#acquisition

… is Xerox the saviour you thought it would be ?

Or a real ‘frying pan into the fire’ journey for you all ?

Water fountain rumors are that GoGo and Southernland have been meeting with outside legal teams negotiating an acquisition of P66. Anybody have any insight?
Watching the stock trades of the ELT and Board definitely makes one wonder if there might be some validity to the rumors…

mas in talks to take over field work. they have given a very strong offer that could save the company tons ..... stay strong people could get bumpy

Why the layoffs now? Did they waste too much money buying part of Tik Tok?

990s show were in over our head and a certain assistant said we’re in talks to “merge” which is actually a dissolution due to acquisition of assets. 4 colleges refused to “merge” so one big closer to Philadelphia allegedly is buying our land and assets.

Ok.. my understanding is depts such as Hr, finance and IT are vistance networks
So what happens then if Ruckus and aurora networks are both sold off

Due to principles in Semiconductor manufacturing and moores law, GFs products will enter the low cost semiconductor market within 36 months.
SiPho isn’t capturing as much market demand as previous anticipated, and GaN is somewhat niche. Larger scale (7+nM) technologies will become cheap, consumer scale electronics that mostly any foundry in the world will be able to successfully manufacture. GF will scrape along for some time, missing Quarterly targets here, laying off staff there, cutting cost all the way as they try to keep investors and BoD happy. When NYS incentives run out, GF will consider being acquired by other manufacturers. My bet would be TSMC as they continue US expansion, with some potential for Intel as well. Only hurdle is US administration woes, however, GF is not an American company. This is furthermore complicated by massive deficits in skilled labor, prevalence of AI, and opportunities for robotic automation that will present themselves over the next 36 months.
Any employees considering this as FUD, ask yourself, where do you see GF in 5 years? Are things feeling concrete? Or do you feel some ripples in the water.
Costs of production are going up, which always results in profits going down, especially when producing antiquated tech.

Its Feb and everyone is saying they are coming but name departments please. Morrows kickoff meeting was this week.

I had a reliable source tell me something big is about to be announced but wouldnt say. has to do with us being sold, buying, or going public is all they said.

I was at Kroger today and saw two DSLs from different companies preparing for a grand opening. Hard to believe they weren’t the same person. HR must be close behind.

There's a lot of bi--hing and moaning about Sales comments on this board.

Perspective:

Without Sales, none of you would have a job. Without Engineering, people would still have a job because Engineering doesn't deliver or do anything. Dell's model is to acquire companies with good but declining products and sell them to its install base - with no plan or skill set to continue innovating or developing these products out further - and keep selling them until there's nothing left. Case in point, EMC products we sell today are the same as they were 10 years ago.

Question? What successful products has Dell engineering developed organically that didn't originate from an acquisition? Name one.

Now that we see Crown Castle is going to weasel out on the RSUs for the 20% of people they are laying off tomorrow, it made me wonder about this corporate squeeze-play they are doing with RSUs for those in the perimeter.
I’ve been a project manager long enough to know when a project plan has a massive hole in it. Right now, the company is spinning this "retention incentive" like they’re doing us a favor. But look at the math: they are accelerating what we already earned from last year, while completely cutting us out of the 2026 LTI grant.
There are over half of us moving to Zayo or EQT. That means over half the company just got hit with a massive compensation gap while those remaining get the full bag.
For those of us in the field, those RSUs are a huge part of our total pay. If you take that away, it’s basically a constructive pay cut.
A few things that don’t sit right:

1. The SEC filings say the company has to operate in the "ordinary course of business" until the deal closes. Skipping a standard annual grant for a couple thousand people doesn’t sound like "ordinary course" to me. It sounds like a budget hack to make the books look better for the buyers.
2. Does this trigger "Good Reason" for us having a material reduction in compensation is grounds to walk with full severance.
3. We already saw the Byler v. Crown Castle class action pay out for the California crew. Do they really want 2,000 more of us filing a bad faith suit while they’re trying to close a multi-billion dollar deal?
   Accelerating my old money doesn't make up for stealing my new money. If Zayo isn't putting a "bridge grant" in our offer letters, Crown Castle is leaving us high and dry.
   Time to stop being "Castle Casualties" and start asking questions about our rights, too.

