#cloud

Does logging into Cloud PC effect your time that is counted toward the 8 hour per day in office requirement? Have heard different things.

I’m curious about these numbers that are shared during the analyst meetings etc. Is there any breakbown of the number or percentages,of existing clients moving to the cloud, and net new clients signing contracts? That would really provide a health check. Is SAP merely cannibalizing the client base, or is there a reasonable amount of net new clients coming in?

All those supposedly great security and cost saving decisions by moving to the cloud without knowing what was being done or securing it made by Legg and Baich just keeps on giving... why didn't their heads roll while staff did?

https://www.malwarebytes.com/blog/news/2026/02/att-breach-data-resurfaces-with-new-risks-for-customers

Going to be a large number of Microsoft layoffs announced soon.

Looking at this article: https://www.indmoney.com/blog/us-stocks/oracle-layoffs-30000-employees-to-lose-jobs, here are the roles most affected by the upcoming layoffs:

Who Will be Impacted By Oracle Layoffs?

The layoffs are expected to primarily impact legacy software roles and overlapping support functions, while AI, cloud, and core enterprise teams are likely to remain relatively insulated.
Roles likely to face pressure

Legacy on-prem software support
Overlapping management layers
Non-core operations tied to older product lines

Roles likely to be protected or expanded

Cloud infrastructure engineering
AI and machine-learning teams
Enterprise sales and client delivery
Security, compliance, and data governance

This points to a reshaping of the workforce rather than a retreat from growth.

SAP Stock Drops 15% After Earnings. Europe’s Tech Darling Can’t Play With the Big Boys.

SAP stock tumbled Thursday after the German software company reported better-than-expected earnings but disappointed investors with weaker-than-anticipated cloud revenue growth.

https://www.barrons.com/articles/sap-earnings-stock-price-6e124de8

SAP’s American depositary receipts fell about 15% in early trading to roughly $200, putting the stock on track for its steepest one-day decline in more than five years. The S&P 500 was roughly flat.

The company reported fourth-quarter non-IFRS earnings of 1.62 euros per share on revenue of €9.68 billion, up 3% from a year earlier. Analysts had expected earnings of 1.51 euros per share on revenue of €9.75 billion, according to FactSet.

The primary concern for investors was SAP’s cloud business, which has benefited in recent years from demand tied to artificial intelligence. Cloud revenue rose 19% year over year to €5.61 billion, but came in slightly below Wall Street expectations of €5.64 billion.

For the current fiscal year, SAP forecast cloud revenue of between €25.8 billion and €26.2 billion. The midpoint of that range is slightly above analysts’ consensus estimate of €25.98 billion.

The company said several large customers, including Lockheed Martin and Rolls-Royce Holdings, signed deals during the quarter. Still, SAP acknowledged some hesitation among customers amid geopolitical uncertainty. Chief Financial Officer Dominik Asam said the company saw deal slippage in the quarter due to rising geopolitical tensions.

SAP’s results followed a weak reaction a day earlier to Microsoft’s cloud earnings, which also raised concerns about slowing growth in the sector.

The company’s board authorized a new share buyback program of up to €10 billion, set to run from February 2026 through the end of 2027.

SAP is one of Europe’s largest technology companies, with a market value of about $267 billion. That is significantly smaller than Microsoft, but comparable to large U.S. software peers such as Oracle and Salesforce.

Through Wednesday’s close, SAP shares were down 9.1% for the year. Over the same period, Salesforce shares had fallen 9.4%, Microsoft was down 11%, and Oracle had dropped 37%.

Amazon inadvertently announces cloud unit layoffs in email to employees

https://www.google.com/amp/s/www.cnbc.com/amp/2026/01/27/amazon-inadvertently-sends-email-to-employees-confirming-wednesday-layoffs.html

Autodesk announced layoffs affecting approximately 1,000 employees. This impacts roughly 7% of its global staff. The action completes a multiyear sales restructuring. Autodesk anticipates $160 million in restructuring costs, mainly for severance. The company plans to reinvest savings into AI and cloud technologies.

https://www.sfchronicle.com/tech/article/autodesk-layoffs-san-francisco-21309967.php

I was impacted by the recent layoff after nearly seven years as a cloud security engineer. During that time, I worked hands-on across architecture, automation, and platform security, often supporting end-to-end execution.

