Dan Ives

You'll have these moments four or five times in a year.

This is not the end of the AI trade.

To me, it's like, look at earnings season, look at structure, look at monetization.

I'm hearing from clients I haven't heard from in a decade.

They're that slow.

panicked and nervous not to explain some of these sell-offs.

This is one, it is a massive, it's a structural sell-off in software that's unlike anything in terms of just core structural that I've ever seen.

I'm hearing from clients I haven't heard from in a decade.

They're that...

panicked and nervous not to explain some of these sell-offs.

This is one.

It is a massive, it's a structural sell-off in software that's unlike anything in terms of just core structural that I've ever seen.

I'm hearing from clients I haven't heard from in a decade.

They're that...

Panicked and nervous not to explain some of these sell-offs.

This is one, it is a massive, it's a structural sell-off in software that's unlike anything in terms of just core structural that I've ever seen.

When you look at smartphone market and you look what we see, look around the edges, there's weakness.

I mean, we've talked about it in terms of Asia checks and now obviously, you know, this is something that's going to be a focus in terms of, you know, can they navigate it?

How long the sort of softness will be there?

Look, I think it just speaks to overall what we're seeing in this market.