There is a significant reorganization and layoff coming to OCI in the coming weeks. The revenue and utilization growth that was forecast and promised by top OCI leadership to LE and SC has not materialized. Things are growing at around 25-35% of the forecast pace. All key competitors are continuing to grow much faster.
There will be a significant purge of people from OCI — some will be as said OCI-C folks, but also some of the dead-weight hires that OCI made in the past 2-3 years. Many of these hires were over-paid from the get-go simply because they came from AWS or Azure, so it was assumed they knew what they were doing.
In reality many of those hired are clear B-team players from MS and AWS, and even OCI can’t use them. They had their shot, and they have failed.
Lots of relative junior players who would be a senior manager or a director at most companies, have been promoted very very prematurely into Sr Director, VP and even SVP roles. These folks are scrambling and struggling under not only the weight of their day jobs (they are out of their element) but also with the inflated expectations promised to the board and SC/LE.
While key players such as DJ, CM and ML are safe for now, scrutiny by top management and the board is slowly advancing toward them. Eventually, the ability to scape pay and blame their way out of the failed promises will be too obvious. And once it reaches that point they will instantly be gone.
Although there is a ways until this point is reached, OCI management will continue to lay off and pare teams down, and hire new fresh B-team blood from AWS and Azure in a desperate attempt to stem the tide and stave off the inevitable failure … and their own scalps being fired. This is still a couple of years off, but time is ticking and the hourglass is dropping fast. CM is in a major race against time to ramp up the growth, or be unceremoniously thrown out down the road.
Look for dramatic acceleration in layoffs in the hardware, ACS, regional sales, cloud sales (including the ludicrous Class Of group), OCI-C, legacy apps (JDE, Peoplesoft, etc) and the legacy platform wannabe cloud services groups like Weblogic, API management, integration and developer groups.
It’s coming folks. Be ready. Form your exit plan NOW. StRt getting out there and interviewing.
The Ax-Man