David Toms
speaker
276 appearances
2 recordings
1 series
first heard Apr 2022
last heard Oct 2022
David Toms’s voice in public audio — every appearance, attributed to the second.
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Appearances
In my experience, when you start to see that shape at this time in the year, it makes me just a little bit nervous about how the second half could evolve because we've
The second half doesn't have a particularly easy set of comps.
Do you remember twenty twenty-one was showing some very good acceleration out of COVID, particularly in the latter part of the year?
Twenty twenty two
You know, we we'll be comping against that in the second half, which will make things look a little bit tougher.
It's potentially not till we get to 2023 when we're in a more normal economic environment where it's a bit more of a like for like comparison.
So I would say I feel a little nervous about the shape of this year.
And I think what we're hearing is that nervousness echoed by corporates and their customers, not in a catastrophic fashion, just in a things might be a little bit tighter than we thought they'd be.
Yes, I think actually you made a really important point in there when you talked about sort of the secular opportunity for what's going on and what drives it because
One of the input costs for our sector.
Is the hardware.
I mean, you know, still for an IT budget, it's a big chunk of what people end up spending.
And in terms of things we have on our side on an ultra long term view and have had on our side for a long time, Moore's law is almost inescapable.
Your hardware gets more and more capable and more cheap and cheaper each year.
So we're in a situation where there is deflation for one of the big input costs, at least for our customers.
We don't actually
actually buy very much hardware or in a cloud sense we might be buying some to run it, but it's not a major part.
But our customers still have a significant hardware expense.
So from a technology budget perspective,
We can actually afford things to get a little bit tougher because part of the technology cost is coming down all the time.
Showing 181–200 of 276 · page 10 of 14
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