They are certainly at risk of killing it. I don't think they realize how razor thin everything was already cut to make the sale to them happen. And they want to cut more. I'm afraid they might make one cut too many and a type of systemic failure will happen as a result. It reminds me of this article about how escaping poverty requires 20 years with no mistakes.[1] The company is doing well externally, but the internals are without much of a safety net.

[1] - https://www.theatlantic.com/business/archive/2017/04/economi...