#competition

Major Legal Battle with Creditors (BIGGEST STORY) This is a high-stakes financial fight tied to ~$26B in debt, and it could shape the company’s future restructuring.
Subscriber Losses + Heavy Competition: Optimum lost ~62,000 broadband customers in Q4 2025.
Financial Performance (Latest Earnings): Q4 2025 revenue: ~$2.18B (down year-over-year)
What Changes Are Likely Coming Operationally: Read the writing on the wall!!

Also-ran technology, trying to play catch-up to the market leaders, struggling to rank 5th or 6th on a field of 3. All the layoffs in the world won't save them.

The reasoning behind Accelera pulling out of the industry was - per management the absence of a market.
Strange, regularly you can read about new project starting up and equipment being ordered. 300 MW order placed today for a plant in Spain. Accelera backyard!

Truth is that Accelera pulls out after repeated mismanagement and huge unreliability of the stacks.
Competition takes their time to develop a working product, Accelera chased the 1 and 2 GW projects while they could not deliver a H500 on time, let alone it worked.
Delusional!

If an entire online retail sector is bleeding money and racking up consistent losses, why are we still pouring resources into it? Why can’t we let those employees go or redeploy that talent pool into areas where we actually make money?
Our prices are noticeably higher than the competition’s, and we’re a pharmacy company at heart. So why does anyone seriously believe we can go head-to-head with retail giants and win customers?

You hear it first here !

Intel has to lower its unstable chips to below $500 in order to compete as gold and oil prices shoot up all time high. Intel should have gone fabless 10 years ago as success AMD and NDVIA stories. You cannot afford to throw out 50% yield silicon in hope to lead the foundry without customers again at this moment.

Surrender unconditionally is only option to avoid massive stock dump and crash soon.

The all aluminum, 90% recyclable Apple Mac Neo is going to give the Dell low and midrange PCs and Chromebooks a run for their money this year when it comes to the much sought after education market.

"Most Android phones run on chips from Qualcomm or MediaTek. Xiaomi wants to change that, at least for its own devices."

"The XRing O1... built on TSMC’s 3nm process and holds its own against Snapdragon ... ".

https://phandroid.com/2026/03/05/xiaomis-xring-chip-is-about-to-get-a-whole-lot-more-ambitious/

With 5G and 6G coming on tower to the home internet service, how will conventional fiber to the home survive? This company is wasting money on an outdated technology. The money to be made is in backbone fiber and fiber to the tower it seems. It's id--tic to spend $ on customer fiber drops anymore..

Oracle isn’t going to do more with less when their competition is doing more with more.

Everyone has AI agents now. You will only weaken your position if you lay people off and lean into those agents. Your competition doesn’t have to follow the same logic. Your competition will do more with more. Anything you do with less will lose footing.

That’s not even including smaller companies competing with Oracle now that they have AI agents. The drive for more software will increase with AI agents. Even more players are going to want a slice of that market share.

there is a ton of chatter right now about software companies, saas, cloud and company valuations. valuations are dropping fast (e.g., ibm dropped 15% the other day, salesforce is underpressure, snow, etc.)

i am not sure if we fit into any of these categories (or we fit in all of them).

where do you see us 2 yrs from now? on top? the same? falling behind???

I’m in medium business and it’s Time to start telling customers to go to competitors.

Walgreens will lay off hundreds of employees across two states. The company confirmed at least 628 job cuts. These layoffs affect 469 positions in Illinois and 159 in Texas. Walgreens also plans to close dozens of retail stores in 2026. The pharmacy chain faces increased competition and higher costs.

https://www.fastcompany.com/91496106/walgreens-layoffs-store-closures-locations-on-doomed-list

Interesting that adidas is getting out of outdoor when Nike seems to be tripling down on ACG.. anyone know why?

Feels like Nielsen just handed almost 30 years of experience to the competitor and paid for the privelige. That’s PE management.

While we are spinning our wheels.

Who, on the exec side, is responsible for this?

I'm a relationship banker at a truist branch. I got a licensed banker role with chase and will be giving notice next week. Does truist typically make bankers work out their last 2 weeks?

The way Clover as a product emerged over the years and took the market by a storm, I almost feel sorry looking and hearing about the conditions now. Remember Blackberry !
There is no direction, there are no mandates or focus or practically anything which shows a leadership. The failure has been gargantuan, customers unhappy and leadership in a self-made happy bubble while competitors are leaving Clover behind in this race.
On dot was the only thing missing in this game of railroading this company and now thatthey are here they seem to leave no stones unturned to finish off the job !

https://youtube.com/shorts/RZzdS6PArYw?si=cRm6Isbud72QKxZy

The rumor is TCS (Tata Consulting Services) will be the vendor, what is cooking here?
Dan in order to ensure competition exists, please do not limit to one vendor ... TCS has very poor delivery record. Hire cheaper, subpar contractors ...
One vendor approach will ki-l access to talent and competition. There is already alot of biasing, nepotism, favors being extended.

This is something to dig deep into, to find where the problem is ...
Conspiracy? Kickbacks? Why being pushed towards one vendor?

