#strategy

Intel use TSMC as its foundry. Hoe come it can not make for itself, but can make for others?

AI infrastructure is where the opportunity is.
Dump adjacencies like Collab, Security, whatever Duo is, and Observability (aka Dozen Eyes and Sp--k). I won’t even mention CX and Outshīt, which are too obvious

Do those things and Cisco is legit $200 stock.

Sorry, not sorry.

The CEO is a maniac and literally fires people without knowing what they do. It's an odd strategy for success.

If you look at DH’s plan, and the way he speaks on earnings calls, he is copy/pasting from a playbook from Nike.

Morale is at all time low, teams are divided, some with connections travel to WDF and Palo Alto for All in on AI workshops and the rest become mere spectators of what’s next to come without any stake in decisions.

Joule for Work rebranding of Joule Studio was a big flop in the 2 demo sessions, not fit for Sapphire launch, buggy, slow and complicated like a typical SAP product. SAP has mastered the art of making simple things complicated and buying new companies to keep the revenue going.

This house of cards will fall soon and all the old investments will go bust from wdf oldies.

worthless as a chocolate teapot but keeps pushing clueless idea and staff and patients have to deal with this! how many have to leave or be miserable before leadership hires people who have actually worked with patients in their clinics.... but carson welsh from quarterly mtg will come to collect 1.5 billion in 2027.

Share your thoughts here.

Personally, I so appreciate hearing about our strategy from some dude who has only been here for six months.

L7s, L8s, and L9s have forgone years of experience and nuanced knowledge that their teams’ possess in favor of having their egos stroked by fluff words from a machine that placates whoever is prompting it.

Many people who have been on businesses and can advise on actionable things to make them grow are being gaslit, ignored, and essentially told “shut up and do as you’re told”.

Of course it’s understandable how and why a corporation thrives on hierarchy, but having leaders who are NOT experts in their field giving vague opinions with zero willingness to learn about individual business does not make sense from a business perspective much less a personal one.

They expect us to decode their ChatGPT strategy and do backflips and upheave our lives to mind read and materialize what even they don’t know. This isn’t just a tool anymore, gen ai is running this company.

Long gone are the days where we were guest obsessed and interacting with the our shoppers to understand their needs. We now create product to appease one or two people.

Praying for a wake up call to save this mediocre and spineless company. I used to love this job so so much. I want it to get back to the way it was when the guest loved us and WE THE WORKERS loved it here as well 💔

https://www.snowflake.com/en/blog/datometry-for-snowflake-teradata-migration/

EH but rather PK not letting EH do anything radical to fix it
the way he sees it necessary.

I guess PK is not really gone but applying his invisible pressure
behind EH's back. That makes EH a puppet.
PK a actual power

ISC, Legal, IT, and Finance should not wield the decision making authority that they seem to have around here. When nobody knows what the strategy is, they just sit around and let the “process” dictate what happens.

What does this mean? TBH doesn't seem like a bad idea if they want to avoid market volatility for now.

I spent there less than a year - I quit because I was bored. I observed 50+ people doing almost nothing, mostly consultants or other peers. My manager (SVP level) was unable to control her area and didn't even know what she should expect from people. There was literally no strategy, no plan and terrible ignorance - from payments to tech industry.

Is there any other way to interpret his somewhat ambiguous message from this morning?

"Reviewing strategic alternatives for EviCore"

First, STOP WITH THE CONSULTANTS FOR OUR STRATEGY 👏🏼👏🏼👏🏼
They don’t know the business like we do. They don’t understand what has made Nike Nike.

