Founder, Goodall Research. Capital, the people behind it & the companies it moves. New: Layoff Desk ↓ I watch which corporate narratives are about to break.
$CHTR Charter is heading into a cuts-and-reorg cycle. My read: 1,000–3,000 jobs eliminated or left unfilled over the next 18 months.
The workforce is already thinning in engineering and operations. Now Charter wants $2B in savings by killing projects, stripping out management layers and squeezing vendors.
Frontline roles aren’t targeted… but Cox calls are moving to U.S. staff with no added headcount. The CCO and CMO are exiting as well.