First up, job cuts. Last quarter, Oracle disclosed a 2026 restructuring plan that it expected would cost the company up to $1.6 billion primarily due to “employee severance costs.” Of that $1.6 billion, Oracle has recognized about $826 million in charges against the plan—that means Oracle still had about $788 million to go. Bloomberg reported last week that Oracle was eying layoffs in the thousands to rebalance its workforce and to lean further in on its shift from an enterprise software licensing company into a cloud infrastructure provider that competes with Microsoft and Amazon.
贾国龙回归后的核心思路,是靠服务、靠“情绪价值”稳住西贝品牌的中端定位。2025年的新年贺词中,他总结“谁能把餐饮做成娱乐业,满足顾客的精神需求,谁大成。”2024年12月接受采访时,他提到“盲目内卷价格是不可取的”,希望西贝在“做好、做久、做大”中,首先要“做好”。
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