GREY:ESPAF - Post by User
Post by
luberonon Jul 04, 2016 2:05pm
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Post# 25020376
The last question sealed the deal for me
The last question sealed the deal for meOverall, the deal looked very promising as far as I'm concerned. Most notably an increase in recurring revenue and the evolution to offering an optional SaaS model.
But the aspect that resonated most strongly was the last question on last Wednesday's call submitted by analyst Justin Kew. Basically he asked - what is the degree of overlap between the 25-30 current ESP clients considering ESP's RDK solution vs the 40 customers being acquired as a result of the Arris deal?
Answer: Zero, zilch, nil, none!
So now ESP has more than twice as many realistic potential customers as it had prior to this deal. Gotta love it!