ABOUT THIS EPISODE
George and Ian take comfort from FY25 trading updates but look forward to a year in which reality may bite back.
Trading updates from Raspberry Pi, and news flow from Intel and Samsung, remind us that things rarely happen as smoothly or as predictably in real world tech as is hoped – particularly in semiconductors.
Computacenter’s update has confirmed George’s view on hardware sales and serves as another illustration that cash flow matters and should not be taken for granted.
Looking to the US the traditional SaaS stocks are underperforming, dragged down by the question of what AI does to them and, importantly, software pricing. No sign of the market asking these fundamental questions of the UK stocks just yet.
English
United States
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OTHER EPISODES IN THIS PODCAST
UK vs US tech valuations – reflecting on wider and individual stocks. Looking at several leading UK tech stocks, including Computacenter, Raspberry Pi and Kainos, George examines the ‘p/e discount’ issue but it’s clearly more nuanced than just growth.
Ian questions why it takes so long for the UK…
George and Ian catch up on events in and around the UK small and mid-cap listed tech.
Visma – potential London IPO. Parallels with Sage are inevitable. Visma has grown through acquisition but still delivers on organic growth. It does not, however, scale per the SaaS storybook. A judgement in store…
George and Ian catch up on events in and around the UK small and mid-cap listed tech.
Big Beautiful Trade Prosperity deal – George tries to put in it some kind of context vs the scale of what is happening elsewhere. Has the UK sold its soul or did that really happen years ago? Look to the positive…
George and Ian catch up on US giants results, reflecting on very different approaches and perhaps outlooks, before considering whether the IPO noise is consistent with the share price performance of UK tech stocks.
Microsoft - AI reality, talk of returns on its own investment on AI but no real idea…
This week George and Ian canter through the newsflow of recent weeks, Bytes, Accesso, Northcoders and Hostelworld.
Is Bytes broken? No, but its reputation has taken another beating.
Hostelworld’s direct marketing expense reminds us why many startups sometimes feel they are just working for Go…
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