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Investigate Verizon along with IT Tech (Microsoft, InfoSys, Wipro,….)

Isn’t Verizon doing the same thing as Microsoft. Laying off thousands of hard working Americans and replacing them with cheap labor. I heard the NOC and VRAN organizations were decimated and all jobs were offshored to India. I was on a VP call recently and it felt very awkward to see multiple teams joining from India. Never in my life have I seen this.


BB are Sellouts

Companies that replace American workers with cheaper labor in India are prioritizing profits over people, undermining the livelihoods of hardworking families and contributing to the decline of the American middle class. This practice not only exploits foreign workers but also betrays the trust of American employees who deserve fair opportunities.


Shrinking US workforce

I think the goal is to shrink the US work force as much as possible continue to build the teams in India. They know they have to leave a small workforce in the US because once they start having India taking over the ones left in the US can be the face of UKG. Look at the trainings that we are doing lately.


Internal restructuring + layoffs make offshoring feel personal

ExxonMobil employees talk about offshoring to India more loudly than many other companies because the scale, speed, and visibility of ExxonMobil’s India expansion is unusually large and it directly affects U.S. technical, engineering, and support roles in a way employees can feel immediately.


Layoffs right on time for GT RTO

So I know that this is bigger than GT this time, much bigger, but the irony astounds me.

A whole costly office infrastructure process just to lay off probably 1/4 of the people who will be there. More if they plan to force all of GT to India. Put aside the morale issue, how on earth is this managing costs?


Job offshoring worse than you think

Considering the number of BTC expats at USA sites (Houston, Beaumont, Midland, Labarge, Carlsbad, etc), the number of jobs that have been lost in the USA is much worse than the graphs they show indicates as they still count Indian expats working in the USA under the USA headcount shown on the graphs. Only going to worsen. In spite of inability to staff there is still pressure to reduce headcount in the USA further and send jobs to India. This is especially true for projects.


Year End Stock Price

Air Force 1 resurgence saves the day because apparently the answer to ki-ling the Dunk is going back to 1982.

PACE keeps pacing, the India supply-chain team will be cooking while we sleep and sleeping while we work, and unless somebody plans on selling a million pairs of one shoe, none of this fixes the math.

Good news though: now that we’re down to four geos, maybe we can just combine the other three and hide the North America decline.

See you at $26.


Earnings call recap

She’s been in the league four years, so congratulations on beating years 1 through 3.

Also SHAI HAS A NEW SHOE.

Please look at the shoes and stop looking at the income statement.

The turnaround program is now called PACE.

Which is objectively hilarious because about a month ago everybody was asking how the he-l Nike still has an 18-month go-to-market timeline.

Analyst basically asked that exact question on the call:

“What are you doing about the 18-month timeline?”

We hit him with:

“Anyway, let me tell you about PACE.”

That was the quickest deflection of the entire earnings call.

PACE.

Because nothing says speed like taking a year and a half to get a shoe to market.

Part of PACE is simplifying the organization, removing layers and moving work closer to where it can be done faster.

Translation: your job is going to the new campus in India.

Good luck finding out where your shipment is when your entire supply-chain support team is asleep.

Also we’re going down to three geographies because apparently four geographies was simply too many geographies.

Did we mention Caitlin Clark yet?

“Removing layers.”

For anybody who has worked in corporate America, “removing layers” is not a strategy. That’s a warning.

We paid a small nation’s GDP for the German Football Federation, so now we have to make that sh-t work.

And somewhere in there was basically the realization that after backing up the Brinks truck for Germany, maybe Mbappé wasn’t in the budget anymore.

Notice what none of the analysts asked:

“So exactly how many people are getting laid off?”

Tells you everything you need to know about who the earnings call is actually for.

Overall guidance:

More pain before the gain.

Maybe FY28.

Maybe FY29.

Maybe FYNever.

But don’t worry.

PACE.

Caitlin Clark has a new shoe.

Shai has a new shoe.

Air Force 1s are back.

See y’all next quarter.


