LTM Limited CC-Jul26.pdf · 2026-07-11
Venu, you mentioned that growth is going to pick up from 2Q onwards and strengthen through the rest of the year ? Will this mirror some of the growth you saw in the first three quarters of FY2 026 or will it be better or worse than that?
Venu, we have had some deployment companies being created in the June quarter by both the AI labs and also the hyperscalers and some serious amount of investment has gone into them? Are you coming across these players in the market or you also have relationships with them ? How is this kind of working out? I mean, there are potential competitors, there are also partners to you , is there kind of split of business? How do they go to market here?