Thoughts?
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https://www.nytimes.com/2015/09/22/business/dealbook/the-influence-of-fiorina-at-lucent-in-hindsight.html
Maybe your 2020 training will impress on your resume.
"Many of these people could be re-purposed into data center ops, or internet data center ops" ... they have India and H1b for that. For some reason it looks good on the bottom line to them and they don't care about the quality.
There will be a few figureheads in Dallas, contract managers for the outsourcing and ATO will be directed out of India. What they can't H1B they will outsource.
It will continue to be relocated, as Randy john and Melissa look for the magic pill or magic beans that make all costs go away - which means employees
"...they need more than normal attrition to keep moving the stock up"
But, I'm not so sure they need it out of ATO. Many of these people could be re-purposed into data center ops, or internet data center ops.
To move the stock up, they need to jettison landline telephony and the force working it. In other words, jettison 20th century operations.
But, getting that stock to move up requires increasing the dividend, since interest rates are chasing dividend rates. But buying Time Warner has brought on a boatload of debt. So, to keep that stock moving upwards, (which it hasn' lately) they have to demonstrate that they can robustly service and reduce that debt.
They need to get headcount down to 200,000 like they said they would in their 2020 stuff. I'm not so sure it needs to come out of ATO. In other words, not the technical people. The non-technical people.
I heard trying for 20% reduction in this round
but they need more than normal attrition to keep moving the stock up
Here's a Citibank article
https://finance.yahoo.com/news/citigroups-investment-banking-unit-cut-205617687.html
"Citigroup Inc's (C.N) investment banking business could shed as much as half of its 20,000 technology and operations staff in the next five years due to automation"
It's not very complicated folks. Automation and artificial intelligence will reduce manpower needs. Hasn't AT&T introduced a SDN change to their network management that might help with automation?
So, that's where I see it going, a gradual erosion of manpower requirements. Much of it could be solved through normal attrition, or people moving to other areas of the business.
In India ..
Ericsson
India?
I see ATO with 30% less people in 2 years.