Mike O'Mahony
speaker
2,208 appearances
9 recordings
1 series
first heard Jul 2026
last heard 6d ago
Mike O'Mahony’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 — 9 in all, peaking in Jul 2026 with 4.
Appearances
The decline is pretty easy to pull apart once you separate the pieces.
Some of it is just bad timing.
There's trouble in the Middle East, as we know.
U.S.
government has spending cuts, stuff that should fade on its own.
Profit and cash flow both grew last quarter, so the core engine isn't really...
in bits it's not broken some of it is a very genuinely fair worry and new bookings dropped 13 percent in one quarter management admitted clients are pushing out big deals till next year which if it's true is good i mean it just means deferred revenue that bookings figure would concern me now because with those kind of service businesses they're locked in their clients are locked into contracts for the here and now so
Companies can DIY it.
show me the value you have provided instead of don't worry about showing me fancy slides I can go do that now myself I got an email about totally yeah and they they're masters of fancy slides I got an email there recently regarding Accenture's share price and the the title was it is it a falling in a is it a fallen angel or a falling knife and in the email they they
They didn't quite answer the question, but it was the question raised.
And I just read a quote, which I'll just regurgitate here.
And it's from the CEO in her Q3 2026 conference call.
Her name is Julie Sweet.
And what she said was, I also want to give you context on two factors that impacted our results this quarter.
First, we were impacted by the conflict in the Middle East.
we saw revenue impact of approximately $100 million compared to our expectations.
Second, a couple of our large managed service opportunities moved into financial year 2027 for company-specific reasons.
Now, I kind of said all of that a few minutes ago, but if it's true and...
That's where our human judgment comes in.
It feels like a business that will kind of correct.
Showing 2161–2180 of 2,208 · page 109 of 111
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