Oracle(US:ORCL) Xin Lang Cai Jing·2026-01-12 16:18Group 1 - TikTok is restructuring its global content operations team, cutting approximately 20 content creation positions in the U.S. to accelerate brand partnerships and profit-oriented roles [1] - Some U.S. employees will be transferred to the new joint venture TikTok USDS Joint Venture LLC, led by Oracle and Silver Lake, while others will move to ByteDance's TT Commerce & Global Services LLC [1] - The restructuring aims to optimize resource allocation and focus on commercialization capabilities, reflecting a strategic shift from traffic expansion to profitability [1] Group 2 - The move is seen as a critical step for TikTok to address geopolitical risks by splitting its operations to meet regulatory requirements and strengthen local partnerships [1] - The reduction in content roles indicates a change in strategic priorities, potentially enhancing operational independence amid ongoing data security controversies [1] - The short-term pain from these adjustments may lead to long-term sustainable growth for the platform [1]