Post by
luberon on Jul 04, 2016 2:05pm
The last question sealed the deal for me
Overall, 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!
Comment by
barneyj44 on Jul 04, 2016 2:58pm
Thanks for the update Luberon, sounds very exciting indeed.
Comment by
TheRock07 on Jul 04, 2016 3:22pm
Thank you. We should be much higher than this, given that additional revenue and all that cash..