#roadmap

So what's the road map after Lumen is done laying off and restructuring the company? I'm just an IR guy and I'm not sure if I should make a dash to the fiber splicing teams and learn that - or just exit telecom all together. It seems like every week my coworkers are waiting for their name to be called for a layoff.

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.

The Engineering Evolution: Three Buckets of Talent
The shift toward an asset-light model is fundamentally altering engineering culture. Over the next 90 days, developers will likely fall into three distinct categories:

The Innovation Core (AI & Cloud): These teams are the most secure but under the highest pressure. Tasked with proving that hybrid-AI overlays work, they will see massive resource consolidation as talent is pulled from other departments to hit aggressive platform milestones.

The "Sustainment" Layer (Maintenance & Legacy): This group faces the highest risk of "rebadging" or offshoring. As vendors de-emphasize the mid-market and SMB segments (e.g., the 200-seat minimum), legacy code maintenance is being moved to global service firms to reduce high-cost internal headcount.

The Support Squeeze (Generalist & Tier 3): With the pivot to "Partner-First" delivery, the need for internal troubleshooting for custom field issues is shrinking. If a partner is responsible for the first ten customer calls, the internal "escalation layer" will naturally be thinned out.

The "Hidden" Outcome: Beyond official reductions, a "Brain Drain" is a significant risk. As the roadmap shifts from feature innovation to maintenance and deprecation, senior "institutional memory" talent often self-selects out, potentially leaving organizations with a "thin" middle tier of mid-to-senior developers.

SMCI just ate our lunch on the OpenAI deal. We lost it strictly on price because OpenAI is finally getting squeezed on their burn and moving to a cost-plus model. It’s a total repeat of the cloud cycle where we lost the CSPs to direct ODM relationships. Enterprise AI is dead in the water—nobody knows how to actually win these accounts or what the roadmap even is. Good luck hitting quota.

We hear the new CEO from his Dec 5th call but what’s next on the roadmap? When in the timeframe that Verizon will again see growth after the Nov 2025 mass layoff? Is Dan really the CEO that can accelerate the change? I wonder.

Over the past 12 months, the Pune and Penang R&D centers has not delivered any significant new products or features that have made a meaningful impact on roadmap or revenue. Given the scale of investment, the output from these sites appears misaligned with expectations, and they should seriously reassess the strategy, scope, and leadership of this team to ensure a better return on R&D spend.

What is happening with ESG? The coffee talk does not sound promising and any one know what the road map is and how much revenue its making.

Are layoffs in ACS in the roadmap? Asking before they were heavily before the hiring freeze