Second, FOR THE LOVE OF ALL THINGS SACRED STOP CLOUT CHASING.
It’s honestly an embarrassment at this point. We bring people and companies on that have NOTHING to do with athletics or sport. Perfect example is the skims collab. The announcement of how Nike was partnering with skims because they had knowledge and understanding of the feminine form read (to me and many others I know who think the skims brand is mediocre at best) we don’t care about investing in ourselves and innovation for female athletes - we’d rather contract that out. Next this last drop literally looked like things I could buy at a dance studio. Nothing innovative. And the Travis collabs… cmon. He’s problematic and has nothing to do with sport. Who remembers his tantrum playing kickball during JDI day? I get that we are in the streetwear arena now but our athletic styles made it into streetwear without trying and without non-athlete celebrity collabs. One offs are great or if it’s someone who isn’t problematic a regular collection is cool. But let’s be smart.

Third, LISTEN TO THE EMPLOYEES and stop protecting leadership (and yes people).
Tech was screaming at the top of their lungs how bad RL was.. we’ve heard the allegations. Then comes MD, again, SCREAMING she didn’t know what she was doing. Lower level employees see a lot more of what’s working and not than leadership; or that’s what it feels like since they do nothing to improve anything.
Fourth, OMG LISTEN TO CONSUMERS (thought this would be obvious)
Everyone complains about how narrow our shoes are. I’ve heard some explanations about this saying elite athletes have narrow feet. My solution? Standard sizing that the average person can wear and elite sizing (our current fit). Imagine the marketing antics we could pull with that. Nike wasn’t built by everyone agreeing and falling in line. To expect us to thrive with a majority yes people is absurd, but we also need more focused on collaboration. One team, best team, team Nike.

Five, MARKETING WTF ARE YOU DOING. Our brand should be in alignment.
How tf did “Runners welcome. Walkers tolerated” pass through approvals?!?!!! Especially when one of core mottos/statements is “if you have a body, you’re an athlete.” Like are we inclusive and want everyone to make sport a daily habit, or shame people who are trying to be active? Alignment is key my guys and we can’t seem to pick a lane.

Six, WE NEED A BETTER FTE/ETW RATIO, not offshore all of tech and holy cow stop with the layoffs
We are literally always under investigation by the state for not having enough FTEs. Some ETW roles need to be converted, period. It’s not staff aug/special projects/SOWs/MSAs. It’s regular day in day out work that we are contracting out. Not just that the onboarding and offboarding costs (and the pain that that is).
I worked in GT. I do see the value in having ITC. However, I see bigger issues when the tech teams are working off hours. Tickets being closed because you don’t see their response in time because of the time difference. Tickets moving slowly because you can only send/receive one response per day. And it seems like with this shift changes have come down like, when an ETW converts creating an entirely new account for them (literally seems like they weren’t trained correctly or held accountable for this issue when for YEARS converting accounts wasn’t an issue).
Layoffs are bad. We do it to please wall street then have to ramp hiring back up or have to contract more work out. Not to mention the onboarding and offboarding costs associated. Plus these decisions are usually not made at Nike based on performance and it’s pretty evident.

Anyways EH let me know if you want to talk strategy cause I think I’ve got some great suggestions on correcting the ship.

Thanks for coming to my TEDTalk

Nothing else comes to mind?
Any takers?

Architecture leadership without architecture, direction without clarity, and decisions without grounding, this isn’t strategy, it’s a slow, well-documented collapse

Can someone answer this please?

What are the odds of a mega merger or a CEO change at Honeywell after the split?

Would Aero or Automation merge to form something big? Thinking about the accelerated timing of the split also aligning with Elliott's 1 year quiet term ending.

In such a scenario, history always had a new CEO. How likely will there be a new CEO?

SAP strategy is what it has always been: wall off the garden and force the installed base to adopt mediocre software products.

This strategy will fail massively with AI.

