Q: Thoughts about Mark Leonard agreeing to shareholders call to discuss AI impact on software ? Mark Leonard is breaking from his strategic playbook. Does CSU settle, rebound or plunge with the call ?
5i Research Answer:
It is definitely a detour from their regular MO. But with a lot of investor concern, it makes sense. CSU will likely discuss the risks from AI, but also their initiatives and opportunities. We imagine it will be a well-attended call and we will be on it. We would not really expect the company to deliver bad news on such a call, but the interpretation by shareholders can always differ from the company's. But it is probably the right move for CSU since everyone has been 'freaking out' over its rare stock decline.