What does it say that Blue Origin has announced plans for a satellite internet service (TeraWave) that will compete directly with Amazon Leo (f.k.a. Kuiper)? Jeff is the primary investor in Blue Origin, and according to estimates from Forbes has invested over $10B in Blue Origin since its founding in 2000. Blue Origin requires an additional $2B each year.

Jeff is entitled to manage and invest his money as he wishes. But it is noteworthy that he is selling Amazon stock to fund a competitor to Amazon. Does Jeff no longer find Amazon to have the "Day 1" mentality required to build new businesses?

SMCI just ate our lunch on the OpenAI deal. We lost it strictly on price because OpenAI is finally getting squeezed on their burn and moving to a cost-plus model. It’s a total repeat of the cloud cycle where we lost the CSPs to direct ODM relationships. Enterprise AI is dead in the water—nobody knows how to actually win these accounts or what the roadmap even is. Good luck hitting quota.

Everything is now in deep flux. The staff knows that he knows that Wael is a not the future and just a figure head awaiting a Payola. He has kneecapped all competition and has not created a company for the future

At fidelity, we are not working to compete against our market competitors.

We are not competing against other BU's.

We are competing against person sitting next to us.

And these toxic managers are encouraging this behavior more than anything.

At work, you're not supposed to give stink eye to each other, I've been part of fidelity for 15 years, started as in intern.

But the last 4 years has been he-l and we have no one but these managers to blame.

Have you guys seen this?

Times Up! Game Over. Fin/

https://www.channeldive.com/news/avaya-c1-convergone-lawsuit-interfering-genesys/810842/

I believe in an effort to reduce costs they have now sold the offices to another company.
Whilst the office space was always too large, despite grand plans from the management team, selling and reducing footprint certainly sounds like a desperate measure. At least that’s what our competitors are saying to the customers.
Mono sales and team shrinking due to strong competition, beginning of the end before someone buys them.

I grew up in Midland and worked for Pioneer. I am watching with alarm as jobs are being shifted to Houston, Argentina, and India. It looks like the only jobs that will be left in Midland are operations. I am an engineer. Pioneer offered career growth and I could stay in Midland. Looks like that option is dead. Time to jump to a competitor and hope someone doesn’t buy them and do the same thing.

Alton Steel, Inc. is closing its Illinois plant. This decision will result in 253 job losses. Layoffs are scheduled to begin immediately. The cuts will be effective January 31, 2026. Competition from larger companies led to the closure.

https://101theeagle.com/illinois-steel-mill-closes/

Progressive recently released its Dec 2025 earnings and they continue to put the smackdown on SF!

Progressive gained est. 352,000 autos in December, SF lost 15,000 vehicles in December

Progressive grew by an estimated 5,447,000 vehicles in 2025, SF grew only an estimated 536k last year

NVIDIA's new Vera CPU will be a competitor to AMD EPYC and Intel Xeon CPUs

Read more: https://www.tweaktown.com/news/109904/nvidias-new-vera-cpu-will-be-a-competitor-to-amd-epyc-and-intel-xeon-cpus/index.html

NVIDIA to take on Intel with 8 new Arm laptops

https://www.newsbytesapp.com/news/science/laptops-with-nvidia-processors-are-on-the-way/story

Elon Musk reveals roadmap with nine-month cadence for new AI processor releases, beating Nvidia and AMD's yearly cadence — Musk plans to have the highest-volume chips in the world

https://www.tomshardware.com/tech-industry/artificial-intelligence/elon-musk-reveals-roadmap-with-nine-month-cadence-for-new-ai-processor-releases-beating-nvidia-and-amds-yearly-cadence-musk-plans-to-have-the-highest-volume-chips-in-the-world

So Verizon laid off 13k and frontier workforce is 13k… strategic… I would say yes

How is Financials are gonna be impacted. I heard business was a negative margin business and VZ deciding to double down on a losing business.

Sounds like a winning strategy to me. For competitors I mean

Arista annual sales are close to 9~10B with approx 4500 employees, while Cisco annual sales are 56B with 86000 employees. To compare it - Arista is doing 20% of Cisco sales with 5% of employees. Conclusion is simple: Cisco has too many redundant employees.

Hearing there are org change meetings today. Surprised that no org changes have been announced when new CEO “officially” starts on Feb 1. Walmart is running laps around Target and they just announced a huge c-suite change last week. Target has a lot of work to do and they’re taking zero aggressive action to drive meaningful change to compete.

Employees made it over three years of constant layoffs most won’t make it to 2027. The company is going to get eaten alive by competition and the fact Dell doesn’t have relevant products for innovation.

https://www.mytvpanel.com/join-the-panel?gad_source=1&gad_campaignid=21155434714&gbraid=0AAAAABOVquI-V8ywtVZUYsMFvzt7Ow8qy

Since I had to get a new phone for my old concession line anyways I went ahead and switched to TMobile. I see why they are eating Verizon for breakfast. Everything is better! The customer service online and in store as well as the network. I had been overwhelmed with spam calls and missed calls before now no more! They even called me to make sure I understood all the processes. Dan was right they have surpassed Verizon in all areas. Do yourself a favor go ahead and switch those lines.

In the CFP final.. let’s talk about it.

JP claims that Cisco silicon in a head by 2 years vs. Broadcom and Nvidia. Any thoughts?