Tobii
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Feb 26, 2026 by Rory O'Driscoll · across every show →
Everything said about Tobii, oldest first
Feb 26, 2026 bearish
O'Driscoll: Levered PE-backed SaaS firms will face severe headcount cuts
“Will do that kind of dramatic headcount reduction, and I think the most obvious place will be all the levered, PE-backed, highly levered SaaS companies, because if you're not levered, if you have time, you can do the Tobii thing and just hold headcount flat, r…”