Podcasts about full year results

Watch on YouTube In this upbeat interview following today's positive Sept FY24 results, CEO Bram Goorden and CFO Grant Nash of  IXICO - an AI powered medical imaging analytics firm - takes me through: 00:00 What IXICO does, its key USPs & growth opportunity. 06:05 Financial highlights, operating leverage and breakeven sales. 11:50 Expansion strategy and new product development. 18:55 FY25 outlook and closing remarks. IXICO will provide a live presentation to all existing and potential shareholders relating to their Full Year Results and IXICO's expansion and growth strategy via Vox Markets this afternoon. Register here > > https://streamyard.com/watch/tuGDjEfcp5K4

Watch on YouTube Catch the highlights from IXICO's #IXI live presentation, where CEO Bram Goorden and CFO Grant Nash share insights into the company's Full Year Results and outline their ambitious expansion and growth strategy. Recorded on December 4th, 2024, this session provides valuable updates for shareholders and those interested in IXICO's role in advancing neuroscience through innovative medical imaging analysis.  00:00 - Introduction 01:10 - Presentation  33:40 - Q&A

WAM Alternative Assets FY2024 Full Year Results Q&A Webinar by Wilson Asset Management

Stephen Grootes talks to CEO FirstRand Mary Vilakazi about the banking institution's robust financial performance, marked by a 4% increase in full-year normalized earnings.   In other interviews on this episode on The Money Show, we look at the achievement of Kreepy Krauly, reaching 50 years as one of South Africa's most successful exports with to Hermais Nel, Managing Director of Kreepy Krauly.See omnystudio.com/listener for privacy information.

Stephen Grootes speaks to Mary Vilakazi about FirstRand's resilient performance, with a 4% increase in full-year normalised earnings, driven by a strong second half showing from its portfolio, despite absorbing a significant accounting provision related to the UK motor commission review.See omnystudio.com/listener for privacy information.

WAM Leaders FY2024 Full Year Results Q&A Webinar by Wilson Asset Management

WAM Capital, WAM Microcap, WAM Research And WAM Active FY2024 Full Year Results Q&A Webinar by Wilson Asset Management

WAM Global FY2024 Full Year Results Q&A Webinar by Wilson Asset Management

WAM Strategic Value FY2024 Full Year Results Q&A Webinar by Wilson Asset Management

Stephen Grootes speaks to Mpumi Madisa, CEO at Bidvest, about the company's impressive full-year results, its successful navigation of economic challenges, and its positive outlook for future growth and expansionSee omnystudio.com/listener for privacy information.

Noluthando Mthonti-Mlambo speaks to Rob Field, CFO at RCL FoodsSee omnystudio.com/listener for privacy information.

Highlights today include: LSI Industries Reports Fiscal 2024 Fourth Quarter and Full-Year Results, Leviton Appoints New COOs to Align with the Company's Strategic Direction and Growth, Pharos Enhances Immersive Experience at Printworks, Manchester, OEM Account Manager.

FRP Advisory Group PLC (AIM:FRP) CEO Geoff Rowley takes Proactive's Stephen Gunnion through the company's strong full-year results for the year to 30 April 2024. Rowley highlighted that the year saw significant positive progress across all service lines, with restructuring remaining the largest part of their business. He noted the strong financial performance, with revenue up 23% to £128.2 million and adjusted underlying EBITDA up 37% at £37.1 million. Most of the growth was organic, demonstrating the company's effective operating model and conversion of top-line growth into profit. Rowley discussed the strategic acquisitions made post-year-end, including Hilton-Baird Group and Lexington Corporate Finance, emphasising the importance of cultural fit, strategic rationale, and fair economics in their acquisition strategy. He also mentioned the company's healthy M&A pipeline and positive momentum heading into the new financial year. "On the M&A front, yes, there are live discussions across four of our service lines," Rowley said, indicating ongoing opportunities for further growth. For more insights into FRP Advisory Group's strategies and future plans, watch the full interview. Don't forget to give the video a like, subscribe to our channel, and enable notifications for future content. Visit Proactive's YouTube channel for more videos and updates. #FRPAdvisoryGroup #GeoffRowley #FullYearResults #CorporateFinance #Restructuring #MergersAndAcquisitions #FinancialAdvisory #ProactiveInvestors #BusinessGrowth #FinancialResults#ProactiveInvestors #invest #investing #investment #investor #stockmarket #stocks #stock #stockmarketnews

Knights Group CEO, David Beech and CFO, Kate Lewis present their results for the year ended 30 April 2024 followed by Q&A. David Beech, CEO 00:16 - Introduction 00:35 - Full Year highlights 02:35 - Business growth 04:48 - Mix of work 06:04 - Business model 08:34 - Revenue & PBT growth Kate Lewis, CFO 08:58 - Full Year financial highlights 09:55 - Income statement 13:46 - Revenue bridge 17:27 - Underlying PBT bridge 17:49 - Performance against KPI's 19:08 - Cash flow 19:58 - Lock up & debtor days 22:00 - Balance sheet 22:51 - Net debt bridge David Beech, CEO 24:46 - Medium term goals 25:32 - Market opportunity 25:57 - Growth opportunities 29:06 - Recruitment 30:43 - Case study 32:18 - Summary & outlook 33:56 - Q&A Knights is a fast-growing, legal and professional services business, ranked within the UK's top 50 largest law firms by revenue. Knights was one of the first law firms in the UK to move from the traditional partnership model to a corporate structure in 2012 and has since grown rapidly. Knights has specialists in all key areas of corporate and commercial law so that it can offer end-to-end support to businesses of all sizes and in all sectors. It is focussed on key UK markets outside London and currently operates from 23 offices located in Birmingham, Brighton, Bristol, Carlisle, Cheltenham, Chester, Exeter, Kings Hill, Leeds, Leicester, Lincoln, Manchester, Newbury, Newcastle, Nottingham, Oxford, Portsmouth, Sheffield, Stoke, Teesside, Weybridge, Wilmslow and York.

IG Design Group CEO, Paul Bal and CFO, Rohan Cummings present the group's the results for the year ended 31 March 2024, followed by Q&A. Paul Bal, CEO 00:16 - Introduction 01:03 - FY2024 highlights 04:14 - FY2024 Financial summary 06:06 - Category performance 07:14 - DG Americas update 10:42 - DG International update Rohan Cummings, CFO 15:58 - Group revenue 18:22 - Adjusted operating profit 20:00 - Profit and loss 21:53 - Cash flow Paul Bal, CEO 23:28 - Growth focussed strategy 25:45 - Strategic priorities 26:23 - New operating model & values 28:42 - Group aspirations 30:02 - Summary & outlook 32:50 - Q&A IG Design Group plc is a United Kingdom-based company that is engaged in the design manufacture and distribution of celebration, craft & creative play, stationery, gifting and not-for-resale consumable products. The Company is a producer of Celebrations products, including greetings cards, gift wrap, Christmas crackers, gift bags and partyware. The Company design, manufacture and sources a range of stationery products for consumers of all ages, for use in education, commercial and home settings. Its not-for-resale consumables product combines Polaris business with Paper Twist Handle Bags. The Company's segments include DG Americas and DG International. The DG Americas segment includes overseas operations in Asia, Australia, the United Kingdom (UK), India and Mexico, and the United States companies. The DG International segment comprises the consolidation of the separately owned UK, European and Australian businesses.

Ryanair has just published its full year results for the Financial year and post tax profit was up 34% at €1.92billion. It flew 184m people over the past year - giving it a load factor was also up to 94% but it admitted that soaring fuel bills caused issues Joining Pat on the show this morning was Neil Sorahan the Chief Financial Officer with Ryanair.

Pebble Group CEO, Chris Lee and CFO, Claire Thomson present full year results for the year ended 31 December 2023, followed by Q&A. Chris Lee, CEO 00:16 - Introduction 01:30 - Market opportunity 02:33 - FY23 Highlights Claire Thomson, CFO 04:20 - FY23 Financial highlights 05:04 - Key financial dynamics 13:21 - Income statement 06:46 - Cashflow 07:22 - Balance sheet 07:55 - Capital allocation Chris Lee, CEO 08:58 - Facilis Group performance 12:05 - Facilis Group partner retention 13:44 - Facilis Group strategy Claire Thomson, CFO 16:46 - Brand Addition performance 18:46 - Brand Addition strategy Chris Lee, CEO 19:31 - ESG 20:43 - Outlook 22:11 - Q&A The Pebble Group is a provider of digital commerce, products and related services to the global promotional products industry, comprising two differentiated businesses, Facilisgroup and Brand Addition, focused on specific areas of the promotional products market. For further information, please visit www.thepebblegroup.com.

Briscoes has managed to withstand strong economic headwinds and deliver a strong profit. The company announced a net profit after tax of $84.2 million for the year ending 28 January 2024- a 5 percent drop. However, the total sales during that period were $792.0 million, an all-time high for the company. Group Managing Director Rod Duke says it's clear the products the company offers clearly resonate with customers.  LISTEN ABOVESee omnystudio.com/listener for privacy information.

Briscoes has managed to withstand strong economic headwinds and deliver a strong profit. The company announced a net profit after tax of $84.2 million for the year ending 28 January 2024- a 5 percent drop. However, the total sales during that period were $792.0 million, an all-time high for the company. Group Managing Director Rod Duke says it's clear the products the company offers clearly resonate with customers.  LISTEN ABOVESee omnystudio.com/listener for privacy information.

Headlam Group Chief Executive Chris Payne, and Chief Financial Officer, Adam Phillips present full year results for the year ended 31 December 2023, followed by Q&A. Chris Payne, Chief Executive 00:16 - Introduction 01:47 - FY 2023 Overview 03:47 - Flooring market backdrop Adam Phillips, Chief Financial Officer 05:17 - FY 2023 Financial summary 07:38 - Revenue 08:21 - UK Distribution volumes 09:01 - Income statement 10:37 - Underlying operating profit 12:11 - Mitigating actions 13:24 - Non-underlying items 15:01 - Cashflow 16:42 - Capital expenditure 17:19 - Balance sheet 17:46 - Daily net debt Chris Payne, Chief Executive 18:04 - Market opportunity 18:45 - Strategy summary 20:01 - Broadening business base 21:02 - Regional distribution 22:35 - Trade counters 23:59 - Larger customers Adam Phillips, Chief Financial Officer 25:25 - Digital and IT 26:14 - Sustainability and ESG 27:48 - Continental Europe Chris Payne, Chief Executive 29:22 - Summary and outlook 32:05 - Q&A Operating for over 30 years, Headlam is the UK's leading floorcoverings distributor. The Group works with suppliers across the globe manufacturing the broadest range of products, and gives them a highly effective route to market, selling their products into the large and diverse trade customer base. The Group has an extensive customer base spanning independent and multiple retailers, small and large contractors, and housebuilders. It provides its customers with a market leading service through the largest product range, in-depth knowledge, ecommerce and marketing support, and nationwide next day delivery service. To maximise customer reach and sales opportunity, Headlam operates 68 businesses and trade brands across the UK and Continental Europe (France and the Netherlands), which are supported by the group's network, central resources and processes.

NOLUTHANDO MTHONTI-MLAMBO speaks to Gugu Mtetwa, COO, Santam about how their results were positive. See omnystudio.com/listener for privacy information.

Highlights today include: The Latest Issue of designing lighting global Out Now! Legrand 2023 Full-Year Results, A Candid Conversation with Deco's Bob Sinai, Designplus Award by Light + Building: Nominees for Outstanding Design Innovations Announced, Explore Commercial Lighting Rebate Trends with BriteSwitch, Cree Lighting Adds New OSQP™ Pathway Bollard to OSQ Family of Luminaires Expanding Reach and Value Delivered to Site Lighting Applications, AdjustaPAR from GREEN CREATIVE, Access Beam Angle and CCT Selections at Your Fingertips.

Tracsis CEO, Chris Barnes and CFO, Andrew Kelly present results for the year ended 31 July 2023, followed by Q&A. Chris Barnes, CEO 00:16 - Introduction 03:19 - FY23 Highlights 04:55 - Digital transformation Andrew Kelly, CFO 07:36 - FY23 Financial highlights 09:48 - Divisional performance 12:18 - Cash position Chris Barnes, CEO & Andrew Kelly, CFO 13:43 - Group Transformation Andrew Kelly, CFO 17:53 - Rail technology and services (UK) 20:19 - Rail Technology and services (USA) Andrew Kelly, CFO 22:46 - Professional services 24:16 - Traffic data and events 25:08 - ESG Andrew Kelly, CFO 26:24 - Research & development 29:32 - Summary and outlook 31:46 - Q&A Tracsis plc is a technology company and a leading provider of software and hardware products, data capture and data analytics/GIS services for the rail, traffic data and wider transport industries. Tracsis' products and services are widely used to increase efficiency, reduce cost and risk, improve operational and asset performance, improve safety management and decision making capabilities and improve the overall end-user experience for clients and customers. The Group is split into two principal operating areas built around detailed industry knowledge and expertise: - Rail Technology & Services: A software, technology and product led business. It develops and supplies software that solves complex resource, asset optimisation and control problems for Train Operators, and Smart Ticketing, Delay Repay and other retail software to improve the customer experience for rail users. It also develops remote condition monitoring hardware, data acquisition software, and safety and risk management software for rail infrastructure providers. - Data, Analytics, Consultancy & Events: A largely services led business that focuses on data capture, data analytics, GIS, earth observation, data insights, consultancy and event traffic management within a range of transport and pedestrian rich environments. The business provides technology and bespoke products and data that underpin large scale intelligent transport systems, smart city planning and positive environmental decision making. Tracsis has a blue-chip client base which includes all major UK transport owning groups, Network Rail, Passenger and Freight Train Operating Companies, the Department for Transport, TfL, multiple local authorities, major outdoor music and sporting event organisers, and a wide variety of large engineering and infrastructure companies. In North America our clients include Class 1 rail freight companies, transit operators, shortline railroads and several large rail served ports and industrials. The business drives growth both organically and through acquisition and has made seventeen acquisitions since 2008. For more information on Tracsis please visit http://www.tracsis.com

Eagle Eye CEO, Tim Mason and CFO, Lucy Sharman-Munday present Full Year results for the year ended 30 June 2023. An exceptional year of growth, delivering revenue and profits ahead of initial expectations. Tim Mason, CEO 00:16 - Introduction 02:55 - FY23 Highlights 03:48 - About Eagle Eye Lucy Sharman-Munday, CFO 07:44 - FY23 Financial highlights 09:25 - Customer strategy 12:09 - International growth 12:48 - income statement 15:35 - Net cash bridge 16:46 - Innovation 19:05 - ESG Tim Mason, CEO 21:15 - Strategy overview 24:43 - M&A and Untie Nots 26:35 - AI Opportunity 30:35 - Outlook Eagle Eye is a leading SaaS technology company enabling retail, travel and hospitality brands to earn the loyalty of their end customers by powering their real-time, omnichannel and personalised consumer marketing activities. Eagle Eye AIR is a cloud-based platform, which provides the most flexible and scalable loyalty and promotions capability in the world. More than 750 million personalised offers are executed via the platform every week, and it currently hosts over 100 million individual loyalty members for businesses all over the world. We are trusted to deliver a secure service at hundreds of thousands of physical POS destinations worldwide, enabling the real-time issuance and redemption of promotional coupons, loyalty offers, gift cards, subscription benefits and more. The Eagle Eye AIR platform is currently powering loyalty and customer engagement solutions for enterprise businesses all over the world, including Asda, Tesco, Morrisons, Waitrose and John Lewis & Partners, JD Sports, Pret a Manger, Loblaws, Southeastern Grocers, Giant Eagle and the Woolworths Group. In January 2023, the Group acquired France-based Untie Nots, an AI-powered personalised promotions business, adding Carrefour, E. Leclerc, Auchan and other leading brands to its European customer base.

