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David Meier

๐Ÿ‘ค Person
189 total appearances

Appearances Over Time

Podcast Appearances

Motley Fool Money
Reckless Earnings Predictions: ZM, BBY, DE

But again, the demand picture, at least in my 10,000 foot level view of this, it seems dicey.

Motley Fool Money
Reckless Earnings Predictions: ZM, BBY, DE

That's why I'd be probably betting more on the missed side than the beat side.

Motley Fool Money
Reckless Earnings Predictions: ZM, BBY, DE

So in the AI space, it is nothing but clear skies, clear blue skies ahead.

Motley Fool Money
Reckless Earnings Predictions: ZM, BBY, DE

And this is a company that cannot navigate it and hasn't been able to for a number of years.

Motley Fool Money
Reckless Earnings Predictions: ZM, BBY, DE

I mean, this is the biggest faker that there's been, right?

Motley Fool Money
Reckless Earnings Predictions: ZM, BBY, DE

This is a company that started right when AI was picking up.

Motley Fool Money
Reckless Earnings Predictions: ZM, BBY, DE

They were so well positioned and they just haven't been able to really capture the demand that's out there with their platform.

Motley Fool Money
Reckless Earnings Predictions: ZM, BBY, DE

No.

Motley Fool Money
Reckless Earnings Predictions: ZM, BBY, DE

Seriously.

Motley Fool Money
Reckless Earnings Predictions: ZM, BBY, DE

You're at a point where your company should be selling itself.

Motley Fool Money
Reckless Earnings Predictions: ZM, BBY, DE

You know what I mean?

Motley Fool Money
Reckless Earnings Predictions: ZM, BBY, DE

You should have a brand.

Motley Fool Money
Reckless Earnings Predictions: ZM, BBY, DE

You should have a platform.

Motley Fool Money
Reckless Earnings Predictions: ZM, BBY, DE

You should have all the services that people are looking for.

Motley Fool Money
Reckless Earnings Predictions: ZM, BBY, DE

And it's just the momentum just has not gotten there.

Motley Fool Money
Reckless Earnings Predictions: ZM, BBY, DE

And in fact, I believe that next year or this year or coming up very soon, they're expecting a decline in sales.

Motley Fool Money
Reckless Earnings Predictions: ZM, BBY, DE

So you're going to have to shrink in order to try to reinvigorate growth.

Motley Fool Money
Reckless Earnings Predictions: ZM, BBY, DE

So yeah, there's a lot going on at this company.

Motley Fool Money
Reckless Earnings Predictions: ZM, BBY, DE

New CEO, reorganizing the sales team, reorganizing operations.

Motley Fool Money
Reckless Earnings Predictions: ZM, BBY, DE

I...