Oracle's cloud revenue grew 121%. It still cut 546 cloud engineers.

Two big cloud-adjacent companies cut staff in the past 10 days, and the details show who's actually getting hit.

On Tuesday, Workday told the SEC it's cutting about 525 jobs, 2.5% of its workforce, mostly in Product and Technology. The restructuring bill runs $65 million to $85 million, mostly severance. It's the second round this year, after a 2% cut in February. Workday said the reorganization fits its "strategic growth priorities," which is corporate for "we're moving money to where we want to grow."

You may remember Oracle's September 14 round from a couple of editions back. Last week a document reported by Business Insider finally put numbers on one slice of it. 546 people in Oracle Cloud Infrastructure's America organization lost their jobs, which is 7.6% of the 7,185 people the document covers.

Here's how it breaks down.

That division grew revenue 121% year over year last quarter. Oracle also plans to spend $90 billion to $95 billion on AI data centers this fiscal year. So the company is cutting people from its fastest-growing business and pointing the savings at buildings and hardware.

You think 4x faster than you type. So why are you typing prompts? Wispr Flow turns your voice into ready-to-paste text inside any AI tool. Speak naturally, tangents and all, and Flow cleans it up. Available on Mac, Windows, iPhone, and Android.

Try Wispr Flow Free

Managers and program managers add up to 189 of the 546 cuts. That's about a third. The layers between the engineers and the executives are getting thinner, and companies seem to be doing that on purpose while they pour money into infrastructure.

Engineers didn't get a pass though. Developers and infrastructure engineers still showed up on the list, even at a company whose cloud business is booming. A growing division doesn't guarantee your seat, and neither does a title with "cloud" in it.

If you manage people, keep your hands-on skills sharp. A manager who can still read a Terraform plan or debug a deployment is much harder to cut than one who only runs status meetings.

If you build things, keep a running list of what you shipped and what it saved or sped up. When a reorg lands, that list is what you hand to your manager (and to your next interviewer).

Check the paperwork. Workday's cut showed up in an 8-K filing with a dollar figure attached, and Oracle's breakdown came from a required notice. A big restructuring charge in a company's filings usually means more team changes are coming in the next quarter, so it's worth a look if you work at one of these companies or want to.

I think the next few weeks will bring more of the same, since a lot of companies finalize budgets before the year ends. Make sure your resume is current before you need it.

Keep Learning and Building.