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lets all do kegstands. today im moving my family’s lines including in-laws to prepaid owned directly by tmobile or at&t.
unlike most company workers, verizon employees can hurt the performance of their company by choosing not to do business with verizon. humiliate verizon by promoting competitors on social media.
What does this mean for our jobs and our existing customers? Will the new Fuji BI group try to consolidate with us again to keep thier base and or will we compete and just replace their boxes with Lexmark?
SpaceX may need 1.5 million small cells to compete with TMO to bad Crown caved to Elliott management and no one would listen to JB. Now Crowns is a singular business with no growth
I just saw an ad with Ryan Reynolds bashing our not so simple Simplicity Plan, and then offering Mint Mobile for $15 for 3 months.
I feel like it's going to be a carrier di-k measuring contest at this point and we'll all just go back and forth with cheap plans, perks, layoffs, repeat.
We'll just recycle everything over and over again, pretending like it's all so revolutionary of an idea 😵💫🤮
We let go of people who carried decades of institutional knowledge. Now we're competing against those same people who took their expertise elsewhere, and we're losing. Make it make sense, please.
Are we winning any new airlines? Seems like it is slow and we are loosing business?
Does anyone actually believe that this is a good product that is competitive in market
They keep acting like it's going to save the company but all I continue to see is square cause merchants prefer it
How are we not bankrupt yet
Even if it takes off, it's only small businesses
https://pluang.com/en/compare/otex-vs-wm
RIP Nike
https://youtu.be/iyEpYUCMUr8
I'm serious, if you can find a job anywhere else, do it. At NCR, being good at your job makes you a threat. Everybody will see you as competition, and any chance of advancement will vanish. You'll end up working for someone who, in any sane organization, would be your assistant. It's a system designed to crush ambition.
Significant layoffs appear to be coming in ICB London in September as part of a major restructuring. There is considerable duplication across teams within JPM Personal Investing, Chase, and Accelerator.
Richard Crozier and Mohamed Noah appear to be competing for survival, with only one likely to remain. Mark O’Donovan is also reportedly at risk. With Marianne being pushed out, he may no longer have the protection he previously benefited from, and Troy is expected to take a hard line on the cuts.
https://www.phonearena.com/news/we-asked-you-what-it-would-take-for-verizon-to-bring-you-back-and-the-answer-was-no-surprise_id181970
We asked you what it would take for Verizon to bring you back and the answer was no surprise.The answer probably won't shock you, but the number will.
Verizon has leaned on network reliability as its calling card for years. 52.79% of voters said cheaperplans would get them to come back to Verizon.Only 15.79% wanted a better or faster network, and 11.48% wanted improved coverage, while 19.94% said nothing would bring them back at all.To ex-Verizon subscribers: what would make you return? Better network with higher speeds.12.07%.Reliability isn't what's keeping people awayThat's a strange kind of win for Russo. If the goal really was a network nobody thinks.about, this poll suggests he mostly pulled it off. Only about 27% of respondents cited.the network or coverage as a reason to return, and that number looks smaller once
you remember plenty of longtime subscribers walked away over price hikes If ex-Verizon customers aren't shopping for a stronger signal, network bragging rights carry less weight than the monthly bill.
MVNOs like Visible and Mint Mobile, which lean almost entirely on price, are probably
better positioned to win this group back than any new 5G milestone. What the 19.94% tells us If you're one of the 19.94% who said nothing would bring you back, that's worth sitting with. Almost a fifth of respondents aren't shopping on price or performance anymore, they're just done.For everyone else, the takeaway is simpler. Verizon's reliability doesn't appear to be in question anymore, at least according to you. What's still in question is whether the carrier is willing to compete on price the way its own MVNOs already do.
Where Verizon's pitch still falls short that reliability builds trust. But trust alone doesn't win back asubscriber who already left, and this poll makes it pretty clear that price decides it for most people.Verizon has leaned on network quality as its calling card for years, and based on what.you told us, that part of the pitch isn't what's broken. The pricing pitch is. If Dan Schulman's promised customer-first era is going to move the needle with ex- subscribers, it likely runs through cheaper plans long before it runs through faster
speeds.
They come from every organization, bringing a wide range of expertise and experience. Together, they could potentially form a new team or company capable of competing for—and even taking—contracts currently held by Hughes.
