Google has been offering voluntary exit packages since June to some employees in Canada, France, Germany, Japan and Switzerland, Reuters reported today, extending a buyout program that until this year had run only in divisions in the United States and Britain. Google confirmed the expansion to the news agency. The offers had not previously been reported, and Reuters could not determine how many employees accepted them.
According to Reuters, Alphabet's Google is looking to rein in rising costs while it spends heavily on artificial intelligence. Switzerland is the only country for which Reuters obtained terms: staff there who accepted received one month's salary for each year of service, capped at 12 months.
In Short
Google has been offering money to some workers in five countries if they agree to leave the company. This matters because Google is spending record sums on AI and looking for savings elsewhere, while its AI and cloud teams have been kept out of these offers. Nobody is forced to go, but Reuters notes that in at least one earlier case Google followed voluntary offers with layoffs.
What Google confirmed
The company's statement was brief. "In 2025, some of our teams introduced a voluntary exit program with severance," a Google spokesperson said, according to Reuters. "This past summer, in June, we expanded this program globally in a few countries to support our important work ahead."
"A few countries" is as far as the statement goes on scope. The five names - Canada, France, Germany, Japan and Switzerland - come from Reuters, which reports that Google confirmed it began offering packages in those countries in June. Neither the statement nor the report names the divisions involved outside Switzerland, sets out eligibility criteria or puts a figure on how many employees were offered packages or took them.
The program itself is not new. According to Reuters, voluntary exit programs have been offered since last year to employees in some divisions in the US and Britain. Executives, the agency reports, have described the program as an option for employees who no longer feel aligned with the company's pace or direction. What changed in June was the geography. Four of the five countries are outside the English-speaking markets where the earlier rounds ran.
Voluntary does not mean final. "In at least one case, the company followed its voluntary offers to a division with a round of layoffs," Reuters reports. Its story links that sentence to its April 2025 report, citing The Information, on Google laying off hundreds of employees in its Android and Pixel group.
Switzerland: the only terms on record
Most of the reporting detail concerns Switzerland, where Google employs about 5,000 people and runs a major engineering hub in Zurich. Three people familiar with the matter told Reuters the Swiss program covered multiple divisions but excluded DeepMind, Google's AI research unit.
The Swiss process took about two months from start to finish. Google announced the packages in mid-June, according to the people Reuters spoke to, and gave responses by mid-July to employees who had applied. Departures began in August.
Tenure set the size of the payment. "Staff who accepted received one month's salary for each year of service, up to a maximum of 12 months," according to Reuters. Under that formula, an employee with five years at Google would leave with five months' pay, while anyone with 12 or more years would hit the cap. Reuters does not report whether the packages included other benefits, or whether the same formula applied in Canada, France, Germany or Japan.
Take-up is visible in only one team. One person told Reuters that at least four employees in a team of about 50 had accepted the offer, a rate of at least 8% by PPC Land's calculation. A single team is no guide to a 5,000-person workforce, though, and the report contains no country-wide figure.
Switzerland has a history with Google job cuts. The company laid off more than 200 employees there in 2023, according to Reuters, prompting staff protests and a walkout.
What the report does not establish
Several facts are missing. There is no count of employees offered packages, or of those who accepted, in any of the five countries. Terms are reported only for Switzerland. The divisions covered in Canada, France, Germany and Japan are not named. Nor does the report say whether sales, advertising or customer support staff were eligible anywhere - the functions advertisers deal with most directly.
Cloud and DeepMind stay out
The pattern of exclusions matters as much as the offers. According to Reuters, employees in Google Cloud and DeepMind have been excluded from past buyout offers, and "the latest expansion appears to follow the same pattern." Chief Financial Officer Anat Ashkenazi, the agency notes, has repeatedly highlighted AI and cloud computing as key hiring priorities in quarterly earnings presentations.
Exclusion from buyouts has not meant immunity from cuts, however. In early June 2026, Google Cloud cut jobs in its Threat Intelligence Group and Mandiant teams, without disclosing how many. In the same month that voluntary packages went out in five countries, the cloud unit was making involuntary reductions in its security business.
