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This podcast discusses the evolving climate for business-to-business platforms, the challenges faced by jewelers, and the success of the jewelry industry in adapting to changing consumer behavior. It also touches on the potential increase in M&A activity, the advantages of dividend stocks, and the impact of the pandemic on retail jewelry sales.
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Quick takeaways
- B2B tech companies like Monday.com are experiencing stable demand and show potential for market improvement.
- Monday.com's transition to profitability opens doors to enterprise customers and its AI integration provides a competitive advantage in the future.
Deep dives
B2B Tech Companies in the Current Market
Small businesses have faced challenges due to higher interest rates, affecting their revenue targets. However, some B2B tech companies, like ServiceNow and Atlassian, have shown strong numbers. Monday.com, which serves small and medium-sized businesses, reported stable and strong demand. Although the sales cycle remains long, there are indications that the market may be closer to the bottom than the top, with a potential improvement in the future. The macroeconomic data and interest rates will be key factors to watch.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode