Talking Tech - Episode 33
Episode 34 of the PIWORLD Investor Podcasts podcast, hosted by piworld, titled "Talking Tech - Episode 33" was published on November 26, 2025 and runs 14 minutes.
November 26, 2025 ·14m · PIWORLD Investor Podcasts
Summary
Progressive's George O'Connor and Ian Robertson catch up on the news and events affecting UK-listed tech companies.George and Ian consider Sage’s recent full-year results and where it can go from here. Its cloud-based US acquisition Intacct, has shown what can be done, but is Sage condemned to a life in the slow lane by its parochial home market’s love of yield and misunderstanding of growth.They also ponder the challenges that the new CEO faces at Tracsis. Not least of which, in a similar theme to Sage, is its technical debt. Although it’s worth remembering its customer base, which might be more suited to a legacy approach after all.
Episode Description
Progressive's George O'Connor and Ian Robertson catch up on the news and events affecting UK-listed tech companies.
George and Ian consider Sage’s recent full-year results and where it can go from here. Its cloud-based US acquisition Intacct, has shown what can be done, but is Sage condemned to a life in the slow lane by its parochial home market’s love of yield and misunderstanding of growth.
They also ponder the challenges that the new CEO faces at Tracsis. Not least of which, in a similar theme to Sage, is its technical debt. Although it’s worth remembering its customer base, which might be more suited to a legacy approach after all.
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