Lots of big swinging di-ks flying into NY next week for earnings. Seems like lots of people behind closed doors these days all over the place. Merger? Major Acquisition? Feels like something different.

Now that you have been acquired by Texas Instruments, allow me to foreshadow what’s in store based on how the Lehi acquisition went.

66% of you are getting laid off. No one is safe. Start looking NOW!

Your leadership will tell you how great TI is. How we do not do layoffs and have great profit sharing of 20%. This is a LIE. We have quarterly layoffs and profit sharing has been severely curtailed for 2026.

Older employees will be “managed out“ to avoid illegal age discrimination. Document everything! Save every email! Do not sign any forms without consulting a labor lawyer! HR IS YOUR ENEMY!

You will be encouraged to bust your butt during the transition. Don’t. You are probably going to lose your job. Spend that energy finding a new one.

Fifth Third Bancorp officially acquired Comerica Incorporated. The deal was valued at $10.9 billion. Layoffs are expected following the acquisition.

https://www.woodtv.com/news/michigan/fifth-third-officially-acquires-comerica-in-10-9b-deal/amp/

Anyone have any thoughts about the pending SiLabs aquisition?

As someone on Visa, I am losing a hair a second. Hoping someone big buys us.

2025 had a brilliant divestiture and acquisition. What will 2026 bring?
The DL on Suriname
Is Alaska a distraction?
Leadership survives another year
Stock price estimate 12/2026

Only outside buyers allowed? Are they trying to ki-l the book value even more?

He’ll blame this latest stock debacle on forces beyond our control. His usual victimhood.

That doesn’t explain the fact that he had a complete id--t running the product organization for 10 yrs who had neither the capability nor the temperament for the job.

Not to mention one disastrous acquisition after another, including the final nail in the coffin, Neustar.

I'm part of the filtration group that Thermo purchased from Solventum. It's unclear what exactly their plans are for us, but they seem to be moving real slow to spend any capex on the things we need. I think they really underestimated how intertwined we were with both 3M and Solventum. It also seems like we spend significantly more on R&D than Thermo as a whole. Are we all sc--wed? What has thermo's timeline been in the past for cutting people after an acquisition? Thanks.

Continental needs real production uplift that does not have political risk such as Venezuela or Turkey. What’s next for Continental?
What happens when Hamm retires? Will the new team sell and/or move to Houston?

https://www.freep.com/story/money/business/michigan/2026/02/02/fifth-third-finalizes-purchase-of-comerica/88474021007/

Fifth Third Bancorp finalized its purchase of Comerica Bank. The deal officially closed on Monday, February 2.

Rebranding of Comerica branches to Fifth Third will begin in September.

This all-stock deal was valued at $12.3 billion.

The Federal Reserve and shareholders approved the deal last month.

Not sure how you are able to give up more exec seats and move the company headquarters to the smaller company but DVN was able to do it!

Bank First will lay off 47 employees in the coming months. This action follows its recent acquisition of First National Bank and Trust. The company announced these layoffs in a letter to the Wisconsin Department of Workforce Development. Job reductions are scheduled to occur between March 31 and May 30. Additionally, two Beloit facilities, the Annex and Operations Center, will close.

https://www.wifr.com/2026/01/29/bank-first-close-beloit-facilities-lay-off-47-employees/

https://about.att.com/aboutus/pressrelease/2026/att-lumen-deal-close.html

Lumen Completes Sale of Consumer Fiber-to-the-Home Business to AT&T

More info online

Personally, I think MicroFocus was already ruined financially before the acquisition, while OpenText has suffered taking on massive debt and legacy baggage that has stalled any momentum we had previously with Cloud and Cybersecurity.

