CLAIM #50245 · PM (PM) · 2024Q4 earnings call · Feb 6, 2025 · due Dec 31, 2025
“You know, second half of the twenty five, we should start seeing we should start seeing improvement on this”
Jacek Olczak · CEO
In context
“know, is a little bit more challenging. Right? I mean, it's pretty obvious. But I believe with the growing demand sorry. With the growing supply of the product, I think this pricing will come to the sum sort naturally to the normalization So I have to also admit that, look, we are very happy with the support we're getting from you know, retailers handling our products and, you know, it's not that easy for them also to be confronted with product which on the one hand has the demand on the other hand, they cannot realize their margins and, you know, they take from a certain price and you know, I hope but again, I think that, you know, the pricing situations in the market will will sort out somehow not surely the moment when the product will be in a full, unconstrained suppliers, as we said. You know, second half of the twenty five, we should start seeing we should start seeing improvement on this Emmanuel Babeau: Sure. And if I could just squeeze in one last question on Zendesk. Gaurav Jain: Could you just talk about that ELTA, what the product is, and then you think we can see it in the market? Jacek Olczak: Yeah. So, obviously, as well, as we all know, right, the the authorization came Essentially, last days or hours of the one administration is now I guess we'll have to wait for the for the new author sorry, for the new administration Look. As I said in the You know, in the answers to the questions before that, I do hope that you know, period of four or five years waiting for authorization, Is too much. It's too long. And I do believe that there will be some I hope there will be some accelerations in the processing because of the authorizations. And you know, we have to also un”
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SEC filings for PM ↗ · Claim quote is verbatim from the 2024Q4 earnings call.