{
  "name": "GOT REPL(AI)CED? AI Layoff Tracker",
  "generated": "2026-10-18",
  "count": 27,
  "context": {
    "label": "Challenger, Gray & Christmas: U.S. job cuts where employers cited AI, Jan–Sep 2026",
    "value": 120136,
    "source": "https://www.challengergray.com/wp-content/uploads/2026/10/Challenger-Report-September-2026.pdf"
  },
  "entries": [
    {
      "id": "kroger-2026-10",
      "company": "Kroger",
      "date_announced": "2026-10-12",
      "year": 2026,
      "headcount": 3000,
      "headcount_display": "~3,000 over 3 years",
      "pct_workforce": "~37% of corporate staff",
      "industry": "Grocery / Retail",
      "country": "US",
      "ai_link_type": "automation",
      "ai_link_type_label": "AI/automation replacing work",
      "ai_link": "Corporate roles cut as it expands AI use to streamline workflows and cut duplicate work.",
      "confidence": "confirmed",
      "sources": [
        "https://apnews.com/article/kroger-layoffs-grocery-job-cuts-30f0a5d88377e9969ce8994644e14498",
        "https://www.streetinsider.com/Reuters/Kroger+plans+to+eliminate+3%2C000+corporate+roles%2C+memo+shows%2C+as+it+expands+AI+use/27175429.html"
      ],
      "notes": "",
      "last_verified": "2026-10-18"
    },
    {
      "id": "fico-2026-10",
      "company": "FICO (Fair Isaac)",
      "date_announced": "2026-10-06",
      "year": 2026,
      "headcount": null,
      "headcount_display": "Undisclosed",
      "pct_workforce": "~15%",
      "industry": "Credit Analytics / Software",
      "country": "US",
      "ai_link_type": "automation",
      "ai_link_type_label": "AI/automation replacing work",
      "ai_link": "8-K lists \"integrating AI-driven product development\" among reasons for cutting ~15% of positions.",
      "confidence": "confirmed",
      "sources": [
        "https://www.sec.gov/Archives/edgar/data/814547/000119312526415732/d127042d8k.htm"
      ],
      "notes": "Headcount not disclosed; we don't use third-party estimates.",
      "last_verified": "2026-10-18"
    },
    {
      "id": "monday-2026-07",
      "company": "monday.com",
      "date_announced": "2026-07-22",
      "year": 2026,
      "headcount": 620,
      "headcount_display": "~620",
      "pct_workforce": "~20%",
      "industry": "Software",
      "country": "Israel",
      "ai_link_type": "reallocation",
      "ai_link_type_label": "Cuts to fund AI",
      "ai_link": "Restructuring to refocus on its AI Work Platform; company said it isn't replacing people with AI.",
      "confidence": "reported",
      "sources": [
        "https://www.sec.gov/Archives/edgar/data/1845338/000117891326003553/zk2635715.htm",
        "https://techcrunch.com/2026/07/22/monday-com-lays-off-hundreds-to-focuses-on-ai/"
      ],
      "notes": "",
      "last_verified": "2026-10-18"
    },
    {
      "id": "oracle-2026-06",
      "company": "Oracle",
      "date_announced": "2026-06-22",
      "year": 2026,
      "headcount": null,
      "headcount_display": "Undisclosed",
      "pct_workforce": "Workforce down ~13% YoY",
      "industry": "Software / Cloud",
      "country": "US",
      "ai_link_type": "reallocation",
      "ai_link_type_label": "Cuts to fund AI",
      "ai_link": "Restructuring plan tied to AI adoption and AI data-center spending; plan cost later raised to ~$2.8B.",
      "confidence": "reported",
      "sources": [
        "https://www.reuters.com/business/world-at-work/oracle-workforce-shrinks-by-about-13-2026-06-22/",
        "https://www.sec.gov/Archives/edgar/data/1341439/000119312526389274/R13.htm"
      ],
      "notes": "Headcount fell ~21,000 (162k to 141k) in a year. That's a net change; Oracle hasn't confirmed a layoff total.",
      "last_verified": "2026-10-18"
    },
    {
      "id": "stanchart-2026-05",
      "company": "Standard Chartered",
      "date_announced": "2026-05-19",
      "year": 2026,
      "headcount": 7000,
