Pcp comparisons on 1H23 will all be bad - I have mentioned this a few times but that includes the exit and writedown of Rater Labs (Google). I also said there is nothing left to downgrade.
Revenue, net profit, EBITDA will all be worse off on PCP from 1H23. If you don't think it is then one hasnt done their homework.
1H24 was stabilisation what is more interesting is Global Services and New Markets reporting lines going to be the same? I think not - nothing left of Global Services (Big Tech) - revenue is slowly being replaced by Model Builders and eventually Enterprise on SaaS
So reporting lines will be of interest, so will margins, so will efficiencies in automating large parts of the business, so will revenue and Ebitda guidance (if we get one) if not then 3rd qtr results will be more important end of October.
Pcp comparisons on 1H23 will all be bad - I have mentioned this...
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