#board

Ge-z, what will it take for the board to act?

https://www.bloomberg.com/news/articles/2026-03-02/sap-reorganizes-board-as-ceo-klein-to-focus-on-developing-ai

to sc--w stockholders. 13 % price drop in 5 days. You defenders will say market economics are to blame, nonsense! If they had built the franchise and gotten the stock to a level it should be this would be a blip, it is not. Remember PNC as a regional competitor close to us has grown and more than doubled their share price last 5 years. I wonder if there’s any angst in the C suite or by this Board? Probably not.

Sounds like the board and SB are expecting some sort of financial difficulties from now to 6 to 8 months from now. Just what I got from those announcements/buttering us up.

He has done such a great job at Ford, he has been anointed into the BoD at McDonalds.

The guy is a "1" performer.

BILLIONS and BILLIONS of losses in the last few years with this EV bullsh-t and what? Here at Ford, its nothing but applause.

Rivalry Corp., an esports and traditional sports betting company, announced a large-scale reduction in its workforce. Reports indicate that all staff currently under contract were laid off. This Canadian company has experienced an extended period of volatility and underperformance. Its stock, trading as RVLY on the TSXV exchange, has lost over 99% of its value. The board of directors is now evaluating strategic alternatives to stay afloat.

https://www.dust2.us/news/70686/esports-sportsbook-rivalry-announces-mass-layoffs-as-company-weighs-options-to-stay-afloat

in the AHM he talked about the stock price and talked about how QC won't ever get you instant gratification. What the f is he talking about? It's been 5 years and the stock hasn't moved. Sure, it's oscillated up and down, but if we don't have ESPP or RSUs to sell it's useless.

I am going to start emailing the board to point them to all the anonymous threads showing the employees hate this leadership.

What is going on in Jacksonville, more layoffs? Board on site?

What I find comical is when someone tries to give people the heads up on this board and its often met with heckling and jeering. When the day comes shortly thereafter…..it gets all serious. The hecklers disappear and can’t be found, most undoubtedly combing the emails, group chats and personal texts to see if “it” is coming their way.

what is your red line regarding CC and V performance that would cause you to say, ok, now we have to act?

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…

Board approved Mikes request to remove employee engagement results from a compensation calculation for SOC. But enjoy bigger bonuses funded by layoffs

With the release of the E files, ya'll know, I'm not about to type any more details than that...

I have to ask. Has anyone searched through our current BoD? Leadership Chain? Or priors who've left? I think we would all love to know the company is at least clean of that... if not much else.

There are currently proxy statements out, vote to get rid of this board. Vote for the ability for shareholders to force meetings (2nd to last question on the proxy)

What do you all think of Mikes email this morning that he won't won't serve as chairman after his term is up? I got to believe that the rest of the board and Ammit wanted it that way. Maybe paving the way for a sale?

Anybody else find it ironic that there are no Indians on the Board of Directors of a company that has over half of the Engineering workforce being Indian?

https://www.cummins.com/company/leadership

Decline in value 3 consecutive days. Time to let the board activists drive real change - let’s get on with accelerating the next two chapters for gods sake.

Does the board face any legal risk given that they haven't acted in the best interest of the company?

We are all just pawns in this RTO bs game designed to make people so miserable they quit while also propping up real estate portfolios of black rock, Stankeys overlords. He has no original thoughts or ideas. He just does as he’s told to do, and the board is complicit. This company is just about dead, and Stank is the most commonly hated CEO in the world. Nobody believes in him. He’s proven time and time again that he is nothing but a loser with his buy high sell low tactics. He’s burned billions and needs to be held accountable.

MOC CFO replaced after just 2 years! Atleast it’s nice to see our competitors actually keeping their leadership accountable!

L3Harris had several rounds of layoffs this year, to artificially inflate their stock price, to ensure that the Board Members got their bonuses. I find it very interesting, now that the bonus checks have been mailed out, that L3Harris is hiring again. Coincidence? You be the judge.

I am a former trustee and graduate of Johnson & Wales University (class of 1973). I served as a trustee for over seven years and during that time worked to be a proper fiduciary of the university. I applaud your June 23 article “The Rise and Fall of Johnson & Wales University.” The article fully captures my personal frustration with university leadership, most significantly Chancellor Mim L. Runey.

As a first-generation college graduate, I also established an endowed scholarship in my family’s name to benefit students coming from a background similar to mine, who are looking to get into a finance/business-professional role.

