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Pfizer....


TeeDubya

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2 minutes ago, TeeDubya said:

In all seriousness, I think the business travel sector is too.

Amazon saved a BILLION bucks on T&E.

I think a lot of companies might think, "hey, our profits are decent because we saved all this money on expenses and we are still selling decently."

But I also think there could be a leading indicator effect, in that a lot of what companies have seen during earnings for Q2 and Q3 and probably Q4, were put in motion the 12-18 month cycle in the past. The real tell will be in Q3 and Q4 of FY21 to see if the lack of meaningful and intentional f2f/onsite time has done anything to slow or reduce revenue/sells. 

Let's see, but I for one am super excited about this news and what it means for the world we inhabit.

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