nic gustafson

Job posting analyst. Tweet me questions about companies' job postings and hiring.

Not financial advice

[nic gustafson @gustafson_nic]

Stitch Fix is laying off 15% PUBLISHED JUN 9 2022
https://t.co/gjXORIJYuz

[nic gustafson @gustafson_nic]

$SFIX Job postings down heading into earnings. Last time jobs were down big layoffs were soon announced.

#layoffs

[nic gustafson @gustafson_nic]

Amidst layoffs at $V, other card providers are also scaling back on job listings. $MA $DFS

[nic gustafson @gustafson_nic]

$SNOW seems to be reducing new listings, with active postings now below Databricks. At the same time, there's no noticeable decline in Snowflake mentions across all listings, suggesting steady demand.

[Random Walk @MosesSternstein]

Kroger $KR slowing down their hiring a bit, but their "egrocery" push is evident.

Substantial buildout of the "transport and materials" staff relative to sales.

[nic gustafson @gustafson_nic]

Mentions of Databricks in job descriptions are growing faster than $SNOW, nearing 2022 highs. Meanwhile, Snowflake mentions are still well below their 2022 peak. With earnings coming up this week, It'll be worth watching to see if this trend is reflected in their demand forecast.

[nic gustafson @gustafson_nic]

Job listings at $LNVGY have steadily increased since the start of the year, aligning with the revenue beats they reported earlier this week. Peers $ASUUY $DELL $HPQ not seeing the same growth in listings.

[nic gustafson @gustafson_nic]

Unaware that $DD was involved in semiconductor components. They seem to be focusing on this area, with job listings related to semiconductors growing significantly since the start of the year.

[nic gustafson @gustafson_nic]

$SAP, unlike peers $CRM and $WDAY with disappointing guidance, we see listing growth. Drilling into those listings, many related to cloud via a description search.

[nic gustafson @gustafson_nic]

$CMG and $SAP are great examples of how LinkUp data reveals company trends. Despite demand concerns in the restaurant industry, $CMG's job listings grew rapidly, indicating strong demand and a need for more employees to meet that demand.

[nic gustafson @gustafson_nic]

In light of the $CRWD outage, here are the top 10 public companies with the most job listings mentioning CrowdStrike since 2022. Their reliance on CrowdStrike suggests they may be most affected by the outage.
$ACN $KD $MSI $MSFT $IBM $LDOS $TGNA $BK $NOKIA $DHR

[nic gustafson @gustafson_nic]

Interesting to see the spread in job postings between $UBER and $LYFT since the start of the year. Uber is adding more roles, especially in sales and marketing, while Lyft has remained steady.

[nic gustafson @gustafson_nic]

Coming off a sales decline, $SWGAY job postings have fallen by half over the past year.

[nic gustafson @gustafson_nic]

After a surge in job listings earlier this year, $DAL is now pulling back. Peers $LUV, $AAL, and $UAL show similar trends, with $UAL recently dropping significantly. international airlines like $RYAAY and $C6L.SI remain steadier.

[nic gustafson @gustafson_nic]

$DASTY guidance cut, job listings have been trending down for some time. Possible signs that demand decreases may be longer lasting.

[nic gustafson @gustafson_nic]

$BAC and $C are increasing job listings faster than peers since the start of the year. $BAC shows a large increase in sales positions, adding wealth managers and relationship bankers. $JPM $PNC $USB $WFC

[nic gustafson @gustafson_nic]

$NIKE's poor guidance contrasts with mixed job listing trends in consumer cyclical: $AMZN, $CMG, $MAR, $TJX are adding roles, while $LOW and $BKNG are pulling back. $HD, $MCD, and $SBUX are flat.

[nic gustafson @gustafson_nic]

On the news of $AMZN starting a Temu-like service, their job listings are up almost 60% in China since the start of the year. Lots of seller consultant roles. $PDD

[nic gustafson @gustafson_nic]

$MU is steadily adding a lot of new job listings. Compared to comps $AMD and $AVGO, Micron seems to be far more focused on hardware engineering rather than software.

[nic gustafson @gustafson_nic]

$NCLH falling behind its peers in job listings growth since the start of the year. Active listings are more operations-focused, unlike the heavy management hiring seen at $RCL and $CCL

[nic gustafson @gustafson_nic]

Pre-earnings, $FDS increasing roles compared to the start of the year. While still a fraction of 2022 listings, it's showing positive movement. Year over year about flat, but trending in the right direction.

[nic gustafson @gustafson_nic]

$SMCI ramping up active job listings to the highest levels we've observed. More interesting, duration metrics are down, suggesting they are filling these roles at a faster pace than normal - possibly indicating a need to increase staffing due to rising demand.