Question · Q1 2026
Tol Kohrman asked for insights into the broader investment landscape and customer trends, specifically regarding budget constraints and market improvements, and sought clarification on whether the stabilization period for revenue and margins is expected primarily in the first half of the current fiscal year.
Answer
CEO Rob Brainin characterized the investment environment as tough but cautiously optimistic, noting glimmers of hope as budget constraints ease and emphasizing Champions' strong positioning. CFO David Miller added that Q1 was likely the fiscal year's low point for revenue, with anticipated expansion in coming quarters, and highlighted data deals as a key driver, while acknowledging uncertainty on their exact timing.