AI and job cuts: 11 companies that tie the two in their SEC filings
Plenty of people say AI is taking jobs. Few companies say so in a filing they sign. These are the ones that do, in their own words, and they do not all say the same thing.
Cuts the company ties to AI
The filing says the job cut came with, or because of, the company's use of AI.
Angi
Our summaryAngi announced a cut of its global workforce to lower operating expenses and streamline the organization, citing AI-driven efficiency gains, with most of it expected to be done in the first quarter of 2026.
Word for word“In January 2026, the Company announced a reduction of its global workforce by approximately 350 employees to reduce operating expenses and optimize the organizational structure in support of long-term growth and in light of AI-driven efficiency improvements.” 10-K for 2025
C. H. Robinson Worldwide
Our summaryThe company started a 2025 restructuring program using automation and AI to improve productivity, with workforce reductions and severance costs, plus facility consolidation.
Word for word“NOTE 14: RESTRUCTURING 2025 Restructuring Program : In the second quarter of 2025, we initiated a new restructuring program (the “2025 Restructuring Program”) aimed at enhancing operational efficiency and achieving cost savings through the adoption of advanced technologies, including artificial intelligence (“AI”).” 10-K for 2025
Klarna Group
Our summaryKlarna chose to reduce its overall headcount to drive operational efficiency by using AI and focusing on its mission, so full-time employee numbers fell from 2023 to 2025.
Word for word“The reduction in the number of full-time employees resulted from our strategic decision to reduce our overall headcount and drive operational efficiency by leveraging AI in our business and focusing on what really matters to our mission.” 20-F for 2025
Oracle
Our summaryOracle says adopting and deploying AI technologies has reduced its workforce and may continue to do so.
Word for word“In addition, the adoption and deployment of AI technologies across our operations have resulted, and may continue to result, in reductions to our workforce.” 10-K for 2026
Pegasystems
Our summaryIn the fourth quarter of 2025, management committed to a restructuring plan, mainly in the consulting organization, to align roles and capacity with an AI-first delivery model, with severance and benefits costs for affected employees.
Word for word“During the fourth quarter of 2025, management committed to a restructuring plan, primarily within the Company’s consulting organization, intended to better align roles and capacity to an AI-first delivery model.” 10-K for 2025
Stagwell
Our summaryThe company restructured agency teams and used AI for business optimization, which lowered staff costs.
Word for word“This increase was primarily attributable to higher staff costs due to the growth in Net revenue, partially offset by a decrease in staff costs due to business optimization efforts through the use of AI and restructuring of agency teams.” 10-K for 2025
Restructurings to move money into AI
The filing says the restructuring was made to put more people or money into AI.
Autodesk
Our summaryAutodesk initiated a restructuring plan (the 2026 Plan) to optimize its go-to-market organization and reallocate resources to strategic priorities such as cloud, platform, and artificial intelligence, and the filing references a planned reduction in headcount.
Word for word“During the first quarter of fiscal 2026, we initiated a restructuring plan (the “2026 Plan”), to support Autodesk's initiatives to optimize its go-to-market organization and, at the same time, to reallocate resources to Autodesk’s strategic priorities such as investments in cloud, platform, and artificial intelligence.” 10-K for 2025
Cisco
Our summaryCisco announced a restructuring plan to free up resources for investment in silicon, optics, security and AI, and recorded charges under it in fiscal 2026.
Word for word“In the fourth quarter of fiscal 2026, we announced a restructuring plan to allow us to invest in key growth opportunities including silicon, optics, security and AI.” 10-K for 2026
Pinterest
Our summaryThe company started a global restructuring plan to shift resources toward AI-focused roles and teams, prioritize AI-powered products, and speed up changes to its sales and go-to-market approach.
Word for word“During the first quarter of 2026, we initiated a global restructuring plan (the “Plan”) to support our transformation initiatives of reallocating resources to AI-focused roles and teams that drive AI adoption and execution, prioritizing AI-powered products and capabilities, and accelerating the transformation of our sales and go-to-market approach.” 10-K for 2025
TripAdvisor
Our summaryStarting in November 2025, the company began cost savings actions, mainly a global workforce reduction, to realign its operating model, and it expects at least $85 million in annualized gross savings.