SpaceX's first earnings call (Aug 2026) after its June IPO, where President Gwynne Shotwell and CEO Elon Musk announced plans to build a real terrestrial mobile network, not just satellite-to-phone backup service, putting them in direct competition with AT&T, T-Mobile, and Verizon.
The core plan
Why analysts are skeptical
Bottom line: SpaceX/Starlink is signaling serious intent to become a real, direct competitor to the wireless carriers — not just a satellite backup service — using spectrum it's acquiring and a low-cost "distributed small station" approach rather than traditional towers. Nearly everyone agrees this is a real threat (all three carriers' stocks dropped after the earnings call), but there's real debate over the timeline (2027 vs. 2030+) and whether it ever becomes a true fourth national carrier versus a strong niche/rural player that pressures the incumbents.
Wireless is losing to AT&T in more markets than usual in the RootMetrics comparative benchmarks. The New England region is particularly hard hit. Losses in Boston, Hartford, Providence, and Worcester. They seem to be taking Dan at his word that he doesn’t care all that much about being the best network!
https://rootmetrics.com/en-US/rootscore/map/metro/boston-ma/2026/1H
An analyst somewhere says that Phillips 66 is in the wrong peer group. The analyst says that because of Midstream and Chemicals our peers should be Exxon, Chevron and other similarly integrated energy companies. If we did that we’d be outperforming almost everyone.
If we do that why not just say that VLO and MPC are not our peers anymore. Just the smaller refiners.
This company is in free fall thanks to the thousands of incompetent, clueless dolts we have running this company. Everyone knows it, including the competition. It's an embarrassment.
New Jersey has filed an antitrust lawsuit against Amazon. The lawsuit targets Amazon's Delivery Service Partner program. This program relies on small businesses to deliver packages for Amazon. The state alleges that Amazon's control over these partners is anticompetitive. This legal action comes at a critical time for Amazon's delivery model.
https://theloadstar.com/new-jersey-fires-a-monopsony-shot-at-amazons-last-mile-empire/
How to separate the real signals from the hype: Starlink's business opportunity is narrower than marketing suggests.Large businesses (72%) are most receptive to Starlinkaugmented ISPs. Midsize (62%) and small businesses (44%) less so 12
27% of small businesses stay with bad providers because there are no alternatives—this is Starlink's strongest directsales case Starlink wins in coverage gaps, not headtohead competition with fiber/cable in dense areas.. Direct toDevice (D2D) is technically real—but limitedFrom measurement based research (arXiv, May 2025): ~4 Mbps per beam in outdoor conditions—functional for basic services, far below terrestrial averages.
Service progression is gradual:
Is EM trading finally making money? How do we compare with competitors?
Aurora Therapeutics has discontinued its lead gene-editing program targeting phenylketonuria. This decision stems from increasing competition within the field. The company also confirmed that "several" employees have been let go as a result of this strategic pivot. Aurora remains committed to developing gene editing solutions for rare diseases. They plan to focus on novel technologies addressing significant unmet medical needs.
San Francisco, California
https://www.biospace.com/business/bespoke-gene-editing-outfit-abandons-lead-program-cuts-several-employees
Elon announces he wants to have mobile service via Starlink, and the TMUS stock drops to $172 a share. This POS is down $50 a share over it high in March of $221 a share. That's some awesome executiving.
https://finance.yahoo.com/markets/stocks/articles/spacex-starlink-threat-sends-t-110144114.html
It hurts to say it, especially since I service ISG, but ISG deserves to be shut down.
Engineering can never release anything competitive on time, product management doesn't know what a roadmap is, and neither understands enough about the market to know that we are literally 7-10 years behind the competition in virtually every category.
We had this coming a long time ago.
Today XOM missed earnings, DW attributed the miss largely to the refining business. If youre not paying attention, refining crack spreads (profit per barrel) are the largest they've ever been. Isn't DW the refining CEO...how does the board accept and explain this comparative performance to CVX?
IBM attributed part of its weak quarter to customers redirecting budgets toward servers, storage and memory amid supply constraints and expected price increases.
