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Aleks Memca

Sep 3, 2026

4:25
With this new term coined by Phil Fersht and the HFS group of services as software or service augmented software or software augmented service, it's really interesting to see how your portfolio is evolving.
4:37
On one end, it's evolving.
4:39
On the other end, it's challenging.
4:40
So as we are being geographically positioned where we are, we are also seeing differences between how European side looks at the current state of technology and aspirations and especially with AI versus the U.S., US side is obviously run, and then when you trip, you dust off and you move on.
4:57
And then when we have significant issues, we pause and then review.
5:01
European side is much more cautious, reviewing everything.
5:04
We also have geopolitical issues that some European companies are very afraid of just using US-based technology.

9 MINS LATER

13:50
If you're smart and you have a lot of work ethic, how is that changing the competitive dynamic for you? Are you finding pressure from new entrants that are smaller, perhaps more nimble than you? Or do you find this as an opportunity to go after those global system integrators?

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