sorry, but do you know what it takes for a company to fire an employee in France? I concede your other points.
No, I don't. But I do know that Arianespace isn't just a French company. There's partners in nine other countries that help make up the consortium.
Also it should be noted that Arianespace operates much like "old school" space in the US. Arianespace is marketing and conducting the launches and assembling the launchers but its components come from commercial subcontractors - not just in Europe but all over the world. (I think Airbus being the biggest one.)
Airbus is also the biggest shareholder of Arianespace - such mirroring the role of Boing in ULA.
If the market share of Arianespace drops, and as such less launches happen, its the sub-contractors and the sub-sub-contractors that would feel it most. That is also where any layoffs are most likely to happen.
Keep in mind SpaceX is as cost effective mostly due to their in house strategy, but that's exactly where they do things different than everyone else.
Old-school space's fat that needs to be trimmed is in this distributed infrastructure of commecial subcontractors. And the potential cost savings in this "layer" might actually be substancially higher than what could be gaines from reuseability - at least within the next 5-10 years.
After all, so far SpaceX has not re-used a single vehicle commercially (Grassopper was a self-financed internal test) SpaceX has spent massive sums on developing their rocket science and production methods basically from scratch and on top spends ****loads of money on further development of technologies of reuseability - new engine technologies (Raptor, deep cryo, ...) as well as the eventual mars colonization program ...
and still is cheaper than everyone else!If you optimize for reuseability, the stage development and production doesn't have to be as cost optimized. It can be very expensive to produce a stage in the first place, as long as the cost for re-use and maintenance is low. Boing and Airbus are both very effective with the expensive subcontractor model for production - of airplanes! Here the market has long optimized reuse ( A boing 747 is being reflown and refurbished for several decades. Some airplanes are around and in active service since the 1930's! )
With that in mind, Arianespace has exactly two options how to possibly compete with SpaceX:
Variant 1: Stay expendable, but use an extremely highly integrated production model to make the stages dead-cheap. (This won't happen I think. The way Arianespace as well as the shareholder companies - and in fact almost ANY european conglomerate is structured, they NEED the subcontractor model to function - not at least for political reasons since every european country wants some of the cake for their industry)
This will basically cost a lot of jobs - mostly at the subcontractor level, as stuff would HAVE to be made higher up.
Variant 2: Stay expensive (in production) but go for high reuseability much like it happens for airplaines.
That would fit the european corporate model much better, so eventually I think that's whats gonna happen - once the generation ostrich management team has been replaced.