CLMB...Not concerned....yet. CLMB is top notch w/ top-notch management, beautiful balance sheet, and will do fine navigating through this (IMO). They have so many companies that come to them wanting a strong reseller for their product. Climb can easily move things around and keep & add the companies w/ strong products. The Q1 earnings report and cc should give shareholders somewhat of the direction Climb is headed in. Anyway I can't be concerned, until there is a concern, and so far things have looked great.
BTW, I sent this article to my son this morning (He's a developer/coder. Don't quite understand all he does, but he does very well for himself). His reply back to me is below the link... Anthropic AI Claude impact on engineering jobs: Anthropic’s AI coding surge reshapes hiring: Why senior talent is in demand now as Claude takes over junior engineers' role - https://share.google/InfCvyC8ut4ujrdPf
"Yeah I think there will be more software jobs created from all of this since you need someone to steer it. And now that everyone is creating SO much code there’s newer problems surfacing. Quality is the name of the game now."
We'll see what happens w/ CLMB. Looking forward to earnings and if there is something I don't like, I'll go from there.
CLMB...maxluke, Hope this bodes well for Climb's future...(It's taken from their latest cc transcript)...
"Our European team continues to demonstrate strong execution as we expand our capabilities in one of the market's fastest-growing areas, which is artificial intelligence. AI has become a top priority for both our customers and partners, yet many are still defining practical strategies and identifying the right manufacturers to align with. To help bridge this gap, our team led by Martin Bichler launched Climb AI Academy in the DACH region earlier this year. The Climb AI Academy was designed to equip our infrastructure partners with the tools and expertise to effectively position themselves in the AI space, while guiding AI consultants through a complexity of this rapid evolving market -- rapidly evolving market. The program offers manufacturer-neutral training, clear AI readiness guidelines and structured curriculum that spans the foundational -- from foundational to expert levels, ensuring every participant receives tailored applicable knowledge. In addition to the AI Academy, it provides internationally recognized ISO and IEC certifications, such as Certified AI Manager course delivered by trainers with extensive real world experience. This hands-on approach enables our partners to better translate theory into practice, ultimately helping them deliver more impactful AI-driven solutions to their customers. With more than 700 participants to date and highly positive feedback, our initiative is proving to be a powerful differentiator in helping partners navigate and succeed in accelerating AI market." https://capedge.com/company/945983/transcripts/2025/q3?redirectBack=%2Fcompany%2F945983%2Ftranscripts&sidebar=document