$MSFT Microsoft's job cuts aren't done, and Xbox is where to watch next.
Asha Sharma is reportedly planning three more rounds: this month, November and January. 1,868 jobs are gone against a 3,200 target, so roughly 1,300 more are coming.
Spreading cuts across a whole year is a choice. It keeps the margin story moving and leaves everyone who's left waiting. I'm watching for the October round.
Microsoft layoffs coming? YES MORE.
This time for CSAMs?
The letter provided info that lines up exactly with my workforce modeling and what I would expect for layoff structures.
Microsoft gave thousands of Customer Success Account Managers a choice (alleged memo went out



