FORUM TRANSCRIPT – Operating Environment, Growth Outlook & Market Positioning

  • Public Equity
  • TMT
  • North America


Former Group VP at Inc


  •’s (NYSE: AI) operating environment and competitive dynamics across Palantir Technologies (NYSE: PLTR), Alteryx (NYSE: AYX), Dataiku and others
  • Macroeconomic impact on CAC (customer acquisition cost), RPO (remaining performance obligation) deceleration and risks and opportunities related to’s transition to consumption pricing
  • Product roadmap and key opportunities for end-to-end vendors of AI and machine learning products, including platform products and verticalised solutions
  • Growth outlook, adoption trends given TCO (total cost of ownership) and path to non-GAAP (generally accepted accounting principles) profitability by the end of FY24
  • Industry consolidation, M&A opportunities and 2023 outlook


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