Ilika PLC (AIM:IKA, OTCQX:ILIKF) CEO Graeme Purdy speaks to Thomas Warner from Proactive following the release of audited full year results for the year to 30 April 2023. Purdy provides an update of the year, highlighting continued heavy investment in R&D for the company's solid state battery programs. The interview is split between updates on Ilika's ultra-thin, mm-scale, rechargeable solid state battery product Stereax and its large format solid state battery product Goliath. Purdy gives an overview of headway with each product in the portfolio and is careful to stress that Stereax and Goliath are being given equal attention by the company. He also highlights that despite their vast difference in physical size, there are "some commonality in the technology." Ilika describes itself as a pioneer in a ground-breaking solid state battery technology designed to meet the specific demands of a wide range of applications in MedTech, Industrial IoT, Electric Vehicles and Consumer Electronics. It is headquartered in the UK and has operations in USA, China and Israel.

TPXimpact CEO, Björn Conway and CFO, Steve Winters present results for the year ended 31 March 2023, followed by Q&A. Björn Conway, CEO 00:16 - Introduction 01:46 - FY23 Summary 04:13 - Market Overview 08:21 - Case Studies Steve Winters, CFO 09:58 - FY23 Financial highlights 12:51 - Revenue 16:18 - ESG Björn Conway, CEO 19:57 - Strategy update 23:30 - Current trading and outlook 26:42 - Q&A We believe in a world enriched by people-powered digital transformation. Working together in close collaboration, we want to help our clients reimagine their organisations, services and experiences to accelerate positive change and build a future where people, places and the planet are supported to thrive. Led by passionate people, we care deeply about the work we do and the impact we have in the world. Working alongside our clients teams, we work to understand their unique challenges and find new ways forward together; challenging assumptions, testing new approaches and building capabilities, leaving them with the tools, the insight and the confidence to continue iterating and innovating. Combining rich heritage and expertise in human-centred design, data, experience and technology, we bring over 15 years experience across the public, private and third sectors, creating sustainable solutions with the flexibility to learn, evolve and change. The business is being increasingly recognised as a leading alternative digital transformation provider to the UK public services sector, with c.72% of its client base representing the public sector and c.28% representing the commercial sector. More information is available at www.tpximpact.com.

PlaybyPlay Podcast: NIKE (NYSE: NKE) Posts Full Year Results, and SIGNA Sports United (NYSE: SSU) Reports Results for H1 FY23

CMC Markets PLC (LSE:CMCX) founder and chief executive Lord Peter Cruddas speaks to Thomas Warner from Proactive after the global provider of online retail financial services released its final results for the year to 31 March 2023. Lord Cruddas gives his highlights from the year, saying that CMC is "at a pivot point of change" with the company aiming to produce a 30% increase in net operating income over the next three years. He also discusses the recent acquisition of a 33% stake in StrikeX, a customer-centric blockchain solutions business and specialist in tokenisation and self-custody technologies. #ProactiveInvestors #CMCMarkets #FinancialServices #TradingPlatform #InvestmentStrategy #BlockchainTechnology #CMCInvest #MarketAnalysis #TradingTips #InvestmentOpportunities #FinancialMarkets #StockTrading #CryptocurrencyInvesting #ForexTrading #TradingEducation #InvestmentPortfolio #MarketNews #EconomicIndicators #CMCConnect #InvestmentTools #FinancialTechnology #invest #investing #investment #investor #stockmarket #stocks #stock #stockmarketnews

Eneraqua Technologies CEO, Mitesh Dhanak, and CFO, Iain Richardson, present preliminary results for the year ended 31 January 2023. Mitesh Dahnak, CEO 00:16 - Introduction 01:04 - FY2023 Operational highlights Iain Richardson, CFO 02:15 - Financial highlights Mitesh Dahnak, CEO 04:42 - Overview of Eneraqua technologies 05:38 - Technology IP 07:30 - Addresable market Iain Richardson, CFO 08:55 - Growth strategy Mitesh Dahnak, CEO 11:01 - Strategic highlights 15:21 - Energy 17:56 - Investing in the future Iain Richardson, CFO 20:23 - Financial summary 21:35 - Group revenue 22:54 - Income statement 24:09 - Balance sheet 25:11 - Cashflow Mitesh Dahnak, CEO 26:11 - Summary and outlook Eneraqua Technologies (AIM:ETP) is a specialist in energy and water efficiency. The Group has two divisions energy and water. Energy is the larger division, with the Company focused on clients with end of life gas, oil or electric heating and hot water systems. The Group provides turnkey retrofit district or communal heating systems based either on high-efficiency gas or ground/air source heat pump solutions that support Net Zero and decarbonisation goals. The water division is a growing service offering focused on water efficiency upgrades for utilities and commercial clients including hotels and care homes. The activities in both divisions are underpinned by the Company's wholly-owned intellectual property, the Control Flow HL2024 family of products which reduce water wastage and improve the performance of heating and hot water systems. The Company's main country of operation is the United Kingdom. The Company's head office is based in London with additional offices in Leeds, Washington (Sunderland), India, Spain and the Netherlands. The Company has 168 employees, with the majority employed within the UK. Eneraqua Technologies has received the London Stock Exchange's Green Economy Mark. To find out more, please visit: www.eneraquatechnologies.com

Europe's fine against Meta Platforms for illegal data transfers is the largest penalty to date under the EU General Data Protection Regulation. EU's Data Protection Commissioner Helen Dixon explains the decision. Plus, Nvidia CEO Jensen Huang is warning that U.S.-China tensions will negatively impact the chip industry. Wedbush's Matt Bryson discusses what this means ahead of earnings. And, Hong Kong-based PC maker Lenovo reported a third consecutive earnings miss but sees upside ahead. Lenovo CFO Wai Ming Wong breaks down the results.

Fresh from the biggest airplane order in European history, Ryanair has just published its full-year results for the financial year which ended in March. They show the Swords-based airline made a pretax profit of €1.5billion after it made a total revenue of €10.7billion. Ryanair said it created 300 new routes and that airfares were up 10% on pre-COVID levels. Eddie Wilson is the chief executive of Ryanair, DAC joined Joe on the show this morning.

The Property Franchise Group CEO, Gareth Samples and CFO, David Raggett present full year results for the period ended 31 December 2022. The Group achieved a strong financial performance in FY22 through organic growth in lettings and the full impact of the acquisition of Hunters Property PLC in March 2021. Revenue and Management Service Fees increased significantly against the economic backdrop, driving forward profits and earnings. Looking forward, Q1 has been slightly ahead of management's expectations with regards to both revenue and profitability and the Board remains confident of delivering growth in 2023 and beyond. Gareth Samples, CEO 00:16 - Introduction 02:41 - FY22 Highlights David Raggett, CFO 05:20 - Financial overview 08:20 - Revenue 10:16 - Cashflow 11:24 - 5 Year trends Gareth Samples, CEO 14:23 - Market update 17:58 - Growth opportunities & Initiatives 27:33 - Executive team 29:34 - Outlook 30:30 - Q&A The Property Franchise Group PLC (AIM: TPFG) is the largest property franchisor in the UK and manages the second largest estate agency network and portfolio of lettings properties in the UK. The Company was founded in 1986 and has since grown to a diverse portfolio of nine brands operating throughout the UK, comprising longstanding high-street focused brands and a hybrid, no sale no fee agency. The Property Franchise Group's brands are Martin & Co, EweMove, Hunters, CJ Hole, Ellis & Co, Parkers, Whitegates, Mullucks & Country Properties. Headquartered in Bournemouth, UK, the Company was listed on AIM on the London Stock Exchange in 2013. More information is available at www.propertyfranchise.co.uk

1Spatial CEO, Claire Milverton & CFO, Stuart Ritchie, present Full Year results for the year ended 31 January 2023. Claire Milverton, CEO 00:16 - Introduction 00:56 - Overview of 1Spatial 03:41 - Transformational opportunities 05:46 - Market Leading platform 07:58 - FY23 Highlights Stuart Ritchie, CFO 09:33 - Introduction 10:22 - FY23 Financial highlights 14:01 - Reccuring revenue growth 17:17 - FY24 Goals Claire Milverton, CEO 17:40 - US market opportunity 22:34 - Partners 24:50 - SaaS Solutions 31:07 - Outlook 32:52 - Q&A 1Spatial plc is a global leader in providing Location Master Data Management ('LMDM') software and solutions, primarily to the Government, Utilities and Transport sectors. Global clients include national mapping and land management agencies, utility companies, transportation organisations, government and defence departments. Today - as location data from smartphones, the Internet of Things and great lakes of commercial Big Data increasingly drive commercial decision-making - our technology drives efficiency and provides organisations with confidence in the data they use. We unlock the value of location data by bringing together our people, innovative solutions, industry knowledge and our extensive customer base. We are striving to make the world more sustainable, safer and smarter for the future. We believe the answers to achieving these goals are held in data. Our 1Spatial Location Master Data Management (LMDM) platform incorporating our 1Integrate rules engine delivers powerful data solutions and focused business applications on-premise, on-mobile and in the cloud. This ensures data is current, complete, and consistent through the use of automated processes and always based on the highest quality information available. 1Spatial plc is AIM-listed, headquartered in Cambridge, UK, with operations in the UK, Ireland, USA, France, Belgium, Tunisia and Australia. For more information visit www.1spatial.com

Chris Lee, CEO & Claire Thomson, CFO, present full year 2022 results for the year ended 31 December 2022. A year of strong growth on the prior year and are slightly ahead of market expectations. Chris Lee, CEO 00:16 - Introduction 01:02 - The promotional products industry 02:54 - Market opportunity 03:56 - FY22 highlights Claire Thomson, CFO 05:30 - FY22 Financial highlights 06:42 - Income statement 07:32 - Cashflow 08:03 - Balance sheet 08:56 - Use of capital from cash generation Chris Lee, CEO 11:04 - Overview of Facilisgroup 13:18 - Facilisgroup performance 17:16 - Growth strategy Claire Thomson, CFO 19:19 - Overview of Brand Addition 19:48 - Brand Addition performance 22:51 - Goals for Brand Addition Chris Lee, CEO 23:19 - ESG 25:12- Group outlook 25:57 - Q&A The Pebble Group is a provider of digital commerce, products and related services to the global promotional products industry, comprising two differentiated businesses, Facilisgroup and Brand Addition, focused on specific areas of the promotional products market. For further information, please visit www.thepebblegroup.com

In this week's episode, things get back to normal as the hosts stay on topic (for the most part). This week's news includes some rides in Six Flags closing, a ride outside of Six Flags being closed, and a big update on Top Thrill Dragster. In the second half the guys talk about Bob's recent trip to Universal Orlando, and he actually has some complaints about the resort for once! This week is back to more of a normal episode. but it is still really fun! Make sure to sit back and enjoy this week's episode! Make sure to share your favorite moments with us for our 200th episode here! Show Notes: DeSantis Declares Victory as Disney Is Stripped of Some 56-Year-Old Perks More COTALand Details Shared Many Rides Missing from Six Flags Websites, Some Confirmed to be being Removed Parachute Ride at Six Flags Great Adventure to be Removed Xcalibur at Six Flags St. Louis to be Removed Harley Quinn Spinsanity at Six Flags over Texas to be Removed Minirail at La Ronde to be removed Walibi Holland Announces Single Rail Coaster Delayed, Announces it Will Now Become Dueling Single Rail Could Dragster get a 500ft Spike? Hopefully not. Universal Orlando Increases Base Pay of Employees Silver Dollar City Announces Fire in the Hole's Final Season Cedar Fair Reports Record Fourth Quarter and Full Year Results

STEM CEO, Timo Lehne, and CFO Andrew Beach present Full Year results for the period ended 30 November 2022. Timo Lehne, CEO 00:16 - Introduction 02:32 - Sthree's unique model 04:35 - FY22 Highlights 05:21 - Strategic pillars Andrew Beach, CFO 08:30 - Net fee growth 09:33 - Profit 11:04 - Trading performance 11:59 - ECM model 12:51 - Regional and sector split 14:12 - FY22 productivity 14:52 - Operating profit bridge 15:50 - Net Cash position 16:44 - Full year dividend 17:17 - Order book 17:58 - Key financial takeaways Timo Lehne, CEO 18:22 - Strategic Progress 20:44 - ESG 23:01 - Outlook SThree plc brings skilled people together to build the future. We are the only global specialist talent partner focused on roles in STEM, providing permanent and flexible contract talent to a diverse base of over 8,200 clients across 14 countries. Our Group's c.3,100 staff cover the Technology, Life Sciences and Engineering sectors. SThree is part of the Industrial Services sector. We are listed on the Premium Segment of the London Stock Exchange's Main Market, trading with ticker code STEM.

