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Big layoffs today 12/23/2025

The news of today’s company-wide layoffs, which impacted most business units, is a difficult blow for our team, the industry, and especially those directly affected. The cuts were heavily concentrated in customer-facing positions, customer support, and engineering, signaling a strategic shift that is raising serious concerns among customers, partners, and investors.

The Elephant in the Room: SAP and the Rule of 40. Reports have been circulating that our executives are aggressively optimizing the company to meet the Rule of 40 financial benchmark, a common metric for SaaS companies where a company’s revenue growth rate plus its profit margin should equal at least 40%. This comes amid rumors of a potential buyout offer from SAP.

This approach prioritizes a quick financial metric over the long-term health of the business. Investors, partners, and especially customers should be asking: What value remains in a company that sacrifices the people who build, support, and sell the product for a short-term multiple?

My thoughts are with all of the incredibly talented individuals impacted by today's news.


Layoff running totals based on Slack

Tracking participants count #general Slack channel in Oracle One workspace, as the fastest available proxy indication of ongoing layoffs.

  • nov01-nov30: 1614 layoffs, 1327 additions (based on Slack regular tracking)
  • oct01-oct29: 1950 layoffs, 1689 additions (based on Slack regular tracking)
  • sep02-sep30: 6275 layoffs, 861 additions (based on Slack regular tracking)
  • aug14-sep01: 733 layoffs (based on Slack very few data points)
  • aug01-aug14: ?2900 layoffs in IDC (based on media reports, no public info about other locations available)

Regions outside IDC and NA usually have a significant delay when laid off people are disconnected from Slack (e.g. 1 month in Pacific regions, perhaps longer in some EU countries), so this is a floor estimate with additions reflected immediately, but reductions lagging behind on average.

I will post daily in comments on the count change and running current month total while this post is still on the first page.


TAAP Town Hall on December 10

Please join us for the next TAAP Town Hall on December 10.

We'll share strategic business updates and news to keep you informed as we prepare for what's ahead in 2026.

We'll also reserve time for Q&A to address any questions you may have. If you have a question for the TAAP leadership team, submit it here by December 9.

We look forward to seeing you there.


VCG Update

I work in one of the VCG departments. I can’t share specifics because we were told to keep this private. But SDs and ADs were pulled into a meeting with their VP and notified their teams are all safe. Similar meetings are happening all across the org this morning so you should likely be getting an update soon. If you don’t hear anything that might be a bad sign…


Cloudflare outage

If everything crashes again on Thursday, I swear my heart is going to give out from the stress, because with the total lack of real communication from leadership, this place is the only spot where I can even try to figure out what’s going on. I’m begging the universe not to let this fall apart on D-day, because losing this one source of updates would push the anxiety into a whole different level.


Layoff running totals based on Slack

Tracking participants count #general Slack channel in Oracle One workspace, as the fastest available proxy indication of ongoing layoffs.

  • nov01-nov17: 682 layoffs, 791 additions (based on Slack regular tracking)
  • oct01-oct29: 1950 layoffs, 1689 additions (based on Slack regular tracking)
  • sep02-sep30: 6275 layoffs, 861 additions (based on Slack regular tracking)
  • aug14-sep01: 733 layoffs (based on Slack very few data points)
  • aug01-aug14: ?2900 layoffs in IDC (based on media reports)

Regions outside IDC and NA usually have a significant delay when laid off people are disconnected from Slack (e.g. 1 month in Pacific regions, perhaps longer in some EU countries), so this is a floor estimate with additions reflected immediately, but reductions lagging behind on average.

I will post daily in comments on the count change and running current month total while this post is still on the first page.


Status Update Would Be Appreciated

Ok instead of having staff constantly look over their shoulder and wonder if they’ll be a RIF casualty, why not send out periodic emails to keep employees in the loop? Heck we got daily emails when COVID struck. If not they shouldn’t have mentioned 11/20 in the first place…I mean it’s good in the sense it gives us time to update our resume but it also stirs up fear and paranoia for several weeks.


December

We were told more info is coming December. Anybody know exactly what we are being told then?