#competition

That is all.

Let's enjoy it while it lasts.

Are competitors paying higher than XOM for experienced hires?

Just curious if anyone knows if Microsoft, AWS, Google, Oracle are doing PIPs as much as IBM? I know every company does them, but to what extent?

Capitalism relies on open competition and consumer choice, whereas crony capitalism relies on political favoritism and government-business collusion.

Core Differences

• Capitalism (Free Market):
  • Businesses succeed by offering better products, lower prices, and real value to customers.
  • Profits and losses depend entirely on market competition.
  • Inefficient companies fail and exit the market.
• Crony Capitalism:
  • Businesses succeed through political connections, lobbying, and government favors.
  • Companies secure special subsidies, tax breaks, bailouts, or protective regulations.
  • Inefficient or failing companies survive through government intervention.

Economic Impact

• Innovation vs. Lobbying: Free markets reward innovation. Crony systems reward lobbying and political influence.
• Barriers to Entry: Capitalist systems encourage new competitors. Crony systems create high regulatory barriers that block new entrants to protect large, established players.
• Public Cost: Crony capitalism wastes public funds, distorts prices, and breeds corruption

1. Rising Customer "Churn" From Price Hikes
   T-Mobile has aggressively rolled out what it calls a "rate plan modernization," which forced millions of legacy customers onto newer, more expensive 5G plans.

   • The Backlash: This move triggered significant customer anger, FCC complaints, and a major public relations headache regarding broken "lifetime price guarantees".
   • The Stock Impact: On T-Mobile's July earnings call, CFO Peter Osvaldik explicitly warned investors to expect "temporary elevated account churn" (customers canceling service) in Q3. Wall Street immediately panicked about losing subscribers and sent the stock plunging 11% in a single day.

2. Decelerating Growth & Intense Competition
   For years, T-Mobile outpaced AT&T and Verizon by being the high-growth "Un-carrier." That growth is hitting a wall.

   • Missed Revenue Targets: Despite strong profits, quarterly revenue missed Wall Street estimates. For the first time in a while, management failed to raise guidance across the board.
   • The Cable Threat: Traditional cable operators (like Spectrum and Comcast) are aggressively poaching price-conscious users with ultra-cheap bundled mobile plans, narrowing T-Mobile's competitive edge.

3. High-Level Executive Turnover
   Just as the company faces these growth obstacles, a major shakeup in corporate leadership has injected fresh uncertainty.

   • CFO Stepping Down: Longtime CFO Peter Osvaldik announced he is stepping down.
   • New Leadership: Jessica Uhl (former Shell CFO) is taking over. While she is highly experienced, any sudden leadership change creates institutional anxiety regarding future stock buybacks and capital allocation strategies.

4. Corporate Inside Selling
   Adding to investor caution, SEC disclosures revealed heavy insider selling. T-Mobile executives have quietly offloaded over $700 million in shares over recent cycles without making meaningful open-market purchases, which signaled to big institutional investors that insiders felt the stock was fully valued.

Is the Drop an Overreaction?
Many retail investors and analysts argue the market drastically overreacted. T-Mobile still raised its full-year free cash flow guidance to $18.4B–$18.8B and boasts stronger 5G infrastructure than its peers. Essentially, the stock "tanked" because Wall Street is punishing T-Mobile for transitioning from a hyper-growth tech company into a slower, mature telecom company.

Many of our competitors offer 9-80 schedule. How nice would it be to have every other Friday off!

Given that Deutsche Telekom is a majority owner of T-Mobile US and that it will reduce the satellite spectrum that US competition may want to purchase. Does the BT Group partnership keep Verizon at the table or are they trying to out maneuver Verizon?

Europe’s biggest mobile operators in talks for satellite-to-mobile venture

https://www.reuters.com/business/media-telecom/europes-biggest-mobile-operators-talks-satellite-to-mobile-venture-bloomberg-2026-09-07/

Sept 7 (Reuters) - Deutsche Telekom (DTEGn.DE), Orange (ORAN.PA), Vodafone Group (VOD.L), and Telefonica (TEF.MC), are in early talks to ​create a consortium to bid on European Union ‌satellite spectrum and offer direct-to-mobile services, Bloomberg News reported on Monday, citing people familiar with the matter.

