Empower your investment journey with knowledge. Subscribe to NAOS News & Insights.
By subscribing you consent to NAOS using your personal information in accordance with its Privacy Policy, a copy of which is available here.
By subscribing you consent to NAOS using your personal information in accordance with its Privacy Policy, a copy of which is available here.
"Our main product, talent, isn't like other products that people sell. It's not like furniture or jewellery or cars; it comes entangled with thin skins, volatile tempers, melodrama galore- our whole business model is built on emotion."
Bioeconomy
"The bioeconomy is opening new value pools. Agriculture has broadened beyond food, feed and fibre; biofuels and bio-nutritionals are driving demand for oilseed crops." Rico Christensen, CEO, Nufarm Ltd
Branding & Customers
“I spend a lot of time now really obsessing about what does your brand mean to the consumer, as opposed to what product are you simply trying to sell them.” Natalie Culina, CEO, Akubra Hats
Value Purchasing
“What we’re seeing is that growth has been the strongest in those larger tubs, where people are [looking] for value.” Scott Hadley, Managing Director, Chobani Australia
"Our members continue to show resilience in their spending, and they show a willingness to spend in discretionary areas where they're seeing exciting new items at great value." Gary Millerchip, CFO, Costco Wholesale Corp.
"People's savings have come down, and their credit card debt has come up again. They are starting to cut back on some discretionary spending." Sebastian Siemiatkowski, CEO, Klarna Group plc.
US Economy
"Consumers are literally running out of money toward the end of the month." Steve Cahillane, CEO, Kraft Heinz Co.
Coding & Customer Service
"But if we look at the code that we generated in December 2025, roughly 20% was enabled by AI. That is closer to 90%, so 9-0 today." Jonas Gustafsson, CEO, Hemnet Group AB [Sweden's leading online property portal]
"We're using it tremendously. I mean I would say probably 70-plus percent of communications are being handled by AI in some way, shape or form. Some of those from start to finish. Some of them require an agent at some point. But I mean, it's been a real game changer in terms of the cost and the efficiency of servicing our customers." Samuel Jonas, CEO, IDT Corp.
Golf
“Today, we see more and more youth participating, female golfers, just a lengthy list of underserved demographics that are now playing the game of golf. And the surge of off-course opportunities that, at one time, we wondered if would be in conflict with green grass golf have all just proved to increase the funnel of participants…We're just seeing a lot of investment in the sport, and that's ultimately good for those of us that serve that marketplace.” Edric Funk, COO, The Toro Company [maker of turf, landscaping and underground construction equipment]
In Car Technology
"Roughly 90 million vehicles are produced globally each year. Today, about 1/3 of them have the type of high-performance centralised compute architecture where QNX's [our division] capabilities are most relevant…Industry forecasts indicate that this segment could expand to roughly 3/4 of the market over the next 5 years." John Giamatteo, CEO, BlackBerry Ltd
Join our investment community. Be the first to receive NAOS News, Podcasts, Insights and Invitations.
By subscribing, you consent to NAOS using your personal information in accordance with its Privacy Policy, a copy of which is available here.
Dairy
"More than 5,000 additional metric tons of cheese was shipped to Australia compared with FY '25." Leon Fung, Acting CEO, Synlait Milk Ltd
Australian Snow Season
"Results were impacted by unfavourable weather conditions in Australia where cumulative snowfall was more than 50% below the 10-year average." Angela Korch, CFO, Vail Resorts Inc.
Travel
“I would really say that the market is still showing resilience despite this world that we are living in; despite everything that's going on, we still see the growth year-on-year." Pia Aaltonen-Forsell, CFO, Finnair
Talent Agencies
"Our main product, talent, isn't like other products that people sell. It's not like furniture or jewellery or cars; it comes entangled with thin skins, volatile tempers, melodrama galore—our whole business model is built on emotion." Ari Emanuel, Exec. Chair, WME Group [one of the world’s largest talent and entertainment agency]
Live Video, Captions & Translations
“In live video, accuracy, latency and operational reliability matter together." Tony Abrahams, CEO, AI-Media Technologies Ltd
Video Games
"So, the global video game market has confirmed its return to dynamic growth, having stabilised between 2021 and 2024." Yves Guillemot, CEO, Ubisoft Entertainment SA
Gas Markets & Uranium
"Feedback from gas customers continues to suggest strong demand for more gas supply on the east coast at pricing levels attractive for Amplitude Energy.” Jane Norman, CEO, Amplitude Energy Ltd
"I think for years, the focus, frankly, has been backwards, start at enrichment and then hope everything else shows up at the doorsteps. You can't enrich air." Amir Adnani, CEO, Uranium Energy Corp.
Cruises
"Our booking trends continued to strengthen throughout the quarter, with volumes meaningfully ahead of last year and far outpacing capacity growth." Josh Weinstein, CEO, Carnival Corp.
Productivity & Regulation
"Cutting red tape is one of the fastest ways to lift productivity and bring prices down without costing the budget a cent." Bran Black, CEO, Business Council of Australia
Join our investment community. Be the first to receive NAOS News, Insights and Invitations.
