RE: Taken an extraordinary hit since 90p in Ocotber.19 Dec 2025 07:54
Hmm I see it differently..
Of course, could easily be wrong but my 2 cents are: the idea that AI is destroying BB’s business is an oversimplification. AI is commoditising some low-end services, but BB’s revenues are not primarily work that clients can suddenly DIY for free.
I also don't really see the comparison with S4 and WPP — their share price weakness reflects softer ad spend, client caution and execution issues, not a sudden AI shock.
My humble opinion is the share price move looks more like: profit taking, small-cap sentiment and confidence around delivery than a broken business model. AI is changing the industry, not eliminating it.
Can't say i'm not getting twitchy - but not going to get shaken out of this just yet, need to see what TU says in Jan.