Dara hinted in his first email that there were more layoffs on the way. I consider them to be a single layoff, one portion of which took more time to execute.
Is it? You already laid off a large percentage of staff. Your product teams will have seen the data showing cratering revenue. Your top engineers are almost certainly already looking for new jobs anyways. You know you are going to have to make this move no matter what. Anyone with a brain knows that the status quo is unsustainable whether you say the quiet part out loud or not.
Better to give people a heads up so they can start getting their resumes in order, hitting up their networks, etc. rather than telling a blatant lie.