Jesse Wilson's questions to GRID DYNAMICS HOLDINGS (GDYN) leadership • Q4 2024
Question
Jesse Wilson asked which of the five strategic initiatives for 2025 has a head start and which requires more focus. He also followed up on whether account rationalization and enhanced hyperscaler collaboration would create SG&A leverage.
Answer
CEO Leonard Livschitz and COO Yury Gryzlov identified AI and hyperscaler partnerships as the top priorities requiring new investment and focus, while noting that the technology offerings and 'follow-the-sun' strategy are already mature strengths. CFO Anil Doradla stated that while there will be co-investment with partners, overall revenue growth is expected to outpace OpEx growth, creating leverage over time.