David Risher
speaker
231 appearances
2 recordings
2 series
first heard Nov 2025
last heard 11 Feb
David Risher’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Feb 2026 with 1.
Appearances
Look, we had a blowout quarter.
So record bookings accelerating, record profits never been higher, record cash flow, record customers.
Okay, so all that is really good.
And what it shows is that customer obsession is what drives profitable growth.
There's no question.
It sounds like analysts are looking at things like margin.
But as you just pointed out, a lot of our biggest growth is actually in the highest value modes, highest margin modes.
So we've got a lot of conviction that we're in a good place and only getting better.
Oh, my goodness.
I mean, this is going to be a big year for self-driving cars, right?
And let's start with sort of the big picture.
When self-driving cars come onto a network like ours, it tends to expand the market.
And you would expect that because it's a cool new product.
It's reliable.
You know, you can kind of space out.
You can text and not worry about a driver overhearing a phone call, something like this.
So that's really good.
Okay, so then what happens is you've got to make sure that you're well-positioned with all the best players in the market if you're in our business.
We are.
We've got Waymo partnership, as you know.
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