David Meier
speaker
189 appearances
3 recordings
1 series
first heard Oct 2025
last heard 1 Dec
David Meier’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 3 in all, peaking in Dec 2025 with 1.
Appearances
Motley Fool Hidden Gems Investing · Reckless Earnings Predictions: ZM, BBY, DE · 24 Nov 2025
podcast
But again, the demand picture, at least in my 10,000 foot level view of this, it seems dicey.
That's why I'd be probably betting more on the missed side than the beat side.
So in the AI space, it is nothing but clear skies, clear blue skies ahead.
And this is a company that cannot navigate it and hasn't been able to for a number of years.
I mean, this is the biggest faker that there's been, right?
This is a company that started right when AI was picking up.
They were so well positioned and they just haven't been able to really capture the demand that's out there with their platform.
No.
Seriously.
You're at a point where your company should be selling itself.
You know what I mean?
You should have a brand.
You should have a platform.
You should have all the services that people are looking for.
And it's just the momentum just has not gotten there.
And in fact, I believe that next year or this year or coming up very soon, they're expecting a decline in sales.
So you're going to have to shrink in order to try to reinvigorate growth.
So yeah, there's a lot going on at this company.
New CEO, reorganizing the sales team, reorganizing operations.
I...
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