【漂流パナソニック・前編】黒字リストラ1万人の危機感/停滞の根本原因は「甘さ」/ブルーヨンダー8000億円買収の誤算/経営幹部「楠見社長は優しすぎる」/「チャイナ・コスト」を実現できるか
▽Read the "Panasonic Adrift" series here https://business.nikkei.com/atcl/gen/... Panasonic Holdings (HD) is struggling. While its former rivals, Sony Group and Hitachi, Ltd., are posting record profits, Panasonic HD has yet to surpass its record profits, achieved in fiscal 1984. What challenges does the company face? We asked reporter Hisashi Iwato. Table of Contents 00:00 Digest 00:40 Drifting Panasonic: Where Are We Now? 04:23 The Root Cause of Stagnation: "Complacency" 10:05 Blue Yonder: Miscalculation in 800 Billion Yen Acquisition 12:28 Governance Structure Issues: "President Kusumi is Too Kind" 14:53 Sense of Crisis After 10,000 Employee Layoffs Despite Profitability 16:34 Can "China Cost" Be Realized? 21:33 Higher SG&A Expenses Than Competitors Become a Burden Starring: Hisashi Iwato, Takahiro Onishi Planning: Hisashi Iwato, Takahiro Onishi, Masataka Koga Author: Nikkei Business ●●Audio Program Now Streaming! This program is also available in audio format●● ■"Nikkei Business: The Truth About the News" (Updated Every Friday) What issues do our reporters consider when reporting and writing articles about daily news and major world events? Reporters, editors, and experts discuss current topics, including personal thoughts. The interviewer is Takahiro Onishi, Editor-in-Chief of Nikkei Business. ● Apple Podcast https://podcasts.apple.com/jp/podcast... ● Spotify https://open.spotify.com/show/6xjWemq... ■ "Nikkei Business Morning News" (Updated every weekday morning) A great companion for your morning preparations or commute. Nikkei Business AUDIO Morning is a program that delivers the latest Nikkei Business articles every morning in audio format. Hosted by Aiko, she shares highlights of the Nikkei Business online edition. ● Apple Podcast https://podcasts.apple.com/jp/podcast... ● Spotify https://open.spotify.com/show/6Ph5Vt0... ■ "Nikkei Business: Proofreading" (Updated every Thursday) Reporters and editors from the latest issue of Nikkei Business share their highlights in three minutes. The hosts are Yuko Nakamura, a former announcer for Hokkaido Cultural Broadcasting who currently conducts interviews on "HonTUBE," and Hitomi Usami, a host, training instructor, and voice consultant. ● Apple Podcast https://podcasts.apple.com/jp/podcast... ● Spotify https://open.spotify.com/show/1QtJR7X... ■ "Nikkei Business Linkaku Radio" (irregularly updated) The popular Nikkei Business online edition's "Entrepreneurs' Linkaku" features leading startup executives who discuss the unique features of their services and products, their thoughts on starting their own businesses, and more. "Linkaku Radio" is an expanded version of this series, featuring plenty of interviews and more. ● Apple Podacst https://podcasts.apple.com/us/podcast... ● Spotify https://open.spotify.com/show/4U0ucOx...
![[Panasonic Adrift - Part 2] The key person in the company's revival: "Professional CIO" Tamaki / ...](https://i.ytimg.com/vi/UAIH-33vP_E/hq720.jpg?sqp=-oaymwEbCNAFEJQDSFryq4qpAw0IARUAAIhCGAG4AvcY&rs=AOn4CLAOUooCgwR_tbAVkc4QRQ_PtBffmA&usqp=CCc)
[Panasonic Adrift - Part 2] The key person in the company's revival: "Professional CIO" Tamaki / ...

【黒字リストラ】なぜ50代を狙い撃ち?クビ切られるのは自己責任or会社の責任?|アベプラ
![[Behind the Scenes of Euglena's Turnaround to Profitability] Eight Consecutive Term Operating Los...](https://i.ytimg.com/vi/XOFZjL85pS0/hq720.jpg?sqp=-oaymwEbCNAFEJQDSFryq4qpAw0IARUAAIhCGAG4AvcY&rs=AOn4CLB6zgK5UU6ylRkw01P74Zb-l9uKFw&usqp=CCc)
[Behind the Scenes of Euglena's Turnaround to Profitability] Eight Consecutive Term Operating Los...