      "headcount_display": "7,000+ by 2030",
      "pct_workforce": "15%+ of corporate-function roles",
      "industry": "Banking",
      "country": "UK / Global",
      "ai_link_type": "automation",
      "ai_link_type_label": "AI/automation replacing work",
      "ai_link": "CEO said AI will replace \"lower-value human capital\" in back-office roles.",
      "confidence": "confirmed",
      "sources": [
        "https://www.reuters.com/business/world-at-work/stanchart-cut-more-than-7000-jobs-bank-steps-up-ai-adoption-2026-05-19/",
        "https://www.theguardian.com/business/2026/may/19/standard-chartered-bank-cut-jobs-ai-london"
      ],
      "notes": "Multi-year plan; some staff may be retrained.",
      "last_verified": "2026-10-18"
    },
    {
      "id": "cisco-2026-05",
      "company": "Cisco",
      "date_announced": "2026-05-13",
      "year": 2026,
      "headcount": null,
      "headcount_display": "Fewer than 4,000",
      "pct_workforce": "<5%",
      "industry": "Networking Hardware",
      "country": "US",
      "ai_link_type": "reallocation",
      "ai_link_type_label": "Cuts to fund AI",
      "ai_link": "Restructuring redirects investment to silicon, optics, security and AI.",
      "confidence": "reported",
      "sources": [
        "https://blogs.cisco.com/news/our-path-forward",
        "https://www.reuters.com/technology/cisco-raises-annual-revenue-forecast-2026-05-13/"
      ],
      "notes": "Only an upper bound given, so it isn't counted in totals.",
      "last_verified": "2026-10-18"
    },
    {
      "id": "cloudflare-2026-05",
      "company": "Cloudflare",
      "date_announced": "2026-05-07",
      "year": 2026,
      "headcount": 1100,
      "headcount_display": "1,100+",
      "pct_workforce": "~20%",
      "industry": "Internet Infrastructure",
      "country": "US",
      "ai_link_type": "automation",
      "ai_link_type_label": "AI/automation replacing work",
      "ai_link": "Restructuring around an \"agentic AI-first\" operating model; internal AI use up 600%+ in three months.",
      "confidence": "confirmed",
      "sources": [
        "https://blog.cloudflare.com/building-for-the-future/",
        "https://www.reuters.com/business/world-at-work/cloudflare-cut-over-1100-jobs-2026-05-07/"
      ],
      "notes": "",
      "last_verified": "2026-10-18"
    },
    {
      "id": "coinbase-2026-05",
      "company": "Coinbase",
      "date_announced": "2026-05-05",
      "year": 2026,
      "headcount": 700,
      "headcount_display": "~700",
      "pct_workforce": "~14%",
      "industry": "Crypto / Fintech",
      "country": "US",
      "ai_link_type": "automation",
      "ai_link_type_label": "AI/automation replacing work",
      "ai_link": "CEO Brian Armstrong said AI lets smaller teams work faster; moving to \"AI-native pods.\"",
      "confidence": "confirmed",
      "sources": [
        "https://www.sec.gov/Archives/edgar/data/1679788/000167978826000049/coin-20260505.htm",
        "https://www.coinbase.com/blog/building-a-leaner-and-faster-coinbase"
      ],
      "notes": "Crypto-market volatility also cited.",
      "last_verified": "2026-10-18"
    },
    {
      "id": "freshworks-2026-05",
      "company": "Freshworks",
      "date_announced": "2026-05-05",
      "year": 2026,
      "headcount": 500,
      "headcount_display": "~500",
      "pct_workforce": "~11%",
      "industry": "Software",
      "country": "US / India",
      "ai_link_type": "automation",
      "ai_link_type_label": "AI/automation replacing work",
      "ai_link": "Company cited AI-assisted coding and automation of routine work.",
      "confidence": "confirmed",
      "sources": [
        "https://www.sec.gov/Archives/edgar/data/1544522/000154452226000088/frsh-20260505.htm",
        "https://www.freshworks.com/theworks/company-news/message-from-ceo-may-2026/"
      ],
      "notes": "",
      "last_verified": "2026-10-18"
    },
