They will be negative - guidance is the big unknown but we will just have to wait and find out what that looks like.
Company needs to create business units that makes sense.
Asian Business Unit - valuation is far higher than $300m as hasnt stopped growing
Enterprise - Ex Big Tech Digital Advertising - this part of business is growing 10% p/a with record high project counts and contract values. Anyone want to put a valuation on this business unit?
Digital Advertising - this part is declining 10% p/a
Asia and Enterprise A.I spend not big enough yet to offset Digital Advertising dependancies
No way would you sell Digotal Advertsing as a business unit but how much would they get for it if they did because it brings in alot of cash it's just out of cycle and expenditure must be made to grow Asia and Enterprise.
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