It's a cyber security Monday as we look forward to a tech heavy week.

Motley Full Money starts now.

Welcome to Motley Full Money.

I'm Deedra Willard here with Motley Full Analyst, David Mayer at David How are you today?

I'm doing fantastic.

How are you?

I'm doing great.

You're a long time full analyst, but you haven't been on the podcast for a while, so I'm

happy to rectify that.

And I'm excited to have you on today because we've got a lot of business to business tech

companies reporting later this week and one that reported last week that we're going to

focus on.

But looking forward this week, we've got Nvidia, of course, the big one.

But we've got Zoom, Snowflake, we've got some others reporting this week.

When I think about business to business, I want to think I want to look at customer growth,

the customer spend, what else should we be looking for?

So first of all, you're spot on for every business we want to look at those things, right?

Because that's where the cash flow comes from, especially right now.

One of the things that has been very important over the last 12 to 18 months is are these

companies making comments about the sales cycles.

So during COVID, when everyone thought that work from anywhere was going to be the new

way, the new normal, if you will, they spent a lot of money.

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