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Eric Voyer

Oct 31, 2026

11:38
You know, how big is the market and where are the opportunities? And I think we identified both of those very accurately in this report.
11:47
And if you're an integrator or anybody and you think about the impact of both of those things, how big is the market? Well, let's say that the market has grown or it's contracted one way or the other and your business has done the opposite.
12:01
Now you have that benchmark to say, all right, well, I'm either doing better or I'm doing worse.
12:07
I should be proud of myself and pat myself on the back and keep doing what I'm doing.
12:12
Or the other side of that says, you know what? The market's growing and I'm shrinking.
12:17
All right, why? And then that ties into that second part of what Ryan just said, which is, where should we be looking for that growth? So now we find that lighting is the number one category for growth, yet I'm focusing on, I don't know, some other product or integration, custom theater rooms or something along those lines.
12:36
Well, now I know that maybe I need to put a little more emphasis on a different category that tends to show greater growth.

8 MINS LATER

21:04
And we think that will kind of contribute or influence whether or not that optimism and growth is justified.
6:58
And as far as biggest obstacles coming through, they said things more outside the industry, the broader economy, inflation, tariffs, things like that were what is being viewed as the challenges that face the industry over the next 12 months.
7:16
Yeah, Ryan, I love that you brought up that bigger picture because, you know, we spent some time thinking about that, about what's going on just in the market as a whole.
7:24
And there's some headwinds there.
7:26
You know, we tend to talk about, like, there used to be the Great Recession that everybody used to pin a number on in the U.S., but globally, everybody can put a stake in the ground on COVID.
7:38
Pre-COVID, post-COVID, everybody makes these comparisons, and it's probably gonna go on until, God forbid, the next big thing happens.
7:45
But if we look at what happened in COVID, everybody had to sit down in their homes.
7:50
They couldn't do anything.

6 MINS LATER

13:47
Eric, did you want to speak to that? Because that was something you guys really hit on there.
6:58
And as far as biggest obstacles coming through, they said things more outside the industry, the broader economy, inflation, tariffs, things like that were what is being viewed as the challenges that face the industry over the next 12 months.
7:16
Yeah, Ryan, I love that you brought up that bigger picture because, you know, we spent some time thinking about that, about what's going on just in the market as a whole.
7:24
And there's some headwinds there.
7:26
You know, we tend to talk about, like, there used to be the Great Recession that everybody used to pin a number on in the U.S., but globally, everybody can put a stake in the ground on COVID.
7:38
Pre-COVID, post-COVID, everybody makes these comparisons, and it's probably gonna go on until, God forbid, the next big thing happens.
7:45
But if we look at what happened in COVID, everybody had to sit down in their homes.
7:50
They couldn't do anything.

6 MINS LATER

13:47
Eric, did you want to speak to that? Because that was something you guys really hit on there.
3:49
So that's great news for everyone who's looking to grow their business.
3:54
Yeah, and we may dive into this a little bit more, but one of the things that I was surprised at was this market is strong.
4:03
And there's a lot of headwinds right now for consumers.
4:06
You've got inflation, you've got tariffs, you've got uncertainty.
4:10
When we look at the CPI, that's up.
4:13
When we look at consumer sentiment, it's not great.
4:17
People aren't feeling great.

7 MINS LATER

11:26
But any way AI can be involved in those processes that helps businesses stay lean is obviously going to be great news when product margins are squeezed.
3:49
So that's great news for everyone who's looking to grow their business.
3:54
Yeah, and we may dive into this a little bit more, but one of the things that I was surprised at was this market is strong.
4:03
And there's a lot of headwinds right now for consumers.
4:06
You've got inflation, you've got tariffs, you've got uncertainty.
4:10
When we look at the CPI, that's up.
4:13
When we look at consumer sentiment, it's not great.
4:17
People aren't feeling great.

7 MINS LATER

11:26
But any way AI can be involved in those processes that helps businesses stay lean is obviously going to be great news when product margins are squeezed.

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