Run the Numbers Straight Talk on the Economy - What it Means for Tech
12 snips
Apr 26, 2025 Dive into the current economic landscape shaping tech companies. Discover how delays in procurement and legacy tools affect operations. Learn about investor caution leading to prolonged deal cycles. Explore how budget constraints from giants like Nike can impact your cloud spending. Consider new opportunities in recommerce and maintenance software. Finally, embrace finance literacy to gain strategic clarity amidst turbulence, and refine communication around budgets and hiring practices.
AI Snips
Chapters
Transcript
Episode notes
Personal Ritual for Positivity
- CJ Gustafson shares a personal ritual of driving with iced coffee and his dog to think and stay positive.
- This small habit helps him reflect and maintain optimism amid uncertainty.
Tariffs Hit Tech Valuations Hard
- Tariffs cause a $1.8 trillion one-day equity loss, impacting tech valuations.
- SaaS multiples fell below 5X forward revenue, indicating major economic shifts.
Ripple Effect on Non-Physical Tech
- Even non-physical tech companies feel supply chain shocks via customers.
- Procurement slows, renewals defer, and CFOs push legacy tools usage.