EP301 - Annual Predictions, NRF Big Show, Year End Recap This ended up being a slightly longer than usual episode, sorry! If we had more time, we'd make a shorter podcast (to paraphrase Mark Twain). So here are some timecodes if you want to jump ahead: Recap of the NRF Big Show 1:27 Recap of 2022 Holiday and Full Year Results 22:43 2022 Predictions Scoring 30:34 2023 Predictions 54:51 2022 Predictions Recap Jason: NFTs, Web 3, Metaverse, and Ultrafast delivery services are all overhyped and don't deliver meaningful commerce revenue in 2022. Yes Shein exceeds $30B in annual sales, disrupting apparel industry Yes Adoption of BNPL services slows down to less than 15% CAGR in 2022. Yes Amazon opens more than 100 Amazon Fresh grocery stores No Last Mile evolves Veho, X-Delivery, shipium, or Instacart gets aquired No Jason Total Score: 3 of 5 Scot: Amazon launches a competitor to Shopify webstore, possibly via a headless solution on AWS No Amazon wins ultra-fast delivery. Gopuff, Gorilla, or  Jokr goes out of business in 2022 Yes Metaverse gets lots of buzz but no revenue Yes Livestream commerce goes mainstream in the US No Fabric gets acquired No Scot Total Score: 2 of 5 Jason pulls out the rare win! 2023 Predictions Jason: At least 2 retail bankruptcies (besides Party City) BNPL Consolidation (Klarna, Affirm, Afterpay. Sezzle) – at least one merges/exits US or BNPL. Shopify launches an ad product such as a retail media network Meta/Google/TikTok lose ad share to new social media platforms and retail media networks. Live Streaming Commerce Still not meaningful in US in 2023 (less than 5% of social commerce in US) Scot: Amazon uses this 2022 setback/slowdown/reversion to the mean for a public resetting of expectations, but behind the scenes they take share and raise the bar on shipping Shopify is acquired An innovation in e-commerce powered by ai (gpt4) surprises us by how fast it's adopted and how cool it is E-commerce accelerates back to the mean in 2H after a mean regression in 1H. E-com returns 10-15% growth rates. Sephora and/or Ulta move to a subscription model for new product discovery ChatGPT “based on trends and current developments in e-commerce, it is likely that we will see continued growth and expansion in the industry, with an emphasis on mobile commerce, personalize shopping experiences, and increased use of technologies such as artificial intelligence and virtual reality. Additionally, there may be an increased focus on issues such as sustainability and social responsibility in e-commerce” Don't forget to like our facebook page, and if you enjoyed this episode please write us a review on itunes. Episode 301 of the Jason & Scot show was recorded on Thursday, January 19th, 2023. http://jasonandscot.com Join your hosts Jason "Retailgeek" Goldberg, Chief Commerce Strategy Officer at Publicis, and Scot Wingo, CEO of GetSpiffy and Co-Founder of ChannelAdvisor as they discuss the latest news and trends in the world of e-commerce and digital shopper marketing. Transcript Jason: [0:23] Welcome to the Jason and Scot show this is episode 301 being recorded on Thursday January 19th I'm your host Jason retailgeek Goldberg and as usual I'm here with your co-host Scott Wingo. Scot: [0:38] Hey Jason and welcome back Jason and Scott showed listeners Jason I was looking in our in my podcast app I'm an iPhone user says looking in the Apple podcast app, we had a review in six months so I thought of the top of the show here we would ask folks if you enjoy the show we sure would appreciate a review if you are in that player you go into the app you find our podcast scroll down a fair amount because we have so many episodes about four Scrolls I would estimate and then right there you'll see the Low Five Stars we would love a five star review or any review that you'd like to leave that would be most appreciated, we do this for the reviews so we appreciate it. Jason: [1:21] Yeah I would just add that makes a great New Year's resolution because you can literally accomplish it 5 minutes after you met. Scot: [1:27] Yeah and you get a dopamine hit and feel feel better about yourself sand Jason and I will be very happy, Jason today we are going to talk about two of my favorite topics so number one you just got back from the NRF Big Show and then we are belated with our predictions and recap for last year's predictions so we're going to sneak that in here we're still in January so I still think we're kind of in the new year a little little close here recording on the 19th but I think we're still in that window, so how I was not able to make it at in our F this year but you did and I look forward to hearing what you saw there. Jason: [2:07] Yeah yeah it was a good time obviously the biggest efficiency was your absence. But for any newer listeners that haven't been there before National Retail federation's in Trade Organization represents the retail industry and and this is their big event every year this is a hundred year old show, that is always at the Jacobs Javits Center in Manhattan in mid-January usually in the middle of a blizzard. Um so so a bunch of things worked in our favor this year during the last couple covid years the Javits Center got remodeled and so. The main areas where they do Keynotes and a lot of the big presentations and content are now like a new very nice facility that's very comfortable. And it was unseasonable e nice weather so it was kind of like 30s and 40s and clear no no snow no no blizzard to have to fly home in. Scot: [3:05] That's good. Jason: [3:07] So that got things kicked off on the right foot and then to me the most exciting thing was just the vibrancy, I don't think they've published the final attendance number but I'm pretty confident it's going to be just a smidge north of their 2020 attendance so, that you know given all the things that went on in the last couple of years being positive against your last pre coded year seems pretty good definitely felt like there was a lot of energy people were really happy to be there, and I was particularly pleased because. Last year was not a great year they tried to have the show last year there was just a big pain demick spike in New York right before the show so a lot of exhibitors. Publicly pulled out other exhibitors quietly pulled out and just didn't show and so you know it was kind of this weird thing where they had. Um you know a somewhat empty Spartan giant trade Joe for where they you know they frankly made a bunch of exhibitors still come in spite of the fact that there weren't very many, attendees for them to talk to, several of the Keynotes didn't show up and came via Zoom so it was it was not a good event last year and I was a little worried that that you know people that were forced to participate last year would be resentful and less interested in coming back. But it appears like we're back to normal. Scot: [4:33] This retail thing is catching on. Jason: [4:35] Yeah yeah it's not going away. So a couple of the big trends and we won't go into depth in any of these but you know maybe some of these will come up as topics in subsequent podcast. [4:49] They're the last couple shows there's there there have always been what I'll call digital shelves like electronic fact tags everybody knows I always like to talk about video displays on shelf Edge smart shelf so that know, um what inventory they have on them and. They get incrementally better every year so there were a lot more of them this year they were all better and cheaper. For a variety of reasons I still don't think 20:23 is going to be the year that they become. Super common in the wild but the tech is getting better a related Tech that seems like it has a lot of new vendors in this space is what I call in-store analytics so that's using cameras and computer vision too, measure Shoppers in the store and kind of like Google analytics for your your store again I'm not expecting huge deployments this year but it's, the computer vision technology is just getting more and more amazing and so that the insights that these things can get from relatively few cheap cameras keeps getting better. Um there's a lot of automation at this show so you know there's the usual. Auto store and perfect pick which are two of the big automated Warehouse Systems but there are a lot of other. [6:08] Startup automation things that could bring automated picking to store fulfillment or small fulfillment centers or. Pick to light systems and gloves like a lot of. Get more efficient about fulfilling omni-channel order stuff so automation was a big theme. Another thing that got a lot of space and signage at the show was what all broadly call headless Commerce, so Shopify made a big announcement right before the show that they were releasing a new offering called Shopify Commerce components and so this is kind of a. Upmarket headless version of Shopify Shopify has always been kind of a monolithic web app that you know was a super good fit for very small start-up companies, um and you know some of which have grown to be quite large on the platform, and they've always had a second offering called Shopify plus which was. Intended to be more Enterprise features but the plus mostly meant more Enterprise sales features not necessarily a lot more Enterprise, features in the in the platform and so this new offering seems like. [7:27] You know a pretty evolved set of apis and as a we've talked about in a previous episode of this show, fine but they sometimes called the mock principles, so they had a big booth that was mostly focused on this Shopify Commerce components, Salesforce has a very similar offering they already are kind of more enterprise-e and so they were there and then there's a, I want to call my startup they've been around for a while now so I'm not sure it's fair to call it a start-up but newer more modern Commerce platform. It's called Commerce tools in the chief strategy officer, from from from Commerce tools Kelly has been on our show before they had a huge presence a big booth and sponsored a bunch of stuff so there were between Shopify Salesforce and commerce tools, you definitely got a strong headless vibe in the show and then for old timers, the trade show floor is divided into three sections there's an innovation Center which is all new startups there we had a great Innovation Center this year was mostly International companies so I companies from Israel companies from France, there were very small startup showing some pretty cool Tech there's the upstairs trade show for which is all the. [8:56] Kind of incumbent Legacy vendors the Microsoft's the oracles the ncr's, all the big players with a really big boost and then the more digital players that you know they might exhibit it shop talk or would have exhibited it at shop dot org in the past, they're in the downstairs exhibit hall and it all this is not true but it felt like this year one of the rules that was in place to exhibit at the downstairs exhibit hall is you had to rename your url to end in dot AI. [9:30] Every every single vendor downstairs. Was you know some some execution of AI and some of them were super interesting and, I think we'll talk about this later but I'm very optimistic will be a big part of the Commerce ecosystem this year and some of them are, you know pretty speculative and far-fetched so so you know a good breath of everything and then I'll sum all that up that's what the floor look like the content you know is mostly, some some decent key notes from from Big retailers and the problem with key notes from the CEOs of big retards is they're not necessarily going to share anything. [10:14] Proprietary or new insightful like it's kind of interesting to hear their their philosophies but like I don't tend to learn a lot that I'm going to use, um in my day-to-day gig from the content sessions and in our f, um but what I do love is talking to all the people in the halls and aisles and by far you know kind of trying to take everyone's temperature that I could I could get time with the overwhelming consensus was, this is 2023 is going to be a really uncertain year for retail that there's a lot of, economic challenges that people are going to be really focused on profitability and a lot of the Retailer's talked about how, um their budgets are getting reduced significantly that the focus is really going to be deploying that Capital against things that can have a short term. Benefit to their cost structure and help them get their profitability up and so I kind of interpret that as. We're going to see a lot more a lot fewer investments in customer acquisition and front end systems and a lot more investment in back-end systems and optimizations. Scot: [11:23] Pickle I got a million questions on Automation in you know kind of the state of Art and my mind is still the key the system is there something out there you think at least on the you kind of mentioned in store but I'm thinking more Warehouse side anything there that's kind of. Jason: [11:41] Yeah so there's two big vendor like so Kiva is Amazon's proprietary system and to my knowledge they don't sell it to others yet do they. Scot: [11:49] No but it's still kind of the state of Missouri. Jason: [11:52] Yeah yeah they certainly could have some point so so you know there's kind of two philosophies of these like big fulfillment center automation. [12:02] Go go get bring the goods to a picker or you know you know so you actually move Isles which is what the key this system does it moves bins, um to a human picker that then pulls them out so the picture gets to stand still or these fully automated systems that like you don't bring things in on conveyor belts and so there's two big vendors, um there's a store a vendor called Auto store which is like a, very dense set of bins that are stacked quite high and they're shuttled around on conveyor belts so it's a 3D delivery system of these these bins, and there's a bunch of big retailers if you've highly automated your your fulfillment center in the u.s. like you're probably using Auto store or their competitor perfect, and so both of those had full live demos at the show that where you know are super mesmerizing to watch because they have all these. [13:01] These bins flying around but then went there were was a lot of startups that were more Kevo like, so instead of like a conveyor belt that ends with your exact products you know in a bin ready to package, um these are things that are like lifting shelves and moving the Shelf to a to a picker so even in that Innovation Center there were several Israeli companies that you know we're in a tiny little 10 by 10 booth, with the little robot that could you know lift up a gondola full of products and bring and move it around a warehouse. Scot: [13:34] Merkel and then from afar I saw Shopify really hitting the we're headless to kind of train which I thought was interesting because they kind of have, you just kind of dip their toe in that water I read it as they must be hitting some headwinds maybe at Shopify plus maybe some churn and realize they had to go into that market pretty hard so I wonder if our friends at Fabric and some of these other places were starting to take some share from. Jason: [14:02] Yeah so I don't know if it's as explicit as taking share I think there's this notion new companies are highly likely to start life on Shopify and it's a. If a family member calls me and says I want to start a business and sell something online I'm sending him to Shopify it's the easiest safest best best way to do it, so there's a notion that those companies ought to grow up and you know either by something else or spend a lot more money with Shopify, and so I think a lot of people looked at Shopify plus and they said oh yeah that's that's for the startup companies to evolve into, and then I think a lot of people are looking at the these Shopify Commerce components in that same way I actually suspect that's not the case, the overwhelming majority of startups that start on Shopify are are going to go out of business, right I just the attrition rate is super high and so most companies aren't getting bigger and need a bigger platform, um the I think what they're trying to do by having a mid-tier kind of mid-market offering is not so much help their existing customer base to grow its to acquire, um a new customer base that you know frankly has a little more proven business model and a little more stability to kind of help them with their Journey a little bit right and so, um I think that was the intent but far behind Shopify Plus. [15:23] Shopify plus never got a ton of traction and they actually had a pretty big staff reduction in Shopify plus earlier last year so. E-commerce components does feel like a restart like they're tackling I think the right problem this time like before they were tackling, the Professional Services that they thought you know an Enterprise client would want in order to use Shopify this time they're there they're tackling the. The functionality and the flexibility that a mid-market or Enterprise client might want so I think this is going to be, an interesting play but I don't think it's so much that Bigcommerce or Fabric or Commerce tools, um stoled customers from Shopify I think it's more Shopify want some of those customers in its ecosystem as well and obviously they have a lot of resources to go after them so that's kind of how. How I interpreted it. Scot: [16:20] We will agree to disagree on the a. Jason: [16:26] As we're about to find out from the predictions I am occasionally wrong. Scot: [16:29] Yeah we all are this is the The Humbling part of this program is trying to make predictions and this current world we live in AI everything was one of the things you have to have a DOT AI anything that blew your mind, you and I had chatted about you know we're starting to see a eyes for example that'll create product detail Pages where you anything getting some traction or is it all just. Jason: [16:54] Yeah so so I so a I think there's a trend that's super annoying to me I'm old and curmudgeonly is everyone knows but like, there are a bunch of companies that are decided to AI is cool and then they're just desperately looking for a problem to solve with AI and so and sometimes they don't understand the space very well or the problems or the economics of the problem very well and so there are a bunch of, AI companies, the I don't find particularly interesting right like there's probably 30 AI companies that are like we're personalization engine to do better product recommendations with a i. [17:29] And personalized product recommendations is super important there are, 15 Enterprise products that have been using AI for 15 years and are the is the AI getting much better. [17:43] Yes but. Like the you're not necessarily like bringing anything new to the party when you're you know a small start-up in that space, um so there are you know some things I don't get super excited about. The AI for inventory management is super interesting like these models that are doing demand forecasting that are doing kind of. You know most retailers kind of have a pretty simplistic model for for inventory balancing like you know what what inventory do I put in what fulfillment center how much extra inventory do put in a store for store fulfillment, things like that and now they're using AI to make that much more robust, um AI promotion engines so you know instead of kind of a one-size-fits-all promotion where hey we're going to do 30% off this product across the whole country, um we're going to you know throw some business rules to an AI engine that's going to decide like when and where to offer a promotion and it's going to, factor in a lot more localized factors and personalization factors and so you know there might be deeper discounts and, in some stores and other some circumstances and others are even in someday Parts than others so so I think all of. AI to improve these existing business processes is super interesting and then the the new use cases. [19:12] I'm very convinced that the majority of e-commerce content the majority of product descriptions we read attributes we read are going to be written by AI in the future like it's gotten really good there's a bunch of benefits to having it read it. I'm about in the old days Channel advisor at a bunch of clients they created product content for and then they syndicated that content to a bunch of different retailers and one problem was that content was the same at all those retailers so from an SEO standpoint it didn't look very unique, and one of the things that a I can do trivially is take your master product content and make 10 variants that are. [19:48] Equally human readable but are unique so that you could Syndicate different content to eBay Amazon and Walmart for example which is. Pretty cool and as we talked with mad about last week, you know Goodwill finds is using AI to onboard all their new skews pretty efficiently so I think it's really good for that and then the last thing I'll say is there's a lot of super interesting stuff around computer vision so both, pulling product attributes out of pictures, um using the security cameras in the store to to do inventory checks and to do merchandise and compliance checks and pricing checks, um and stuff like that and using that that inventory to understand customer using those security cameras to understand customer Behavior better even using computer vision to do better loss prevention which loss prevention, is a really big issue with this show and there's an explosion in organized crime this year and so that you know kind of, predicting crime events is kind of an interesting thing the days a eyes doing so like plugging a i into a camera is yielding I think a lot of pretty interesting use cases for retailgeek. Scot: [20:57] Yeah very cool did you get to see some of our favorite folks. Jason: [21:04] I did I did I saw a lot of past guests I think I made a joke on Twitter which we're going to have to do a separate show about how sad I am about everything that's happening on Twitter, but the. The most common thing that happens to me now is I have a loud obnoxious voice that everyone at this trade show can recognize yrg from this podcast and so everyone is super excited and I get tons of compliments I feel bad that you weren't there because it's kind of, it feels nice to have all these people recognized us and talk about how we're you know an important part of their, there we can help them in their job so I really appreciate that and I want to say hi to everyone I, I did cross paths with at NRF it was awesome to meet you and thanks for for stopping and saying hello but then the next word out of their mouth is where is Scott because I'm way more interested in meeting Scott than I was in meeting you. And I have to say that you're you're too much of a big deal the coming in or out. Scot: [22:04] No just I'm allergic to the cold and had a little bit of work to do on my side the auto industry's on a different cycle than the retail industry sadly. Jason: [22:15] Yeah but they are they are colliding have you like Auto Commerce is going to be a big thing. Scot: [22:19] Yes yes was almost all Automotive companies which is kind of out of never did not have that on my bingo card. Jason: [22:27] Yeah they're going to have to rename it AES or something Auto Electronics Show. [22:43] Yeah as everyone knows my pandemic hobby is trenching US Department of Commerce retail data in Tableau and kind of annoying that in our F ended on Tuesday night, so try to get up Wednesday morning and fly home but I had to wait to leave my hotel room because the 8:30 in the morning Eastern Time on Wednesday the US Department of Commerce published, their monthly retail sales data and this month is particularly exciting to me because it's the December data so that lets us do two things. Look at November and December together and kind of understand what happened in holiday and then it also obviously lets us Wicked January through December and start talking about, 20:22 as a whole year which lets me retire all my 2021 talking points so so that was exciting. Scot: [23:36] Recap of what what did we learn. Jason: [23:37] Yeah so that's about a four-hour show but I'm gonna recap the two top lines in under 30 seconds so we'll start with a holiday so if you add November and December sales which I would argue the best view of holiday is November December January, generate data is not available in a lot of people think of holidays November and December so if we just talked about November and December, and I'm going to take a narrow definition of retail for purposes of holiday I'm going to pull cars out, I'm going to pull restaurants out and I'm going to put gas stations out because it's a super volatile thing that's not very tied to Holiday behaviors so November and December sales were up, 5.2% versus last year so from 2021 which was a monster year we went up another 5.2%, now most people were disappointed when they saw that number, big for a couple reasons last year we were up 13.4 percent using the same definition of retail so. [24:38] You know a much lower rate of growth in last year and most people you know are having to comp against last year and they set their financial goals based on last year, and also in the middle of holiday like especially around Black Friday a lot of, third-party analyst publish a prediction they say we have Secret inside data we have credit card data and we think retail sales are going to be 9% or 12% or you know there were all these estimates, there were optimistic, all the digital guys came out and said digital sales are up significantly from the previous year and the inner F came out with these vague statements and said like more people are going to be shopping on Black Friday than ever before so you heard all this good news around Black Friday which made you think. [25:20] This is going to be a big holiday season and then and so you 5.2 sounds like a huge disappointment compared to some of that over exuberant, but to put that in perspective. [25:34] The historical average growth is four point four percent so 5.2% is meaningfully above the historical average, and I don't want to say I told you so but all of you that attended my webinars about holiday performance, I heard that that I was predicting in that five to five and a half percent even even back then so so there's a rare occasion of me getting it right. Here's the piece of bad news about that whole thing that 5.2% was all inflation so if if you adjust those two months for inflation we were actually down 1.8% from last, so the big takeaway from holiday is. [26:12] It was disappointing it was much more difficult to make a profit on this holiday than it has the last several Prophets, so a lot of retailers came in a holiday with pretty robust inventory levels they didn't sell through their inventory what they sold they didn't sell it particular High margins, um and so that's setting us up for a uneasy first half of 2023, retailers have too much inventory and and not enough recent profit so we're likely going to see a lot of discounting and you know more pressure on on income as they kind of work through all that in. [26:47] So that's the holiday Debbie Downer the full year is I think a better story the full year we sold seven point one trillion dollars worth of stuff which that's the first time we passed the seven trillion dollar mark, that's up 8.2 percent from last year again last year was a monster year, the best year in my my career of retail so, being up 8.2% versus that you know again is a really good story it's a bad news is you pull inflation out of that and we were basically flat we were up 0.2. Um so through that lens 2022 was not a fabulous year but the one thing I would say is, what's really interesting is where is retail compared to before the pandemic and cumulatively, retails up 31% from 2019 so so the full year of 2022 is 31 percent higher than 20, um an average year over the last 20 years in retail for a full year would be up 4.7% so. 31% is still almost twice what we would expect over a three-year kakkar so you know not a, knock it out of the park year but still you know very healthy industry on the backside of this pandemic. Scot: [28:09] So if we kind of you know there's that famous chart you hate and then we reverted to the mean does this mean we're kind of back on the meat. Jason: [28:19] Because it's wrong and I get to make fun of it. Scot: [28:21] Do you love to hate how about that are you hate to love I don't know and the so we reverted kind of back to the mean do you think that this kind of resets and we get back to that kind of traditional growth. Jason: [28:35] I still think there's some factors yet to play out so I'm not sure we're going to get completely back to normal for 2023 I think we're going to, we are still seeing some residual pandemic effects and the main residual pandemic effect we're seeing is. The spending is still skewing to experiences more than Goods so there was pent up demand for experiences, so we're you know we're we're possible we're seeing people invest more in experiences and less than Goods, but we're also starting to see a lot more economic uncertainty especially in the bottom two quartiles and so you know you're starting to see even kind of lower middle class people, change their purchase Behavior you know you're hearing in Macy's earnings that they're saying their consumers start starting to make some, you know economic trades in their purchase behaviors and so a lot of that's going to be. Kind of cooked into this 2023 so I don't think we're quite back to kind of perfectly the mean but I do think the, the ratio of store sales to e-commerce is likely to look a lot more normal this year than it has the last couple of years. Scot: [29:47] Pretty cool and this is the one that doesn't really give us e-commerce data. Jason: [29:51] Yeah there's some loose e-commerce data in there which is why I didn't quote it but next month they will publish the queue for e-commerce data so that will give us. A full year of e-commerce, you know we're starting to use these T numbers instead of B numbers in e-commerce. Scot: [30:21] Got it cool we'll have to do a big show on that one and you can just have a two hours a day spewing data. Jason: [30:28] Why I can describe my charts it's soup there's no more fascinating podcast than listening to a dude drone on about a chart. Scot: [30:34] Yeah that he can't see alright world will put a put a pin in that one and come back to it, on the all right so let's talk about predictions so I had to go back and one of our many interns research this it was back on episode 284 where we did our predictions and as is our custom we like to rate and review the prior Year's predictions and then lay down a stake for the next year so if we go I guess you'll kick it off so you'll go through my predictions and I'll say how I did and you'll kind of chimed in and then we'll flip. Jason: [31:10] Awesome and are we going to do off of yours and then all five of mine is that the easiest way to do okay. So we'll start with your first prediction Amazon is going to start getting serious about a Shopify competitor in potentially double down on headless. Scot: [31:27] Yet this was a Miss as far as I know you know what I didn't see coming was Amazon has had a bit of a rough year in and especially the back half of 22 you know they've done some layoffs they've, shuddered a lot of their physical stores they stopped their plans for big grocery expansion. I'll get that get that out on the record here early and yeah they've even started shedding warehouses so I think you know what what's happened is in this post there's been some really fascinating articles where, turns out they had this automated inventory system and its name is Scott ironically with one t and it. They trusted this thing so wholesale lie that it just went kind of Rogue and did not see the downturn you know this. Track attacking back to the mean and it kind of went Bonkers and so it's a little bit of an interesting case study of AI gone wrong and that has them having their hands very busy with their Core Business and they have not had a chance to punch Shopify in the nose and in some ways they may not have to because Shopify also had a lot of wind come out of it sales. Jason: [32:41] Yeah yeah I agree and