    {
      "id": "snap-2026-04",
      "company": "Snap",
      "date_announced": "2026-04-15",
      "year": 2026,
      "headcount": 1000,
      "headcount_display": "~1,000",
      "pct_workforce": "~16%",
      "industry": "Social Media",
      "country": "US",
      "ai_link_type": "automation",
      "ai_link_type_label": "AI/automation replacing work",
      "ai_link": "CEO said AI tools reduce repetitive work and let smaller teams move faster; 300+ open roles also closed.",
      "confidence": "confirmed",
      "sources": [
        "https://newsroom.snap.com/organizational-changes-at-snap",
        "https://www.reuters.com/business/world-at-work/snap-lay-off-about-16-staff-2026-04-15/"
      ],
      "notes": "",
      "last_verified": "2026-10-18"
    },
    {
      "id": "block-2026-02",
      "company": "Block (Square, Cash App)",
      "date_announced": "2026-02-26",
      "year": 2026,
      "headcount": 4000,
      "headcount_display": "4,000+",
      "pct_workforce": "~40%",
      "industry": "Fintech",
      "country": "US",
      "ai_link_type": "automation",
      "ai_link_type_label": "AI/automation replacing work",
      "ai_link": "CEO Jack Dorsey: \"Intelligence tools have changed what it means to build and run a company.\" Headcount from 10,000+ to under 6,000.",
      "confidence": "confirmed",
      "sources": [
        "https://www.cnbc.com/2026/02/26/block-laying-off-about-4000-employees-nearly-half-of-its-workforce.html",
        "https://www.reuters.com/sustainability/sustainable-finance-reporting/block-shares-soar-dorsey-leans-ai-trim-workforce-2026-02-27/"
      ],
      "notes": "",
      "last_verified": "2026-10-18"
    },
    {
      "id": "wisetech-2026-02",
      "company": "WiseTech Global",
      "date_announced": "2026-02-24",
      "year": 2026,
      "headcount": 2000,
      "headcount_display": "~2,000",
      "pct_workforce": "~33%",
      "industry": "Logistics Software",
      "country": "Australia",
      "ai_link_type": "automation",
      "ai_link_type_label": "AI/automation replacing work",
      "ai_link": "Company said AI has ended the era of manually writing code; dev and customer-service teams cut up to 50%.",
      "confidence": "confirmed",
      "sources": [
        "https://www.wisetechglobal.com/media/ut3hdhaw/wtc-1h26-asx-release.pdf",
        "https://www.abc.net.au/news/2026-02-25/wisetech-job-losses-losing-2000-over-next-two-years-coding-era/106387486"
      ],
      "notes": "Over ~18–24 months.",
      "last_verified": "2026-10-18"
    },
    {
      "id": "dow-2026-01",
      "company": "Dow",
      "date_announced": "2026-01-29",
      "year": 2026,
      "headcount": 4500,
      "headcount_display": "~4,500",
      "pct_workforce": "~13%",
      "industry": "Chemicals / Manufacturing",
      "country": "US",
      "ai_link_type": "automation",
      "ai_link_type_label": "AI/automation replacing work",
      "ai_link": "\"Transform to Outperform\" plan uses \"AI and automation\" to streamline end-to-end processes.",
      "confidence": "confirmed",
      "sources": [
        "https://corporate.dow.com/en-us/news/press-releases/dow-launches-transform-to-outperform-to-raise-the-competitive-in.html",
        "https://apnews.com/article/dow-amazon-ups-ai-trump-7b220683a25cd32912523bfe2dfb8e5f"
      ],
      "notes": "",
      "last_verified": "2026-10-18"
    },
    {
      "id": "amazon-2026-01",
      "company": "Amazon",
      "date_announced": "2026-01-28",
      "year": 2026,
      "headcount": 16000,
      "headcount_display": "~16,000",
      "pct_workforce": "~10% of corporate staff (Reuters)",
      "industry": "E-commerce / Cloud",
      "country": "US",
      "ai_link_type": "context",
      "ai_link_type_label": "AI cited as context",
      "ai_link": "Second round completing ~30,000 corporate cuts; Reuters reported it as part of an AI and efficiency push.",
