Oracle laid off quite a bit in early August... end of Q1. This is a shift from laying off at the first of the quarter on June 1st..
Since layoffs are clearly an accounting driven event, the latest accounting trick seems to be to put the expense at the end of the accounting quarter.
That would be November 1st for this quarter. The Oracle 10q states
We expect to incur the majority of the estimated remaining $519 million through the end of fiscal 2023
The total for severance was 888 million pretty close to the 1 billion rumored this summer. That means the rumors seem to be mostly true.
3 quarters remaining gives an average of 173 million per quarter. Typically Oracle doesn't like holiday layoffs... making December/ January unlikely.
A good spot for a layoff then is last month of Q2 ... last month of Q4.
That gives 2 more layoffs with an average of 259 million each with Targets of Tuesday November 1st and Tuesday May 2nd 2023.
We are getting an uptic of rumors of another massive layoff on the horizon. Fairly certain we have a new pattern that shows Tuesday November 1st 2022 is the likely date of an average of 259 million in severance packages.