I'm inclined to give you a note that too but if I were making an argument that you got it partially right the argument would be that they rolled out a really interesting feature called by with. And we talked about on the show we had a beta tester on the show that was super bullish on it and it's kind of a trojan horse that creates them interesting. Problems for Shopify that like frankly I'm still not sure shopify's figured out what they're going to do about but that went from a pilot program to full deployment. The week before in our F and it was a major feature of Amazon's booth and it's weird they branded the booth AWS but like. The booth was talking more about by with prime than it was a WS and and you know they're not they're not in the same divisions Within. [33:31] Um so you could argue by with prime is partly a Shopify competitor, but in the interest of me staying competitive in the predictions I'm not gonna not giving it to you and I will say, of your Amazon commentary is certainly true, but be a little careful like you know people tend to look at some of that and go oh man Amazon's really flailing like they're really feeling you know it's a huge thing for them to cut back on their fulfillment capacity and you know cancel some leases and just remember, they bought more fulfillment capacity than anyone else in the world has in a single year. The year before so it's it's not like they're getting out of retail. Scot: [34:15] You're spoiling one of my. Jason: [34:16] Find that people over over read into the you know that accurate – news but they think it's it's a more material part of Amazon's business than it is. Scot: [34:27] Yeah I integrated that into one of my future predictions. Jason: [34:31] All right so so we're going over one I like it so far I'm winning that your second prediction is Amazon puts a hurting on go puff and others go puff gorilla and Joker. Don't get out of 2022. Scot: [34:48] Yeah I'm going to score this one a win I don't I think somebody's out our business and I think go Puffs on its last legs if it's did it do a Down Round and layoffs and I don't. I certainly haven't even used it I don't know if it's I'm sure it's still around but I feel like it is on its last legs and I'm increasingly here in North Carolina like in Chicago you've had this for a while I'm increasingly getting offers that say Hey if you if you throw a little bit more in the cart you can get this thing overnight which has been kind of you know I feel like Amazon is really starting to shorten that delivery window in this post covid world. Jason: [35:26] Yeah so I'll give you a yes for that I do think a lot of the instant delivery companies like pulled out of markets or flat went out of business or left the US in 2020 so I think that's fair. I'm not sure go puff is publicly position themselves as quite as dire, as you did I could be wrong but they you know they're the biggest player left standing and and I think they have some some positive and negative indicators. The one thing I would quibble with is it's not clear to me if they are if all this instant Commerce not working is because Amazon put a hurt on them or whether, it just wasn't a good business model than enough customers were willing to pay for. Anyway right so I'm not sure if Amazon was the direct cause of all that pain or not but I do secretly think, Amazon has much better service levels than a lot of people realize you live in a wonderful place but it's. It's probably not a tier-one market for Amazon I talk to a lot of people in cities that The the vast majority of their orders are delivered same day and certainly the vast majority of stuff I ordered from Amazon, I get that order in by noon and it's it my doorstep before 10:00 that night and so that still is different than this instant delivery but. [36:49] I think Amazon's service level is darn impressive and I think you know that certainly you didn't want to be an investor in instant delivery in 2022. So I'll give you a yes. Scot: [37:01] Yes Pooh okay. Jason: [37:06] So your third one is metaverse lots of demo videos no Revenue. Scot: [37:13] Yeah think I nailed this one the Facebook has had a lot of Pi interface for spending an inordinate billions and billions of dollars on the Oculus the sales have dramatically underperformed even you know even moderate to light expectations there's no real use case that's popped out of here and then just generally and then certainly if we look at our e-commerce world there's really not much going on here so this one's been kind of a dud I'm a little bummed because I love AR and VR I just don't think we've kind of come up with the use case I think the wild card on this technology is there's increasingly detailed rumors of Apple having a device and if anyone can figure this out I think applicant but until they do, I think we're not going to see a lot of metaverse updates. Jason: [38:01] Yeah yeah I think this is a category that to me like if people are familiar with the Gartner hype cycle it fits it perfectly like. There definitely is a chance that there will be a version of The Meta verse that's very meaningful at some point but right now it's wildly overhyped. One could quibble with your in precise language like you say no revenue and of course there are some, some novel examples where there's a little bit of Revenue and the one that has meaningful revenue is for the kids is real box where you know it's. Game Revenue it gets its you know ingame credit it's not like you know people are shopping for real world of goods in the environment so there's a few things but I certainly think the spirit of your things exactly right that it's, it's wildly over-hyped and not. A financial driver in the in the near future and I would even argue nobody can even agree on a definition of what the metaverse is a it sounds singular to fight this pack that it's it's quite poor rural. You know a lot of people think the metaverse has to be on web 3 which means it's open and, Roblox is the example most people use the meta verse which is not on web three and you know a lot everybody thinks of the metaverse is VR and a lot of definitions of metaverse so Ike. Do not require VR so I don't know I'm cynical in the short term for sure so I'll give you a yes. Scot: [39:27] Okay. Jason: [39:29] For live streaming goes mainstream in 2022. Scot: [39:36] Yeah, here I was hoping to kind of weasel out with the mainstream so I will point to some successes so what not is a very collectible oriented Marketplace that is all live stream and I think they're gnd is north of a billion it may be closing in on two or three so that's pretty mainstream and then I've read probably 20 articles in the last 10 days about Tick Tock e-commerce and every time I dig into it there's no data it sounds like it's just new so I was hoping to take credit for that in some way but don't think I can so I'm going to probably score myself a no on this one. Jason: [40:18] Yeah so tricky like I think there's some use cases where a live streaming has become a thing and collectibles, is certainly one and it does I guess toy depend on what you meant by mainstream here's the thing the most generous definition of social commerce all social commerce in the US last year was about. 60 billion in total sales and live streaming was likely less than 1% of that 60 billion so I. [40:48] Social commerce isn't that big a piece of Commerce and live streaming is in a very big piece of social commerce so I through that lens, I feel like it's not a big thing and fun fact none of the Commerce on Tick Tock is wives. It's so people do I think confused short form video with live streaming, um and so I tend to think live streaming is overhyped in the US it does work in China but what people don't understand is, that live streaming in China is, flash deal-sales like all of them come with a significant price offer and the reason that you you want to watch that stream when it's alive is because, that offer has scarcity attached to it and that offer is not going to be available two hours after the video plays so you have to watch it while it's being broadcast in order to get that deal, um and you know none of the u.s. versions have really been that that deal oriented and without that deal why have live streaming when you could just record a short form video and, you know 100 times more people watch it over the subsequent two weeks or three weeks or whatever so so for all those reasons, I feel like live streaming has been a little overhyped in the US and I agree with you why I probably didn't go mainstream this year. Scot: [42:09] Yeah I don't know Tick Tock could be live stream it's kind of there's a stream. Jason: [42:16] But it's yep are you watching it when the person talks I mean that's what it boils down to or is it recorded on a server and you watched it days later. Scot: [42:23] I don't Tick Tock I don't want I don't want my get brainwashed. Jason: [42:26] Yeah spoiler alert it's not last. Scot: [42:29] Okay. Jason: [42:33] There is a live flavor on Tik-Tok but it's been quite small. Scot: [42:37] Yeah I'm two for two so I'm Batman 50. Jason: [42:40] So you're to noes to yeses and then your final prediction, is that fabric which is a an e-commerce platform / Marketplace and and the CEO Fazal has been on a show a couple times and you were predicting that they would. What says fabric acquisition so that could mean either that they made a big acquisition or they got acquired. Scot: [43:04] Yeah it was being acquired. Jason: [43:07] Yeah that's what I said. Yes and I met him at the show and I can confirm that he's still at fabric. Scot: [43:14] How are they doing. Jason: [43:15] Really well well I think they feel like, there are well positioned and benefiting from some of these headless trends that we talked about and we had a good chat Faso as a longtime veteran of the industry and ran e-commerce at Staples and and some other places so he's always fun to talk to. Scot: [43:33] Here's a head-scratcher so facile likes to be called Faisal and then we have a guy at 50 that wants to be Fazal so so and you know you know how it is like I know it's I cannot get it right because I always it's 50/50 coin toss but it always lands the wrong way so it's. Jason: [43:52] Yes I'm familiar with those dilemmas I also really struggle with fabric because his company is called Fabric and then there's another company called fabric that make micro fulfillment centers for grocery e-commerce. If you like you can have two companies with the same name in roughly the same space. Scot: [44:08] I give him. Entrepreneur credit because he raised a boatload of money when valuations were super high which was smart if it's enough to get through to the from the peak through the valley to the next week so we'll see how it goes for. Jason: [44:25] I'm knocking on wood you just can't hear it because I'm such a good audio editor. [44:39] It's kind of your historical average right now I don't know I'm. Scot: [44:42] Usually do better than half yeah it. Jason: [44:43] You've done better actually I think that's a down year for you I think it's up here for me and a down here for you. Scot: [44:48] Post covid it's hard to predict what the what's going on in the world. Jason: [44:53] And and as we have learned doing five years of these as hard as it is to predict something happens it's also timing is so tricky like very often we predicted something just in the wrong year. Scot: [45:04] Yeah I gave up on Amazon competes with the other shippers and that one still I still think it's coming. Jason: [45:10] Hundred percent there's a weird cognitive bias where like after you've been wrong once or twice you hate to predict it again even though it probably would be smart the. Scot: [45:18] Yeah yep. Jason: [45:20] I'm with you all right well let's see if I can hang with you at all. Scot: [45:21] Alright let's see how you did yeah so your first prediction was you love web 3 you're going to mortgage your house put all your money in FTS and this token that you were super excited about that was going to the mood called FTX how'd that work out for you. Jason: [45:40] It worked out better for Michael investor Tom Brady than it did for me. Scot: [45:44] Well I don't know he's in pretty rough rough time right now. Jason: [45:49] Neither of us are having our best years. Scot: [45:50] Butts. Jason: [45:53] I'll be different reasons but I feel like you might have slightly misstated the spirit of my prediction. Scot: [45:59] Oh yeah I misread this so it says in FTS web 3 meta 15-minute delivery will be Duds less and ft dollar transactions will happen in 21 verses 22. Jason: [46:12] Yeah so I was down I didn't think any of those things would be a big deal this year I guess one of those kind of overlap with you because you also didn't think instant delivery would be a big deal. And I don't think any of them were a big deal we've covered them pretty exhausted lie but in order to make this a fair prediction I tried to put something that was more measurable and so I said in Ft transactions will be down in 2022 from 2021 and. I got to be honest I looked it up before the show and so the good news is I'm right. In Ft transactions gmv for an ftes and in the u.s. in 2021 was 25 billion 25 Point 1 billion and this year it was twenty four point seven billion so just barely down and I have to be honest, I feel like I dodged a bullet because. The way you buy an mft is with a cryptocurrency and the two main cryptocurrencies are each less than half their value. From the beginning of the year and so you would think like, in Ft transaction should be way down just because the value of the underlying currencies is way down but you know apparently like despite the fact that it's not a mainstream thing it grew enough that I was I almost ended up being. Wrong on my on my number but that's a long-winded way of saying I feel like that's a yes. Scot: [47:32] Got it cool so we'll give you a yes prediction to here in North Carolina we call it Sheen you fancy City people call it she in your prediction was that they would do over 30 billion more than double the previous year so since we're a year off so you predicted in 2022 they would double a guest from 2020 1.15 billion you check this close and I do so I'm gonna have you self-regulate this one. Jason: [48:00] Yes I nailed it like almost to the penny except that you know they're not a public company so we don't we don't really know the revenue but that estimates for for 20 21 where 15 billion so I predicted 30 billion in 2022 they did a raise in March or may of May of 2022 and they disclosed during that raised that halfway less than halfway through the year they were already at 16 billion in Revenue, year to date, so I was tracking really well and they're doing another raised right now as we speak and their side note taking a ginormous haircut on that race so the, the May raise was that a hundred billion dollar valuation the razor trying to do right now is it 64 billion, um but they disclosed in the in the deal docks for this raise that they finished the year at 30 billion which is, means that their sales significantly decelerated in the second half of the year but it means my prediction was exactly right. Scot: [49:04] Very good congrats on that one. Jason: [49:06] Yeah and we could be out of time and not do the other other predictions if you want. Scot: [49:10] Well there's one country showing let's jump into this one so your third prediction was buy now pay later which we call B and P L is going to lose momentum it had 29 percent growth and 21 and you said it would slow to sub 15 and 22. Jason: [49:28] Yeah and so it depends on exactly what math you're using but the actual growth rate in 2022 is 48.6% so is that is that more or less than 15. Scot: [49:39] I find that hard to believe. Jason: [49:41] I do too I was surprised. Scot: [49:44] Yeah no I think I'm gonna give you this one because you know the stocks on all these are down clar NE is on life support and I don't know I feel like these guys the the largest, kind of tie up was Peloton and buy now pay later and you know Peloton is had a really rough go of that in 22 and took all you know down the biggest buy now pay later operator with a firm so I feel like he just was a yes. Jason: [50:17] Okay well I'm not gonna argue with you I feel like they got a lot of, negative momentum for a variety of reasons in in 2022 and right now we're seeing their valuations go way down because their default rates are starting to go up and what I'm noticing is, they're all trying to Pivot out of buy now pay later into other, other retail services but like depending on how much of a stickler you might be like they still apparently sold a lot of stuff on buy now pay later last. I'll take the yes or at least I'll take a half a yes. Scot: [50:48] I'll give you the win but I'll scold you for bad predicting like never get specific with percentages. Jason: [50:53] I know I know well I was I feel like so many people make these like lame predictions that I was trying to be super specific but I agree that was that was dumb alright thanks man you should great all my stuff. Scot: [51:02] Now this next one is kind of a Whopper so this is this is kind of my favorite so you predicted Amazon would open 100 grocery stores how's that one going. Jason: [51:15] It's great they opened one store and that store opened 365 times. But if you're doing store count. I missed it pretty substantially that I think they have 44 stores in the US and 17 stores in the UK so well short of 100, the end and I'm way less optimistic that they're going to invest in that that concept, now than I was a year ago when I made this prediction so that's definitely a no the only fun fact is compared to any other retail Concept in Amazon this one did pretty well because they literally closed every other one, and they're they're laying off a ton of the retail people like right now as we speak unfortunately so. So I think that's a clear no it does not seem like the immediate future for Amazon is in brick and mortar. Scot: [52:07] Yeah yeah they've really pulled in the horns on that one. Jason: [52:11] Fun fact then this means nothing no one should interpret this but Amazon close their bookstores in 2022 and Barnes and Noble was opening new book store some joint too so I think there was a time when we would have said that could never happen. Scot: [52:25] Yeah one of these is not going to be going well okay your last prediction was that last you there would be a last mile delivery acquisition of some kind you mentioned instacart v0x delivery and ship iam. Jason: [52:41] Yeah and none of them were acquiring so I think, I miss this I mean if you go deep cut enough I found there's a couple like four million dollar transactions that happen but none of the name ones did anything there they did some fundraising the the premise behind this, this prediction last year was, that one of the ways that a lot of e-commerce sites deliver packages is not exclusively through FedEx UPS in u.s. post office, that increasingly they're using a Federation of a bunch of small last-mile companies and that often there's a middle man that's helping aggregate all those small a smile companies that make it easier to ship with them, and so my thought was that's becoming a more important. [53:27] Part of the e-commerce echo system that somebody's going to try to make a big play there and kind of roll some of them up or acquire some of them and and you know kind of add them together and make something more valuable, um and it didn't happen last year and what's interesting is, Fedex rates and UPS rates are going way up this year like one of the conversations I had with a lot of e-commerce sites, last year was that their last mile costs are going up at an untenable rate so this. This methodology is becoming more important and more popular so this is a classic example, if I were smart I should probably take this this prediction and double down again on it for this year but spoiler alert I did not do that I just took the no and I moved on. Scot: [54:12] All right so out of your five you had sixty percent so you had three correct and to wrong so you you win the year so congratulations you get the virtual trophy you get an mft, ironically you get the nft the Jason Scott exclusive one of one in Ft. Jason: [54:38] I'm super excited about that for all our listeners I only accept in ft's that are minted on proof of stake blockchains I don't accept proof-of-work blockchains because they're an ecologically. Scot: [54:51] So it's Solana for you all right I know we're Up Against Time the shows always go a little long so I'm going to kind of lightning round my predictions for 2023. [55:15] All right so number one Amazon uses the this 2022, perceived setback that I think's way overblown you kind of mentioned it at the top and, I think what's going to happen is sure e-commerce is going to revert to the mean but under the hood I feel like they're going to be taking share at a really aggressive clip, the reason to borrow on shipping the selection of things that are near you is going up, I have through my day job I can see that they are making a lot of good changes with last mile delivery they're still putting a lot of effort into that and improving it and making it better all the time so so basically I think they're going to you know if I have to, get a little more specific I think they're going to take a fair amount of share in 2023 from the rest of e-commerce so they already are like more than half of e-commerce and I think they grab a chunk so that's kind of how I would measure this is what percentage of e-commerce Amazon has and I think they're going to take, pretty good chunk. Jason: [56:19] I like it cool. Scot: [56:20] That's my first one number two is I think Shopify is going to be acquired you know so I think they're doing this headless thing the first party piece hurts them and a lot of you know Facebook so that's a natural Binding Together they're there we're going to talk about it in a future show but they're kind of they have never really executed on this idea of a Marketplace they've had a lot of weird cultural things where they talked about getting rid of meanings and then like their hole. Admin interface was down for days it feels like something's going on they've had a lot of people a lot of turnover they've gone totally virtual I'm not a fan of that I think it's hard to be super Innovative and have to whatever the world changes have to hop on a DSM calls to figure out what everyone's thinking so I think I think they're they definitely we've hit Peak Shopify probably you know in 2021 and this is when it starts to be time maybe some people say hey this wouldn't be a bad time to to tap out here, we'll see. Jason: [57:24] Wow that's awesome one just quick curiosity one problem is the valuation like while it's gone down a lot is still pretty high like so the pool of acquirers is pretty small or are you thinking the valuations going to keep going down low enough that there's. That more people might take a shot at it. Scot: [57:42] Yeah I think I think even at this valuation there's probably three or four acquirers and I think the valuation could go down further. Jason: [57:48] All right cool I like I love the big bold ones. Scot: [57:51] Yeah you're going to hate this next one so this one is where everyone thinks AI is hype I'm thinking there's going to be a big innovation we don't see it from these new AI engines specifically right now the state of the artist G PT 3, I know people have seen GPT for and they all can't express enough how game-changing it's going to be so I think there's going to be something in the e-commerce world not this is like so it has to be kind of a big idea so I can't be just like a chatbot or like another recommendation engine but I think there's gonna be something kind of, big here that's hard, it's so different that it could be hard to I can't tell what it's going to be but I think something big is going to happen here that kind of makes our heads explode so that's my prediction that we actually see a really, disruptive piece of technology kind of AI that impacts the e-commerce world. Jason: [58:47] Okay I like it I don't have a other than it's going to be higher so you hard to measure but I guess we'll know it when we see it. Scot: [58:56] Yeah. Yeah and then since we've got great each other gives you a lot of fodder to push against ich number for e-commerce is going to accelerate back so I think and the first half will have these recessionary wins I'm a eternal optimist you're typically on the pessimist I think we'll have a soft Landing maybe we don't have much of a recession and then in the back half will be kind of through this post covid Hayes hopefully I think part of this prediction in Furs that inflation will will kind of get under control and we'll see e-commerce go back to kind of its average growth rate which has been historically 15 percentage so that's my prediction there. Jason: [59:38] Okay yeah I think they're a bunch of people that are like kind of e-commerce growth is tapped out which is I think they're wildly wrong so I certainly take the bullish side of that one for you. Scot: [59:50] Yeah and then this one I have to give props to my daughter I was she was looking over my shoulder and I was doing these and she said I have one and I said you don't understand the stakes I've got to be Jason because I did bad this year and she said I don't care I'm 16 and I spend a lot of time at Sephora and Ulta this is her speaking not me I also do because I'm with her but now she can drive so I'm spending less time there and I think they're going to come out with some kind of a subscription model so, there you go I don't know any specifics but that is her hot take. Jason: [1:00:21] Okay and and by that you don't mean they're going to transition their whole business to a subscription you mean they're going to add some kind of subscription offering okay. Scot: [1:00:28] Yeah yeah and you know I was thinking you know what was that one there was a box that was Beauty used Beauty Box every over the name of that. Jason: [1:00:38] Yeah there. Scot: [1:00:39] I don't think I made it yeah and I said you mean like that. Jason: [1:00:43] Box is that what. Scot: [1:00:44] Birchbox well very good man yeah old school way to pull that one out and she said no it'll be more like I can go to the store and they'll I can I can pick up kind of like they'll pull stuff for me that comes in and I could just go to the store and it'll be already there for you. To understand. Jason: [1:01:05] Clarifying question because far be it for me like I want to learn to like and your daughter certainly have the future behavior that neither of us understand yet. Is she thinking like that in the same way that Birchbox was kind of a discovery thing she's thinking this is some kind of. Discovery thing of new products because I actually think Sephora already has a like you know if you use this amount of moisturizer will automatically send you a new thing a moisturizer every three months. Scot: [1:01:35] This was tied more to influence your site so I think there's these influencers and they each have kind of staked out you know there each store has a set of influencers and I think she's starting to see them come out with seasonal products kind of like a yeah and I think that it'll be a subscription to that kind of thing. Jason: [1:01:52] That makes total sense that would be new and I. Could seem cool a lot of the traditional subscriptions lately have not done as well as some of us might have expected but so yeah this this will be interesting kind of like the next gen of those Discovery boxes. Scot: [1:02:09] One thing I did notice in my last six I think this is for they have a end cap that says inspired by Tick-Tock and it's always empty. And as estimate I was like are they she's like oh every time they put something there so I was up and I was like wow that's pretty amazing. Jason: [1:02:28] The Tik Tok made me buy it in cap. [1:02:38] I'm 100% with you social commerce is a thing and it's mostly not about people ordering stuff on Tick Tock it's about people discovering stuff on Tick Tock and then buying it from Sephora. Scot: [1:02:47] I know I was trying to get some partial credit. Jason: [1:02:51] Yeah I like it though all right I think those are great. Scot: [1:02:54] And then in the spirit of my third prediction which was a I will change the world I actually asked chatgpt to make a prediction and it said. Chatgpt: [1:03:04] Based on Trends and current developments in e-commerce it is likely that we will see continued growth and expansion in the industry with an emphasis on mobile Commerce. Personalized shopping experiences and increased use of Technologies such as artificial intelligence and virtual reality. Additionally there may be an increased focus on issues such as sustainability and social responsibility in e-commerce. Scot: [1:03:30] And when it said that I was thought I thought you were punking me I thought you were on the other side of the chat because I was like that's exactly what someone at publicist would say. Someone with a really long title like eight words that's the exact kind of synergistic linguistic word salad that they would they would throw out. Jason: [1:03:52] Yeah there's nothing super tangible in there but it sounds really good That's a classic chatgpt answer. Scot: [1:03:58] So one way my my one prediction could come true as if you're replaced by an AI so I'll just I'm not that's not a prediction is just one way I could cheat my prediction. Jason: [1:04:08] So fun fact is some people know I have a Forbes column and my my most recent Forbes article was about the demise of e-commerce being overhyped. Often I read those articles from scratch myself sometimes I write an outline or a first draft and I send it to a pupusas copywriter and they send me back a first draft and then I edit it and. When I do that I have to do a lot of work because of the copywriters are really talented writers and use proper English and I'm really. Less sophisticated so to put it in my. In my voice I have to change it a lot so this most recent Forbes article I had chatgpt writer and I said write a Forbes article in the voice of Jason Goldberg that has this title and makes these Five Points. Um and so it didn't really do any research for me it didn't like pick any of the answers because I gave it all the answers in my prompt and the data I wanted to support it. It was kind of like I handed it my outline and had it right the first draft in my voice and it was way closer to exactly what I wanted then the ones I get from the copywriter so I probably will never write a first draft from scratch again. Scot: [1:05:25] Does that mean that copywriters going to lose their job. Jason: [1:05:28] No she's gonna move to higher value stuff from now the actual smart people to do some good with proper English. Scot: [1:05:36] Unrelated we going to have a new new podcast host. Jason: [1:05:42] The yeah that we're way over on time but like the the really scary one is these awesome avatars that can make, I can learn your voice and then sound perfectly like your voice are now out in the wild from several companies including Adobe and, and I conveniently have 3:00 of my own voice and your voice on wreck so I think I can make the two of us say anything we. Scot: [1:06:07] Yep I think again. Jason: [1:06:09] Awesome all right well those all seem like good predictions that seems like you have a very viable chance of coming back and getting your nft trophy back for me, I will whip through mine, I suffered greatly because we are recording this late I wrote my predictions of the beginning of the year and I said Party City and Bed Bath and Beyond are going to declare bankruptcy, and unfortunately pretty soon declared bankruptcy yesterday in Bed Bath and Beyond hasn't cleared yet but they've announced publicly that there, they're likely to so I can't really use that prediction but I'm going to say that there are going to be at least two other retail bankruptcies besides Party City in the in the space this year, um you know I think Bed Bath and Beyond is likely to declare bankruptcy but I also think we might see some of the kind of model-based apparel retailers or. There's a few other other retards I have my eye on so I do think we're