"Setting Nike Up for the Long Term" - a.k.a layoff boogaloo

Team,
Today we're announcing changes to Nike's operating model that will help us accelerate and scale the Sport Offense and position Nike for long-term growth. 
The future will belong to companies that can move faster, serve athletes and consumers more locally, and invest more aggressively in innovation. To do that, Nike must make changes to become a more agile, efficient and athlete-focused company. 
This work will result in fewer roles across Nike, and I want to acknowledge that news like this creates uncertainty. I don't take that lightly. Throughout this process, we will communicate directly, act with transparency and treat people with respect. Decisions about impacted roles related to this work will begin in calendar year 2027 and beyond. 
For most teammates, the work immediately in front of you remains the same. We have shared some financial information, but these numbers are estimates and could materially change. Anything you may see in media reports around impacts is speculative because we do not yet know the number of roles or specific locations of positions. 
I want to further explain the changes we’re making and what we’re building to drive sustainable, profitable growth. I also encourage you to listen to our Q1 earnings call to understand more. 
Building Nike for the Future 
Over the past year, we've put sport at the center of everything we do. We're seeing encouraging signs of progress, but we have more work to do to win over the long term. We must get closer to athletes and consumers, make decisions faster, and focus our investments on the areas that create the most value.  
We’re calling these efforts Pace.  
Pace 
Pace is not a new strategy, and it is not a reaction to one quarter. Pace is built around four priorities: 

  • Accelerating our supply chain modernization efforts 
  • Organizing into three geographies  
  • Establishing a new campus in India 
  • Changing our work and workforce 
    Together, these shifts will create a company with global scale, local speed and the flexibility to serve athletes in a rapidly changing marketplace. 
    Supply Chain Modernization: Flexible, Responsive and Efficient 
We started this journey more than one year ago and it’s showing considerable progress.  
    Our Supply Chain and Technology teams have concrete plans underway to deliver a more responsive and flexible model through the strong partnerships they have built in the industry.  
    These changes include technology solutions and a more variable cost structure. They will improve speed, service and profitability while giving us greater flexibility to respond to consumer demand. 
    At our scale, these efforts matter. 
    Moving Closer to Athletes and Consumers: Three Geographies 
We plan to organize Nike into three geographies to bring more decisions, accountability and resources closer to the markets we serve.  
    The three geographies will be: 
  • Americas, bringing together North America and Latin America 
  • APGC, bringing together Asia Pacific and Greater China 
  • EMEA, which will continue operating where it does today 
    As part of this change, the APGC leadership team will be based in Singapore, and some roles currently supporting the region from Beaverton will move closer to the athletes and markets they serve. We expect teams to move into this new formation in Fiscal Year 2028. 
    Bengaluru: A New Nike Campus for Future Capabilities 
We are establishing a new Nike campus in Bengaluru, India. India is already an important growth market and manufacturing hub for Nike, with strong capabilities and access to talent. The Bengaluru campus is a long-term investment in new capabilities and talent to strengthen how we serve athletes around the world, including in India. Full-time Nike teammates on this campus will support work across Nike, Jordan Brand and Converse.  
    Teammates already in India will move in phases, and the campus will grow over the next several years. 
    Evolving Our Work and Workforce 
As we change how and where we work, Nike will require fewer roles over time. 
    These decisions are about redirecting investment toward the areas most critical to winning: product innovation, brand storytelling, consumer connection, sport and growth. 
    Again, decisions about impacted roles related to this work will begin in calendar year 2027 and beyond. Teammates affected by these changes will hear directly from their leaders, with clear timelines and support as decisions are made. Where local consultation is required, we won’t finalize proposals until that process is complete.  
    Looking Ahead 
Tomorrow at our NIKE Team Meeting (NTM), we’ll spend more time walking through these changes, and we’ll continue sharing updates through our employee hub on Workvivo.  
    At our Investor Day on Nov. 16-17, we’ll share more details about Nike’s next phase of growth, the financial plan behind it, and how Pace supports our long-term competitive position. We’ll come together again as a company for our next NTM on Nov. 18 to continue the conversation about Investor Day and our strategy. 
    The work ahead is significant, but the objective is simple: Build a faster, stronger Nike that is closer to athletes, more responsive to consumers and better positioned to win. 
    Thank you for what you do for athletes and consumers, for Nike and for one another. 
    And thank you for the passion, commitment and resilience you bring to this company

Support Teams Predicament

1.There are too many managers and VPs who don’t know the basics and they are leading teams. All that they know are some processes and they all depend on the line managers for everything. This is true across all support organizations.

  1. There are some teams building AI tools and we are also asked to build tools using codes which would just be a repeat of what we already have. No one knows what the other team is doing and we all keep reinventing stuff.