      "confidence": "reported",
      "sources": [
        "https://www.aboutamazon.com/news/company-news/amazon-layoffs-corporate-jan-2026",
        "https://www.reuters.com/legal/litigation/amazon-cuts-16000-jobs-globally-broader-restructuring-2026-01-28/"
      ],
      "notes": "Company memo itself cites layers and bureaucracy, not AI.",
      "last_verified": "2026-10-18"
    },
    {
      "id": "pinterest-2026-01",
      "company": "Pinterest",
      "date_announced": "2026-01-27",
      "year": 2026,
      "headcount": null,
      "headcount_display": "Undisclosed",
      "pct_workforce": "<15%",
      "industry": "Social Media",
      "country": "US",
      "ai_link_type": "reallocation",
      "ai_link_type_label": "Cuts to fund AI",
      "ai_link": "Restructuring reallocates resources to AI-focused roles and AI-powered products (8-K).",
      "confidence": "confirmed",
      "sources": [
        "https://www.sec.gov/Archives/edgar/data/1506293/000150629326000009/pins-20260122.htm",
        "https://www.reuters.com/business/world-at-work/pinterest-cuts-nearly-15-jobs-redirect-resources-ai-2026-01-27/"
      ],
      "notes": "",
      "last_verified": "2026-10-18"
    },
    {
      "id": "autodesk-2026-01",
      "company": "Autodesk",
      "date_announced": "2026-01-22",
      "year": 2026,
      "headcount": 1000,
      "headcount_display": "~1,000",
      "pct_workforce": "~7%",
      "industry": "Software",
      "country": "US",
      "ai_link_type": "reallocation",
      "ai_link_type_label": "Cuts to fund AI",
      "ai_link": "Cuts mainly in sales; resources redirected to AI and cloud platform.",
      "confidence": "confirmed",
      "sources": [
        "https://www.sec.gov/Archives/edgar/data/769397/000076939726000006/ceoemlfinal.htm",
        "https://www.reuters.com/business/world-at-work/autodesk-lay-off-about-7-workforce-2026-01-22/"
      ],
      "notes": "",
      "last_verified": "2026-10-18"
    },
    {
      "id": "hp-2025-11",
      "company": "HP Inc.",
      "date_announced": "2025-11-25",
      "year": 2025,
      "headcount": 4000,
      "headcount_display": "4,000–6,000 by FY2028",
      "pct_workforce": "Up to ~10%",
      "industry": "Hardware / PCs",
      "country": "US",
      "ai_link_type": "automation",
      "ai_link_type_label": "AI/automation replacing work",
      "ai_link": "Headcount cut planned alongside an AI adoption initiative in product development, operations and support.",
      "confidence": "confirmed",
      "sources": [
        "https://www.sec.gov/Archives/edgar/data/47217/000004721725000068/hpq-20251125.htm",
        "https://www.reuters.com/business/hp-cut-about-6000-jobs-by-2028-ramps-up-ai-efforts-2025-11-25/"
      ],
      "notes": "Stats use the low end (4,000).",
      "last_verified": "2026-10-18"
    },
    {
      "id": "amazon-2025-10",
      "company": "Amazon",
      "date_announced": "2025-10-28",
      "year": 2025,
      "headcount": 14000,
      "headcount_display": "~14,000",
      "pct_workforce": "~4% of corporate staff (est.)",
      "industry": "E-commerce / Cloud",
      "country": "US",
      "ai_link_type": "context",
      "ai_link_type_label": "AI cited as context",
      "ai_link": "HR chief's memo: \"This generation of AI is the most transformative technology we've seen since the Internet\"; cuts framed as removing layers.",
      "confidence": "reported",
      "sources": [
        "https://www.aboutamazon.com/news/company-news/amazon-workforce-reduction",
        "https://www.reuters.com/sustainability/amazon-lay-off-about-14000-roles-2025-10-28/"
      ],
      "notes": "AI cited as context; company also framed it as culture and bureaucracy.",
      "last_verified": "2026-10-18"
    },
    {
      "id": "chegg-2025-10",
      "company": "Chegg",
      "date_announced": "2025-10-27",
      "year": 2025,
      "headcount": 388,
      "headcount_display": "388",
