Question · Q1 2026
Tov Kormanon asked for insights into the broader investment landscape and current customer trends, and whether the stabilization period for revenue and margin expansion is expected in the first or second half of the fiscal year.
Answer
CEO Rob Brainin described the investment environment as still tough but expressed cautious optimism about improving market conditions and easing budget constraints. CFO David Miller indicated that Q1 fiscal 2026 was likely the low point for revenue, anticipating sequential expansion, with the timing of data deals being a key variable for the year's trajectory.