  2. We don’t know why organizations like Middleware and Linux exist as those products are completely obsolete. Though there are customers there is absolutely no need for so many people.

  3. AI is being overhyped while in reality AI is not solving any issues. The numbers being shown are made up and no one has the patience and time to get into the details of what’s actually happening.

  4. We are being forced to write KMs but in reality many of those KMs are junk. No one really knows if the KM has resolved a customer’s issue or not.

  5. The org structures are pathetic especially in OCI and no one has a clue why we have such a structure. Technical skills is not given importance and it’s always metrics.

  6. We keep reducing people and the load shifts on the others who remain and it gets frustrating for an individual to handle 40 to 50 SRs a month.

  7. Customers hate being redirected to an Agent and we really get very bad feedback. No one is even looking or bothered.

It’s freaking frustrating to work in this organization with poor leadership especially in India. I am quitting this shithole.


Mega Hiring - in India

Check out this Instagram post about a mega hiring event for freshers in India. "Join Optum and be part of a global healthcare team." Walk in interviews were held for Senior Enrollment & Eligibility Representative. If you job is not offshored yet, it will be....

https://www.instagram.com/p/DdLg7z4ScYD/


Move On!

09/25 here. Move on guys it’s a brave new world. There is no future for legacy companies like Oracle. For those who have not tried Claude or its reasonable facsimiles, just do it. India has been canceled. Retool and hit the bricks.


Development Moved to India Team: What Does This Mean for Us?

We’re a bunch of developers working hard here, and today I found out that the upcoming related project was handed entirely over to the India team for development. Mind you, they already know that the India team uses a lot of AI, and we’ve had a bunch of bugs because of it. So now we’re basically left with nothing. Maybe we’re just waiting to get laid off?


HIRE Act—Mutual of India—Now Doomed ?

Mutual of America’s move to Outsourced Indian Labor will backfire & here is why.

Sen. Bernie Moreno’s Halting International Relocation of Employment (HIRE) Act is drawing international backlash, particularly from India, where major political and economic figures warn the legislation could severely disrupt the country’s booming tech-services economy. The bill proposes a 25% excise tax on U.S. companies making outsourcing payments to foreign workers, aiming to protect American jobs from being shipped overseas.

Jairam Ramesh, General Secretary of the Indian National Congress, raised alarm over the bill, calling it a direct threat to India’s IT services, business process see outsourcing (BPO), consulting firms, and global capability centers (GCCs). Ramesh said the bill “reflects a growing mindset in the U.S.” that white-collar jobs should not be lost to India, much like blue-collar manufacturing jobs were lost to China.

India’s tech sector, heavily reliant on U.S. contracts, is bracing for economic fallout. Ramesh warned the legislation, if enacted, could light a fire under the Indian economy and force a major reassessment of U.S.-India economic relations.

The bill, introduced in early October and referred to the Senate Committee on Finance, establishes a “Domestic Workforce Fund” that would receive the tax revenue and use it for American workforce development. It also removes the ability for companies to deduct outsourcing payments from their tax filings.

Moreno said the HIRE Act is about ending the decades-long practice of “globalist politicians and C-Suite executives” outsourcing American jobs to chase lower labor costs. His bill, he argues, will “hit them where it hurts: their pocketbooks.”

Indian officials and economists see the HIRE Act as an expansion of economic protectionism. Former Reserve Bank of India Governor Raghuram Rajan warned that the bill represents a “creeping extension of tariffs from goods to services.”

The proposal follows Moreno’s earlier SAFE HIRE Act, which received backing from labor unions for imposing strict penalties, including prison time, on company executives who knowingly hire illegal aliens. Together, the two bills form a coordinated effort to reshape U.S. labor and immigration policy by punishing companies that prioritize foreign workers over Americans.

India’s tech sector is already under strain from a recently imposed $100,000 H-1B visa fee. The HIRE Act, if passed, would further restrict access to U.S. job markets, cut off billions in service export revenue, and put thousands of Indian tech workers at risk.


Optum India

Optum India keeps growing:

  • Largest Global Capability Center for UnitedHealth Group
  • 6 hubs: Gurugram, Noida, Bengaluru, Hyderabad, Pune and Chennai
  • 13 locations

https://www.unitedhealthgroup.com/careers/in/work.html