Guest: Dr Richard Friedland | CEO at NetcareSee omnystudio.com/listener for privacy information.

Tracsis CEO, Chris Barnes and CFO, Andy Kelly, present full-year 2022 results for the period ended 31 July 2022, followed by investor questions. In summary, Chris Barnes says, "I am pleased with the progress the Group has made this year in executing its growth strategy. We have delivered a financial performance aligned to our long-term strategic growth plan, with high levels of organic and acquisitive growth. Our Rail Technology and Services Division has won several multi-year software contracts, and in Data, Analytics, Consultancy and Events we have seen a strong post-Covid recovery in activity levels. We have a growing pipeline of opportunities in both Divisions, and we have expanded our addressable markets including our first direct entry into the large and growing North America rail market with the acquisition of RailComm. The post-acquisition performance of this business has been particularly pleasing, with good revenue and profit performance, new orders secured for its core products, and an encouraging level of interest in products from elsewhere in the Group that are already well established in the UK. These opportunities leave us well placed to deliver further growth. The UK rail industry's transition to a new Great British Railways structure is ongoing and the overall objective is to create a data-driven, customer-focused, safety-critical future for the industry. Digital transformation will play a significant role in the industry's transition and our range of rail technology products and services is well-placed to help the rail industry deliver operational performance improvements and efficiency savings. We continue to invest in implementing a more integrated operating model to help us to execute our growth strategy. I was particularly pleased to see the launch of the OneTracsis leadership development programme during the year, which is an important initiative as part of our commitment to investing in developing our people and growing the next generation of leaders in our business. We are also making good progress in implementing a single groupwide IT operating model, under the direction of an experienced technology leader who has been recruited to further enhance senior management bandwidth. Tracsis is fully committed to delivering sustainable growth that benefits the communities in which we, and our customers, operate. The Group's products and services are well aligned with this vision, and support our customers in delivering positive environmental and social outcomes. This year we have formalised our sustainability strategy and set ourselves the ambition of being carbon neutral by 2030 for scope 1 and scope 2 emissions from Tracsis operations. Q1 trading is in line with the Board's expectations. We are confident that there are strong growth prospects for all parts of our Group and therefore remain committed to implementing our overall strategic growth and investment plans. We will continue to pursue organic and acquisitive growth supported by a strong balance sheet." Chris Barnes, CEO 00:17 Introduction 00:54 About Tracsis 02:15 FY22 highlights 04:59 Operational improvements Andy Kelly, CFO 08:11 Financial highlights 09:57 Revenue 13:18 Income statement 15:25 Cashflow Chris Barnes, CEO 17:11 Growth strategy update 18:55 Operational performance software 21:06 Remote condition monitoring 22:51 Smart ticketing & delay repay 24:02 Risk management/safety software 25:06 Data analytics & GIS Andy Kelly, CFO 26:20 North America 28:01 Growth opportunities 30:59 Addressable market 31:46 ESG Chris Barnes, CEO 33:14 Outlook – Rail 36:05 Outlook – Smart ticketing 37:36 Conclusion 38:53 Q&A Demonstration videos of the Group's TRACS Enterprise, Remote Condition Monitoring, Smart Ticketing, and Safety and Risk Management rail technology products are available to view here: https://tracsis.com/investors/investors-day/rail-technology-product-demonstration-for-investors/ Tracsis plc is a United Kingdom-based technology company engaged in providing software and hardware products, and consultancy services for the rail industry. The Company is also engaged in the business of providing data capturing, data analytics, and event transport planning and management services across the transport industry. The Company's segments include Rail Technology & Services and Data, Analytics, Consultancy & Events. The Rail Technology & Services segment includes operational performance software, remote condition monitoring hardware and software, risk management and safety software and smart ticketing and customer experience software. The Data, Analytics, Consultancy & Events segment offers traffic data collection and event planning & traffic management, and data and analytics and consultancy services. The Company offers a range of products and services for the rail industry, such as software, hosting services, remote condition monitoring. https://tracsis.com/investors/

