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Sector updates and discussions from Progressive's Tech Team
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De nyeste 20 af 37 episoder
- Talking Tech - Episode 38 · 20 min.George and Ian catch up on recent news and events in UK small and mid-cap tech and discuss the (limited) SaaSpocalypse scenarios for Cerillion, DotDigital and GB Group – a few of…
- Talking Tech - Episode 36 · 15 min.George and Ian consider the Saint Valentine’s day tech massacre. In face of the carnage, we take a step back and remember that writing software is only part of the story. You…
- Talking Tech - Episode 35 · 24 min.George and Ian take comfort from FY25 trading updates but look forward to a year in which reality may bite back. Trading updates from Raspberry Pi, and news flow from Intel and…
- Talking Tech - Episode 34 · 15 min.Ian and George wish ChatGPT a Happy Birthday before cantering through recent UK small tech updates. ActiveOps – going well but could short term brokers and metric obsessed fund…
- Talking Tech - Episode 33 · 15 min.George and Ian 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…
- Talking Tech - Episode 32 · 23 min.George and Ian 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…
- Talking Tech - Episode 31 · 23 min.George and Ian catch up on news around the UK small and mid-cap listed tech space. Picking up on concerns about the challenges AgenticAI from our last podcast, George highlights…
- Talking Tech - Episode 30 · 22 min.The big, big question facing everyone is how do you make an original comment about the AI bubble. Ian and George tack away from Cisco vs Nvidia and nonsense PE comparisons and…
- Talking Tech - Episode 29 · 24 min.George and Ian catch up on events in and around the UK small and mid-cap listed tech. Big Beautiful Trade Prosperity deal – George tries to put in it some kind of context vs the…
- Talking Tech - Episode 28 · 18 min.UK vs US tech valuations – reflecting on wider and individual stocks. Looking at several leading UK tech stocks, including Computacenter, Raspberry Pi and Kainos, George examines…
- Talking Tech - Episode 27 · 40 min.George and Ian catch up on US giants results, reflecting on very different approaches and perhaps outlooks, before considering whether the IPO noise is consistent with the share…
- Talking Tech - Episode 26 · 15 min.This week George and Ian canter through the newsflow of recent weeks, Bytes, Accesso, Northcoders and Hostelworld. Is Bytes broken? No, but its reputation has taken another…
- Talking Tech - Episode 25 · 25 min.George and Ian catch up on events in and around the UK small and mid-cap listed tech. Visma – potential London IPO. Parallels with Sage are inevitable. Visma has grown through…
- Talking Tech - Episode 24 · 26 min.George and Ian wish AIM a Happy 30th Birthday, consider its success and follow Charlie Munger’s edict of ‘invert, always invert’ to gain some context. 1,700 companies on AIM in…
- Talking Tech - Episode 23 · 24 min.George and Ian catch up on events in and around the UK small and mid-cap listed tech. London Tech Week - George has been out and about and is enthused about by the talk by Gary…
- Talking Tech - Episode 22 · 22 min.George and Ian catch up on events in and around the UK small and mid-cap listed tech. Looking to the US, Salesforce and C3.ai results show positive momentum for AI, as of course…
- Talking Tech - Episode 21 · 13 min.George and Ian consider Sage’s results and the return of the normal share price path following results. George points to Xero as Sage’s rain cloud whilst Ian points to the…
- Talking Tech - Episode 20 · 15 min.George and Ian catch up on news and events affecting UK small and mid-cap tech. IBM’s figures get George pondering the differing paths with AI for software vs IT professional…
- Talking Tech - Episode 19 · 22 min.George and Ian catch up on events in and around the UK small and mid-cap listed tech. Alphawave’s lack of guidance for 2025 is no great surprise, but in an industry as complex…
- Talking Tech - Episode 18 · 21 min.George and Ian catch up on the jumble of news, both good and bad, for UK-listed tech. Pinewood.AI and Raspberry Pi deliver – although inventory build at Raspberry Pi is an issue…
