Q: Have you had a chance to read the New Year message from David Nyland (CEO of Lumine Group) published on January 14?
He clearly emphasizes that AI has moved from "concept to execution" within their ecosystem. It strongly reinforces the idea that AI is proving to be a true advantageous wind for their business environment.
I would love to hear your thoughts on how this disciplined execution might impact Lumine's margins in 2026. Thank you
He clearly emphasizes that AI has moved from "concept to execution" within their ecosystem. It strongly reinforces the idea that AI is proving to be a true advantageous wind for their business environment.
I would love to hear your thoughts on how this disciplined execution might impact Lumine's margins in 2026. Thank you
5i Research Answer:
It really remains to be seen, and impact might not be noticed early in the year, which if not could worry investors further. But there are opportunities with AI, and we do not believe clients will simply wholesale switch to unprove methodologies. AI is only as good as the input it gets, and this is where LMN could have advantages, knowing all of its clients business and data intimately. We could be wrong, but recent fears are probably overblown, and so far of course there has been no negative fundamental impact at all.