Lizette Chapman
speaker
87 appearances
3 recordings
1 series
first heard Nov 2025
last heard 5 May
Lizette Chapman’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 May 2026 with 2.
Appearances
What we're going to be looking for is whether they're able to translate these small
Smaller customer deals, these $1 million deals, into ones that expand into ones that really drive the U.S.
commercial deals, as well as international.
That's on the commercial side.
On the government side, we're going to be looking at how things are going here domestically as well as internationally with the boost that they've seen, that they've invested in the U.K.
and a lot of NATO projects.
expansion efforts as well.
So we're going to be looking to see whether they've been able to continue to expand the sizes of those deals.
The people that we have spoken to indicate that that is unlikely because of the lumpiness and long-term nature of these contracts.
That doesn't seem to be a major factor that we have anticipated so far.
What we will be looking at going forward, though, is, again, like, you know, will they be and then where and how?
And traditionally, international sales have been much stronger.
softer than the U.S.
ones.
And, you know, CEO Alex Karp has repeatedly said, you know, it's U.S.
commercial growth driving this.
So we'll see if that continues to be the case or whether they've been able to boost their strength abroad.
Yeah, I think that is a great question.
And I think the markets are going to tell us, right?
You know, he has a famously very antagonistic relationship with Wall Street.
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