RCL Foods has described its annual performance as ‘pleasing'. The food producer has reported a 10.2% increase in revenue and a 9.9% rise in headline earnings per share, supported by a return to profitability in its chicken business, as well as solid showing by its sugar and Vector logistics units. Business Day TV caught up with CEO Paul Cruickshank for more detail.

If you're looking to invest in a resilient, capital-light business that offers a 4.5%+ dividend yield alongside a brand that resonates with families right across the UK then Cake Box (CBOX) - the UK's ‘go to provider' of luxury yet affordable, fresh cream cakes – fits the menu. In this interview, CEO Sukh Chamdal, Marketing Director Chay Watkins & interim CFO David Forth take me though the latest developments: Health of the consumer in light of the cost of living crisis. 00:00 Key investor takeaways from Monday's strong FY'22 results. 02:40 Marketing opportunity. 06:45 Growth in online sales. 08:35 Managing supply chain & UK store expansion. 11:35 New product development. 13:50 Margin protection despite input cost inflation. 15:05 Pricing strategy. 17:15 Investment plans. 20:15 Overseas vision. 21:35 Current YTD'23 trading. 22:50 Future newsflow. 24:55 Ultimate vision for Cake Box. 25:40 Original release: https://www.voxmarkets.co.uk/articles/cake-box-management-discuss-their-full-year-results-8cf1c98 

Mitesh Dhanak, CEO and Iain Richardson, CFO present an overview of full year 2022 results. Mitesh Dhanak, CEO 00:17 – Introduction 00:37 – Overview Iain Richardson, CFO 01:04 – Financial highlights Mitesh Dhanak, CEO 02:14 – Performance since IPO 03:35 – Outlook Eneraqua Technologies plc is a United Kingdom-based company. The Company helps to provide delivery and advice on decarbonization and water efficiency projects for clients. It supports clients to replace gas, oil or electric heating systems. The Company offers a range of communal/district heating solutions utilizing, gas, air source heat pumps (ASHPs), ground-source heat pumps (GSHPs) or hybrid systems. The Company operates in Spain, Netherlands and India.

