Talking Tech - Episode 32
Episode 32 of the PIWORLD Investor Podcasts podcast, hosted by piworld, titled "Talking Tech - Episode 32" was published on November 17, 2025 and runs 22 minutes.
November 17, 2025 ·22m · PIWORLD Investor Podcasts
Summary
Progressive's George O'Connor and Ian Robertson catch up on the news and events affecting UK-listed tech companies.Rightmove’s share price reaction to management’s decision to accelerate its investment in AI suggests that the market is not comfortable with AI and is in bear case hunt mode. Looking at Rightmove, Trainline, Autotrader et al. it is clear that AI is going to make a difference, but it is not changing that many business models.We consider Kainos’ results and George talks us through how the business has evolved before contemplating whether there will be or, perhaps can be, a budget flush coming as those with IT budgets use it or lose it in the final months of the year.We look forward to Sage’s forthcoming results by looking at Xero’s just gone and consider how business models and routes to market have evolved, then look to the potential float of Visma next year.Brought to you by Progressive.
Episode Description
Progressive's George O'Connor and Ian Robertson catch up on the news and events affecting UK-listed tech companies.
Rightmove’s share price reaction to management’s decision to accelerate its investment in AI suggests that the market is not comfortable with AI and is in bear case hunt mode. Looking at Rightmove, Trainline, Autotrader et al. it is clear that AI is going to make a difference, but it is not changing that many business models.
We consider Kainos’ results and George talks us through how the business has evolved before contemplating whether there will be or, perhaps can be, a budget flush coming as those with IT budgets use it or lose it in the final months of the year.
We look forward to Sage’s forthcoming results by looking at Xero’s just gone and consider how business models and routes to market have evolved, then look to the potential float of Visma next year.
Brought to you by Progressive.
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