The group would jointly bid ​for a share of 2 gigahertz airwaves that ​the EU has proposed reserving for a local ⁠operator, a plan aimed at increasing sovereign satellite capabilities, ​the report added.

No final decisions on the consortium or ​plans to bid have been made, Bloomberg said.

Vodafone, Orange, and Telefonica declined to comment, while Deutsche Telekom did not immediately respond ​to requests for comment.

In May, the European Union announced ​plans to allocate the bulk of valuable satellite spectrum for mobile ‌phone ⁠service to European companies while reducing the share that U.S. operators can acquire, in a push to promote domestic businesses and reduce reliance on Big Tech.

The ​European Commission designated ​two-thirds of ⁠the spectrum on the bloc's IRIS multi-orbit array of 290 satellites for commercial ​use, divided equally between EU and non-EU ​operators.

The ⁠consortium would bid on the EU operator portion.

IRIS is Europe's response to Starlink, and is led by the ⁠European ​Commission and a consortium made ​up of SES SA (SESFg.LU), Eutelsat (ETL.PA), and HispaSat.

Just wanted to see how my ex is doing so dropped by. looks like things havent changed at all and gotten worse. making bank with competitor has been easy. all accounts that had cisco were easy to replace with competitor.

here is a fu-k you to cisco. save yourselves people

What are your thoughts? asking for a friend woth offers at both places..
do you guys hate that a remote office in Bangalore is taking up jobs?

Ricoh footprint being gobbled up nationwide by competitors . Losing the big contracts at a concerning rate. Must be a reason their customers are so frustrated. Hang on if u can loyal employees. What are your thoughts?

I could not believe my eyes when I read the email yesterday from the leadership on new strategy. Dividing our markets into core, light and cross border will further weaken PP against Revolut outside US and Germany. And how long after Germans who travel outside and see everyone using Revolut decide to switch over themselves. This will weaken us against our competitors even further. I see share price and market share collapsing now to likes of Apple Pay and Revolut Pay.

One of Humana’s main competitors, United announced today that they are going to drop the requirement for prior authorization for a broad range of procedures.

Question to you Humana, will you match your competitor and follow suit???

Chinese companies are now taking over the world thanks to Western sanctions.

lets all do kegstands. today im moving my family’s lines including in-laws to prepaid owned directly by tmobile or at&t.

unlike most company workers, verizon employees can hurt the performance of their company by choosing not to do business with verizon. humiliate verizon by promoting competitors on social media.

Any insights on MV Canada inspite of trade war tensions and global competitive landscape?

Forced Price Hikes:
T-Mobile abandoned its famous "Price Lock" guarantee and forcibly migrated millions of users on legacy plans to more expensive tiers. This triggered massive consumer backlash, regulatory scrutiny from the FCC, and a sharp spike in customer cancellations (churn) as price-sensitive subscribers walked away.

Opaque Reporting & Heavy Competition:
To mask slowing customer acquisitions, management stopped reporting key subscriber growth metrics. At the same time, they underestimated competitors; AT&T and Verizon matched promotions effectively, while cable operators (like Comcast and Charter) aggressively stole market share with hyper-cheap mobile and broadband bundles.

Flawed Digital Transformation:
In a bid to cut costs through automation, the company laid off over 4,500 employees, closed retail locations, and forced customers to use the digital T-Life app for upgrades. This severely disrupted the traditional customer service experience and alienated users who preferred in-person support during a highly competitive market cycle.

Is there honestly a market for these? The design is pretty rough. Why are our competitors lapping us on product aesthetics? I'm not even talking about IGT & Aristocrat... I'm talking about AGS, Bluberi and Zitro, smaller players.

What does this mean for our jobs and our existing customers? Will the new Fuji BI group try to consolidate with us again to keep thier base and or will we compete and just replace their boxes with Lexmark?

SpaceX may need 1.5 million small cells to compete with TMO to bad Crown caved to Elliott management and no one would listen to JB. Now Crowns is a singular business with no growth

I just saw an ad with Ryan Reynolds bashing our not so simple Simplicity Plan, and then offering Mint Mobile for $15 for 3 months.