1. it is now very easy to get data into snowflake and databricks, there is already massive demand for people who understand the semantics of SAP S4 data.
2. Using AI is so ludicrously complicated it is essentially a joke, you literally need 4-5 extra BTP licenses just to activate the tools, the plumbing alone requires a mini project of several weeks
3. Even if you go through this painful exercise you literally get nothing that you could not have gotten (even for free) outside of the SAP universe and most of these products are much superior to the SAP tools
4. SAP has no control over the LLM models

the only moat for SAP is writing back into the S4. This is the last defense, every other wall has been breached already

Nike's former CTO agrees with this LKDN post that Nike is divesting the wrong things.
These repeated cuts feel less like a thoughtful long-term strategy and more like a short-term push to satisfy board expectations and quarterly metrics. “Win Now” sounds more like reactive cost-cutting than a real competitive investment plan.

In plain English: Nike should stop overreacting with broad, random headcount reductions and instead focus on making strategic investments that strengthen innovation, technology, and long-term market leadership.

Cutting core capabilities, especially in tech during a digitally driven retail era, risks weakening Nike’s ability to compete, rather than positioning it for sustainable growth.

-- Here is the original post --
https://www.linkedin.com/posts/aalokrathod_nikes-win-now-strategy-is-starting-to-look-share-7454251646185996288-0mPs

Nike’s Win Now strategy is starting to look like a Cut Now reality.

Nike just cut 1,400 roles, mostly in tech.

Their official statement? It's part of their "Win Now" strategy to position for future growth. And I cannot stop laughing at the sheer audacity of that phrase.

You're firing your entire technology department during the most technology-dependent era in retail history, and calling it "Win Now"? That sounds like a surrender with better branding.

This brings Nike's 2026 total workforce reduction to approximately 2,175 employees when combined with the 775 roles eliminated in January, representing a staged approach to cost optimization that most FP&A teams recognize as "we didn't get the cuts right the first time."

When you do layoffs in multiple tranches within four months, you're not executing a strategy. You're making it up as you go. The tech department specifically? That's the department that's supposed to help you compete with lululemon's digital-first model and On's DTC dominance. But sure, let's cut those people because nothing says "future growth" like dismantling your competitive infrastructure.

From an FP&A perspective, this is textbook "optimize for this quarter's EBITDA, worry about revenue growth later." Which works great until your board asks why market share is hemorrhaging faster than your cost savings can offset.

And can we talk about "Win Now" as a strategy name? That's what you yell at your fantasy football team when you're down by 30 points. Real strategies have timelines, milestones, and don't require firing the people who actually know how your systems work.

The forecast model practically writes itself. Cut costs in Q2, miss revenue targets in Q4, announce "restructuring 3.0" in Q1 2027, rinse, repeat. Nike's not positioning for future growth. They're liquidating future capability to hit current-year numbers.

But hey, at least the PowerPoint probably looked incredible.

Interesting ELT announcement and interesting times ahead. Wow we’re really doing this ...

Remember Elop ? Here is the sequel.

How do you like deliberate ki-ling of mobile networks business by Justin ?
They don’t even pretend it makes sense, just babble about AI hypercycle ignoring all the institutional knowledge how to build RAN products, while middle mangers jumping like monkeys around Justin amplifying the bs hoping they will be spared.
In a year Nokia will end up with no 6G product and no prospect to even regain ability to do one.
Don’t wait, it is going to get worse from here.

All signs point to good results tomorrow with help from the blockade in the Straight of Hormuz. I’m sure we will say it is proof our strategy reset is working, and that we still have to make more “difficult” changes. Then cue layoffs announced around Q2 results. What does everyone else think?

That's this place in a nutshell.

Now that DF the champ of west coast software talent rehashing old ideas of low talent Michigan auto engineers out, I sincerely hope someone talk some sense into Ford executive thick heads.

Ford hasn’t shipped anything of significance since FNV2 (feel proud of that era). FNV4 would have been essentially delivered this year. Yet after billions wasted what did we get?
Silicon valley snake oil seller left with 200m and the company got a nothing burger.
Their SDV dream is as good as a dead cow in the canal, effectively years behind any competition.