OnTheMarket Plc chief executive Jason Tebb says he is “delighted” to be reported what management describe as a really good set of result showing a strong financial performance as well as strategic and operational progress. Chief financial officer Clive Beattie, meanwhile, highlighted that ARPA (average revenue per advertiser) is up 32% which he says is powering growth in revenue and profits, but, importantly still reflects very good value for money for the value that the platform provides for its clients. “We can offer very competitive and strong price point whilst actually also getting strong growth,” Beattie added. OnTheMarket operates an online property marketplace, sometimes referred to as a portal, allowing estate agents, housebuilders and lettings agents advertisers reach house-hunting that visit the website, who can then engage directly with those advertisers.

Quixant CEO, Jon Jayal and CFO, Johan Olivier, give an overview of the results for the year ended 31st December 2021. Jon Jayal, CEO 00:23 What Quixant does 01:31 Operational highlights 02:15 Supply chain Johan Olivier, CFO 03:24 Financial highlights Jon Jayal, CEO 05:54 Outlook Quixant plc is a United Kingdom-based company that is engaged in designing and manufacturing of optimized computing solutions and monitors, principally for the global gaming and broadcast industries. The Company has its own manufacturing and engineering operation based in Taiwan and software engineering and customer support teams based in Italy and Slovenia. The Company operates through two segments: Quixant and Densitron. Its Quixant segment is engaged in the designs, develops and engineers gaming computers and software solutions for the wager-based gaming and sports betting industries. Its Densitron segment specializes in the engineering solutions to optimize human machine interaction (HMI), supporting a range of sectors, including broadcast, medical and industrial applications. Its products include thin film transistor (TFT) displays, TFT monitors, organic light-emitting diode (OLED) displays, monochrome displays, UReady, Aurora SBX, IDS, emu3, Tactila and Densi-Shield

FireAngel Executive Chairman, John Conoley summarises the full year results for the period ended 31 December 2021 and gives some insight to what investors can expect going forward. 00:23 Introduction and what FireAngel does 02:21 Overview of the FY21 results 04:50 2021 highlights, including the Techem contract? 09:40 Challenges in the period 11:21 Current trading 12:13 The outlook FireAngel Safety Technology Group plc is a United Kingdom-based provider of home safety products. The Company is engaged in the business of the design, sale and marketing of smoke, heat and carbon monoxide (CO) alarms and accessories, which the Company sells under the brands of FireAngel, FireAngel Pro and Specification, AngelEye and Pace Sensors. The Company also operates its own CO sensor manufacturing facility in Canada. FireAngel is a battery, which operates a range of smoke and CO alarms principally in United Kingdom Retail and United Kingdom fire and rescue service F&RS. AngelEye brand targets at the do it yourself (DIY) channel in France. The Company's ranges of smoke, heat and CO alarms, which feature Smart radio frequency (RF) technology, which enables all devices to connect wirelessly, significantly removing the time-consuming requirement for wiring, channelling or trucking.

Charles, Brad and Tom discuss our full year financial results and we hear from colleagues across the Group about their standout achievements in 2021. Plus your chance to win an Apple or Garmin smartwatch. 16 mins

Highlights of Oxford Metrics' full year results for the year ended 30 September 2021. This illustrates the technology, the 5 year growth strategy to achieve 2.5x revenue and to return adjusted Pre Tax Profit to 15%, and closes with the shorter term outlook. 00:11 - Period overview 01:11 - Five-year growth plan & the technology 02:36 - Sensing capabilites, analysis & embed technology 03:09 - Financial aims 03:45 - Outlook: Vicon, Yotta & the group Oxford Metrics develops software that enables the interface between the real world and its virtual twin. Our smart sensing software helps over 10,000 customers in more than 70 countries, including all of the world's top 10 games companies and all of the top 20 universities worldwide. Founded in 1984, we started our journey in healthcare, expanded into entertainment, winning an OSCAR® and an Emmy®, then moved into defence and engineering. We have a track record of creating value by incubating, growing and then augmenting through acquisition, unique technology businesses. The Group trades through two market-leading divisions: Vicon and Yotta. Vicon is a world leader in motion measurement analysis to thousands of customers worldwide, including Guy's Hospital, Industrial Light & Magic, MIT and NASA. Yotta's cloud-based infrastructure asset management software enables central and local government agencies and other infrastructure owners to digitally manage their assets. Yotta has a large number of high-profile clients including VicRoads in Australia , Auckland Motorway System in New Zealand, and, in the UK, National Highways and over 160 local authorities.   The Group is headquartered in Oxford with offices in Leamington Spa, Gloucester, California, Colorado, and Auckland. Since 2001, Oxford Metrics (LSE: OMG), has been a quoted company listed on AIM, a market operated by the London Stock Exchange.

Manchester United's (MANU) full year results show a fall in revenue. Resource consent is granted for Summerset Group's (SUM) new retirement village in the Waikato. Royal Dutch Shell (RDS.A) looks ahead to cutting emissions by investing in low carbon aviation fuel. www.sharesies.com For more share market news, subscribe to Lunch Money, Sharesies' bite-sized email update: https://www.sharesies.nz/lunch-money If you'd like to get in touch, for any reason at all, email recap@sharesies.co.nz or record a voice message: https://anchor.fm/sharesies2/message. Investing involves risk. You aren't guaranteed to make money, and you might lose the money you start with. We don't provide personalised advice or recommendations. Any information we provide is general only and current at the time. For specific advice, speak to a licensed financial advice provider.

WAM Leaders FY2021 full year results and investor update by Wilson Asset Management

Enteq Upstream PLC (LON:NTQ) chief executive Andrew Law joins Proactive London's Katie Pilbeam to explain the company's full-year results with a more positive outlook pointed to recent price stabilisation, rising US rig counts, international opportunities and new technology development. He discuss their new technology 'which has potential to be game changing' in particular, the firm's ‘SABER' product is a focus as the company continues to develop on the IP and technology licenced from Shell.

Neal Gandhi, CEO & Co-Founder, and Oliver Rigby, CFO & Co-Founder, give an overview of The Panoply FY results.  Strong growth with revenue up 62%, 19% organic growth, and a sales order backlog of £39m to be delivered by end March 22.  They outline new targets to achieve 10-15% organic revenue growth per annum and to become a top 20 public sector supplier which means generating annual revenues at or around £200m by 2025.  For the FY2022 both revenue and EBITDA will be significantly ahead of current market expectations and they expect to deliver analysts' expectations for FY2023 a full year early.    Neal Gandhi, CEO & Co-Founder 00:25 Overview of the year Oliver Rigby, CFO & Co-Founder 02:10 Financial highlights 02:50 ESG results Neal Gandhi, CEO & Co-Founder 03:22 Progress against strategy with acquisitions and organic growth Oliver Rigby, CFO & Co-Founder 04:30 Performance against stated targets and new ones established Neal Gandhi, CEO & Co-Founder 05:37 Current trading in Q1 2022 07:17 What are your key focuses for the period ahead? What does the future hold? The Panoply Holdings PLC is a United Kingdom-based technology-enabled services company. The Company is focused on digital transformation. The Company's segments include Consulting and innovation, Software development and Automation. The Consulting and innovation services include strategy consulting and service design. The Software development services include digital transformation, technical software development, cloud-based services and information technology (IT) implementation. The Automation services include automation, robotics, chatbots and artificial intelligence (AI). The Company's subsidiaries include Bene Agere Norden AS, Manifesto Digital Limited, Questers Resourcing Limited, iDisrupted Limited and Greenshoot Labs Limited. Bene Agere Norden AS is a strategic and management consultancy with a focus on digital transformation. Manifesto Digital Limited is a digital experience agency.

Laurence Rapp, CEO of Vukile Property Fund Classic1027 on Twitter #ClassicBusiness · Classic1027 on Facebook #ClassicBusiness

Laurence Rapp, CEO of Vukile Property Fund

Nick Lee Investment Director of Riverfort Global Opportunities #RGO talks through their full year results in which they recorded a second profitable year & commenced the payment of a dividend.

Jason Tebb, CEO & Clive Beattie CFO of OnTheMarket discuss the positive growth in their Full Year Results. ·      Revenue and ARPA up 22% and 16% respectively o  In part reflects increased revenues from new home developers and despite COVID-19 related customer support discounts of £2.6m and the curtailment of contract conversion activity in H1 FY21. o  Conversion activity resumed in H2 FY21 with 93% of agency advertisers on paying contracts at year end (2020: 68%). ·      Delivered first full year of profitability with profit after tax of £2.7m (2020: loss after tax of £11.5m). ·      Cost base carefully managed in response to the pandemic - administrative expenses reduced by 26% against 2020. ·      Cash generated from operating activities of £5.1m (2020: £(7.0)m). ·      Strong balance sheet with year-end cash of £10.7m before deferred creditor payments of £0.4m (31 January 2020: £8.7m before deferred creditors of £0.7m). ·      Strong operational performance with growing consumer engagement amongst active property-seekers o  Visits and average monthly leads per advertiser up 13% and 22% respectively, despite the effective suspension of UK housing market activity during the first lockdown and the curtailment of advertising expenditure (down 51% on FY20 to £5.9m). o  Once property market restrictions were lifted, H2 FY21 visits and average monthly leads per advertiser were up 30% and 31% respectively to 151m (H2 FY20: 116m) and 130 (H2 FY20: 99).

A short presentation by the management team summarising results, what's been achieved in the period and their objectives going forward. Paul Abberley, CEO 00:24 – Overview Ben Money-Coutts, CFO 01:35 – Financial Overview Paul Abberley, CEO 05:43 – Business Transformation Ian Sackfield, MD of IMS 06:54 – Investment Management Services Andrew Meigh, MD of Financial Planning 08:32 – Financial Planning John Porteous, MD of Central Financial Services 10:05 – Central Financial Services Paul Abberley, CEO 12:43 – Outlook & Current Trading Charles Stanley Group PLC is an investment company. The Company provides investment management services, financial planning and pension administration. The Company's segments are Investment Management Services, Asset Management, Financial Planning, Charles Stanley Direct and Support functions. The Investment Management Services division provides personal investment services to individuals, companies, trusts and charities and includes platform dealing, custody and self-invested personal pension (SIPP) and individual savings account (ISA) administration services. The Asset Management division provides specialist asset management services, through its range of pooled funds, active and passive model portfolios, inheritance tax

On Market View, Rachel Kelly speaks to Sachin Mittal, Senior Vice President, Research, DBS about Singtel's earnings for the 2021 financial year and what the outlook could be for the telco heavyweight.  See omnystudio.com/listener for privacy information.

‘Vehicle recovery is still an important part of our business. ... [But] today it's all about the data and what we do with the data’: CEO Zak Calisto.

Gareth Samples, CEO and David Raggett, CFO present FY20 results, and give an overview of the Hunters Property acquisition and the strategic partnership with LSL. 00:16 – Opening Gareth Samples, CEO 00:17 – Introduction 00:46 – About The Property Franchise Group 01:52 – Summary of 2020 David Raggett, CFO 06:25 – Financial results Gareth Samples, CEO 17:20 – EweMove's highlights 21:05 – LSL partnership 23:55 – Covid-19 update Gareth Samples, CEO David Raggett, CFO 26:12 – Acquisition of Hunters Gareth Samples, CEO 36:14 – What does TPFG look like? 40:09 – Q1 21 Trading update 46:27 – Growth initiatives 50:49 – The management team 54:05 – The market 55:34 – Outlook Gareth Samples, CEO David Raggett, CFO 56:12 – Q&A Gareth Samples, CEO 1:08:50 – Closing Remarks The Property Franchise Group plc, formerly MartinCo PLC (MartinCo), is engaged in residential property franchise business. The Company operates as a franchise model focused on the United Kingdom residential lettings and property management services offered to private clients. It also offers estate agency services. Its brands include Martin & Co, Xperience, Ellis & Co, CJ Hole, Parkers and Whitegates. Martin & Co is a national brand with approximately 200 offices distributed across the United Kingdom. Martin & Co is a specialist lettings and property management business. Xperience brand includes is the property franchise business. Ellis & Co has over 20 offices within the M25 and one office in Tonbridge, Kent. CJ Hole is engaged in selling property within the estate agency market in the South West with over 20 offices throughout Bristol, Somerset and Gloucestershire. Its subsidiaries include Martin & Co (UK) Limited, Xperience Franchising Limited and Whitegates Estate Agency Limited.

