Tollef Kohrman

Tollef Kohrman asked for insights into the broader investment landscape and customer behavior, and whether the first half of the fiscal year should be considered a stabilization period before anticipated margin expansion and top-line growth in the second half.

Answer

CEO Rob Brainin described the investment environment as still tough but cautiously optimistic, with glimmers of hope for easing budget constraints. CFO David Miller indicated that Q1 was likely the low point for revenue in the fiscal year, anticipating gradual revenue expansion and highlighting data deals as a key driver, while acknowledging uncertainty in their timing.