Reuters describes the broader approach in one sentence: "Alphabet's workforce has grown steadily in recent quarters, but it has sought to shift resources toward priority areas." The first half is borne out by Alphabet's own figures. The company ended the third quarter of 2026 with 204,757 employees, 14,590 more than a year earlier, an increase of 7.7%. Buyouts are not shrinking Google. They change who works there.
The cost behind the offers
Why would a company that is adding staff pay some of them to leave? Reuters points to cost. The move "comes amid mounting AI spending that has unnerved Wall Street and dented Alphabet's stock price," according to the agency.
That spending is now plain in Alphabet's accounts. Capital expenditure reached $51.4 billion in the third quarter of 2026, and free cash flow fell to minus $9.1 billion, even as the company reported $26.2 billion in profit. In June, Alphabet had raised about $85 billion in equity to fund AI infrastructure.
Against figures of that size, severance is small change. A program that pays up to 12 months' salary to a handful of people per team will not close a $9.1 billion cash gap. What it does is free up salaried positions outside the areas Ashkenazi has named as priorities, without a layoff.
For advertisers, the connection runs through revenue. Google's advertising businesses generated 64.3% of Alphabet's revenue in the third quarter, down from 72.5% a year earlier, as Google Cloud more than doubled. Search, YouTube and network ad revenue pays for the AI build-out. The teams shielded from buyouts are the ones building and selling compute.
Microsoft and Meta on the same road
Google is not alone. "Microsoft (MSFT.O) last week offered voluntary buyouts to 60,000 employees in an effort to contain costs," Reuters reports. Microsoft's offer, announced on October 26, is open to employees at level 70 and below in participating teams in Canada, India, the United Kingdom and the United States, and it is Microsoft's second voluntary departure program of 2026 after a Voluntary Retirement Program in the spring. Canada is on both the Microsoft and Google lists. Two days later, Microsoft reported capital expenditure of $45.2 billion for the quarter, against $6.55 billion from search and advertising.
Meta went further, then pulled back. On August 26, 2026, Reuters published an investigation into Project OT, short for Organization Transformation, a plan drawn up at Meta's January leadership retreat at Mark Zuckerberg's compound in Hawaii. It envisioned an "AI native" company in which AI would take over much of the daily work of thousands of employees, with virtual workers overseen by smaller, "talent-dense" groups of human staff, according to an internal planning document Reuters reviewed and three people familiar with the project.
Project OT in numbers
The figures show how far the planning went. In scenario-planning exercises, according to two people who spoke to Reuters, executives explored cutting the size of many teams by as much as 60%. The restructuring was to come in two waves, the first in May and the second in November. One human resources executive projected a reduction as large as, or larger than, the roughly 25% cut Meta made between late 2022 and early 2023, according to another internal document.
Meta confirmed the project to Reuters, describing it as a year-long effort focused on cost cutting, redesigning team structures and moving staff into new priority areas, such as producing training data for its AI models. The company acknowledged that the most drastic scenarios involved reducing some teams by up to 60%, but said it never intended to lay off 60% of its entire workforce. "Ultimately, we didn't move forward with every scenario from the exercise - and it was never assumed we would," Meta said in a statement.
On the night of May 19, hours before the first wave, Zuckerberg called off planning for the November cuts, according to Reuters. Meta laid off 10% of its employees the next day. The reduction affected about 8,000 people, and Meta later booked $1.18 billion in severance costs for it. After the notifications went out, Zuckerberg told remaining staff he did "not expect other company-wide layoffs this year."
Internal data obtained by Reuters help explain the reversal. Meta's measure of employee sentiment fell from 74% favorable to 55% favorable in its half-year Pulse survey. Code changes to internal platforms and infrastructure were up 220% year over year, according to a post by Chief Technology Officer Andrew Bosworth in early June, but changes that produced new or upgraded features for users were up just 36%. Major technical and security incidents rose 40% from the previous year, and the time staff spent "firefighting" them rose 70%, according to internal posts. One post in April said unchecked AI agents were performing "large-scale, disruptive actions that humans are unlikely to execute."