      "pct_workforce": "~45%",
      "industry": "EdTech",
      "country": "US",
      "ai_link_type": "ai_disruption",
      "ai_link_type_label": "AI disrupted the business",
      "ai_link": "Company blamed \"the new realities of AI\" and reduced Google traffic for falling revenue.",
      "confidence": "confirmed",
      "sources": [
        "https://www.sec.gov/Archives/edgar/data/1364954/000136495425000112/chgg-20251021.htm",
        "https://www.cnbc.com/2025/10/27/chegg-slashes-45percent-of-workforce-blames-new-realities-of-ai.html"
      ],
      "notes": "AI disrupted the business model, not internal automation.",
      "last_verified": "2026-10-18"
    },
    {
      "id": "paycom-2025-10",
      "company": "Paycom",
      "date_announced": "2025-10-01",
      "year": 2025,
      "headcount": 500,
      "headcount_display": "500+",
      "pct_workforce": "Undisclosed",
      "industry": "HR / Payroll Software",
      "country": "US",
      "ai_link_type": "automation",
      "ai_link_type_label": "AI/automation replacing work",
      "ai_link": "Back-office roles cut, with the company citing AI and automation efficiencies.",
      "confidence": "confirmed",
      "sources": [
        "https://www.kgou.org/business-and-economy/2025-10-01/paycom-lays-off-500-employees-will-replace-jobs-with-ai",
        "https://www.oklahoman.com/story/business/information-technology/2025/10/01/paycom-layoffs-2025-workers-replaced-with-ai/86448337007/"
      ],
      "notes": "Mostly Oklahoma City HQ.",
      "last_verified": "2026-10-18"
    },
    {
      "id": "lufthansa-2025-09",
      "company": "Lufthansa Group",
      "date_announced": "2025-09-29",
      "year": 2025,
      "headcount": 4000,
      "headcount_display": "~4,000 by 2030",
      "pct_workforce": "Undisclosed",
      "industry": "Airlines / Travel",
      "country": "Germany",
      "ai_link_type": "automation",
      "ai_link_type_label": "AI/automation replacing work",
      "ai_link": "About 4,000 administrative jobs to go by 2030, citing digitalization, AI and automation.",
      "confidence": "confirmed",
      "sources": [
        "https://newsroom.lufthansagroup.com/en/lufthansa-group-is-consistently-pursuing-its-strategy-and-aims-to-significantly-increase-profitability/",
        "https://apnews.com/article/lufthansa-group-job-cuts-ai-901fcf66d6e50af541459c64554ab299"
      ],
      "notes": "Multi-year plan; subject to consultation with labor partners.",
      "last_verified": "2026-10-18"
    },
    {
      "id": "accenture-2025-09",
      "company": "Accenture",
      "date_announced": "2025-09-25",
      "year": 2025,
      "headcount": null,
      "headcount_display": "Undisclosed",
      "pct_workforce": "Undisclosed",
      "industry": "IT Services / Consulting",
      "country": "Ireland / Global",
      "ai_link_type": "automation",
      "ai_link_type_label": "AI/automation replacing work",
      "ai_link": "CEO said the firm is \"exiting\" staff for whom AI reskilling isn't viable, under an $865M restructuring.",
      "confidence": "reported",
      "sources": [
        "https://www.reuters.com/business/accenture-posts-fourth-quarter-revenue-above-estimates-2025-09-25/",
        "https://www.cnbc.com/2025/09/26/accenture-plans-on-exiting-staff-who-cant-be-reskilled-on-ai.html"
      ],
      "notes": "Headcount fell by 11,000+ in a quarter (791k to 779k), but that is a net change, not an announced layoff number.",
      "last_verified": "2026-10-18"
    },
    {
      "id": "fiverr-2025-09",
      "company": "Fiverr",
      "date_announced": "2025-09-15",
      "year": 2025,
      "headcount": 250,
      "headcount_display": "~250",
      "pct_workforce": "~30%",
      "industry": "Online Marketplace",
      "country": "Israel",
      "ai_link_type": "automation",
      "ai_link_type_label": "AI/automation replacing work",