One reflection I’m sitting with is how, during reorganizations, decision-making can shift toward newer leadership roles that may not always have deep technical context — even when long-tenured engineers have been heavily involved in keeping systems running and helping teams ramp up.

Curious how others have seen this play out:
• How do experienced technical ICs stay effective as orgs change?
• In security teams, how much does deep technical ownership still factor into decisions today?

Appreciate any perspectives.

Does anyone know if the in office reporting is working correctly for cloud users? Does it show 8+ even if you didn’t stay that long?

When the bldg300 data center is finally (after 8+ years of false starts and lack of business case) in the cloud, the new ongoing costs will become apparent. And my prediction is that the executive level “surprise” at the true costs will be enormous. Of course there is no leaving the cloud once you are there at scale, so the issue will be figuring out how to pay for it. Some will say re-negotiation will be needed, but is likely unsuccessful with Microsoft as the provider. The cloud migration may result in a migration of more employees out of the company.

Its just comedy at this point. Fourth P1 ive seen this peak season where the entire Optum tech ecosystem cant hit endpoints, all from this vendor tech that we didnt need that ESRO forced everyone to switch to.

A P1 during peak season used to be rare, now its a almost weekly occurrence here. This company is a mess and is gonna lose all its customers

Hate the game, not the player...

If you’ve ever tried to keep all the flavours of SAS ticking over at scale, you’d have a bit more empathy for the hiding to nothing that team is on.

The model is properly broken, no doubt. But it isn't the staff... it’s the lack of joined-up thinking from the top—pushing offers that shouldn't even exist. The top brass will nod along and say there are issues, but point out that Cloud makes us $x00m a year. And they aren't wrong, unless they finish the sentence... it makes SAS hundres of millions but it should be making us billions.

SAS has been flat for 15 years. Let me state that again, SAS has been flat for 15 years... because the mentality you have is shared by the ELT... who don't get any steer or love from Dad. The cloud offer here is a shambles of execution... across the whole company, not just the division. Let me state that again, SAS has been flat for 15 years...

With that in mind, no need to stick the boot in. We should at least be decent to one another as we shift the deck chairs around... makes the time on a sinking ship a bit more bearable.

This deserves its own thread. OP:@12j+1kbnvhbm6

How is the landscape looking right now? Is it akin to the hunger games?

First thing is the cloud stuff. We were told to go full hog to the cloud so we did. Now the outages are insane, and leadership is regretting it for our area, but with on prem set for decomm, there is no turning back. Not to mention the costs are through the roof with offshore misconfiguring it and cranking up the bill.

Secondly is the AI stuff. Feels like every team is just publicly declaring they are cramming AI into everything, attempting to, and then failing and trying to cover it up.

Will Candyman actually face accountability for this disaster? I have yet to see a working demo or plan that made any sense since he took over.

I also was told yesterday that PW's organization is set to deploy "hundreds of AI agents" to production next year who will be giving us business and funding, which i frankly find extremeley hard to believe.

OpenAI won’t deliver $100B to Oracle, struggling itself. So no backlog no pay off of data center nor Stargate. The apps are being replaced by smaller SaaS solutions much cheaper. The AWS and Google connection ki-ls the rest multi cloud. AI theme is not financially valid and AI agents in Apps are just another feature. Nobody new buys apps because AI agents… that’s true.
Time will tell.

Grok Avaya Update December 2025
-- Quoting a November 2025 discussion board that details about 19 U.S.-based cuts on November 17, attributed to leadership decisions and talent exodus in sales and design teams.
-- Avaya, a communications software firm, has executed multiple workforce reductions in 2025, including voluntary exit packages in September and over 30% staff cuts at its India hub in October, amid restructuring post-2023 bankruptcy
-- A separate Union-employee specific layoff announcement from October targets an unspecified number effective December 8, 2025, reflecting ongoing cost pressures in the #cloud and #AI-driven tech sector despite $1 billion annual revenue.

https://www.arctera.com/press-releases/cloud-software-group-completes-acquisition-of-arctera

Published 11/17/2025, 06:56 PM

https://www.investing.com/news/swot-analysis/five9s-swot-analysis-cloud-contact-center-stock-navigates-ai-transition-93CH-4363981

I'm finally back in the green on TDC overall now up $44,000 really have a great amount of being a shareholder and being a part of the mission here. For the doubters TDC has massive potential as realized by the cloud arr. It's an excellent stock to buy and hold

Title: Charlotte manufacturer to lay off 850 people companywide amid revenue slump
Source: The Charlotte Observer
URL: https://www.charlotteobserver.com/news/business/article312787843.html
Summary: Charlotte-based JELD-WEN will cut 850 employees across North America after reporting a $378 million operating loss in the third quarter. The manufacturer cited falling demand for new homes and rising material costs, marking its second major round of layoffs this year.

