Tim Beyers
speaker
1,508 appearances
10 recordings
1 series
first heard Oct 2025
last heard 2 Feb
Tim Beyers’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 — 10 in all, peaking in Nov 2025 with 3.
Appearances
Cloud people would make a great kids series, but I don't think it's a good name for an enterprise software company.
But where do you land on this, Asit?
They did say that most of the big tech companies really didn't say anything about impacts from the government shutdown.
Workday did.
Workday did, because they have a lot of big government contracts.
Anything there on the headwinds they faced from the government shutdown?
Anything give you pause here?
You led us there.
It's prediction time.
We're talking 10 years now.
Over the next 10 years, which of these is the better outperformer?
Give me a range of annualized returns that you think this company could give you.
Two things.
Which is the better outperformer?
And what's your hope?
It doesn't have to be a hard prediction.
I think based on what you know about this company, your hope for the range of annualized returns you might expect.
And Dave, I'm going to start with you.
So Zscaler or Workday?
All right, Asit, Zscaler or Workday?
Showing 621–640 of 1,508 · page 32 of 76
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