On the Vox Markets Podcast Today: 30th April 2021 Jason Tebb CEO of OnTheMarket #OTMP provides some insights into the property market which is experiencing sales volumes not seen since 2005. Nick Dashwood Brown, Head of Investor Relations at Anexo #ANX discusses the highlights from the full year results which showed continued growth & net cash generation despite Covid. (Interview starts 10 minutes 42 seconds) Russ Mould, Investment Director at stockbroker AJ Bell talks about dividends & buybacks. (Interview starts 15 minutes 52 seconds) Vox Markets is revolutionising the way companies engage with shareholders and the stock market at large. By aggregating IR and digital content onto one secure and compliant platform, Vox Markets has established itself as the go-to resource for the investment community. #VoxMarkets #StockMarket #LivePrices #StockMarketNews #Money #Investing #Investments #Finance #Business #Podcast https://www.voxmarkets.co.uk/

On the Vox Markets Podcast: 28th April 2021Nick Lee Director at Pires Investment #PIRI discusses the transformational year that was 2020 and also covers post period achievements.John Meyer, Mining analyst and partner at SP Angel talks about: Bushveld #BMN Empire Metals #EEE Rainbow Rare Earths #RBW & Rambler Metals & Mining #RMM(Interview starts 10 minutes 49 seconds)Vox Markets is revolutionising the way companies engage with shareholders and the stock market at large. By aggregating IR and digital content onto one secure and compliant platform, Vox Markets has established itself as the go-to resource for the investment community.#VoxMarkets #StockMarket #LivePrices #StockMarketNews #Money #Investing #Investments #Finance #Business #Podcasthttps://www.voxmarkets.co.uk/

On the Vox Markets Podcast: 31st March 2021Bobby Kalar, Chief Executive Officer YU Group #YU. talks through their Final results for 2020 and outlook for 2021 which saw contracted revenue increase by 16%.John R. Shaw, CEO of Itaconix #ITX explains how they achieved 156% Revenue Growth in their Full Year Results for 2020.(Interview starts 7 minutes 30 seconds)Christian Taylor-Wilkinson, CEO Altona Rare Earths #ANR discusses the progress they are making on their rare earths projects and their move to the standard list.(Interview starts 20 minutes 19 seconds)Vox Markets is revolutionising the way companies engage with shareholders and the stock market at large. By aggregating IR and digital content onto one secure and compliant platform, Vox Markets has established itself as the go-to resource for the investment community.#VoxMarkets #StockMarket #LivePrices #StockMarketNews #Money #Investing #Investments #Finance #Business #Podcasthttps://www.voxmarkets.co.uk/

Safe-T Group Ltd (NASDAQ:SFET) (TASE:SFET) CEO Shachar Daniel tells Proactive the Israeli provider of cyber security solutions saw 2020 revenue that jumped by nearly 50% year-over-year. Daniel says the jump is attributed primarily to its 2019 acquisition of business proxy network solutions provider NetNut as well as an increase in IP proxy sales. He adds the group sees an increased demand in its products, and he's confident 2021 will be a 'very good year.'

This video can be seen at: https://www.piworld.co.uk/2021/03/19/emis-group-emis-2020-full-year-results-presentation-to-analysts/   Andy Thorburn, CEO & Peter Southby, CFO give an overview of the year to analysts. Although Covid has meant revenue was flat, the recurring revenue, cash flow and reported operating profit increased. Behind the scenes, Covid has been a catalyst for change, leading to a more rapid adoption of digital health care. Recurring revenue was up 4%, representing 82% of total revenue. £28m of new business delivered in the year and strong cash position of £53m. Current trading in line with expectations, with a good pipeline of opportunities. Emis expect to return to growth in 2021, with new product developments leading to opportunities for higher growth levels in 2022 and beyond. Andy Thorburn, CEO 00:17 – Introduction Peter Southby, CFO 02:42 – Financial Highlights 04:02 – Income Statement 06:03 – Segmental Analysis 07:08 – Revenue Analysis 08:13 – Cashflow 09:50 – Balance sheet 10:20 – Guidance Andy Thorburn, CEO 12:37 – Operational review 14:20 – COVID-19 response 15:47 – Engaging with customers 16:56 – Engaging with our team 20:31 – Executing our roadmap 21:42 – The changing healthcare market 22:00 – NHS restructure 23:16 – New & emerging opportunities 25:28 – EMIS connected care 32:39 – Summary & outlook EMIS Group plc provides healthcare software, information technology and related services in the United Kingdom. The Company's segments include Primary & Community Care and Community Pharmacy. The Company serves various healthcare markets under the EMIS Health brand. The Primary & Community Care division provides clinical information technology (IT) systems for general practitioners (GPs) and commissioners. The Community Pharmacy division is an integrated community pharmacy dispensary and retail system. EMIS Health provides clinical software to customers across the healthcare sector. Its brand EMIS Care specializes in the delivery of diabetic retinopathy eye screening.

This video can be seen at: https://www.piworld.co.uk/2021/03/18/empresaria-emr-2020-full-year-results-overview/ Rhona Driggs, CEO & Tim Anderson, CFO give an overview of the 2020 full year results. Rhona Driggs, CEO 00:32 Overview of the period Tim Anderson, CFO 01:58 Overview of the financials Rhona Driggs, CEO 03:30 Highlights of the period 04:55 The outlook   Empresaria Group plc is a United Kingdom-based international specialist staffing company. The Company's principal activity is the provision of staffing and recruitment services. The Company is organized across three regions: UK, Continental Europe and Rest of the World and operates across seven key sectors. The Company targets a balanced and diversified spread of operations across its regions and sectors. The Company also targets professional and specialist job levels where its brands can offer value added services to clients. The Company has three main service lines, temporary recruitment, permanent recruitment and offshore recruitment services. The Company's offshore recruitment services represents a range of different recruitment services and provides training services in South East Asia. The Company's brands include Alternattiva, Ball and Hoolahan, Become, FastTrack and Greycoat. It has operations in 21 countries.    

Three exciting Rumors are swarming around the amusement industry this week.  With a mysterious Kentucky Kingdom social media post, a Water Country USA project seemingly in the works, and a possible major change to DrachenSpire at Busch Gardens Va, the guys are speculating pretty much the whole first half of the show. Stick around for more: the FINAL champion is crowned for "The Trail of the Elements" tournament and James and Bob talk 2021 park plans! SHOW NOTES Clementon Park's assets are being put up for auction on March 23rd Cedar Fair Reports 2020 Fourth Quarter and Full Year Results

CEO Andrew Konig

This video can be seen at: https://www.piworld.co.uk/2020/11/24/dotdigital-group-plc-dotd-full-year-results-presentation/   Milan Patal, CEO & Paraag Amin, CFO present the FY20 results, illustrating how the year has panned out with CV19. This comprehensively covers the market, the strategy and how they see the opportunities ahead. Milan Patel, CEO Introduction – 00:17 What we do – 00:25 Who we are - 01:03 The talent - 03:16 PLC Board - 03:40 The growth strategy - 04:10 FY 19/20 review - 06:25 COVID-19 – 06:28 Key messages - 08:20 Strategic progress: product innovation - 09:30 Strategic progress: strategic partnerships – 15:50 Strategic progress: geographic expansion – 15:42 Paraag Amin, CFO Historical growth trends– 16:56 Key trading highlights – 17:10 Trading performance - 18:27 Balance sheet - 21:03 Cashflow - 21:27 IFRS 16 - 22:07 Summary - 22:51 Milan Patel, CEO The market - 23:19 The rise of omnichannel - 24:50 Forrester Wave - 28:05 Summary - 28:54 Outlook – 2947 Q&A – 30:51 dotdigital Group Plc is a United Kingdom-based company, which is engaged in providing software as a service (SaaS) and managed services to digital marketing professionals. The Company offers dotmailer, which provides e-mail and multi-channel marketing automation platform with various tools that enable marketers to create, manage, execute and evaluate various campaigns. In addition to its automation technologies, the Company also provides multi-channel marketing consultancy and services for businesses seeking to manage customer acquisition, conversion and retention. The Company also has pre-built integrations with e-commerce platforms and customer relationship management (CRM) products, such as Magento and Salesforce. dotmailer helps in using contact data to design, test and send automated campaigns. The Company's subsidiaries include dotmailer Limited, dotsearch Europe Limited and dotmailer Inc. Through its subsidiaries, it is engaged in providing Web- and e-mail-based marketing.

On the Vox Markets Podcast Today: 29th October 2020 John Clarke, CEO of Gfinity #GFIN discusses their transitional full year results in which he says they've significantly strengthened their market position to create an exciting platform for future growth. Chris Bailey founder of Financial Orbit covers news from the following companies: Royal Dutch Shell #RDSB BT #BT.A & Lloyds Banking Group #LLOY (Interview starts at 15 minutes 6 seconds) Vox Markets is revolutionising the way companies engage with shareholders and the stock market at large. By aggregating IR and digital content onto one secure and compliant platform, Vox Markets has established itself as the go-to resource for the investment community. #VoxMarkets #StockMarket #LivePrices #StockMarketNews #Money #Investing #Investments #Finance #Business #Podcasthttps://www.voxmarkets.co.uk/

Nedbank Private Wealth's Preston Narainsamy on another strong red day for local markets. Hyprop CEO, Morné Wilken on HY results as they cut distributions but meet all banking covenants for the year ending June. Hulamin CEO Richard Jacobs on a really tough set of annual results that recorded an increased loss.

Business Day TV — Afrimat has delivered strong annual numbers reporting an 11.4% rise in revenue and a 48.5% jump in headline earnings per share. This was fuelled by strong iron ore prices, increased production and cost saving measures. Business Day TV caught up with the group's CEO, Andries Van Heerden for further insight on the results.

Nissan Motor Co on Tuesday said it expected to post its first annual operating loss in 11 years as the Japanese automaker struggles to recover from plunging vehicle sales as the coronavirus pandemic has sapped demand for cars. In a statement, Japan’s No. 2 automaker said that it expected an annual operating loss of as much as 45 billion yen ($419.7 million), down from a previous forecast announced in February for an operating profit of 85 billion yen. It expects to post a net loss of as much as 95 billion yen, compared with a previous forecast for 65-billion-yen profit. --- Support this podcast: https://anchor.fm/newscast-africa/support Learn more about your ad choices. Visit megaphone.fm/adchoices

In this week’s podcast, we discuss the continued challenges hitting Canadian dealers. We also take a look at how dealers have responded to the COVID-19 pandemic and how its impacting the commodities market. Also in this episode: How Bobcat’s return to tractors boosted its bottom line and digital strategies for dealers.

When Rob's away the mice will stuff it up and forget to edit the episode properly. WELCOME TO TV BLACKBOX!Our usual hosting overlord is on temporary assignment in the snow, and with Dan and Brooky also on the lam it's left up to Molk to host again and for he and Sarah to welcome extra special guest TV Blackbox's Kevin Perry to join us and talk all things end of financial year results, Stan's new deal with Paramount, and all the detail on Disney+.Each week the TV Blackbox team take you behind the scenes, wade through the PR spin and launch into the reality that is the Australian television business.On this episode:3.07 - DISNEY+ is here and we've got all the info.11.12 - Seven & Nine's full year results are in and it's good for one and not the other.21.13 - Seven move their playout centre from Melbourne to Sydney23.46 - TV Blackbox exclusive confirmed - Seven casting for AUSTRALIA'S NEXT TOP DOG GROOMER ffs28.02 - STAN land a deal with PARAMOUNT that's all win for them and not for 1033.30 - Sarah unloads with new HATCHES & DISPATCHES.46.59 - Sarah, Kevin and Molk open up TV Blackbox's BINGE BOX and reveal a show in their pile of shame.TV BlackBox is your weekly source of inside information across all facets of the Australian TV industry.Follow the @TVBB_podcast crew:@shrimptank@SteveMolkWith special guest@kevinperryFollow us on Twitter: https://twitter.com/tv_blackboxFind us on Facebook: https://facebook.com/TVBlackbox/Visit our website: https://tvblackbox.com.au See acast.com/privacy for privacy and opt-out information.

JSE-listed ceramic tile and sanitary- ware retailer and manufacturer Italtile has bucked the general poor showing in the South African retail market, delivering a commendable set of full- year results on Thursday with group turnover up 15.2% and trading profit up 18.4% for the year ended June 30. SA’s lacklustre economic growth, low consumer confidence levels and the woes in the construction industry do not seem to have dented Italtile’s performance as much as other retail and industrial players. The group saw improvements in all key performance metrics. Italtile CEO Jan Potgieter says the group’s turnover hit the R10 billion mark, with trading profit also showing double-digit growth coming in at R1.79 billion, up from R1.5 billion in the 2018 financial year.“This is a credible performance in a very difficult environment, especially if you look at how tough other retailers are finding things.” The group, which operates 189 stores across SA and in several other African countries through retail chains such as CTM and TopT, declared an ordinary dividend per share of 41 cents for the full year. Its dividend was up 8%, and it also paid a special dividend of 50 cents per share from its strong cash reserves. The special dividend was in celebration of its 50 anniversary and effectively more than doubled its dividend payout to shareholders for the year. Total retail store turnover grew 6.1%, while like-for-like retail store turnover increased by 4.2%. However, manufacturing sales for the period rose by a modest 1.4%. --- Support this podcast: https://anchor.fm/newscast-africa/support Learn more about your ad choices. Visit megaphone.fm/adchoices

Martin White rounds up the day's biggest news in the world of food and beverages, including: Tilray buys hemp food maker Manitoba Harvest for $318m, Keurig Dr Pepper full-year results ‘in line with targets’, says CEO, and Coca-Cola Amatil converts to sustainable sugar in Australia

2018 Q4 and Full Year Results Thanks to our sponsor SportStop.com Save on huge selection of sale lacrosse equipment Source: http://ir.tesla.com/events/event-details/tesla-inc-q4-2018-financial-results-and-qa-webcast

In this episode, we discuss Salesforce.com's Q4 earnings, Alphabet and Salesforce Ventures invesing millions in ThousandEyes, and the FBI attempting to force Apple to provided a hack for iOS.Salesforce Announces Fiscal 2016 Fourth Quarter and Full Year ResultsAlphabet and Salesforce's Venture Arms Just Poured Millions In This Hot StartupApple to FBI: You Can’t Force Us to Hack the San Bernardino iPhone

Isaac Mophatlane discuses Business Connexion full…

Isaac Mophatlane discuses Business Connexion full year results

Isaac Mophatlane discuses Business Connexion full year results

James Campbell President and CEO of Rockwell Diamonds discusses full year results with Alec

James Campbell President and CEO of Rockwell Diam…

Full Year Results 2012 presentation by Jean-Marc Harion, Werner De Laet, CFO, Olivier Ysewijn, CSO and Siddy Jobe, Director IR followed by a Q&A session.

Full Year Results 2011 presentation by Jean-Marc Harion, CEO and Werner De Laet, CFO followed by a Q&A session.

Full Year Results 2010 presentation by Benoit Scheen, CEO; and Werner De Laet, CFO; followed by a Q&A session.

Final Year Results 2009 presentation by Benoit Scheen, CEO; and Werner De Laet, CFO; followed by a Q&A session.

Final Year Results 2008 presentation by Benoit Scheen, CEO, followed by a Q&A session.

An audio podcast of the Borealis Full Year Results 2007.

Final Year Results 2007

Final Year Results 2006