Assuming it will be in the SEC papers but trying to see what timing of the next round could be.
There are rumours Oracle wants to bring employee count between 80,000 and 100,000
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Within week before or after the earnings. But to write off all the restructuring in FY26, it should be done by May 31. To know the final count, Read the SEC filing on the total FY26 reserved restructuring charges and divide by the avg HC annual wage.
June.
A number of M4’s and IC5’s have been marked.
@ej yep, they are too high.
Your numbers are just totally wrong ,
@b5 Especially when they have to PAY for support.
My guess, just a guess, is that we’ll see more layoffs after “retire legacy” happens in June. They’ll need to hold onto a few people who support apps that have moved to MOS2FS until they get AI integrated though. I don’t know if it will be a lot of headcount but we’ll see.
Customers are not happy about interacting with Ai and bots.
Once they remove the remaining staff the collapse will start.
Reporting to the SEC is after the fact. It is reporting on what happened after the quarter or year have ended. They may include forecasts but since they can't predict the future exactly it is just that a forecast. The SEC is really only interested in how much they earned and how they spent it.
probably WARN announcements too