these leadership announcements, do we think these senior leaders (Manmohan Mahajan (Finance), Lanesha Minnix (legal), Beth Leonard (Corporate Affairs), Erick Rudiak (CISO), etc., to name a few of the most recent ones) all "decided to leave Walgreens" on their own or, do you think Sycamore laid them off?