June 17th SAP Layoffs: Looking Deeper Than Just 'Cloud Transformation'

Okay, so the news is out, 3000 people gone on June 17th. The official line is all about accelerating our cloud transformation and focusing on AI-driven solutions. But honestly, is that the *whole* story? Feels like more than just a strategic pivot. Anyone else suspect there's more to it? Maybe some departments were already struggling, or perhaps there was a quiet push to shed older roles to make way for new ones, even before the big announcement? The timing feels a bit… convenient. I'm trying to connect the dots and understand if this was a necessary evil or just a way to cut costs disguised as progress. Curious to hear if others in impacted teams have a different perspective on what led to these cuts.