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  1. 4,567 Posts.
    lightbulb Created with Sketch. 348
    covid 19 is the black swan though. customers will likely defer projects somewhat, even 1 deferral is enough.

    Example would be a key Auto customer cutting capex, deferring their Driverless cars/connected cars program , as Auto's are struggling right now. Reporting season will show all losses for the autos.

    Or FB/Google deferring their advertising A.I spend due to advertising industry struggling in covid19 , travel/tourism/restaurants key advertising spend areas are not in existence.

    Then 2021 , economic effects could last, so many workers are losing their jobs. Driverless cars may not come back on, and may be more of a pipe dream.
    Last edited by Nige456: 08/04/20
 
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