Patrick Moorhead, the CEO of Texas-based analytics firm Moor Insights & Strategy, said in an interview with CNBC that Ternus is a “continuity candidate” and not a “risk-taking visionary.”
“What I’m expecting and what the streets should expect is tight operational execution, margin management, and incremental product iteration,” Moorhead said.
He added, “I think that’s what the institutional side of the house really wants, as opposed to swinging around the room AI features, which up to this point, the company hasn’t needed at all.”
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