When I resigned my role as trustee and chair of the academic subcommittee a couple months ago, it came as a result of frustration not only about moving the academic needle and managing my endowed scholarship but about the loss of over 30 established academic leaders over the years. These leaders were not included in the recent staff/faculty terminations mentioned. These academic leaders were brought in to build and develop key programs not part of Culinary. Most lasted a year or more and then suddenly were no longer part of the university.

The root of the problem at Johnson & Wales is Chancellor Runey. People are afraid to challenge her for fear of retaliation and dismissal. Her friends thrive, but many are just afraid to challenge and speak up for fear of being ostracized. Many of these people have gone on to other colleges and universities to build very innovative programs. Just look at the recent promotion of Joe Greene to president. I have great respect for Joe in his financial leadership. But for Joe, JWU would have collapsed years ago. My point is that the university at the board’s direction should have used the opportunity to build an effective bench with some new talent who could possibly serve as a replacement for Chancellor Runey. The time for fresh talent and ideas is now.

It is a shame that proud graduates, like myself, are watching the collapse of what was a fine institution. The university led culinary arts for many years, only to then fall to a distant second or further behind the Culinary Institute of America and to two-year institutions popping up all over the country. They lost their way and bet it all on one-dimensional education, favoring Culinary and Hospitality. They have all but abandoned the very foundation of their business, education.

This is my first external outreach. I have written several letters expressing these issues to the board chair and vice chair but receive little if any response.

Thank you for caring enough to write this piece. We all hope that the university can find its way, but each day I become less and less certain they will without bold moves.

• Philip Renaud, Johnson & Wales University, Class of 1973

Goldman Sachs found that layoffs now lead to stock price losses. Will the board learn from this?

https://fortune.com/2025/12/25/goldman-sachs-research-ceos-layoffs-stock-price/

And please, dear trolls: stay away.

The people who could actually make a difference are the ones being let go, while executives keep making the same mistakes and rewarding themselves. The board should be stepping in, but it feels like no one’s paying attention. It’s exhausting to watch a company with so much potential get mishandled over and over.

New year predictions…?

• Wael runs away
• the board finally reins Wael in
• Wael’s plans for more decimation of the company stop
• We do an about face and start acquiring other businesses
• We decide to only become a trading business like Vitol
• Wael finally takes a bet

Place your bets!

Bill and his Board of Bandits continue to throw things against the wall hoping something will stick to get share price up.

He likes to hire cheap Indian labor. Good Luck Americans. You are going to need it!

No

I received an email, same as all you, asking for ideas. A similar email was sent by Hans. I also gave sincere feedback during Pulse. Multiple submissions in Ideas at Work.

For over a decade, I have tenured ideas. Also for over a decade, I have cautioned leadership regarding the clear missteps that they were making. It was tempered at first, but was amplified when Hans was hired. There were many red flags.

"The plan will be presented to the board for them to approve.". Yes, that's how corporations work. Hans did the same, and how did that work out? The signs of the impending failure were obvious.

So the root of the issue are those that do the hiring of the CEO. The board needs flipped.

Annual sales declines of 2.6% for the past five years show its products and services struggled to connect with the market

Earnings per share decreased by more than the revenue over the last five years, showing each sale was less profitable

8× net-debt-to-EBITDA ratio shows it’s overleveraged and increases the probability of shareholder dilution if things turn unexpectedly

When do the Board declare no confidence in them ?

Hi friends. I have it on good authority that layoffs are confirmed for early 1Q 2026 immediately following the holidays. My source said the board recently signed off on the plan of “execution”. Also a major topic of discussion was to relocate the HQ back to Spring TX due to quality of hires found in Oklahoma. This was a similar strategy of our former company, Southwest Energy said they could hire much better Engineers from A&M and the land people from Okie were non consequential hires basically. Although this appears to be a long term plan for Expand after the dust settles from this 25% layoff. I’ll keep this forum updated with more news and stuff. Happy Holidays, y’all!

What did the board do these oast years? Allow the worst decisions. How they fixed it? Unload 13+ of the employees 🤬 - oh, and come to sip a cuppa coffe in front of every employee

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VZ board member compensation varies, with independent directors typically earning around $335k-$365k in cash for 2024, while Chair Mark Bertolini and CEO Daniel Schulman received higher amounts, alongside stock awards; specific figures show Clarence Otis Jr. earning over $410k cash, and others like Carol Tomé and Vittorio Colao earning $335k, with amounts reflecting their roles, though total compensation (including equity) differs and requires review of proxy statements. 

