Core product will probably be alright, though there may be some trimming. Secondary stuff like internal tool teams, BIs, etc. will probably catch the brunt of it. If you're an under-performer or on a PIP and didn't get cut already I'd start looking.

Uber was already a long-term market capture play. They were losing money but grabbing the market with the hope that they'd be able to get automated cars on the road in time. That was kind of sustainable (for a while, anyway), but now they're getting even less cash and will likely have to cut back to the must-haves.

Engineering will likely be hit on the team/project-level, I suppose? If you need some amount of tech people to run your operation, it's hard to say "well, we're doing fewer rides, we can now fire 50% of tech". But they may well be cutting back the side-projects and exploratory R&D.

say bye bye to next years refreshers

Why would you stagger them like that?

Layoffs have got to be terrible for morale. I'd expect you'd want to minimize the anxiety by getting all the uncertainty out of the way.

Friends at Uber have many positive things to say about the company, but all of them have been very clear that a lot of the management layers are populated by people with limited experience. Most likely the engineering lay-off couldn’t get done in time for earnings.

You would not stagger it like that.

My suspicion is that the lay off got leaked and it forced the company’s hand. They are probably scrambling to get everything finalized ASAP.

And eng lay-off requires more planning than customer support lay-off

They have an earnings call tomorrow. Have to show something before the call.