Never seen waste more splendid than this. Unbelievable!!!

rifs strategy team with impossible plans and centers losing staff daily...is this whole thing planned? carson and welsh is coming to cash in soon. then why buy more clinics? anyone know more? rumor is more rifs in july

destroy independent dealers network who had connection with their local markets, customer base and worked hard everyday to maintain positive relationships from Nike and their local customers.
Each individual dealers knew the market and provided what customer demanded. And from broad Nike offering they selected and provided what customer wants
For example: I had couple of store where there were majority of population was Hispanic and I worked hard to provide what they wanted. And I had a friend who had stores in mostly African American inner-city area his store offering was totally different than mine. And a friend in Central Valley rural area had his own offering of shoes that people in his area wanted.
Now, Nike eliminated all of their distribution system that helped to get where they are.
Instead, they have a system where it is one size fit approach.

Greed is what it ki-led the Nike. They thought that they could do everything by themselves with their minimum wage staff in the store. WRONG!!!!

Communism failed everywhere in the world because they thought that being is big is the best answer but history has proven thousands of individuals will beat communist every time.

I was told that eliminating all the independent dealers was PK's idea and ditto for hiring JD as CEO.
PK built Nike but he is also main reason that Nike will face negative future.

IBM is in a strong financial position, backed by consistent cash flow, disciplined capital allocation, and a well-managed balance sheet under CFO Jim Kavanaugh. The company continues to invest strategically in high-growth areas like AI and hybrid cloud while maintaining financial stability, showing that its transformation is being executed from a position of strength—not weakness.

And it's deliberate, because talent costs money. But people are the foundation. Everything else can be replaced or fixed. That can't. Especially if you’re gunning to stay on top.

Anyone know the plan ?

The PGA Tour cut 56 full-time employees. This reduction impacts about four percent of its staff. These changes follow a $1.5 billion investment from Strategic Sports Group. A new CEO model is now in place. A shorter schedule and new markets are under consideration.

https://golfweek.usatoday.com/story/sports/golf/pga/2026/04/23/pga-tour-layoffs-2026-cuts-4-percent/89753519007/

typical corporate bull sh-t. Firing staff is winning strategy?

What is next? kinder, gentler machine g-n handle?

Just say the way it is. We are firing our staff, because we f3cked up but have to
blame on someone else otherwise they are going to blaming us.

When stock underperformance stretches over years, restructuring no longer feels like a reset and we employees are paying for strategic failure twice...

ROE is our focus. You know what that means.

Will the sport strategy work for converse or will it end in converse sale

So we got a new strategy guy from your favorite consultants who have made a pile of money from Cargill in the past few years including the 2024 layoffs.

Guess where all the “flat organization” and other doses of corporate fools gold came from to Cargill? That’s right McKinsey…. Sadly he is not the first one….. we had an Asian lady years ago who ended being kicked out from animal nutrition (she ran it to the ground) from the same shop….. not a good precedent.

Hang on; this will be a wild ride; more “right sizing “ coming up!

So let me get this straight…

Leadership just rolled out a “neighborhood seating” plan to reduce coordination costs by literally assigning people to sit closer to executives. Because apparently the problem all along was… proximity?

What did we do before COVID? Walked over. Talked to people. Solved problems. No color-coded maps required.

Now we’ve got:

• Color-coded zones like we’re in kindergarten
• Executives getting prime, protected seating
• Everyone else fighting Hunger Games-style for what’s left
• And lines drawn on a floor plan like we’re zoning districts

And the justification? “Coordination costs drop when people are physically near each other.”

Translation: “We want you where we can see you.”

Let’s be real this isn’t about collaboration. It’s about control.

Also… using literal colored lines (including red) to divide where people belong? In a corporate environment? In 2026? You really didn’t think that one through.

Meanwhile, instead of investing in actual tools, processes, or fixing broken workflows… we’re rearranging chairs and calling it strategy.

If this is what “driving value through proximity” looks like, we’ve officially lost the plot.

Is that the new strategy?