I feel like it's going to be a carrier di-k measuring contest at this point and we'll all just go back and forth with cheap plans, perks, layoffs, repeat.

We'll just recycle everything over and over again, pretending like it's all so revolutionary of an idea 😵‍💫🤮

We let go of people who carried decades of institutional knowledge. Now we're competing against those same people who took their expertise elsewhere, and we're losing. Make it make sense, please.

Are we winning any new airlines? Seems like it is slow and we are loosing business?

Does anyone actually believe that this is a good product that is competitive in market

They keep acting like it's going to save the company but all I continue to see is square cause merchants prefer it

How are we not bankrupt yet

Even if it takes off, it's only small businesses

https://pluang.com/en/compare/otex-vs-wm

RIP Nike
https://youtu.be/iyEpYUCMUr8

I'm serious, if you can find a job anywhere else, do it. At NCR, being good at your job makes you a threat. Everybody will see you as competition, and any chance of advancement will vanish. You'll end up working for someone who, in any sane organization, would be your assistant. It's a system designed to crush ambition.

Significant layoffs appear to be coming in ICB London in September as part of a major restructuring. There is considerable duplication across teams within JPM Personal Investing, Chase, and Accelerator.

Richard Crozier and Mohamed Noah appear to be competing for survival, with only one likely to remain. Mark O’Donovan is also reportedly at risk. With Marianne being pushed out, he may no longer have the protection he previously benefited from, and Troy is expected to take a hard line on the cuts.

https://www.phonearena.com/news/we-asked-you-what-it-would-take-for-verizon-to-bring-you-back-and-the-answer-was-no-surprise_id181970
We asked you what it would take for Verizon to bring you back and the answer was no surprise.The answer probably won't shock you, but the number will.
Verizon has leaned on network reliability as its calling card for years. 52.79% of voters said cheaperplans would get them to come back to Verizon.Only 15.79% wanted a better or faster network, and 11.48% wanted improved coverage, while 19.94% said nothing would bring them back at all.To ex-Verizon subscribers: what would make you return? Better network with higher speeds.12.07%.Reliability isn't what's keeping people awayThat's a strange kind of win for Russo. If the goal really was a network nobody thinks.about, this poll suggests he mostly pulled it off. Only about 27% of respondents cited.the network or coverage as a reason to return, and that number looks smaller once
you remember plenty of longtime subscribers walked away over price hikes If ex-Verizon customers aren't shopping for a stronger signal, network bragging rights carry less weight than the monthly bill.
MVNOs like Visible and Mint Mobile, which lean almost entirely on price, are probably
better positioned to win this group back than any new 5G milestone.What the 19.94% tells us If you're one of the 19.94% who said nothing would bring you back, that's worth sitting with. Almost a fifth of respondents aren't shopping on price or performance anymore, they're just done.For everyone else, the takeaway is simpler. Verizon's reliability doesn't appear to be in question anymore, at least according to you. What's still in question is whether the carrier is willing to compete on price the way its own MVNOs already do.
Where Verizon's pitch still falls short that reliability builds trust. But trust alone doesn't win back asubscriber who already left, and this poll makes it pretty clear that price decides it for most people.Verizon has leaned on network quality as its calling card for years, and based on what.you told us, that part of the pitch isn't what's broken. The pricing pitch is. If Dan Schulman's promised customer-first era is going to move the needle with ex- subscribers, it likely runs through cheaper plans long before it runs through faster
speeds. 

They come from every organization, bringing a wide range of expertise and experience. Together, they could potentially form a new team or company capable of competing for—and even taking—contracts currently held by Hughes.

SpaceX's first earnings call (Aug 2026) after its June IPO, where President Gwynne Shotwell and CEO Elon Musk announced plans to build a real terrestrial mobile network, not just satellite-to-phone backup service, putting them in direct competition with AT&T, T-Mobile, and Verizon.