Title: IBM Is Laying Off Thousands of Employees as Its AI Business Surges
Source: Entrepreneur
URL: https://www.entrepreneur.com/business-news/ibm-is-laying-off-thousands-of-employees/499219
Summary: IBM is eliminating several thousand positions, about 1–3% of its global workforce, as it pivots to AI consulting and software. The company says U.S. employment will remain steady overall while it expands in high-growth AI sectors.

Title: IBM to cut thousands of jobs in fourth quarter amid software focus
Source: Reuters
URL: https://www.reuters.com/business/world-at-work/ibm-cut-thousands-roles-focus-software-growth-bloomberg-news-reports-2025-11-04/
Summary: IBM will trim a low single-digit percentage of its workforce this quarter as it strengthens its software division and pursues AI-driven cloud demand. Despite strong stock performance, slowing growth in cloud services prompted the layoffs.

Title: Architects, Engineers Among The IBM Employees Targeted In Latest Layoffs
Source: CRN
URL: https://www.crn.com/news/ai/2025/architects-engineers-among-the-ibm-employees-targeted-in-latest-layoffs
Summary: IBM’s latest job cuts include engineers, architects, and AI specialists, affecting thousands globally. The company says the move reflects its effort to align talent with new priorities in software and hybrid cloud solutions.

Title: IBM cutting thousands of jobs in the fourth quarter
Source: CNBC
URL: https://www.cnbc.com/2025/11/04/ibm-layoffs-fourth-quarter.html
Summary: IBM will cut thousands of jobs, roughly 1% of its 270,000 workers, as part of a quarterly restructuring. The firm expects U.S. employment to remain flat while relying more heavily on AI tools to improve productivity.

Title: IBM to Cut Thousands of Workers Amid A.I. Bo-m
Source: The New York Times
URL: https://www.nytimes.com/2025/11/04/technology/ibm-layoffs-ai.html
Summary: IBM plans to lay off thousands as it focuses on AI consulting and software growth, continuing its long practice of “workforce rebalancing.” The cuts coincide with broader tech industry downsizing as companies invest more in AI infrastructure.

Title: IBM Confirms Layoffs Impacting Up to 5,000 Workers as It Shifts Focus to AI
Source: TechRepublic
URL: https://www.techrepublic.com/article/news-ibm-layoffs-november-2025/
Summary: IBM’s layoffs could reach 5,000 jobs, mainly in its infrastructure group, as it concentrates on AI and software development. Despite solid earnings, the company says restructuring is needed to boost efficiency and long-term growth.

Title: IBM cutting several thousand jobs in latest layoffs
Source: The Register
URL: https://www.theregister.com/2025/11/04/ibm_cutting_several_thousand_jobs/
Summary: IBM began issuing layoff notices to several thousand staff, with major reductions in its U.S. infrastructure and cloud divisions. Insiders estimate up to 45% of that group could be cut as part of efforts to improve profitability.

Title: IBM Lays Off Thousands Globally Amid Fourth-Quarter AI Push
Source: Tech.co
URL: https://tech.co/news/ibm-lays-off-thousands-fourth-quarter-ai-push
Summary: IBM will eliminate thousands of roles, roughly 2,700 or more, during its fourth-quarter restructuring. The move aligns with a global trend of tech layoffs tied to AI adoption and productivity-driven cost cutting.

Title: Reports of IBM Layoffs in 2025 Round Out the Year with Q4 Cuts
Source: The HR Digest
URL: https://www.thehrdigest.com/reports-of-ibm-layoffs-in-2025-round-out-the-year-with-q4-cuts/
Summary: IBM will lay off thousands worldwide as part of a “rebalancing” initiative that could affect up to 8,000 employees. The company says the cuts align with its push toward AI and cloud investments, following earlier HR automation efforts.

