Earnings Projections

The NPV of current service subscription contracts at all IT firms will increase solely due to the projected Fed reductions in the risk free interest rate WHEN they happen...

Rate policy has become even more important since the IT sector’s transition to the subscription business model… it’s not just banking/finance any more…

I’m seeing more and more of this. We expect 10% earnings growth over time. NOT NEXT YEAR…but AFTER we spend on AI it will CERTAINLY kick in. pic.twitter.com/QFytAIMJTF

— Brian Wesbury (@wesbury) October 16, 2025

 

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