Teleperformance SE

That's where the customer service for a PlayStation really goes.

Teleperformance is literally the shittiest customer service brand here in the Americas.

You should have gone to Telus at least.

And I hate Telus.

But Teleperformance, man, you really went for the bottom of the barrel.

No surprise, although so many people have had their things stolen, even though apparently they have...

The thing that happened with Colin Moriarty apparently started to change some process and he was seeing something, but it's like... it's uh as of right now it's like obviously these things don't happen overnight they probably had this planned for a while and all that so it's like we still know that the movement's still happening about like the people still doing the no this no buy what's funny is that we're getting near to their financials i cannot wait to hear their financials because like uh what game have they not touted the sales off

They're just the big people who come in and say, "You don't wanna deal with the website chat on a Best Buy's website.

We are going to go handle it." Have you ever heard of, like, Teleperformance?

No.

They're just these massive companies for these big corporations that outsource.

So why don't you fill us in on who you interviewed and what the topic was about?

Yeah, this is TP, formerly known as Teleperformance.

Victor Botto is based in Nairobi in Kenya.

He's the head of business development for Sub-Saharan Africa for TP.

And he published a white paper recently that looked at Kenya and Africa opportunities for BPO.

But I think that there were a couple of interesting points that he raised there, because, you know, the typical message we always see is that around cost of BPO, you know, it's where do we find lower cost locations? But Victor's paper actually looks at the market development in Africa, you know, very young population, massive consumer growth there.

Yes.

Okay.

The third is the public markets, which have already made their judgment.

Concentrix, Teleperformance, TaskUs have all been hammered.

It's the same repricing that went through the software sector, where companies lost the overwhelming majority of their value on nothing more than a revised view of future earnings.

Scott's analysis of that third point is the sharpest thing in this episode, so I'll flag it now.

Brian, I'm fighting you now again.

Maybe it's a taco truck outside of Teleperformance.

Oh, okay.

It used to be the taco truck that was downtown, but Azteca won or whatever.