      "ai_link": "Restructuring to become an \"AI-first\" company with fewer management layers.",
      "confidence": "confirmed",
      "sources": [
        "https://investors.fiverr.com/static-files/eb07ed19-eb8f-4ae4-9618-8d733f44bdf7",
        "https://www.reuters.com/technology/online-marketplace-fiverr-lay-off-30-workforce-ai-push-2025-09-15/"
      ],
      "notes": "",
      "last_verified": "2026-10-18"
    },
    {
      "id": "salesforce-2025-09",
      "company": "Salesforce",
      "date_announced": "2025-08-29",
      "year": 2025,
      "headcount": 4000,
      "headcount_display": "~4,000",
      "pct_workforce": "~5% (est. vs. 76,453 staff)",
      "industry": "Software",
      "country": "US",
      "ai_link_type": "automation",
      "ai_link_type_label": "AI/automation replacing work",
      "ai_link": "CEO Marc Benioff said AI agents let him cut support headcount from ~9,000 to ~5,000: \"because I need less heads.\" Company said it no longer backfills support roles.",
      "confidence": "confirmed",
      "sources": [
        "https://www.cnbc.com/2025/09/02/salesforce-ceo-confirms-4000-layoffs-because-i-need-less-heads-with-ai.html",
        "https://fortune.com/2025/09/02/salesforce-ceo-billionaire-marc-benioff-ai-agents-jobs-layoffs-customer-service-sales/"
      ],
      "notes": "Disclosed on a podcast; company says hundreds were redeployed, so not all 4,000 were layoffs.",
      "last_verified": "2026-10-18"
    },
    {
      "id": "recruit-2025-07",
      "company": "Recruit Holdings (Indeed, Glassdoor)",
      "date_announced": "2025-07-10",
      "year": 2025,
      "headcount": 1300,
      "headcount_display": "~1,300",
      "pct_workforce": "~6% of HR Tech segment",
      "industry": "HR Tech / Recruiting",
      "country": "Japan / US",
      "ai_link_type": "automation",
      "ai_link_type_label": "AI/automation replacing work",
      "ai_link": "Cuts announced as the parent shifts its HR-tech business toward AI; CEO memo said AI is changing the world.",
      "confidence": "confirmed",
      "sources": [
        "https://recruit-holdings.com/en/newsroom/20250711_0001/",
        "https://www.reuters.com/business/world-at-work/indeed-glassdoor-cut-1300-jobs-amid-ai-integration-memo-shows-2025-07-10/"
      ],
      "notes": "",
      "last_verified": "2026-10-18"
    },
    {
      "id": "crowdstrike-2025-05",
      "company": "CrowdStrike",
      "date_announced": "2025-05-07",
      "year": 2025,
      "headcount": 500,
      "headcount_display": "~500",
      "pct_workforce": "5%",
      "industry": "Cybersecurity",
      "country": "US",
      "ai_link_type": "automation",
      "ai_link_type_label": "AI/automation replacing work",
      "ai_link": "Company said AI \"flattens our hiring curve\" and is reshaping every industry (8-K / CEO memo).",
      "confidence": "confirmed",
      "sources": [
        "https://www.sec.gov/Archives/edgar/data/1535527/000110465925045244/tm2514190d1_8k.htm",
        "https://www.cnbc.com/2025/05/07/crowdstrike-announces-5percent-job-cuts-says-ai-reshaping-every-industry.html"
      ],
      "notes": "",
      "last_verified": "2026-10-18"
    },
    {
      "id": "workday-2025-02",
      "company": "Workday",
      "date_announced": "2025-02-05",
      "year": 2025,
      "headcount": 1750,
      "headcount_display": "1,750",
      "pct_workforce": "8.5%",
      "industry": "Software",
      "country": "US",
      "ai_link_type": "reallocation",
      "ai_link_type_label": "Cuts to fund AI",
      "ai_link": "Cuts made to redirect resources toward AI and platform development (8-K).",
      "confidence": "confirmed",
      "sources": [
        "https://www.sec.gov/Archives/edgar/data/1327811/000132781125000030/wday-20250205.htm",
        "https://apnews.com/article/workday-layoffs-job-cuts-ai-investments-437581ad79d6e1cef2de7b300015dfbb"
      ],
      "notes": "",
      "last_verified": "2026-10-18"
    }
  ]
}