Matthew Brockman

speaker
798 appearances 7 recordings 1 series first heard Apr 2022 last heard Sep 2025

Matthew Brockman’s voice in public audio — every appearance, attributed to the second.

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It's been a big year again.
Uh and people work incredibly hard on our in our business and and in our businesses more broadly in our portfolio.
So thank you to every single one of of those people.
Hundred percent agree.
Absolutely.
I think there is a sensitivity around pace of growth as opposed to is there growth? matched
So if I think about adoption, it's the long-term trends are still there. matched
More more automation of workflow, more automation of jobs, more automation of processes that could be done by white-collar workers. matched
Whether that gets sold at the same velocity in 2023 as it would have been sold in 2020 is where you're trying to make a calibration of an investment commitment. matched
Hello everyone and welcome to Orbit, the HG podcast series, where we speak to leaders and innovators from across the software and technology ecosystem, discussing the key trends changing how we all do business. matched
I'm Matthew Brogman, managing partner at H G, and today I'm back after six months from April talking to H G's head of research, David Toms, to discuss some of the key trends we're seeing in the software sector over the last quarter. matched
Been another interesting six months in the public markets, David. matched
How would you characterize what we've seen in the last six months? matched
It's been quite amazing when you look at the matched
So do you think that's in any way structural or do you think we just saw a bit of a bubble based on free money and, you know, fiscal response to Covid? matched
Do you do you see a sort of a a real fundamental change in the way people are thinking about software investing? matched
So I matched
valuation swings. matched
So interesting article, I think it was this very morning on in the FT about the lack of IPOs in the US market, tech IPOs. matched
That's just investors deciding to sit on cash, is it, do you think? matched
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