Title: IBM layoffs loom as ‘single-digit percentage’ of global workforce set for cuts
Source: IT Pro
URL: https://www.itpro.com/business/business-strategy/ibm-layoffs-loom-as-single-digit-percentage-of-global-workforce-set-for-cuts
Summary: IBM will reduce its workforce by up to 5% globally, translating to as many as 13,500 positions. The move comes after strong quarterly earnings and a 9% revenue rise, signaling an ongoing restructuring to support AI expansion.

Title: IBM to lay off thousands as attention shifts to software
Source: CIO Dive
URL: https://www.ciodive.com/news/ibm-layoffs-2025-AI-software/804812/
Summary: IBM confirmed plans to cut thousands of roles in Q4 as it redirects resources toward AI and software. Executives say the layoffs are part of routine workforce balancing while demand for AI-driven enterprise solutions grows.

Title: IBM’s 8,000 Layoffs Reveal the Harsh Reality of the AI Revolution
Source: SlashGear
URL: https://www.slashgear.com/2016679/ibm-lays-off-8000-workers-amidst-ai-revolution-harsh-reality/
Summary: IBM is replacing thousands of HR roles with AI tools as it restructures around automation and efficiency. Analysts warn that while AI is fueling job cuts, most companies still struggle to see tangible returns from such investments.

Title: Badly Crippled IBM Can’t Be Fixed
Source: 24/7 Wall St.
URL: https://247wallst.com/technology-3/2025/11/05/badly-crippled-ibm-cant-be-fixed/
Summary: The article argues that IBM’s recent layoffs and AI pivot will not reverse its long-term decline. Despite modest revenue growth, analysts see the company as too small and too late to compete with today’s tech leaders.

Title: IBM layoffs to affect thousands despite 35% rise in share price this year
Source: People Matters
URL: https://sea.peoplemattersglobal.com/news/strategic-hr/ibm-layoffs-to-affect-thousands-despite-35percent-rise-in-share-price-this-year-47068
Summary: IBM plans to cut a small percentage of its 270,000 global staff even as its stock climbs 35% this year. The company is accelerating its shift toward AI and cloud services amid concerns over slowing growth in its software unit.

Title: IBM expected to cut thousands of jobs from global workforce
Source: Silicon Republic
URL: https://www.siliconrepublic.com/business/ibm-expected-to-cut-thousands-of-jobs-from-global-workforce
Summary: IBM will lay off a low single-digit percentage of its global workforce, continuing a pattern of tech industry downsizing. The company is focusing resources on software and cloud growth areas while maintaining steady U.S. employment levels.

TDC crushed Q3 with Total ARR of $1.490 billion, an increase of 1%. 1.49 billion seconds is 47.2 years, that's an enormous figure when you really think about it. Up 11% in public cloud ARR! Hands off to each and everyone here who put their best foot forward and never stop believing in yourselves, this is a shared victory.

The direction of our cloud services is going to spearhead strong growth to 2026 onwards! We didn’t just turn the corner, we built the road. Mic dropped

In Dallas, Texas IBM laid off the entire Cloud Platform Team (i.e., developers, software engineers, etc.), including the manager.

We're up 11% in public cloud ARR, vantage is winning in the market

F5 is poised for recovery as it doubles down on the technologies that power and protect today’s digital world. With businesses rapidly adopting hybrid and multi-cloud strategies, F5’s expertise in application delivery, security, and traffic management has never been more relevant. The company’s transition toward software and SaaS-based models ensures sustainable, recurring revenue while its Distributed Cloud platform expands reach beyond traditional load balancing into full-stack app security and observability. By embracing automation, AI-driven insights, and edge computing, F5 is positioning itself as a trusted leader in simplifying and securing complex application ecosystems—laying the groundwork for renewed growth and investor confidence in the years ahead.

Kudos to FLD and executives focusing on XC(SaaS) and not just sticking to legacy system.

gather around, empty kool-aid cans, recycle children fairy tale. Safe space until there is none.

Any team that is in Azure is reporting 100% impact. All regions. Azure support helpless on the call. During peak season!

Man, sure am glad we decommissioned Chaska and Elk River and mandated the company go 100x to the cloud!!! What could go wrong?

What a disaster.

