TMUS宣布在美国裁员五千

据华尔街日报报道，电信运营商T-Mobile宣布裁员五千人，大约占公司雇员总人数的7%。常言道，「It ain't over till the fat lady sings」，现在就是胖女人唱歌的时候了哈哈哈。

https://www.wsj.com/business/telecom/t-mobile-us-to-lay-off-7-of-workforce-df368047?mod=hp_lead_pos5

T-Mobile US TMUS -1.89% plans to lay off about 5,000 employees, or 7% of its workforce, as the cell carrier looks to reduce costs amid rising competition in the wireless industry.
“Right now, our company is at a pivotal crossroads,” said Chief Executive Mike Sievert. “What it takes to attract and retain customers is materially more expensive than it was just a few quarters ago.”
T-Mobile and rival carriers AT&T and Verizon Communications have been fending off rising competition from cable companies, which are offering lower-priced wireless plans as part of a bundled offering along with internet and cable. Subscriber growth across the industry has also slowed in recent quarters after a pandemic-fueled growth spurt over the past couple of years.

The growth in T-Mobile’s wireless business has outpaced that of AT&T and Verizon in recent years. The company has also been rapidly adding customers of its 5G-powered wireless home-internet offering. Sievert said those successes aren’t enough.
“It is clear that doing everything we are doing and just doing it faster is not enough to deliver on these changing customer expectations going forward,” he said in the memo.
T-Mobile’s layoffs will come over the next five weeks and mostly affect the company’s corporate and back-office employees, Sievert said. Retail and customer-service employees won’t be impacted. The company had 71,000 full- and part-time employees as of Dec. 31.
Most affected positions are duplicative roles or aligned with company processes that are changing, the CEO said. T-Mobile, he said, is also reducing its reliance on contractors.

前天看 Bloomberg 新闻：Half a Million US Jobs at Risk of Vanishing in Payroll Revision
Payroll Revision 后就业数据会更难看一些。所以说美国的这个就业数据水分真的不少。

这些企业还算诚实，宣布出来裁员数。现在像我司这样的大厂，这一年都在断断续续内部小规模 Re-Org 精简人员，这种都没人关注了，媒体也不会报道，只有内部员工能感受到危机。

匿名用户 发表于 2023-8-24 11:40
大规模银行破产关闭会在（大概率明年）美联储开始降息的时候发生。

美国商业地产这一块儿今年已经出现一些违约问题了。看路透社的报道，根据 Moody's 的数据，目前美国商业地产的违约率到 4% 了，并且 Moody's 预测美国到 2023 年底商业地产的违约率会上升到 6% （金融危机时期美国这个数据是 10%）

Analysis: Banks step up U.S property loan tweaks to limit defaults
我也觉得明年美国各种违约暴雷债务危机才是最严重的。

感觉风暴中心快来了 黎明前最黑暗的时候

匿名用户 发表于 2023-8-24 08:33
感觉风暴中心快来了 黎明前最黑暗的时候

对头，电信运营商这种Utility性质的公司一般是最晚被波及的。

匿名用户 发表于 2023-08-24 09:34:44
对头，电信运营商这种Utility性质的公司一般是最晚被波及的。

最后还有银行 估计区域型银行遭殃 再加息 关个1000家 都不稀奇

匿名用户 发表于 2023-8-24 08:36
最后还有银行 估计区域型银行遭殃 再加息 关个1000家 都不稀奇

大规模银行破产关闭会在（大概率明年）美联储开始降息的时候发生。

把原因呢归咎于cable companies的竞争，可是现在除了老头老太太谁用cable啊？死贵还一半的时间是广告。。。我不用cable很多年了。。。

看隔壁帖子 嘉信理财都裁员了 https://www.1point3acres.com/bbs/thread-1011601-1-1.html
我觉得这裁员潮真是要蔓延到每一个角落。

匿名用户 发表于 2023-8-24 09:36
最后还有银行 估计区域型银行遭殃 再加息 关个1000家 都不稀奇

前些天 Moody's 下调美国 10 家银行的评级 https://www.1point3acres.com/bbs/thread-1008805-1-1.html
并警告还可能下调更多银行评级。我感觉后面银行业危机还会更严重。