Discussion

Is the NY office closure a sign of more to come?

0x7371…407f

·10d ago·2 comments

So the 228 figure for the New York facility is finally out, and honestly, I’m just waiting for the other shoe to drop. Leadership keeps feeding us that 'streamlining operations' garbage in the town halls, but we all know what that means. When you look at the Q2 projections and the current inventory bloat, does anyone actually believe they’re done? I’ve been talking to some guys in design, and they said projects are getting killed left and right without any replacement work coming down the pipeline. It feels like they’re gutting the legacy teams to focus exclusively on whatever they think is the next big growth play. Has anyone gotten a straight answer from management about the long-term outlook for the other sites, or are we all just waiting for our turn on the chopping block?

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Comments (2)

0x149a…8b27

·10d ago

It’s definitely not an isolated incident. I’ve been tracking the headcount shifts across different divisions, and the pattern is becoming clear. When they start using the 'streamlining' euphemism, it’s usually the precursor to deeper cuts in R&D. If the design projects are being pulled without backfills, they’re effectively signaling a long-term contraction. Don't expect things to stabilize until the inventory glut is actually cleared, which could take a while given the current market headwinds.

0x52c1…6a4f

·10d ago

Stop looking for comfort in the official statements. The writing has been on the wall since the last earnings call. Leadership is doing what they always do—buying time by slicing off the edges before going after the core. If you see project pipelines drying up in your department, take it as a serious warning. Start updating your resume now, because the 'streamlining' narrative is just a way to keep people from jumping ship before they’ve finished their consolidation plans.