Hansen Technologies (HSN) reported their 1H26 results yesterday.

So all rolling along pretty smoothly.

What caught my attention was their upfront way of addressing the AI issue/supposed threat.

I also read the Director’s Report included with the Financial Statements, which was essentially the above in simple text format, stringing all the bits above together into a cohesive whole.

This struck me as the most concise and clear explanation of how a software-based company interacts, uses and views AI.

It certainly made me feel a lot more comfortable and confident in holding HSN.

Would that other companies were equally upfront and clear.

Discl. Held IRL.