Key Board Members (as of late 2025):

• Daniel Schulman: Chief Executive Officer (CEO).
• Mark Bertolini: Chairman of the Board.
• Hans Vestberg: Special Advisor & Board Member.
• Roxanne Austin: Director.
• Vittorio Colao: Independent Director.
• Laxman Narasimhan: Independent Director.
• Carol Tomé: Independent Director (UPS CEO).
• Shellye Archambeau: Independent Director (MetricStream CEO).
• Jennifer Mann: Independent Director (Coca-Cola EVP).
• Caroline Litchfield: Independent Director (Merck CFO).
• Clarence Otis, Jr.: Independent Director (Darden Restaurants). 

it seems the actual CEO is absent from the EC committee, and she seems to only be present as a cheerleader, and absent from any meaningful actual leadership. Does the board make all the seemingly confusing decisions? is it made in a vacuum by Mason or Gibson? I'm genuinely confused as a a newer employee here...

Surprised to see Gina’s internal email in the press already! 😀.

Will be interesting to see how the board addresses this in the all hands next week and their comments on share price + continued transformation.

Haven’t popped into Layoff for many months. Come in today and the last comment is like 4 months old. Did RVBD close the doors? Does the corpse have a pulse? Can someone provide an overview of what’s going on? How have the last couple of quarters been? Any key people left? Anybody buying anything? Anybody ever buy the AI thing? Clue-in us formers!

Layoffs are a distraction to allow the executive board to maximize their own bonuses. And their actions are vindictive towards employees.

The share price is plummeting and is likely to drop below $200 soon. SAP's AI initiative Joule is receiving poor feedback from customers and has less than 5% active adoption rate within SAP. Recent acquisitions like Signavio, Leanix and Walkme seem more focused on pushing their DEI agendas than an actual integration. Development managers are being replaced by hr personnel in HPOM. There is a disconnect in projected profiles due to high order volumes but extremely low adoption rates and upsell. Competitors are justifiably taking legal action over clear instances of copying and infringement. Meanwhile the budget for annual salary appraisals is slashed to an all-time low and there are rumors that bonuses will be capped at 50% next year. The new performance management is giving more power to bad managers and only employees who have a good relationship with their managers can now expect a decent bonus. Free cash flow is funneled into share buybacks, dividends and hefty bonuses for the executive board. Less cash means that employee benefits will lower even further in 2026.

In any other organization, such a situation would trigger a complete board overhaul and the establishment of a solid long-term strategy aimed at stabilizing stock prices and fostering growth over the next five years.

But not at SAP. The executive board seems more inclined to discuss further layoffs and say derogatory and controversial statements in every interaction. Despite all this, they will get the highest bonuses ever.

There are simply NO CONSEQUENCES for their actions. It's disheartening to witness a dysfunctional executive board that prioritizes its own interests over the company's well-being and employee trust.

https://www.crn.com/news/channel-news/2025/insight-ceo-joyce-mullen-to-retire-leading-insight-has-been-the-pinnacle-of-my-career

It’s time for CL to follow suit here I mean c’mon man — What are she and the board waiting for? How much lower and worse, respectively, does the stock and culture have to rot before she’s out?

Well, over the past month we watched our stock just tumble and tumble.... and then tumble some more and watched our stock investments just collapse.

I initially thought the price would see a hold before it got to $250 per share - but didn't happen. Now we are well on our way to $225 per share and at the rate the stock is falling it is well possible that we can crash to $200 by end of year ( next 5 weeks).

Which then begs the question, how low will stock price go before our Board has to take very aggressive measures to curtail the investment losses ( and protect themselves)?

I think at this point the Board was already in discussions to implement layoffs in Q1/26 but at the steady rate the stock is falling combined with a global economy that shows significant signs of the onset of a recession, I am fearful the layoff discussions the Board is having will very well have to be amped up even higher to offset the stock collapse.

Making matters even worse, our Board could not have picked a worse time to shut down our ERP Maintenance biz, which has been the stalwart of a very profitable and steady income stream - we will all live to regret this move.

Good luck and best wishes to all of us!
The worst thing at the worst time of the year!
Shame on you Board and Dan! Had the board been stronger and not rubber stamping all of Hans’ hires and ideas - we may not be in this mess.