Brett Larson
speaker
455 appearances
2 recordings
1 series
first heard Dec 2024
last heard Feb 2025
Brett Larson’s voice in public audio — every appearance, attributed to the second.
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Appearances
And there's a couple hundred basis points of the emerging customer initiative headwood in there.
But longer term, they target regaining thirty percent level as the leverage returns to the business.
So they get back to growing.
And then obviously the Salesforce investment flips from a headwind to a tailwind to margins.
Not to that magnitude.
I think part of it is that they've invested very heavily in this current strategy, which makes it deeper than it otherwise would have been.
For example, back in twenty nineteen, which was prior to this down cycle, the last time that they had a
Down cycle margins went from twenty seven percent down to twenty percent.
the depth and duration of this downturn along with investing through it is what makes the operating margins what they are.
And the target again is to regain the thirty percent level and then grow incrementally forty percent from there.
For logistics specifically, that market's returned to growth now.
So that's their largest in market.
It grew quickly last year, should probably grow quickly again this year.
Similarly, semiconductor, you watch the semicap company.
So the company selling equipment to TSMC and the like.
That's primarily who they're selling to.
And again, the outlook there is relatively positive right now.
Consumer electronics, like we mentioned, we're kind of at a
A steady place as we're waiting to see if there is gonna be like a next consumer electronics type of capex cycle that's needed.
And that could be new features or new form factors tied to LLMs or AR and VR or whatever it might be, but that's usually what drives the growth there.
Showing 341–360 of 455 · page 18 of 23
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