What I'm seeing myself and hearing from others is that their overall compensation declined again this fiscal year (it was down last year too). Various forms of compensation continue to be trimmed back. Variable compensation is significantly down (even worse than last year) and is significantly lower than the level of attainment the organization says it achieved. Going forward, additional (very subjective) elements are being factored in to variable compensation that make it look as if things will only get worse.
In contrast, Oracle just posted a growth quarter/year overall with emphasis on how Cloud is taking off. LE's wealth grew by $5B in the two days after the earnings call. MH and SC each cashed out stock options to the tune of $17M+ each. Performance by group/region varied and not everyone hit target, but there was real improvement over the past year. It seems that only the top levels of the organization are reaping any benefits while the rest of the organization is being squeezed. I expect that the all-hands executive meeting this week is likely going to be aimed at trying to convince the organization that things will get better, that Oracle is great and that continued devotion to the triumvirate of LE/MH/SC is a good thing.