海外から帰国でなぜ炎上?節税目的のシンガポール移住と過去の発言を解説します。

【日本の40、50代がリストラされやすい理由】日本と欧米の年齢別賃金の違い/エリートと非エリートの差/欧州は熟年に優しい/給料が上がらないから長く働ける/階段から降りて楽になる/途中から欧米型にせよ
![Will AI Take Your Job!? Survival Tactics to Define Your Future [Mr. Sunday] [Sunday DOCS]](https://i.ytimg.com/vi/qAjZha9aeLg/hq720.jpg?sqp=-oaymwEbCNAFEJQDSFryq4qpAw0IARUAAIhCGAG4AvcY&rs=AOn4CLBtdLB-r2K6_86waWXj1Jb9S7XqRQ&usqp=CCc)
Will AI Take Your Job!? Survival Tactics to Define Your Future [Mr. Sunday] [Sunday DOCS]

パナソニック崩壊危機!?人事抗争に明け暮れた日本企業の末路

Inflation, Deficits, Interest Rates: Warning, Immediate Danger!

【コンサル倒産】補助金バブル崩壊?AI時代にサバイブできる?|アベプラ

【パナソニック、衰退の本質】ソニーとの勝負の分かれ目/カリスマからの脱却/中村体制のプラズマ敗戦が決定的/破壊に終始/日産との共通点/アンテナが低い/津賀体制は敗戦処理で精一杯/何の会社なのか?
![[Automotive industry in 2026] Toyota Motor Corporation's dominance is clear, accelerating with va...](https://i.ytimg.com/vi/Y_tSy9KLrlw/hq720.jpg?sqp=-oaymwEbCNAFEJQDSFryq4qpAw0IARUAAIhCGAG4AvcY&rs=AOn4CLB-FjwaDRB0THF6Oc8zFEEWnpO-KA&usqp=CCc)
[Automotive industry in 2026] Toyota Motor Corporation's dominance is clear, accelerating with va...

東京の再開発で「延期・遅れ・見直し」が相次ぐ深刻な事態に!

【黒字リストラ急増中!なぜリストラは止まらないのか?】50代の給与が高すぎる/若手の給与が低すぎる/企業にとってリストラは「シャブ中」/65年間の問題先送り/AIが生む逆転現象
![[The Problem of High-Rise Condo Redevelopment] Is Getting Resident Consensus Impossible? Are Repa...](https://i.ytimg.com/vi/SvW6K8q8_fg/hq720.jpg?sqp=-oaymwEbCNAFEJQDSFryq4qpAw0IARUAAIhCGAG4AvcY&rs=AOn4CLCck2AuTjTB0Up9caqdN0TK5WQLUA&usqp=CCc)
[The Problem of High-Rise Condo Redevelopment] Is Getting Resident Consensus Impossible? Are Repa...

Why Gyu-Kaku can't stop losing customers: The truth behind its sudden decline and the collapse of...

【特集】経営の神様:松下幸之助 亡きあとの悲劇〜GAFAに負けた本当の理由

【ホワイトカラーの8割は消滅する:冨山和彦】AIは究極の産業革命/デスクワークは10年以内に消える/営業は残る/AI武装したブルーカラーが稼ぐ/リストラは好機/部下力よりボス力/コンサルと商社の未来

【SIer再定義】新興企業「地方×シニア×フルリモート」で業界の壁をぶち破る【NewsPicks/ROIT/須黒清華/牧野正幸/柿崎直紀/SIer業界/多重下請け問題/2025年の崖/リスキリング】

【パナソニックの財務分析】売上高のピークは2007年/毎年リストラの歴史/再生の2つのフェーズ/危機感と希望/とにかく利益率が低い/借金は増加/10年で止血/事業別の収益性の推移/家電は売るべきか?
![[The Truth Behind TDK: A 7 Trillion Yen Market Cap Giant] The Chameleon Company That Grew 7.9x in...](https://i.ytimg.com/vi/eIURDF8o3HY/hq720_custom_1.jpg?sqp=CNysi9MG-oaymwEbCNAFEJQDSFryq4qpAw0IARUAAIhCGAG4AvcY&rs=AOn4CLBRga7wCNBNMCJE-LU66BR5Gr8V-Q&usqp=CCc)