The core plan

• SpaceX is acquiring 65 MHz of spectrum from EchoStar (~$17B deal) that includes rights to build ground-based ("terrestrial") service, not just satellite.
• Instead of building traditional giant cell towers, SpaceX wants to turn existing Starlink satellite dishes (already on rooftops) into small cellular base stations ("femtocells") — cheap and already deployed.
• Musk argues this could give better/higher bandwidth coverage than today's carriers, especially since dishes have unobstructed sky/ground views.
• Shotwell claims the upgraded system (new spectrum + next-gen satellites) will be "100x better" than current Starlink Mobile. New satellites start launching next year (2027), with service beginning end of 2027.
• Shotwell won't disclose the buildout budget — she says the femtocell approach lets them scale spending gradually instead of huge upfront capex.

Why analysts are skeptical

• 65 MHz is tiny next to what AT&T/T-Mobile/Verizon collectively hold (over 1,000 MHz).
• One analyst (Craig Moffett) says without an MVNO deal from an existing carrier, Starlink can't realistically be "competitive" in the next 5 years — and the Big 3 have all declined to do MVNO deals with Starlink.
• The Big 3 are pooling spectrum/resources in a joint venture partly to blunt this threat.
• The podcast (Recon Analytics) gives a more detailed, more bullish-but-nuanced technical theory: SpaceX will likely buy 800 MHz spectrum (from a company called Grain, originally from Dish/T-Mobile swap) for wide rural coverage on tall "macro" towers, then densify using its EchoStar/AWS spectrum, and eventually buy upper C-band spectrum for cities — all timed around the 2027 5G-NTN satellite standard. Their view: SpaceX will dominate rural coverage and be a real disruptor, but won't fully replace AT&T/Verizon/T-Mobile as a nationwide equal within the next several years.
• The IEEE ComSoc "Analysis & Opinion" piece (AI-assisted) argues the most likely outcome isn't a full carrier build-out or acquiring a carrier, but a hybrid: buy spectrum + selectively lease/acquire small assets, build only where economically justified, and lean on satellite for the rest — because SpaceX's capital is increasingly being pulled toward AI data center spending instead.

Bottom line: SpaceX/Starlink is signaling serious intent to become a real, direct competitor to the wireless carriers — not just a satellite backup service — using spectrum it's acquiring and a low-cost "distributed small station" approach rather than traditional towers. Nearly everyone agrees this is a real threat (all three carriers' stocks dropped after the earnings call), but there's real debate over the timeline (2027 vs. 2030+) and whether it ever becomes a true fourth national carrier versus a strong niche/rural player that pressures the incumbents.

Wireless is losing to AT&T in more markets than usual in the RootMetrics comparative benchmarks. The New England region is particularly hard hit. Losses in Boston, Hartford, Providence, and Worcester. They seem to be taking Dan at his word that he doesn’t care all that much about being the best network!

https://rootmetrics.com/en-US/rootscore/map/metro/boston-ma/2026/1H

An analyst somewhere says that Phillips 66 is in the wrong peer group. The analyst says that because of Midstream and Chemicals our peers should be Exxon, Chevron and other similarly integrated energy companies. If we did that we’d be outperforming almost everyone.
If we do that why not just say that VLO and MPC are not our peers anymore. Just the smaller refiners.

This company is in free fall thanks to the thousands of incompetent, clueless dolts we have running this company. Everyone knows it, including the competition. It's an embarrassment.

New Jersey has filed an antitrust lawsuit against Amazon. The lawsuit targets Amazon's Delivery Service Partner program. This program relies on small businesses to deliver packages for Amazon. The state alleges that Amazon's control over these partners is anticompetitive. This legal action comes at a critical time for Amazon's delivery model.

https://theloadstar.com/new-jersey-fires-a-monopsony-shot-at-amazons-last-mile-empire/

How to separate the real signals from the hype: Starlink's business opportunity is narrower than marketing suggests.Large businesses (72%) are most receptive to Starlinkaugmented ISPs. Midsize (62%) and small businesses (44%) less so 12
27% of small businesses stay with bad providers because there are no alternatives—this is Starlink's strongest directsales case Starlink wins in coverage gaps, not headtohead competition with fiber/cable in dense areas.. Direct toDevice (D2D) is technically real—but limitedFrom measurement based research (arXiv, May 2025): ~4 Mbps per beam in outdoor conditions—functional for basic services, far below terrestrial averages.
Service progression is gradual:

1. Text messaging
2. Limited voice/lowrate data
3. Basic web in uncovered areas
4. Higher speeds later (more satellites, spectrum)
   Reality check: D2D works, but it's not 5G replacement territory yet.. Spectrum sharing is the real battleground Starlink doesn't want Cband auctions—it wants to share spectrum This a "power play"—if SpaceX gets this, what stops them from getting any spectrum they want? Wireless industry (CTIA) wants auctions; Starlink wants flexible sharing frameworks
   This is about regulatory strategy. Carrier partnerships are pragmatic, not strategic surrender.TMobile's SuperBroadband (5G + Starlink) uses satellite as failover/backup 2
   AT&T/Verizon's joint satellite initiative is technical alignment, not a defensive wall 5
   Carriers retain customer relationships; Starlink becomes infrastructure layer
   Carriers aren't folding—they're hedging.
   Physics constraints: limited spectrum per beam, shared capacity, lineofsight requirements
   Starlink lacks: retail distribution, billing infrastructure, customer support at carrier scale
   Current capacity: ~4 Mbps vs. terrestrial 5G at 100+ Mbps 3
   Starlink complements coverage; it doesn't replace dense networks.
   D2D messaging market is modest—Apple's Globalstar deal costs ~$100M/year for global coverage 6
   Economic return unclear on D2D investments
   Regulatory hurdles remain significant (some countries ban terrestrial spectrum use from space).D2D is a coverage feature, not a standalone business model.
   Carriers own spectrum, customers, and terrestrial infrastructure
   They can diversify (AST SpaceMobile, OneWeb, etc.)
   Dependency would commoditize carriers—they'll resist.Carriers will use Starlink selectively, not surrender control.Starlink will monopolize satellite telecom" Starlink has a huge lead but won't monopolize the global market:
   Competition from: Amazon Kuiper, OneWeb/Eutelsat, AST SpaceMobile, traditional GEO providers.Starlink leads, but the market is multiplayer.What's actually happening is subtler but more important:Starlink's biggest opportunity: filling coverage gaps + backup connectivity. Not replacing fiber/cable in competitive markets.Carrier channels (TMobile, Comcast) can reach enterprise accounts Starlink can't efficiently
   Cband spectrum request is a "power play" to establish precedent for spectrum sharing 4
   D2D market size far smaller than fixed broadband opportunity.
   Wireless industry shouldn't pop champagne yet on Cband. Outcome uncertain; compromises possible (some spectrum for exclusive use, some for satellite sharing)
   Starlink is becoming infrastructure layer that carriers may rent. Regulatory flexibility (spectrum sharing, buildout waivers) is the key variable Coverage gaps and backup are the nearterm sweet spots
   What to watch:
   FCC decisions on spectrum sharing and buildout requirements
   Carrier responses (partnerships vs. competitive satellite investments)
   Actual D2D performance as more satellites deployThe shift is from "satellite vs. telecom" to "satellite as part of telecom"—but that's a gradual evolution, not a sudden takeover.

Is EM trading finally making money? How do we compare with competitors?

Aurora Therapeutics has discontinued its lead gene-editing program targeting phenylketonuria. This decision stems from increasing competition within the field. The company also confirmed that "several" employees have been let go as a result of this strategic pivot. Aurora remains committed to developing gene editing solutions for rare diseases. They plan to focus on novel technologies addressing significant unmet medical needs.

San Francisco, California

https://www.biospace.com/business/bespoke-gene-editing-outfit-abandons-lead-program-cuts-several-employees

Elon announces he wants to have mobile service via Starlink, and the TMUS stock drops to $172 a share. This POS is down $50 a share over it high in March of $221 a share. That's some awesome executiving.

https://finance.yahoo.com/markets/stocks/articles/spacex-starlink-threat-sends-t-110144114.html

It hurts to say it, especially since I service ISG, but ISG deserves to be shut down.

Engineering can never release anything competitive on time, product management doesn't know what a roadmap is, and neither understands enough about the market to know that we are literally 7-10 years behind the competition in virtually every category.

We had this coming a long time ago.