Microsoft faced the same component pressures—and much greater exposure to AI infrastructure costs—yet reported:
• 18% revenue growth
• 43% Azure growth
• 18% operating-income growth
• $59.3 billion in Microsoft Cloud revenue
• $41 billion of quarterly capital investment
IBM, by comparison, reported:
• 1% total revenue growth
• 5% software growth
• 7% infrastructure decline
• A reduced 4%–5% constant-currency growth outlook
This does not prove IBM customers experienced no budget pressure. It does suggest that memory shortages alone are an incomplete explanation.
Microsoft is absorbing higher infrastructure costs because customers are prioritizing its cloud and AI platforms. IBM appears to be losing spending because customers are prioritizing those platforms instead of IBM’s mainframes and traditional software.
That points less to a temporary supply-chain issue and more to a competitive-positioning problem.
[Microsoft results]
(https://www.microsoft.com/en-us/investor/earnings/fy-2026-q4/press-release-webcast) [IBM investor letter]
(https://newsroom.ibm.com/2026-07-14-Arvind-Krishnas-Letter-to-IBM-Investors) | [Yahoo Finance analysis]
(https://finance.yahoo.com/markets/article/microsofts-41-billion-ai-bet-just-cleared-a-major-test-chart-of-the-day-100000116.html)
Starlink is GLOBAL revenue and its subscriber numbers will continue to surpass T. There is ZERO chance that T's fiber investment will be able to compete. That is the hard truth and layoffs WILL continue. You can NOT compete with a global market after you spent decades outsourcing your labor and support to India. You need to get the word GLOBAL in your head when you think about subscriber potential . T is a has dying has been.
Tennessee's job growth has significantly decelerated, leading to a more competitive environment for individuals seeking employment. This slowdown presents new challenges for the state's workforce. Economists are observing this trend closely. The current economic climate suggests a shift in the labor landscape. Job seekers may need to adapt their strategies in response.
Nashville, Tennessee
https://finance.yahoo.com/economy/articles/tennessee-job-growth-slows-sharply-234500453.html
The Kuga is coming back—but this time with Geely technology. Here's what to expect from the new model that will replace the Kuga. In a move that surprised many, the crossover will be built on a Geely platform. What does this mean for buyers, what changes could it bring to the European auto industry, and why might it affect pricing? Here's what you need to know.
News that Ford has chosen a Geely platform for its future crossover has become a major talking point among car enthusiasts. The decision could reshape the competitive landscape and influence how accessible modern technology becomes for buyers. As Western automakers look for new paths forward, partnerships like this are becoming increasingly important.
Ford has officially begun work on the successor to the popular Kuga. The biggest surprise is the use of a platform developed by China's Geely. According to the head of Ford's European division, the new model will feature a completely American design and will not resemble any existing vehicle. The interior is expected to offer generous space and comfort, particularly for families and drivers who value convenience on long trips.
They changed the rules so now managers can only give out a finite amount of "exceeds expectations" - just another way Oracle is now sc--wing over employees and making teams compete internally with each other!
as this bubble pops you can expect dell to lose all of its market share and be a 8 billion dollar company
I've watched some of our best engineers leave for rivals. Nobody's even counteroffering. It's like they don't care.
Flocks of our staff are jumping over to other companies. Recent trends also indicate Sixt is picking up talent. Who’s running over Kennedy’s empire?
Did you know Arista is half the market cap of Cisco and only has 5100 employees compared to 86,000 employees at Cisco?
Stankey seemed awfully confident during today’s ATG Live. After one solid quarter in a six-year tenure, the tone came across as more smug than self-aware, and the comments about employees didn’t exactly help.
Let’s see what next week brings after Verizon and T-Mobile report. One quarter doesn’t erase years of mixed results or settle the competitive picture.
If I were in his position, I’d spend less time taking victory laps and more time rebuilding trust with the employees who helped deliver the quarter in the first place.
I’m taking about the obvious ones (Veeva Systems, IQVIA, etc). Are they currently hiring Medidata employees? Any no-compete clauses for your standard IC/middle management personnel? Are they also going through the same layoff and cultural struggles as Medidata right now? For anyone working for Medidata competitors (either of equal size or smaller) has it been an improvement for your mental health?
I'm tired of hearing the same lazy narrative that Indian H1B IT professionals are "stealing jobs."
Let's settle a few things.
Indian IT professionals didn't invent the global labor market. Companies did.
