Jörn "Joe" Menninger
speaker
1,749 appearances
8 recordings
1 series
first heard May 2026
last heard 13 Aug
Jörn "Joe" Menninger’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 — 8 in all, peaking in Jun 2026 with 3.
Appearances
Five predictions for the second half of this year.
Five things I'll be tracking in the second half of 2026 and will hold myself accountable for these in the next review.
1.
KNDS will formally restart its IPO process by end of March 2027.
Confident 7 out of 10, the sovereign mandate has not changed, the pricing needs adjustment.
2.
At least two German defense robotics-based quantum or strategic infrastructure companies will announce priced equity rounds above 1 billion euros by the end of 2026.
Confidence 8 out of 10.
3.
SAP will announce at least one further material AI acquisition by the year's end.
Confidence 6 out of 10.
4.
DeepL will announce a material strategic transaction financing or restructuring by the end of June 2027, reflecting increased competitive pressure on its standalone position.
Confidence 6 out of 10.
5.
At least one member of the profitability cohort will announce an IPO mandate, regulatory filing or formal strategic sale process by year-end 2026.
Media speculation does not count.
Confidence, 5 out of 10.
Post-period confirmation, July reinforces the thesis.
One more piece of evidence from after the reporting period.
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