Carmen Reinecke

And they fell pretty significantly after last earnings on concerns about spending.

So that's something we're going to be watching very closely after the bell today.

Stock fell a lot last week when we sort of had this broader AI sell off, but a little bit of a rebound today ahead of those results.

Yeah, that's something that investors are definitely looking forward to hear if they've added any new clients in this quarter to kind of shift away from the dependence on those few companies.

Though I've also heard from sources that it's not the biggest concern because there's just so much demand in this space that even if one of their big clients were to drop them or move on or something, there are going to be others to rush in.

So definitely investors are looking for, you know, are they signing new clients, new customers?

But it might not be the biggest concern.