If an employer in the U.S. hires someone from India, it's because they believe that person delivers better value , not because someone stole a seat at the table.
Many Indian engineers work 12–16 hour days, often across multiple time zones, while being paid significantly less than their counterparts in the West. That isn't exploitation by Indian workers; it's a business decision made by the companies doing the hiring. Or Companies wisely hiring 6 people in India instead of 1 person in west for same budget.
So here's my question: Why do some people assume they're entitled to earn five or six times more simply because they were born in a different country? In a capitalist market, compensation follows perceived value, skills, demand, and business economics—not nationality.
Another claim I constantly see is that Indians are somehow less capable. Yet if you look across the global technology industry, you'll find Indian-origin leaders running some of the world's most influential companies. That didn't happen because of charity. It happened because they proved themselves.
No one is forcing companies to hire Indian engineers. No one is forcing founders or executives to build engineering teams in Hyderabad or Bengaluru. Those decisions are made because businesses believe they're getting exceptional talent and results.
If you believe someone is taking your job, perhaps the better question isn't "Why did they hire them?" but "Why did they choose them over me?"
That's how competition works.
You don't have to like globalization. You don't have to like outsourcing. But blaming individual engineers who accepted opportunities offered to them misses the point entirely.
If you disagree, explain why. I'm interested in arguments based on facts and economics—not stereotypes.
Senior management protects their turf, you do something to better the company like win a technology challenge and are told that you should have saved it for your own group and not shared it company wide. For that specific reason I have been canceled. No longer an e performer even though no one knows nearly how to do their job and comes running to me. I was told that I should be honored that many take my slides for their own presentations and not giving me credit.
I went to a competitor who now loves my work and also understands their competitive edge over fidelity
Communications giant Verizon $VZ reports its Q2 earnings next week – July 24 – with Wall Street analysts becoming increasingly worried about the impact of competition from Elon Musk’s newly listed SpaceX $SPCX.
VZ’s share price is up 10.4% in the year-to-date, helped by its cost-cutting program to boost efficiencies and M&A such as its $20 billion purchase of fiber-optic internet provider Frontier Communications.
Wall Street expects Verizon to report earnings per share of $1.28 in Q2, up from the $1.22 it reported in the same period last year. Revenues are tipped to come in at $35.23 billion, up from $34.44 billion last time.
What Do Analysts Say?
Scotiabank Four-star TipRanks-rated analyst Maher Yaghi recently lowered his price target to $51.50 from $54.50 but kept an Outperform rating on the stock. It came as part of a report into the telecommunication services sector. Yaghi said he was adjusting some multiples on these stocks down to “investor trepidation to increased satellite competition”. However, he said he continues to favor Verizon in the sector.
The competition is likely to refer to the continued expansion of Elon Musk’s Starlink satellite services. Its growth is set to be rocket-fueled by the recent IPO of parent company SpaceX $SPCX.
Indeed, Bernstein analyst Laurent Yoon gave a similar reasoning after lowering his price target on VZ to $44 from $49, keeping a Market Perform rating on the shares.
“While SpaceX’s Starlink is unlikely to have a substantial near-term impact for telecom companies, it represents another competitor in an already mature and highly penetrated broadband market,” he said. Yoon believes the presence of Starlink implies subscriber gains for one provider will increasingly come at the expense of another, making market share shifts more consequential. “Uncertainty surrounding Starlink is unlikely to be resolved anytime soon,” he said.
There has been much industry commentary about whether Starlink would be forming an MVNO – Mobile Virtual Network Operator – partnership with a major telecoms company or operate as an independent mobile carrier. Indeed, SpaceX is reportedly now considering launching a Starlink retail product and could build its own terrestrial U.S. mobile network.
Five-star TipRanks-rated Wells Fargo analyst Steven Cahall believes Verizon has “the most to lose and the most to gain from an MVNO with Starlink,” applying a 40% probability to such a deal. He noted that a VZ-Starlink Mobile MVNO “would be mid-to-high single digit percentage accretive to EBITDA/EPS by 2032.”
He recently initiated Verizon at Equal Weight with a $43 price target and named it Wells Fargo’s most preferred telco.
I heard that most of the experienced people we laid off recently were immediately snapped up by a competitor at a much higher salary. If that doesn't show how clueless our leadership is, nothing will.