Meta also required tracking software on US employees' devices to capture keystrokes and mouse clicks, according to Reuters, to teach its AI agents to replicate how humans interact with computers - the skill a computer use agent is built for. The tracking was paused after the layoffs. In early July, Zuckerberg told an internal town hall that AI agent technology had not "accelerated" as quickly as he had anticipated.
Meta's headcount has dropped sharply since. The company reported 66,775 employees at September 30, 2026, down 15% from a year earlier, and free cash flow of minus $2.12 billion for the quarter. Zuckerberg told employees the May cuts were due to heavy capital expenditures, according to Reuters, which reported in August that Meta planned to invest at least $130 billion in AI chips and other infrastructure this year. Meta's guidance now stands at $135 billion to $145 billion.
Google's approach differs in kind: voluntary, selective and paired with a workforce that is still growing. The stated pressure is the same.
Why this matters for the marketing community
Three threads tie these workforce decisions to advertising.
The first is money. Google, Meta and Microsoft all sell advertising, and all three are turning ad profits into data centres at a pace that has pushed both Alphabet's and Meta's quarterly free cash flow below zero. Google and Microsoft, the two hyperscalers in the group, are now looking for payroll savings through voluntary exits while protecting the teams that build and sell AI and cloud capacity.
The second is the product. The same agentic AI Meta tried to deploy internally is being sold to businesses. Project OT, according to Reuters, "included having Meta sell AI agents, which would perform tasks like scheduling appointments and closing sales, to other companies." Meta launched Meta Business Agent for WhatsApp, Messenger and Instagram on June 3, 2026, weeks after the April internal post on disruptive agent actions, and in September set up an enterprise unit to sell its models and agents to other companies. In early June, according to Reuters, hackers exploited Meta's new AI-powered customer support bot to gain access to high-profile Instagram accounts. Meta's engineers later described replacing a single production agent that hallucinated with 14 specialist subagents. Meta declined to comment to Reuters on the internal data about AI disruptions.
The third is people. Advertisers deal with Google through account managers, policy teams, support desks and product specialists. Reuters does not say whether any of those functions were eligible for buyouts outside Switzerland, where the program covered multiple divisions. Zuckerberg's 6,500-word AI essay offered one view of where this leads: "Company sizes may shrink - just as they did in the transition from industrial giants to tech companies," he wrote, according to Reuters. Google's own research found its Gemini assistant in use across 68% of US occupations, but for a median of only 21% of their tasks.
What comes next is not in the reporting. Reuters does not say whether the latest round has closed, whether more countries will follow or whether layoffs are planned. The one precedent it cites - voluntary offers followed by layoffs in at least one division - is the only signal of direction on record.