Hearing some chatter that Dana may have sold its OpenECU business and few roles may have been impacted as a part of transition. No official confirmation yet.

Has anyone else heard anything or have more details?

Has anyone else heard anything?

https://news.bloomberglaw.com/private-equity/hitachi-is-said-to-seek-buyer-for-1-3-billion-data-storage-unit

After a decade of mismanagement, Hitachi Vantara will seize to exist. From Brian Householder, Gajen Kandiah, to Sheila Rohra and her buddy Octavian, a string of incompetent leaders have eroded the company to a tired, irrelevant, skeleton with employees waiting for their turn at the chopping block.

Question is who will be interested in a dying business with small margins… Private equity? Broadcom? The other verdors will certainly want to spend their acquisition budget elsewhere. And without the Hitachi name, who will be interested in just Vantara? And for what? Their fabulous storage products, enterprise address book?

The recent round of layoffs and integration of ITPro make sense all of a sudden! It’s very sad for the employees though…

The Titanic is finally going under and will fall to pieces below the surface. Bye, bye, Vantara!

There is something in water brewing with the IBM connection. I found it quite strange IBM speaking at the kick off given the past relationship. It looks quite clear the new CEO has been brought into to facilitate a takeover of some sort by IBM, clears the decks of what they don't want and make the takeover/transition easier and cleaner. He looks a safe pair of hands that IBM trust, there is simply no other reason you would give a man closer to retirement and has been semi retired for a number of years this gig.

With prices being dropped to get more customers in, ARPU falling and acquisition costs therefore going up…..margins and cash flow are falling and will continue to, and guess what’s next……yes, more major headcount reductions coming soon to try and improve the margins. It is simple P&L math, just watch…..

For everyone on here wanting to know departments, locations, that's the least of your worry. What you need to be seeing is the long term picture here for Cigna. Companies trim fat for multiple reasons. The reason everyone thinks is greed, that's partly true.

You can't sell a company as a whole or sell parts of it off if your numbers are horrible. Cigna is positioning themselves to be sold, the writing is on the wall. They need numbers to look good, number of employees to be good, everything has to line up 100% before they find a buyer for the company.

Mark my word, come back to this post later in. In less than a year this company is sold and part of it won't exist, other parts will. Those in the higher up spots will be compensated nicely b/c they made it profitable long enough for a sale.

Cisco enterprise networking SVP jumps ship to Nokia.

https://www.sdxcentral.com/news/cisco-enterprise-networking-svp-jumps-ship-to-nokia/

Oxy involved in a major divestment or is purchased as a reserves play?
Leadership direction and composition?
Stock price and fundamentals?
Overal morale and employee engagement?

Heard a rumor that Dell is trying to acquire the HP client business? Anyone else hearing this?

SAP in talks to buy or partner with N8N as its internal efforts to boost the next gen SAP Build falters big time with legacy platform. Existing products to be scaled down, retired and moved into support mode with external vendors until customer migration is complete. Teams to be reassigned/ laid off based on the location. Possbile news to be out in 2-4 weeks.
It gets even more critical to compete with lean AI first startups as SAP share price nose dives 17% after the announcement of financial results.

Any guesses who it is?

TIA!

I'm convinced (and have some evidence) that a big announcement is coming. I think everyone is expecting CEO announcement but I suspect it's were being SOLD either wholesale or in parts.

So with Boots being the biggest money maker for them, I heard rumors that they were going to maybe IPO Boots? What do you think (hypothetically) the plan would be for the other two? Since these 3 would be where Sycamore can extract value from, I assume Walgreens would be fattened with debt and left to be gutted? Unless they have any aspiration of trying to save it.......

What do you guys think? Trying to understand how a PE would try to extract value with this deal.