Anna, Nirvana
. Many thanks for your illuminating thoughts. After hearing the Concall and studying the ppt, and hearing your thoughts, here are my thoughts.
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Uday reddy is an extremely risk averse and conservative. I don’t see VF ad a bold move, same tuck -in gingerly step. Should have tried europe or some US companies which have bled out and on the verge of death. Something in NLP and conversational ai, Perhaps. Something on the high margin platform side would have been great.
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With their experience, they are likely to improve the profitably noticeably. Although enterprise remains a low margin biz. It appears they have bought cheap at 7x ebidta (fire sale by twilio?. I also. am a twilio shareholder). Team seemed confident to boost returns. There was hardly any mention of deep synergy.
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Indonesia is buzzing while middle east is stable. I don’t see significance even with VF addition. Route is doing a better job at geo expansion IMHO.
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