Timeline
- Late 2022 to early 2023 - Meta cuts around 25% of its staff, according to Reuters
- 2023 - Google lays off more than 200 employees in Switzerland, prompting protests and a walkout
- 2025 - Some Google teams introduce a voluntary exit program with severance, offered to divisions in the US and Britain
- April 2025 - Google lays off hundreds of employees in its Android and Pixel group, Reuters reports, citing The Information
- July 2, 2025 - Microsoft cuts about 9,000 positions, less than 4% of its workforce
- January 2026 - Meta leadership draws up Project OT at Zuckerberg's Hawaii retreat
- May 19, 2026 - Zuckerberg calls off planning for the second wave of Meta cuts, set for November
- May 20, 2026 - Meta lays off 10% of its employees, about 8,000 people, with $1.18 billion in severance costs
- June 3, 2026 - Alphabet raises about $85 billion in equity for AI infrastructure; Meta launches Meta Business Agent
- Early June 2026 - Google Cloud cuts jobs in its Threat Intelligence Group and Mandiant
- June 2026 - Google begins offering voluntary exit packages in Canada, France, Germany, Japan and Switzerland; Swiss packages are announced in mid-June
- Early July 2026 - Zuckerberg tells a town hall that AI agents had not "accelerated" as quickly as expected
- Mid-July 2026 - Google responds to Swiss employees who applied
- July 23, 2026 - Google research finds Gemini in use across 68% of US occupations, for a median 21% of tasks
- August 2026 - Swiss employees who accepted begin leaving Google
- August 10, 2026 - Zuckerberg publishes his 6,500-word AI essay
- August 26, 2026 - Reuters publishes its Project OT investigation
- September 28, 2026 - Meta creates an enterprise unit to sell its models and agents
- October 19, 2026 - Meta engineers describe splitting one hallucinating agent into 14 specialists
- October 21, 2026 - Meta reports 66,775 employees, down 15% year over year
- October 26, 2026 - Microsoft offers voluntary exits in four countries
- October 28, 2026 - Alphabet reports 204,757 employees and advertising at 64.3% of revenue, with free cash flow of minus $9.1 billion; Microsoft reports $45.2 billion of quarterly capital expenditure
- November 4, 2026 - Reuters reports Google's buyout offers in five more countries
Related PPC Land coverage
- Microsoft offers exit packages to staff in four countries - Microsoft's Voluntary Exit Offer for staff at level 70 and below in Canada, India, the UK and the US.
- Alphabet's free cash flow drops to negative $9.1bn despite $26.2bn profit - How $51.4 billion of quarterly capital expenditure turned Alphabet's free cash flow negative.
- Google Search sales gain just $79m on Q2 as query growth hits 5-year high - Alphabet's third-quarter 2026 results, including headcount and advertising's falling share of revenue.
- Google quietly cut its cyber threat team while betting billions on AI - Undisclosed job cuts in Google Cloud's security units in June 2026.
- Alphabet raises $85 billion to bet everything on AI infrastructure - Alphabet's June 2026 equity raise to fund AI spending.
- Microsoft's search and ad sales, now with LinkedIn, gain 10% to $6.6bn - Microsoft's quarter, reported two days after its exit offer, with $45.2 billion of capital expenditure.
- Meta profit drops 8% to $15.8bn as legal charges hit ad gains - Meta's second quarter, including about 8,000 employees affected by the May reduction and $1.18 billion in severance.
- Meta takes $9.89bn teen settlement charge as ad revenue gains 26% - Meta's third-quarter results, including a 15% fall in headcount and negative free cash flow.
- Zuckerberg's 6,500-word AI letter never mentions advertising once - Zuckerberg's "The Future is for Everyone" essay on AI, jobs and company size.
- Meta Business Agent brings AI customer service to WhatsApp globally - The AI agent Meta sells to businesses for customer service and sales.
- Meta splits one AI agent into 14 specialists after it hallucinated - Meta engineers on rebuilding an unreliable production agent.
- Google finds AI touches 68% of jobs but only 21% of their tasks - Google and DeepMind research on how Gemini is used across occupations.
Summary
Who: Alphabet's Google and some of its employees in Canada, France, Germany, Japan and Switzerland, with Microsoft and Meta as comparisons. Google Cloud and DeepMind staff were excluded from past offers, and DeepMind was excluded in Switzerland.
What: Google extended its voluntary exit program, introduced in 2025 for some US and UK divisions, to five more countries. In Switzerland, staff who accepted received one month's salary per year of service, up to 12 months, and at least four of about 50 people in one team accepted. Reuters could not determine total take-up.
When: Offers began in June 2026, and Swiss departures started in August. Reuters reported the expansion today, November 4, 2026.
Where: Canada, France, Germany, Japan and Switzerland, where Google employs about 5,000 people and runs an engineering hub in Zurich.
Why: According to Reuters, Google is trying to rein in rising costs amid heavy AI spending while shifting resources toward AI and cloud. Third-quarter capital expenditure of $51.4 billion pushed Alphabet's free cash flow to minus $9.1 billion, and advertising, at 64.3% of revenue, is funding that build-out.
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