"booming demand for cloud services, as artificial intelligence adoption rises."

https://m.economictimes.com/tech/technology/ibms-slowing-cloud-growth-eclipses-upbeat-third-quarter-results/amp_articleshow/124751571.cms

https://www.cnbc.com/2025/10/22/ibm-q3-2025-earnings-report.html

Love how AK brags every qtr about the "huge and growing AI and hybrid cloud backlog". Yeah right! ISC forecasts by sales is TOTAL BS!!!!! Just put AI or cloud in the product title and bo-m the backlog goes to $1T. SMH!

Like crowdstrike outage last year, similar issues with Amazon AWS.

Poor programmers in India

About 10 years ago we launched 2 new data centers. When JF took over as a CEO, I heard someone in IT saying JF wants everything to go to external cloud.

In light of today’s AWS outage, what do IT people think of JF’s view and the danger of external cloud service?

Are we still using the 2 data centers?

All our HR data is handle by AWS ....really?
Try to contact a human that works in AT&T HR you will never find ....anyone.
They subcontract all to apps or other companies.
We own nothing. Not even a server with our own data.
Good Idea, good implementation from our Bachelor in Arts Jeremy.
Let's hold all data for our network in Amazon Prime.

Along with Microsoft, Delta and others who rely on Bezos the Bozo for connectivity, T-Mobile is suffering with this AWS outage. There's quite a number of services in industry and government that rely on this backbone.

So glad T-Mobile outsourced a bunch of its connectivity. They can just point at Bozos.

I know Ford went to Google Cloud Platform (GCP) a few years back, but I'm sure there is some AWS usage still around.

Was the WF rush to the cloud Risky? This risk averse employee thinks all of our data is at risk everyday it is on a cloud. Stupid is as stupid does.

“We can confirm significant error rates for requests made to the DynamoDB endpoint in the US-EAST-1 Region. This issue also affects other AWS Services in the US-EAST-1 Region as well."

No failover? Come on.

The following AWS services have been affected by this issue:

AWS Global Accelerator
AWS VPCE PrivateLink
AWS Security Token Service
AWS Step Functions
AWS Systems Manager
Amazon CloudFront
Amazon DynamoDB
Amazon Elastic Compute Cloud
Amazon EventBridge
Amazon EventBridge Scheduler
Amazon GameLift Servers
Amazon Kinesis Data Streams
Amazon SageMaker
Amazon VPC Lattice

The cloud migration program under AC, reporting to CIO, has shown limited tangible progress so far. Existing platform teams continue to maintain operational stability, while AC focuses on expanding his leadership circle and hiring new personnel.

Most of AC’s direct reports come from program or product management backgrounds, including several former Amazon leaders, with limited technical depth. A new principal engineer was recently hired, while experienced principal engineers were laid off, raising concerns about continuity and technical leadership.

Overall, the program’s measurable outcomes and strategic clarity remain uncertain.

Sales; hardware and cloud

Commonwealth Bank, Australia's largest bank and in fact the largest company, has successfully migrated their core banking system off the mainframe onto SAP S/4 Hana on an AWS cloud system. They expect to retire their mainframe in 18 months, and it's now only processing credit card transactions.
If Comm Bank can successfully retire their mainframe, then anyone can do it. The argument for keeping the mainframe has always been it's crucial for high transaction high security environments, but this proves that is not the case.
It's only a matter of time before other FSI companies, and governments, follow the same path.

I was on HCL IBM Cloud Team. The project wasn't going well. IBM was wanting us to support 10 different companies that all wanted different forms of support and all wanted their tickets done differently. On top of this it was very high volume. Often on a call with one company and chat with different company simultaneously. I found it to be difficult. I was curious if HCL still has that project. When I gave notice, others were also quitting.

Google Cloud has laid off employees despite record-breaking financial results. Workers in user experience and design roles were among those affected, with several posting about the cuts on LinkedIn. Notifications were sent via email earlier this week.

The layoffs come as Google Cloud reported $13.6 billion in Q2 2025 revenue, up 32 percent year-over-year, with operating income hitting $2.8 billion, up 33 percent. The company holds 13 percent global cloud infrastructure market share, ranking third behind AWS (30 percent) and Microsoft (20 percent).

CEO Thomas Kurian recently emphasized the company’s $106 billion backlog and focus on operating discipline, saying Google Cloud is outpacing AWS and Microsoft in revenue growth.

The layoffs add to a broader industry trend, with more than 90,000 tech workers losing jobs in 2025 so far.