Word for word“On November 5, 2025, the Company initiated a series of cost savings actions following a decision to realign its operating model across its Experiences segment and Hotels and Other segment (formerly Viator and Brand Tripadvisor segments, respectively) to support the Company’s positioning as an experiences-led and AI-enabled company.” 10-K for 2025
UiPath
Our summaryThe board approved the Fiscal Year 2025 Workforce Restructuring to streamline the organization, which was completed in the second quarter of fiscal year 2026.
Word for word“On July 8, 2024, o ur board of directors approved the Fiscal Year 2025 Workforce Restructuring to reshape the organization by streamlining our structure, particularly in operational and corporate functions, to better prioritize our go-to-market investments and focus our research and development investments on AI and driving innovation across our platform.” 10-K for 2026
Cuts tied to automation
The filing ties severance or a cut to automating work, without naming AI.
Masonite International
Our summaryCompleted the 2018 Plan, closing one North American Residential facility and reducing related headcount as part of a new automated facility.
Word for word“In addition, in the North American Residential segment we announced a new facility that will optimize and expand capacity through increased automation, which resulted in the closure of one existing facility and related headcount reductions beginning in the second quarter of 2019 (collectively, the "2018 Plan").” 10-K for 2022
Nielsen Holdings
Our summaryIn 2019 Nielsen recorded restructuring charges mainly for severance tied to plans to cut overhead, consolidate operations centers and automate.
Word for word“We recorded $30 million in restructuring charges, primarily related to employee severance costs associated with our plans to reduce selling, general and administrative expenses and consolidate operations centers, as well as automation initiatives in 2019.” 10-K for 2021
Waste Management
Our summaryThe company recorded restructuring charges for 2025, mainly employee costs from integrating Stericycle plus retention and severance costs to support automation at recycling facilities and in some back-office functions.
Word for word“During the year ended December 31, 2025, we recognized $ 51 million of pre-tax restructuring charges, primarily related to employee costs associated with the integration of Stericycle as well as employee retention and severance costs incurred to support automation at our recycling facilities and in certain back-office functions.” 10-K for 2025
Who names an AI lab as a competitor
The AI labs are not listed companies, so they file nothing; but some listed companies name them as rivals in their own competition sections.
Microsoft names Anthropic
Word for word“Our AI offerings compete with AI products from hyperscalers such as Amazon and Google, as well as products from other emerging competitors, including Anthropic, OpenAI, Meta, and other open source offerings, many of which are also current or potential partners.” 10-K for 2024
Microsoft names OpenAI
Word for word“Our AI offerings compete with AI products from hyperscalers such as Amazon and Google, as well as products from other emerging competitors, including Anthropic, OpenAI, Meta, and other open source offerings, many of which are also current or potential partners.” 10-K for 2024
Pinterest names OpenAI
Word for word“Competitors such as Amazon, Meta (including Facebook, Instagram, Threads and MetaAI), Google (including Gemini, Lens and YouTube), OpenAI (including ChatGPT), Snap, Reddit, TikTok and X, many of which are larger and have significantly greater financial and human resources, offer users engaging content and commerce opportunities through similar technology or products to ours.” 10-K for 2025
Reddit names Anthropic
Word for word“In addition, we face competition from large language models (“LLMs”) and other AI models that retrieve and synthesize information, such as those built by 15 Table of Contents Google, Meta, OpenAI, and Anthropic; Redditors may choose to find information using AI tools, which in some cases may have been trained using Reddit content, instead of visiting Reddit directly.” 10-K for 2025
Reddit names OpenAI
Word for word“In addition, we face competition from large language models (“LLMs”) and other AI models that retrieve and synthesize information, such as those built by 15 Table of Contents Google, Meta, OpenAI, and Anthropic; Redditors may choose to find information using AI tools, which in some cases may have been trained using Reddit content, instead of visiting Reddit directly.” 10-K for 2025
How this list is made: we searched every job-cut line in the annual reports we read for AI, artificial intelligence, generative and automation, then read each match in full. A line is listed only when the filing itself ties the cut or the restructuring to AI or automation; a company that sells automation, or mentions AI elsewhere, is not. The grouping is our judgment; the quotes are the evidence. These lists cover the companies Stratrix follows: those that file with the SEC and had $1 billion or more in yearly revenue in at least one year since 2016.
More lists: Every layoff in 2026 · Most-named competitors · Stratrix on AI. How every line is checked: our methods.