I agree. In my opinion it is more important how they deploy the capital. If the acquisition is margin and EPS accretive, it should be good for shareholders. So far the management has done well to create value.
I am more worried about the impact of AI on their business. Rahul Arora was asked the question on the concall. My understanding of his answer is that AI can be integrated into their product. Their customers will still need them to implement the solutions, they won’t be able to do it on their own. I would request someone with domain knowledge to comment on this answer. Is this a fair assessment of AI use-case in their business?
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